Creating Carriers

Creating a carrier involves defining several key fields, such as carrier name, code, ship method, accrual account, income account, and expense account. These fields ensure that each carrier is set up with the precise attributes necessary for tracking shipments, calculating costs, and managing logistics.

To create a carrier, go to Menu > Admin > Warehouse > Carrier

Carrier Details Fields

Field	Description
Carrier Name	Enter a name or title of the carrier entity, providing a clear identifier for reference
Carrier Code	This field allows you to assign a unique identifier to the carrier.
Description	This field allows for a brief description of the carrier, including any essential information that might be useful for users.
Carrier Logo Url	This field allows you to enter a URL of the carrier's logo, useful for visually identifying the carrier within the system.
Ship Method	Select the method of shipping to associate with the carrier. The available options are: Delivery (Own Truck) and Delivery (Third Party).
Accrual Account	This field allows you to select an account for recording the expenses related to the carrier that are accrued but not yet paid.
Income Account	Select the income account for the carrier. This account is used for recording income generated from shipping services provided by the carrier, facilitating revenue recognition and analysis.
Expense Account	Select the expense account for the carrier. This account is used for recording expenses incurred in engaging the services of the carrier, including shipping fees, handling charges, and related costs.
Third Party Vendor	This field is used if the ship method selected for the carrier is third party delivery. This filed allows you to select the third-party vendor associated with the carrier.
Carrier Type	Specifies the type of carrier, such as freight, courier, postal service, etc.
Shipping Account#	This field allows users to set a default Shipping Account Number at the carrier level, which will be used when a customer-specific Shipping Account Number is not available.

By meticulously defining these fields for each carrier, you can streamline their shipping operations, making it easier to manage orders, track shipping costs, and ensure timely delivery of goods.

After filling in the essential information, click "Save" to create the carrier.