Add a Carrier

This article shows DVU users how to create a carrier record. Carriers are an important part of any shipment or pending quote that relies on third-party contractors to provide transport service.

The DVU platform pulls company information and charge codes from the Carriers page into a shipment or pending quote.

Creating a carrier

1. Go to Home > Business Partners > Carriers.

2. Click the plus icon to create a new record.

3. Make sure the Enabled box is checked. (see below)

4. Fill in the required fields on the Properties page. (see below)

5. Fill in other fields as needed.

6. Click Save.

7. Click a link on the side menu to add details. (see below)

Enabled checkbox

When checked, DVU adds this carrier to all relevant drop-down menus, which means a DVU user can select this firm for a shipment or pending quote.

Uncheck the box to keep the record in the DVU system but prevent DVU users from selecting this carrier option.

Required fields on the Properties page

The Properties page has three required fields:

• Description - Enter a unique identifier.

• Account ID - Enter a unique alphanumeric code.

• Type - Click the field and select an option on the drop-down menu (e.g. UPS, LTL, etc.).

Optional fields on the Properties page

• Contact - Fill in the contact information fields.

• Billing ID - Enter a unique billing identifier.

• SCAC - Enter a Standard Carrier Alpha Code (2 to 4 digits).

• MC # - Enter the Motor Carrier number.

• Mailing Address and Shipping Address - Enter two addresses if they are different locations.

Other pages

Click a link on the side menu to add carrier details and information.

Charge Codes

Create a list of non-standard costs which this carrier will bill to you. When enabled, DVU automatically adds those costs to a shipment or quote.

• Click here to learn how to create carrier charge codes.

Small Parcel Service Class

Select the service class type for this carrier.

Transportation

Click the field and select a default rate tariff. Enter a demurrage rate. Set the number of free days and the calculation method.

• Click here to learn how to create a rate tariff.

Small Parcel

Configure settings and add the carrier’s account number.

• Check the box to set the residential delivery flag. (optional)

• Check the Default Intercom field and select an option if System Default needs to change. (optional)

• Shippo Account Mapping: Enter the same name you have for the carrier on your Shippo account. This is the alias of your shippo carrier account linked to DVU. (optional)

• Click the Automatic Confirmation Signature field and select an option. (optional)

Files

Upload files (e.g. documents or images) related to this carrier.

Notes

Add a time-stamped message to record key events.

Edit History

View a log of record changes. DVU users cannot edit or delete log events.