Usage:

Carriers are assigned to the customer for shipping purposes. The default setting includes popular Carriers, but each user may add their own. The Tracking URL is used to automatically track cases from within DLCPM and it also allows customers to track their own cases via the Customer Web Portal.

 

Navigation:   Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Shipping > Carriers

 

V11 - CRM- Shipping - Carrier

Carriers Maintenance form

hmtoggle_arrow1How to add a new Carrier:

1.Click V11 - new and the New Value(s) form will open.      

2. Enter the new Carrier name and it's Tracking URL.

3.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update a Carrier record:

1.Select the Carrier record you wish to update by clicking on the record.

2.Click V11 - modify long and the Edit Value(s) form will open.      

3.Enter the new Carrier name and it's Tracking URL.

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to delete a Carrier :

1.Select the Carrier you wish to delete by clicking on the record.

2.Click V11 - delete long

3. Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See Also:

Settings for more options.