Shipping Carriers in CustomBooks™

Shipping Carriers

Overview

Shipping Carriers in CustomBooks™ allow you to manage the companies or services responsible for transporting goods from one location to another. Common examples include UPS, FedEx, and USPS.

Shipping Carriers can be selected on Sales documents, such as shipments, to identify the carrier handling an order. You can create shipping carriers manually or add them while working on a Sales document. If you use the ShipStation integration, shipping carriers are automatically imported from your ShipStation account.


Accessing Shipping Carriers

To view and manage your shipping carriers list:
  1. Navigate to Lists → Shipping Carriers.

  2. The Shipping Carriers list displays the carriers available for use in your Sales documents.



Creating New Shipping Carriers

You can add new shipping carriers manually in CustomBooks™.

To add a new shipping carrier:

  1. Navigate to Lists → Shipping Carriers.
  2. Click Create → New.
  3. Fill in the required fields on the Shipping Carrier (create) window.

    • Description: Enter the full name or description of the carrier (e.g., FedEx, DHL).
    • Code: Enter a code, or allow CustomBooks™ to automatically generate one.
    • Integration with ShipStation.com: Check this box if you integrate shipping operations with ShipStation.
    • ShipStation code: If ShipStation integration is enabled, enter the corresponding carrier code provided by ShipStation.

  4. Click Save and Close to complete the setup.

Once saved, the shipping carrier will be available for selection in the Shipping Method drop-down field on applicable Sales documents.

Adding a Shipping Carrier On-the-Fly

You can also add a new Shipping Carrier directly while creating or editing a Sales document, without navigating away from the document.

To add a Shipping Carrier on-the-fly:

  1. Open the Sales document you are working on.

  2. In the Shipping Method drop-down field, click the green plus (+) icon.

  3. Fill in the required fields on the Shipping Carrier (create) window

  4. Save the new carrier.


The newly added shipping carrier can then be selected for the Sales document.

Managing Existing Shipping Carriers

From the Shipping Carriers list toolbar, you can perform the following actions:

  • Export list: Export the list of shipping carriers for external record-keeping or reporting.

  • Columns: Customise which columns are visible in the list view.

  • Settings: Configure default table view and display options.

  • Search: Use the top-right search box (Shortcut: Alt+1) to quickly locate specific carriers by name or code.


ShipStation Integration

If your CustomBooks™ account is connected to ShipStation, shipping carriers are automatically imported from your ShipStation account.

To update your shipping carriers, make the necessary changes directly in ShipStation. Manage carrier information through ShipStation rather than manually updating the imported carriers in CustomBooks™.

For more information about ShipStation integration with CustomBooks™, refer to the ShipStation Integration knowledge base article for the integration instructions or the related ShipStation setup documentation.