BluJay Solutions Parcel 21.1.0 - User Guide

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Navigation: BluJay Solutions Parcel Configuration (Web Admin) Tool > Carrier Configuration > How To Add and Configure Components

How To Add a Carrier

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The process of setting up a new carrier in Parcel consists of the following stages:

•Adding the carrier to an existing location.

•Configuring settings for the carrier and importing any required files.

Adding a carrier

You can add a carrier to any of the locations you have defined in the Web Admin (Carrier Configuration) tool. To do so, carry out the following procedure.

Notes:

•You can add only carriers that you purchased for use with Parcel.

•Before adding a carrier, you need to ensure that you have added at least one location in the Web Admin tool. If this is not the case, you need to add a location first. To do so, see the Add Location topic.

•To add a carrier to a location, you must be logged in to Parcel as a user with the Application Administrator role. For information on this role, see the following Help topics: User Management and User Accounts > Roles.

To add a carrier, complete the following steps:

1.From the Parcel System menu select Settings > Locations to display the Web Admin tool in the left pane.

2.In the left pane, select the location (click on the plus next to the location folder) for which you want to add a carrier.

3.Select the Carriers folder (click on the plus next to the Carriers folder) to display a list of available options and carriers.

4.Click on the Add Carrier link to display the Add Carrier screen in the right pane.

5.From the Carrier drop-down list, select the carrier you want to add. This step displays the additional fields to fill in for that carrier (see step 6), as well as a list of services to select from.

Note: The list of available carriers depends both on the carriers included in your Parcel distribution and on the location country. Carriers available for a particular location are those for which that country is a valid country of origin for a carrier. For a table of supported carriers by country, see the following Help topic: Global Settings - Add Location

6.Fill in the following fields:

In this box...	Do this...
Account Number	Type the Shipper Account Number that you received when you set up your account with the carrier.
Domestic Code/Carrier Code	Type a unique identifier for the carrier. This identifier should be alphanumeric (hyphens allowed). For example, if you are adding a second account for UPS to the same location, you might type "UPS-2" (without quotation marks) in the Carrier Code box. Note: This is the identifier that Parcel displays for the carrier in the Web Admin pane and also in the Warehouse screen Carrier drop-down list for the location.
Additional fields	Parcel may display additional fields for some carriers that require more information such as special account numbers or configuration options. For more information on these, as well as the services available for each carrier see the links under the Carrier Account Number and Services section.

7.In the Services list box on the left, specify the services you want to include for this carrier as follows:

a.Use the standard Windows method to select the services you want to add.

b.Click [ADD] to add the selected services to the list box on the right or click [ADD ALL] to add all the services. Use the [REMOVE] and [REMOVE ALL] to edit the list as needed.

c.Select a service in the right list box and use the up and down arrow buttons to change its position in the list.

Note: The services in the right list box appear in the Service drop-down list for the carrier on the Warehouse screen as configured in this step. For the services available for each carrier see the links under the Carrier Account Number and Services section.

8.Click [ADD] in the lower right portion of the screen to add the carrier to the location or click [CANCEL] to cancel adding a new carrier. If you clicked [ADD], the new carrier is added to the selected location and appears in the carrier tree in the left pane for that location.

9.If Parcel displays the following message: "Please restart server," select the System menu, and then select Parcel Refresh and click [REFRESH].

Configuring a carrier

After adding a carrier, you need to complete the configuration screens for the new carrier before you can begin using it. The screens that you need to complete depend on the carrier that you added. These are described in the Help topics linked to in the following section.