How to set up Carriers

Instructions

1. Navigate to the "Carriers" menu, available in the side menu of the application under the Entities section.
2. Select “+ Add”
   • Provide the Name
   • Provide the Description
   • Specify if it is the default carrier
   • If you use an automatic carrier plugin (for example NACEX, Correos Express, DPD or UPS) and want this carrier to ship under a sender identity different from your organization — because you trade under your own brand, or fulfil on behalf of a client — set it in Sender identity, on the carrier's Sender tab (name, VAT number, phone, e-mail and address). The tab appears once the carrier has been saved with a Plugin Type. You only need to fill in the fields you want to override; the rest keep coming from another level, as explained below
   • If you use an automatic carrier plugin and some of your customers have no phone number, turn on Use sender phone when the customer has none, as explained below
3. Select “Save”

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Please note

The carrier configuration will be used later in the dispatch process. When closing the entire dispatch process, you should indicate which carrier will transport the goods. The one defined as the "default" will appear as the first option.

Sender identity is resolved field by field — name, VAT number, phone, e-mail and address — not as a whole, in this order: the carrier, then the Sender identity tab of that carrier's plugin, and finally your organization's own details, which also include a phone number. Leaving a field blank never means "send nothing" — it means "use the next level", so an empty field on the carrier doesn't stop the shipment as long as it's filled in at one of the levels below it.

The sender's phone and e-mail come only from this chain, for every carrier. If you once entered a sender phone or e-mail in the DPD or UPS plugin settings, those values are no longer sent: if your DPD or UPS shipments should show a contact other than your organization's, fill it in on the plugin's or the carrier's Sender identity. The only value still taken from a plugin's own settings is the Correos Express Sender code: when neither the carrier nor the plugin sets one, the default sender code configured in the plugin is used.

Make sure the sender's contact details are complete somewhere along this chain: some carriers reject the shipment if they don't receive a valid sender contact.

Some carriers also reject or mishandle a parcel that has no recipient phone. To avoid this, turn on Use sender phone when the customer has none on the carrier's General tab. When the customer's address has no phone, the sender's phone is sent to the carrier in its place: the same phone that is resolved for the Sender identity (the carrier's, then its plugin's, then your organization's), so a courier who calls it reaches you, never a stranger. A customer's own phone is never replaced, and if no phone is set at any sender level the shipment goes without one, as before. The option is off by default and is set per carrier. It only affects carriers connected to an automatic plugin (NACEX, Correos Express, DPD, UPS and CTT Expresso); a manual carrier sends nothing to a carrier system.