How to Configure Carriers

Overview

This doc with walk you through the initial setup for creating Small Package, Custom Rate and LTL Freight Carriers. Setting up a Carrier in ShipperHQ allows you to choose the shipping methods you want to show at checkout and manipulate these options.

These types of carriers include

  • Live Rate Carriers – Pulls live rates using your carrier credentials
    • Small Package Carriers like UPS, FedEx, USPS, Australia Post, DHL, etc
    • LTL (Less than Truckload) Freight Carriers and 3PLs like Cerasis, UPS Freight or YRC
  • Custom Rate Carriers – Custom rates you define within ShipperHQ
    • Custom-rate carriers like free shipping, table rates, or flat rates
    • Special carriers like In-Store Pickup

Creating a Carrier

There are two ways to add a new carrier to your account. Each method is described below:

Adding a live rate carrier from the Marketplace page

  1. Navigate to the Marketplace page from the ShipperHQ Dashboard (left sidebar)
  2. Select your desired carrier
    • You will need to enable the LTL advanced feature before LTL carriers will be displayed
    • You can filter by carrier type or by installation status using the dropdown menus near the search bar
    • Being to install and validate a selected carrier by clicking the “install” button directly on the listing or click anywhere else on the listing to view a detailed page with more information about the carrier including information required for validating the carrier.
  3. Review the required validation elements (varies, see the specific carrier’s config document)
  4. Proceed and enter the required account information as needed. Note: Successful installation depends on the accurate entry of the account information required by each carrier. If you do not have the correct information you will not be able to validate your carrier or receive live rates. 
  5. Once validation is successful, you will be presented with the option to enable your carrier right away or configure it further. Selecting configure will take you to the carrier’s details page.

Adding a carrier (live or custom) from the Carriers page

  1. Navigate to the Carriers page from the ShipperHQ Dashboard (left sidebar)
  2. Select “Add New +”
    Add New Carrier
  3. Select your desired carrier type
    • Custom Carrier – Table Rates, Flat, Free, Same Day Delivery, Customer Accounts
    • Small Package – Live Rate small package carriers supported by ShipperHQ
    • Freight LTL – Live Rate LTL Freight and 3PLs supported by ShipperHQ (To see this option you will need to enable the LTL advanced feature)

  4. If you select “Small Package” or “LTL Freight”, you will be presented with a list of carriers for which you have already installed and validated (if any). Otherwise, you can select “Install Carrier” and you will be redirected to the Marketplace to choose a carrier to install and validate.
    • If you would like to set up another instance of a carrier you have already installed, select it here. You will then be asked to choose a name for this new carrier, and you will also be given the option to use a different account if you do not want to use the credentials you saved previously.

Changing the Credentials for an Existing Carrier

You can switch to different credentials for an existing carrier from the Marketplace page.

  1. Navigate to the Marketplace page from the ShipperHQ Dashboard (left sidebar)
  2. Select the carrier you whose credentials you would like to change
  3. Select “Replace with new credentials” to restart the validation process
  4. If you already have two instances of a carrier using different credentials, you will see a dropdown menu appear below the carrier name for selecting which set you would like to change.

Carrier Configuration

  1. Carrier Overview – Specify the Carrier Name, Title (displayed in Cart), and which origins you want this carrier to apply to.
  2. Account Settings – For Live Rate carriers, settings which relate to your carrier account (such as rate type) can be found here when available.
  3. Display Restrictions – If necessary, you can restrict the carrier to only apply to a set of zones.
  4. Shipping Methods – For Live Rate carriers you can select which shipping methods you want enabled. For Custom carriers, you will need to add shipping methods or import a csv file in the Manage Table Rates section.
  5. Additional Charges – Set which destination type you will use with this carrier. (Business or Residential)
  6. Package Settings – Set the min/max weights for packages and shipments.
  7. Free Shipping Promotions – Select shipping methods you would like to offer for free. If you want to apply a rule for free shipping, this should be done under Carrier Rules
  8. Handling Fees – Can be applied per order, per item or per package
  9. Error Handling – Set an error message to display when no rates can be found
  10. Advanced Options – Only fill out this section if you are 100% sure. This is where you can specify min/max shipping fee and sort order.
  11. Save the Carrier

Next Steps

Now that you have created your desired carriers, you can move on to create carrier rules or setup Method Merging, Dimensional or other options as needed.