3PL Carrier Management

3PL Carrier Management allows you to manage billing carrier information for third-party (3PL) services. This functionality is essential when you need to configure carrier accounts like UPS or FedEx that will be used to bill shipments to external customers.

This tool allows you to view, edit, and manage all billing carriers configured for your account, including contact information, addresses, and carrier account numbers.

Create New Carriers

To create new billing carriers, go to Orders > Integration and look for the “3PT Configuration” table. Carriers created there will appear in this view for management.

Why Use 3PL Carrier Management?

Centralized Management

Manage all billing carrier information from one place. View all configured carriers in an organized table.

Complete Information

Keep contact information, addresses, and carrier account numbers (UPS, FedEx) updated for accurate billing.

Billing Control

Activate or deactivate carriers as needed and configure whether account numbers should appear on packing slips.

Traceability

See when carriers were created and updated, and which integration they come from (Source).

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Accessing 3PL Carrier Management

1. Navigate to Menu

   From the main menu, go to Orders and then select Integration.

2. Open 3pt Management

   In the Integration dropdown menu, click “3pt Management”.

3. View Main View

   The “Third-party/3pt billing management” page will open with a table showing all configured billing carriers.

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Viewing Billing Carriers

The main table shows all billing carriers configured for your account with the following information:

Table Columns

• ID: Unique carrier identifier
• Account: Shows the carrier account number (UPS or FedEx)
• Active: Carrier activation status (Y/N)
• Source: Name of the integration from which the carrier was created
• Company Name: Company name associated with the carrier
• Contact Name: Primary contact name
• Address: Complete address (Address1, City, State, Country, Zip Code)
• Include Acc# in packing slip: Indicates whether the account number appears on packing slips
• Created Date: Carrier creation date
• Updated Date: Last update date

Filter and Search

You can filter results using the search fields in the second header row:

• Search by ID, Company Name, Contact Name, or Address
• Filter by Account (UPS or FedEx account number)
• Filter by Active status (Y/N)
• Filter by Source (integration name)
• Filter by Include Acc# in packing slip (Y/N)

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Edit a Billing Carrier

1. Select the Carrier

   In the table, locate the carrier you want to edit using search filters if necessary.

2. Open Actions Menu

   Click the button with three vertical dots (⋮) in the actions column of the carrier you want to edit.

3. Select Edit

   In the dropdown menu, click “Edit”.

4. Complete the Form

   A modal with the edit form will open. Complete or modify the following fields:

   • Carrier Pay Account: Carrier account number (UPS or FedEx)
   • Company name: Company name
   • First name and Last name: Full contact name
   • Address 1: Primary address
   • Address 2: Secondary address (optional)
   • City: City
   • State: State or province
   • Zip / Postal Code: Postal code
   • Country: Country (select from dropdown list)
   • Active: Check this box to activate the carrier
   • Add Acc# To Packing Slip: Check this box if you want the account number to appear on packing slips

5. Save Changes

   Click the “Save changes” button to save modifications.

6. Confirmation

   You’ll see a success message confirming that the update was completed successfully. The table will automatically update with the new data.

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Form Information

Required Fields

• Carrier Pay Account: The carrier account number (UPS or FedEx). This field is automatically completed based on the selected carrier type.
• Company name: Legal company name associated with the carrier.
• First name and Last name: Full primary contact name.
• Address 1: Primary company address.
• City: City where the company is located.
• State: State or province.
• Zip / Postal Code: Postal code.
• Country: Country (select from dropdown list).

Optional Fields

• Address 2: Secondary or complementary address (address line 2).
• Active: Checkbox to activate or deactivate the carrier. Inactive carriers will not be used for billing.
• Add Acc# To Packing Slip: If checked, the carrier account number will appear on printed packing slips.

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Create New Carriers

New billing carriers are created from the Integrations view using the “3PT Configuration” option:

1. Go to Integrations

   From the main menu, go to Orders > Integration.

2. Find the Integration

   In the integrations table, locate the integration for which you want to create a billing carrier.

3. Open 3PT Configuration

   Click the actions menu (⋮) of the integration and select “3PT Configuration”.

4. Complete the Form

   Complete all required fields to create the new billing carrier.

5. Save

   Click “Add” to create the carrier. The new carrier will automatically appear in the 3PL Carrier Management view.

Important Note

Carriers created from 3PT Configuration automatically appear in the 3PL Carrier Management view. From this view you can only edit existing carriers, not create new ones.

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💡 Best Practices

Keep Information Updated

Periodically review carrier information to ensure addresses and account numbers are up to date. This ensures accurate billing.

Use Descriptive Names

Use clear and descriptive company names to make it easy to identify each carrier in the table.

Activate Only Carriers in Use

Keep active only carriers that are currently in use. Deactivate old or unused carriers to avoid confusion.

Include Account Numbers on Packing Slips

Check the “Add Acc# To Packing Slip” option for carriers where customers need to see the account number on shipping documents.

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Troubleshooting

Carrier Doesn’t Appear in Table

Problem: You created a carrier from 3PT Configuration but it doesn’t appear in the view.

Solution:

• Verify that the carrier was created correctly from the Integrations view
• Ensure the carrier belongs to your account (AccountID)
• Reload the page or refresh the table

I Can’t Edit a Carrier

Problem: The edit button doesn’t appear or doesn’t work.

Solution:

• Verify you have permissions to edit billing carriers
• Ensure the carrier belongs to your account
• Try reloading the page

Changes Don’t Save

Problem: You click “Save changes” but changes don’t apply.

Solution:

• Verify that all required fields are complete
• Ensure the form is fully loaded before making changes
• Check error messages in the browser console
• Try saving again after reloading the page

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Related Information

• Setting Up Integrations - Configure integrations step by step
• Integrations Overview - Overview of available integrations
• Order Rules (Automation) - Configure automation rules for orders

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Next Step: Shipping & Rates Overview - Configure shipping methods and rates