Settings & ConfigurationUpdated May 21, 2026

Shipping carriers

Maintain a list of preferred carriers to pick from when creating a purchase order.

Shipping carriers

If you ship POs through a specific set of carriers (for example UPS, FedEx, and a local LTL freight company), maintain them in Settings so you can pick one on each PO.

Adding a carrier

  1. Go to Settings → Shipping Carriers.
  2. Click Add Carrier.
  3. Enter the carrier name.
  4. Click Save.

Editing and removing carriers

Click any carrier row to edit its name or toggle its active state. Inactive carriers are hidden from the PO form's carrier dropdown but kept on existing POs that already reference them.

Using carriers on a PO

On the PO form, pick a carrier from the Preferred Carrier dropdown. The selected carrier appears on the PDF sent to the supplier and on the PO record. Carriers are optional — you can leave the field empty.

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