Logistics
Register the carrier before you book a route. This is often a partner with the carrier role.
Where to find it: Left menu → Logistics & Supply Chain → Carriers
Step 1
Left menu → Logistics & Supply Chain → Carriers. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Add or pick the carrier partner. Save contacts. Do not type a one-off carrier name on every job.
Step 3
New shipments should pick this carrier from the list.
Yes. Carriers is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
One partner, tick carrier (and supplier if true). Do not duplicate the company.
