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Carriers List View: Inventory

Carriers List View: Inventory

Carriers represent entities that specializes in transporting freight or cargo from one location to another. They can be actual freight companies (i.e. 'UPS' or 'Fed Ex') and/or they can be setup to represent a delivery method (i.e. 'Our Truck', 'Customer Pickup', or 'UPS-Air'). They are used to record the entity that is moving product on Inventory transfers and sales order shipments. The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2019.MM.DD and newer

Page Header

Toolbar IconsDescription
Cancel

Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode.

DeleteDeletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted!

EditPuts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes.
Excel Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. 
Favorites Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Grid LayoutOpens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).

(lightbulb) The bolded view is the default view, which will determine the view will automatically display in when opened. 

HelpOpens the online WIKI help page for the current page. 

(lightbulb) This icon is only visible on pages that are documented in the online help.

NewInserts blank lines that allow adding multiple new records.
SaveSaves all changes.
FieldsDescription
CheckboxUsed to select one or more records.
Carrier Code

A text box to assign a short name or SCAC code for the Carrier. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 50 characters. 

The SCAC is the