Shippers
The Shippers configuration allows the user to manage a registry of third-party logistics providers and internal delivery teams. By defining shippers in the system, the user can track which courier or freight company is responsible for specific stock movements and sales deliveries. Linking these providers to specific General Ledger (GL) accounts also ensures that shipping costs are accurately tracked in the financial reports. To access this list, navigate to Inventory > Click the "Settings" icon (top right) > Select the "Shippers" Tab.
Shippers Table
This table displays all currently registered shipping providers and their core contact details.
- Name: The legal or trade name of the shipping company (e.g., RockFort Shipping).
- Phone / Second Phone: The primary and secondary contact numbers for coordinating pickups and tracking deliveries.
- Contact Person: The name of the specific account manager or representative at the shipping company (e.g., Joshup).
- Address: The physical office or hub location of the provider (e.g., Yaazhpaanam).
- GL Code: The specific accounting code from the Chart of Accounts associated with this shipper for financial tracking (e.g., 1015).
- Inactive: A status toggle. A red "No" indicates the shipper is currently available for selection in transactions.
Add New Shipper
The blue + Add New button opens the Add Shippers modal window to register a new logistics partner.
- Name: Enter the full name of the shipping provider.
- Contact Name: Specify the primary contact person for this provider.
- Shipper GL Account: Select the appropriate account from the dropdown menu to link shipping expenses to the general ledger. The blue + icon allows the user to create a new GL account if needed.
- Phone / Secondary Phone: Input the necessary contact numbers.
- Address: Provide the provider's physical or mailing address.
- Action Buttons: Click + Add to save the new provider or Cancel to exit without saving.
Action Buttons
Each record in the list includes tools for ongoing management:
- Edit (Pencil Icon): Use this to update contact details, addresses, or GL account links for an existing shipper.
- Delete (Trash Icon): Remove a shipping provider from the registry. Note that shippers with active transaction history should be marked as Inactive instead of being deleted.
- Show also Inactive: Use this checkbox at the bottom left to view and reactivate previously hidden shipping providers.