Manage carrier account assignments

The Assignments tab of a carrier account is where you wire reusable profiles to the account. Profiles control three independent dimensions of how Carriyo treats shipments routed here:

• Shipping Cost. Assign a costing profile to estimate shipping cost at booking. The same profile also powers Get Rates when the carrier has no live rate API.
• Delivery Networks. Assign a network profile to define the geographic coverage of the account. Carriyo skips the account during automated rule-based routing for any shipment outside the network.
• Delivery Capacity. Assign one or two capacity profiles that cap shipment volume routed to the account through shipping rules.

Network and capacity assignments only affect automated carrier selection: shipping rules consult them when picking an account for a shipment. Manual carrier assignment (from the Dashboard or via API) bypasses both: you can always force a shipment onto any account regardless of its assigned profiles.

A single profile can attach to many accounts. Define it once on its own page (Carriers → Costing / Capacity / Networks), then attach it from each account's Assignments tab.

You can make the same connection from either end. Opening a carrier account and using its Assignments tab is one path. Opening a costing, network, or capacity profile and saving which accounts it applies to is the other. Both update the same link, so if a colleague already set things up on the profile side, you'll see the selection already filled in when you arrive here.

This page covers the Assignments tab. The Settings tab (packaging defaults, service info, schedule, auto-pickup) is a separate page. The Account Setup tab (credentials, label, permissions) is covered in Add a carrier account.

Before you start

• The carrier account must already exist. If you haven't created it yet, follow Add a carrier account first.
• You need the admin or account-manager role.

Profiles can be assigned from the existing list, or created on the spot. When nothing is assigned yet, each section links out to the relevant profile setup page.

1. Open the carrier account's Assignments tab

In the Carriyo Dashboard, open Settings in the left sidebar.

Under Carrier Management, click Carrier Accounts to open the list of accounts in your tenant.

Click the carrier account you want to configure.

Click the Assignments tab.

The tab has three sections (Shipping Cost, Delivery Networks, and Delivery Capacity), one per profile type. Configure whichever apply; skip the rest.

2. Assign a costing profile (optional)

When to set this: you want estimated shipping costs to appear at booking and in Get Rates, even when the carrier has no live rate API.

In the Shipping Cost section, open the Assigned Shipping Cost Profile dropdown and select the costing profile you want. When no profile is assigned yet, the dropdown shows "Unassigned" and an Add Cost Profile link appears below it; click that link to open the costing profile setup page without leaving this flow.

Once a profile is selected, the link changes to Manage Cost Profile so you can edit it directly.

The same costing profile can attach to multiple carrier accounts. Set up a cost structure once and reuse it across accounts.

3. Assign a network profile (optional)

When to set this: the account should only handle shipments within a defined geographic area. Carriyo skips it for shipments outside.

In the Delivery Networks section, open the Assigned Delivery Network dropdown and select a network profile. As with shipping cost, an Add Delivery Network Profile link appears below the dropdown when nothing is assigned; it changes to Manage Delivery Network Profile once a profile is selected.

Without a network profile, this account has no geographic constraint during automated routing.

4. Assign capacity profiles (optional)

When to set this: you want to cap how many shipments Carriyo routes to this account. Useful for testing a new carrier at low volume, or for applying separate limits per carrier.

The Delivery Capacity section has two independent dropdowns:

• Assigned In-Flight Capacity Profile. Caps the number of concurrent open (not yet delivered) shipments on this account.
• Assigned Booking Capacity Profile. Caps the number of new shipments booked through this account within any 24-hour window.

Assign one or both, depending on which constraint applies. Each dropdown shows an Add or Manage link below it, following the same pattern as the other sections.

Most operations use only one. Choose Booking if you think in terms of daily throughput: how many new shipments go out each day. Choose In-Flight if you think in terms of concurrent load: how many open orders are sitting in the carrier's network at any one time. Assigning both is possible but uncommon.

Once a capacity threshold is reached, shipping rules skip this account until the counter resets. Manual carrier assignment is unaffected: operators can still place shipments on the account explicitly.

5. Save

Click Save in the top-right corner. Assignments don't take effect until saved.

When assignments help

• Mid-tenancy profile wiring. You created a costing profile weeks after the carrier account went live. Open the Assignments tab and select it; no need to recreate the account.
• Per-carrier capacity limits. A new regional carrier is in a trial phase. Assign a booking capacity profile with a conservative threshold so shipping rules self-limit without manual intervention each day.
• Geography-locked accounts. A local courier only covers one city. Assign a network profile covering that area; Carriyo automatically skips this account for shipments destined elsewhere.

Common mistakes

• Costing profile not active. An inactive profile contributes nothing to the booking flow even when assigned. Verify that the Active setting is on inside the costing profile itself.
• Expecting "Unassigned" to mean no capacity limit. "Unassigned" in the Delivery Capacity section means no profile-based cap applies. Shipments route here without restriction. This is often the right default for established accounts.
• Network profile blocks unexpected origins. If shipments suddenly stop routing to this account, check whether a recently-assigned network profile excludes the shipment's origin or destination.
• Capacity hit silently. Once a threshold is reached, shipping rules quietly skip this account. If routing volume drops unexpectedly, check the assigned capacity profiles' current counters.
• Forgetting to save. The dropdowns update visually but discard on navigation away. Save before leaving the page.