Manage carrier account settings

A carrier account works out of the box once it's created. Everything on this page is optional: refinements you reach for when the default behavior isn't enough for how your operations run.

The Settings tab of a carrier account holds four optional configurations:

• Service Information. Set these to embellish the Get Rates response with a service name, description, estimated delivery time, and indicative cost; the account shows up in Get Rates either way.
• Default Package. Set these when your shipments are sometimes booked without parcel weight or dimensions.
• Schedule & Availability. Set these when pickup timing depends on country-specific working hours or blackout dates.
• Auto Scheduled Pickup. Turn this on when each shipment should trigger its own pickup request, rather than relying on a standing daily collection.

Skip any section that doesn't apply. The four can be configured in any order, on first setup or much later when an operational need surfaces.

This page is about the Settings tab, not the Account Setup tab. Credentials, label format, and merchant permissions are 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 or Add a custom carrier first.
• You need the admin or account-manager role to edit account settings.

1. Open the carrier account's Settings 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.

The account opens on its Account Setup tab by default. Click Settings to switch to the settings tab.

The four sections below appear on this tab. Configure whichever you need; skip the rest.

2. Service Information (optional)

When to set this: you want the Get Rates dialog in the booking flow to label this account with a service name, description, estimated delivery time, and indicative cost.

When set, the values here embellish the row this account contributes to Get Rates. When not set, the account still appears in Get Rates; it just shows up without those labels.

The fields:

• Service Name. Short label for this service, e.g., Standard Delivery, Express Overnight.
• Estimated Days for Delivery. A number.
• Shipping Cost Markup. A cost figure.
• Service Description. Longer human-readable description.
• Delivery Promise Description. Text shown alongside the delivery commitment.

For carriers that expose a live rate API, the live response wins over any cost set here. Service Information is purely a presentation enhancement layered on top of (or in absence of) the live rate.

3. Default Package (optional)

When to set this: your shipments sometimes get booked through this account without parcel weight or dimensions, and the carrier rejects them as a result.

When values are set here, Carriyo uses them as fallbacks any time a shipment routed through this account doesn't supply its own. When not set, those shipments may fail at booking with most carriers.

Fill in Weight and the three dimensions (Length, Width, Height) using a value that represents a typical parcel for this account, not the smallest or largest you ever ship. Err on the larger side; carriers usually price by the greater of actual weight and dimensional weight.

4. Schedule & Availability (optional)

When to set this: pickups for this carrier are subject to specific working hours, days of the week, or seasonal blackouts, and you want Carriyo to respect those rather than try to schedule outside them.

Configured per pickup country: the same carrier account can have different schedules in different markets. When not set, Carriyo treats the carrier as always-available.

Click + add record to open the country picker.

Pick a country from the dropdown.

After clicking Add, the country appears in the schedule list. Click + add record under it to open the schedule form. Pick the Working Days the carrier collects.

Then set the Available Timings, either Any time or a specific From / To hour range, and save.

Repeat per country. Countries you don't configure remain at the always-available default.

5. Auto Scheduled Pickup (optional)

When to set this: each shipment booked through this account should trigger its own pickup request to the carrier, rather than relying on a standing daily collection you already have with them.

When to leave it off: you have a daily pickup already scheduled at the warehouse level. Turning Auto Scheduled Pickup on in that case sends the carrier redundant per-shipment requests, often flooding their dispatch.

When the toggle is on, Allow Auto-Scheduling within time slot unlocks two further controls:

• Auto-Schedule Lead Time. A duration (e.g., 4 hours).
• Auto-Schedule Slot Size. A duration (e.g., 2 hours).

Hover the ? icon next to each field for the exact behavior.

6. Save

Whatever you've configured, click Save in the top-right corner. Changes don't take effect until saved.

The view change log link near the account header shows the edit history for this account. Useful for tracing "why did my shipments stop getting picked up?" back to a specific setting change.

Common mistakes

• Forgetting to save. Inputs persist visually in the form but discard on navigation away. Save before leaving the page.
• Packaging defaults too small. Carriers reject bookings whose declared dimensions don't match the actual parcel. Pick generous defaults rather than minimum ones.
• Auto pickup with a standing collection. Both fire collection requests; the carrier ends up with redundant per-shipment pickups. Pick one mechanism, not both.
• Country missing from the schedule. A shipment originating from a country with no Schedule & Availability record falls back to always-available, which may schedule pickups outside the carrier's actual working hours. Add a record for every country you ship from with this account if you've started using schedules at all.