Overview
Shipper records help the business reuse standard logistics references instead of typing delivery information differently on each document.
Where To Find It
Path: Administration > Shippers
Use the shipper screens when the business needs reusable delivery or logistics references on operational documents.
How It Works
QBM stores shipper records separately so they can be selected in the relevant document flow rather than manually re-entered each time.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Shipper record | Defines the logistics or delivery party used by the business. | Use it when the same shipper appears repeatedly on documents. |
| Document reuse | Makes shipping information easier to select on operational records. | Use it when consistent shipping references matter. |
| Review and maintenance | Lets the business keep the list current as shipping relationships change. | Use it when providers are added, renamed, or retired. |
Recommended Workflow
- Review the current shipper list to avoid duplicates.
- Add the shipper or shipping method record with the naming your team expects.
- Save the record and select it in the relevant document when needed.
Best Practice
- Keep shipper names consistent with the names used operationally.
- Avoid multiple records for the same shipper unless the business genuinely distinguishes them.
- Review inactive or outdated records periodically.