Replace a Shipping Carrier within ShipperHQ
Easily switch and update shipping carriers in ShipperHQ to maintain accurate logistics setup
Table of Contents
- Overview
- Deleting vs. Disabling
- Areas to Update
- Basic Configuration
- Advanced Feature Configuration
- Steps to Replace a Carrier in ShipperHQ
Overview
From time to time, ShipperHQ merchants may want to change the carriers used within their account. A list of available carriers and logistics providers can be found in the ShipperHQ Marketplace.
This document outlines the step-by-step process of replacing a shipping carrier within ShipperHQ. It also includes the areas that need to be checked and updated when replacing a carrier. 😊
Deleting vs. Disabling
If the carrier replacement is only temporary, you don't need to delete it from your account. If you wish to permanently delete the carrier, follow the steps outlined here to ensure it is properly unassigned.
If you do not intend to delete the carrier entirely, simply disable it in the carrier list. This will prevent the carrier from being considered until it is re-enabled.
Areas to Update
There are a number of areas where you can link carriers and their associated Shipping Methods to other objects within ShipperHQ. Whether you're adding a new carrier, just temporarily disabling an existing carrier, or entirely replacing an existing carrier, double-check the following areas to ensure all connections are updated.
Basic Configuration
- Origins can have Carriers assigned to them. These can be updated under the Basic tab when editing an Origin.
- Shipping Rules are applied to specific Shipping Methods under Carriers. These can be updated in the "Shipping Methods to be affected" field under the Basic Setup tab.
- Shipping Groups can be restricted to use certain Shipping Methods under Carriers. These can be updated in the "Shipping Methods Assigned" field under the Optional tab.
Advanced Feature Configuration
Certain Advanced Features enable items or settings that can be linked to specific Shipping Methods or Carriers. When replacing a carrier, check these areas for each Advanced Feature you're using.
Dimensional Packing
Dimensional Packing can apply to certain Carriers. This can be updated under the Dimensional Packing Advanced Feature in the Settings tab. Additionally, with Dimensional Packing enabled, the following items can be associated with Carriers:
- Boxes can be assigned to specific Carriers. Update this under the Advanced tab in the "Carriers this box applies to" field.
- Packing Rules can be assigned to specific Carriers. Update this under the Optional tab in the "Carriers this packing rule applies to" field.
Multi-Origin Shipping
The Multi-Origin Shipping Advanced Feature enables setting up Method Merging Rules that associate certain Shipping Methods from Carriers together. It also supports assigning specific Carriers to certain Origins.
- Origins can have Carriers assigned to them. Update these under the Basic tab when editing an Origin.
- Method Merging Rules are associated with specific Shipping Methods under Carriers. Update them in the "Shipping Methods to Merge" field.
In-Store Pickup
The In-Store Pickup Advanced Feature enables setting up Pickup Locations associated with certain In-Store Pickup carriers.
- Pickup Locations can be associated with specific In-Store Pickup carriers. If replacing an In-Store Pickup carrier, update the "Assigned In-Store Pickup Carriers" field under the Basic tab on your Pickup Locations.
Address Validation
Address Validation can be configured to rely on a certain carrier as a validation provider. When replacing that carrier, update the "Validation Provider" field under the Settings tab of the Address Validation Advanced Feature.
Rate Shopping & Custom Method Names
The Rate Shopping & Custom Method Names Advanced Feature enables certain items to associate with Method Names under Carriers.
- Method Merging Rules set up Rate Shopping and associate with specific Shipping Methods under Carriers. Update them in the "Shipping Methods to Merge" field.
- Custom Method Names are associated with a specific Shipping Method under Carriers. Delete and replace Custom Method Names if removing a carrier entirely or update them by editing the "Shipping Method to be Renamed" field under the Basic tab.
- Carrier Prioritization allows setting Carriers hidden when a prioritized Carrier is returned. Set these under each Carrier in the "Hide other carriers" field of the Prioritize Carrier section.
Backup Carrier Rates
The Backup Carrier Rates Advanced Feature lets you assign certain Carriers as backups for a primary Carrier in case the primary Carrier is unavailable.
- Backup Carrier Rates set on each Carrier under the Option tab in the "Backup Carrier Rates" field under the Error Handling section.
Steps to Replace a Carrier in ShipperHQ
- Add your new carrier following the instructions in the guide for the specific carrier you're looking to add to your ShipperHQ account.
- Review & Update Basic Configuration to include the new carrier. See the Basic Configuration section above for the areas to update. If deleting a carrier and replacing it with a new one, ensure you're removing associations to the carrier you'll be deleting.
- Review & Update Advanced Feature Configuration to include the new carrier. See the Advanced Feature Configuration section above for the areas to update. If deleting a carrier and replacing it with a new one, ensure you're removing associations to the carrier you'll be deleting.
- Delete or Disable Your Old Carrier once your configuration is updated to refer to your new Carrier. You can now delete or disable your old Carrier.
💡 Special Note for Custom-Price Plans
If your ShipperHQ plan has been modified to allow for more carriers than your plan tier includes based on an increased monthly fee, please contact ShipperHQ Support for assistance.
We’ll want to know the name of the carrier you’d like to remove and the name of the carrier you’d like to replace it with. Please also let us know if you would like to simply replace or delete the carrier altogether.
For these specialty plans, some internal processes need to be followed to ensure any additional add-on carriers remain available.