Client Carrier Activation
Restrict carriers and shipping services for a specific client — fully, or in "quote only" mode — individually or in bulk by carrier or country, plus a company-wide quote-only restriction.
What You Can Do
- See which carriers and services a client currently has available, grouped by country.
- Set one specific service to Activo, Solo cotización, or Desactivado for that client.
- Set all services of a carrier to Activo, Solo cotización, or Desactivado at once.
- Set all carriers of a whole country to Activo, Solo cotización, or Desactivado at once.
- Put the whole company in "Solo cotización": the client keeps quoting and managing existing shipments but cannot create new ones. You can record an internal reason the client never sees.
- Rely on every change being recorded with the administrator who made it, their IP address, and the state each service moved from and to.
The three states
| State | What the client experiences |
|---|---|
| Activo | The service quotes and ships normally. |
| Solo cotización | The service still appears and returns prices, but creating a shipment with it is rejected. Only Envia can set this state. |
| Desactivado | The service is hidden from the client's quoting and checkout. |
Getting There
- Open the client at Clients → (select the client), which takes you to
/client/{id}. - For per-service restrictions, select the Paqueterías tab.
- For the company-wide restriction (quote-only / Suspended), use the Activo status button → Estatus Empresa modal.
The Paqueterías tab lists one collapsible panel per country, each with an Activo / Solo cotización / Desactivado dropdown in its header that applies to every carrier of that country. Each panel contains a card per carrier, with the carrier logo, its name, a Ver servicios button, and the same three-option dropdown for that carrier alone. Privado carriers use that same dropdown plus a fourth option, Privado (sin asignar) — the original never-granted state.
How Availability Works
By default a client sees every carrier and service in the catalog. This screen only records exceptions. Two consequences worth knowing:
- When a new carrier or service is added to the platform, every client gets it automatically.
- A carrier's dropdown reflects a summary, not necessarily every service's real state. It shows Activo when at least one service is fully active, Solo cotización only when every visible service of that carrier is already in that state, and Desactivado only when none of its services are visible. Open Ver servicios to see the real, per-service picture — especially when services are mixed across states.
Your restrictions and the client's own choices are independent. Clients can hide services from themselves in their own platform settings. That choice is stored separately from yours: if you set a service to "Solo cotización" and the client hides and later un-hides it, your restriction is still there. Services the client hid show an "Oculto por el cliente" badge in the services window. The strictest state wins — a service is available only when neither side restricts it.
Carriers and services marked with a red Privado badge work the opposite way: they are unavailable by default until granted. Picking Activo, Solo cotización, or Desactivado grants access (and applies that restriction); Privado (sin asignar) revokes the grant. Enabling a private service requires a specific permission.
Common Tasks
Restricting a single service
- Find the carrier's card and click Ver servicios.
- In the Servicios window, use the dropdown next to the service: Activo, Solo cotización, or Desactivado (private services also offer Privado (sin asignar)).
- A green confirmation toast appears. The change takes effect immediately.
Restricting a whole carrier
- Find the carrier's card in the country panel.
- Pick Activo, Solo cotización, or Desactivado in its dropdown (or Privado (sin asignar) on a private carrier).
Every option re-applies to all of the carrier's services in one action, even if they were previously in mixed states. Picking Activo clears Envia's restriction on all of them — services the client hid itself stay hidden until the client un-hides them. On a Privado carrier, Activo / Solo cotización / Desactivado also grant the private allowlist if it was not already granted; Privado (sin asignar) revokes it.
Restricting all carriers of a country
- Expand the country panel.
- Pick Activo, Solo cotización, or Desactivado in the Activar/desactivar todas las paqueterías del país dropdown in the panel header.
WARNING
This affects every carrier in the country in a single action, with no confirmation prompt. It can lock or unlock already-assigned private carriers (including Solo cotización), but it never grants or revokes private allowlist access — a private carrier that was never assigned stays Privado (sin asignar). Double-check the client and the country first. It requires the client-activation-carriers permission — the server rejects it otherwise.
Restricting the whole company to quoting
- Click the Activo status button to open Estatus Empresa.
- Pick Suspended and write a comment (at least 5 characters — e.g. unpaid invoices). The comment is saved in the status history.
- Confirm. The company can keep quoting, but cannot create or view labels — on the web, bulk uploads, PoBox, and the WhatsApp bot alike.
To lift it, open the same modal and pick Active. The modal lists what each status means (Inactive, Active, unverified email, Suspended, Fraud, Deleted).
Confirming a change took effect
Reload the client page and reopen the tab — controls are drawn from the database on each page load.
Permissions
| Permission | What it allows |
|---|---|
client-activation-carriers | Using the service, carrier, and country-level dropdowns (the country one is also enforced by the server). Without it, the dropdowns are disabled or revert any pick. |
client-status-update | Changing company status (including Suspended = quote-only) from the Estatus Empresa modal. |
| Private carrier/service permission (ID 313) | Enabling or disabling anything marked Privado. Enforced by the API. |
Change History
Every restriction change is written to the central audit log: which client, which services, who did it, from which IP, and the state each service moved from and to. One operation — even a country-wide toggle — produces one entry. Admin changes are recorded in the same database transaction as the change itself, so an unaudited change cannot exist. The internal reason of a company-wide restriction (Suspended) is stored in the status history and never shown in the log's visible description.
Frequently Asked Questions
The dropdown snapped back to its previous value. What happened?
The change failed and the screen restored the real state. Look for the red toast — it contains the reason.
A carrier shows as Activo, but the client says they cannot use a service.
Open Ver servicios. The carrier dropdown shows Activo when any service is visible, so the one the client needs may be individually restricted — or set to Solo cotización, in which case the client sees prices but cannot ship with it.
What does "Oculto por el cliente" mean?
The client hid that service from itself in its own settings. You do not need to do anything, and your own restriction (if any) is stored separately — changing your dropdown never removes the client's hide, and the client un-hiding it never removes yours.
I set a carrier back to Activo. Did I lose the individual service settings?
Setting a carrier to Activo clears Envia's restriction on every service of the carrier, including ones you had restricted individually — re-apply those afterwards. Anything the client hid itself is untouched.
Can a client undo what I set here?
No. What you set here lives in Envia's own field, which only administrators can change. But note the reverse is also true: clients can hide services from themselves in their platform settings, and those self-imposed hides are theirs to undo — they were never yours.
The client says everything quotes but nothing ships.
Check the Activo status button — if it is orange/warning (Suspended), the whole company is restricted to quoting. The rejection the client sees does not include the internal reason.
Is this the same as deactivating a service on the Services screen?
No. This screen affects one client only. The Services module configures a service globally. See Service Configuration.
Related
- Technical Documentation: /technical/modules/client-carrier-activation/
- Service Configuration: /guide/modules/service-configuration/index — global service parameters, not per-client availability
- Roles & Permissions: /guide/modules/roles-permissions