# Configure the source and carrier account carefully

Keep source lookups/callback versions and live carrier sending distinct from production decisions.

Source: https://help.smartfact.ai/manuals/parceloffice/sources-and-accounts

Review edition: 25 October 2026

Roles: owner

Owner configures technical sources and carrier accounts. These settings do not approve parcel/service choices or grant authority to book production work.

## Arrange the order-source adapter

Open **Order source**. Agree the adapter version, supported field catalogue, public HTTPS endpoint and signing arrangements with the factory-system operator. Create or select the intended source and its version through the offered controls.

Generate the lookup/callback secrets when required and pass them privately through the approved process. A newly shown secret must be handled at that point; do not paste it into public support notes.

Before activating the version, check the endpoint, catalogue and both required secrets. The current implementation supports one active source per site. A source change is not merely renaming a displayed connection.

## Test only the intended operation

**Test a lookup** is a read-only lookup through the configured live source; it does not book or print. Use a permitted work reference and inspect its result. It still contacts the actual configured source and can return private delivery information.

Do not confuse a lookup test with a carrier booking test or physical printer qualification.

## Review callbacks

The source page shows booking-outcome callback delivery and held events. Where events need deliberate replay, **Send these events again, unchanged** preserves the original event.

Moving held events to the current endpoint version is a separate, reasoned migration. Check that the new receiver/version should receive those particular original outcomes. Read the page's current sending status; saved events do not prove delivery succeeded.

## Configure carrier account and environment

Open **Carrier accounts**. Confirm the exact account reference, credentials, sender and production/sandbox environment. Saving an account is separate from enabling live sending. Use the explicit live control and required reason/confirmation only when the organisation intends real carrier bookings.

The current site version permits one carrier account at a time. Retired references and historical bookings are not silently reused as a different account.

## Coordinate dependent approvals

After source, catalogue or carrier changes, have Authors/Reviewers check affected preset/rule dependencies and Automatic qualification. Operators need current approved work, not an assumption that every prior proof remains valid.