Last Updated: April 14, 2025
Applies to:
Shippers, Brokers, Carriers, and Partners
Common Scenario(s)/Challenge (s):
One of the more common challenges users face is the inability to effectively customize their default settings to meet their organization's operational requirements. Many users may find themselves navigating through a one-size-fits-all approach, which can lead to inefficiencies in workflow and communication. By addressing these challenges, users are empowered to create a more streamlined and effective environment. Default Settings enables users to align their standard account settings—such as required documents, text color/size, financial thresholds, and other user-specific options—with their company's operational standards and communication style.
Solution Overview:
The G2Mint TMS functions as a "tenant-based" system, enabling a hierarchical structure where a parent account can create multiple sub-accounts for Carriers and/or Clients. When defaults are established at the parent level, all newly created sub-accounts automatically inherit these default settings. This feature enhances consistency and efficiency across all accounts. Examples of the default setting capabilities include:
- Document requirements
- In order to pay a freight bill, the Carrier must have included the POD
- All quotes are set to expire within 24 hours
- Invoice Payment terms always set at Net 30
- Tolerance of $ or % for Freight bills with settings for each cost line (Linehaul, Fuel and Accessorial)
Note: Setting a "Client specific" mode will always override a Default setting
Finance Invoicing allows the User to customize the manner in which you Invoice your clients, including default Invoicing method (Manifest/Statements or individual Invoices, send Invoices through API, EDI, Mail or email). Finance Invoicing offers:
- Triggers: Autogenerate an Invoice to your clients based upon a defined status trigger.
- Processing: Dictate your Invoicing Terms, including Invoice Type, Frequency, Method and Net Terms:
- Invoice- An invoice is an itemized document which provides records for an individual transaction, including services rendered and amount due.
- Manifest- A Manifest in our system allows the User to invoice clients with multiple transactions on one document. This is best used for billing clients with multiple billable transactions within one period (avoid sending 10 Invoices to 1 customer in the same month).
- Method- Determines the default manner in which an invoice/ manifest will be sent. Client-specific specifications will override the default setting.
- Net Terms- dictate the period of days in which a customer must pay your invoice.
- Consolidated Savings- Consolidated savings permits consolidating shipments between clients to save costs, even if combining modes (for example, add one clients LTL shipment to another clients TL shipment to save both clients money)
Set Default Invoicing:
