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Default Settings Rate Expiration

Establish customized Default Settings within the application

Last Updated: April 27, 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 

Rate Expiration within Default Settings determines the time that a Quote, Tender or Spot Request is valid before it expires. 

Set a Rate Expiration time for Quote, Tender and Spot: 

The Default Settings Rate Expiration feature allows for automated expirations of Rate requests.

1. Click User Name

Select User Name from upper right corner.
Click User Name

2. Click "Default Settings"

Select the "Default Settings".
Click 'Default Settings'

3. Click "Rate Expiration"

Access the "Rate Expiration" module.
Click 'Rate Expiration'

4. Enter "Quote Expiration" details

Enter the Default Terms that you want before your Quote is cancelled. This can differ by Mode, and can be determined by minutes, hours, days or weeks.
Enter 'Quote Expiration' details

5. Enter "Tender Expiration" details

Enter the Default Terms that you want before your Tender request is cancelled by utilizing the top nav bar.
Enter 'Tender Expiration' details

6. Enter "Spot Request Expiration" details

Enter the Default Terms that you want before your Spot request is cancelled
Enter 'Spot Request Expiration' details

7. Click "Save"

Click "Save".
Click 'Save'
For further information, please reach us at support@g2mint.com.