Last Updated: April 16, 2025

Applies to:

Shippers, Brokers, Carriers, and Partners

Common Scenarios/Challenges:

The Engage Account feature enables users to establish an entity within the Licensed Account of the TMS, representing an organization or company that will engage in various transactions within the system, such as shipments and settlements.

Engage Accounts can take on several personas, including:

- Broker

- Shipper

- Carrier

Each type of Engage Account is responsible for managing its specific attributes, including profiles, credit ratings, compliance, and capabilities. Furthermore, every Engage Account can have unique preferences and system settings tailored to its needs. In the G2M TMS, it is mandatory for each Engage Account to have at least one Location (typically designated as a Billing location) and one Contact (which includes a name and email address).

Solution Overview:

Once an Engage Account is created, all relevant information linked to that account will automatically populate in the application wherever applicable.

Locations is a required field when creating an account and can be categorized by their type (Bill To, Remit To, Ship/Receive, Corporate, or Transfer Point), along with location name, address, hours of operation, and accessorial for the licensed account. Certain fields will auto-populate based on the location type throughout the application. An account may have as many Locations as necessary. 

How to Create an Engage Account: 

Engage: Create an Account

Accounts in Engage is a collection of Vendors and Clients of all Personas.

1. Click "Engage"

Begin by selecting "Engage".

2. Click "Accounts"

Navigate to the "Accounts" tab.

3. Click "Create New"

Select "Create New"

4. Click "Persona"

Select the persona of the Account that is being entered. Please note that Accounts are entered on the Company level. Setting options will differ based upon the selected persona.

5. Enter  "Account Details"

Enter the Account Details. For further definitions of each field, visit Engage Accounts: General.

6. Click "Next"

Once the information required, which is marked by an asterisk, is entered, click "Next". You can always fill additional information at a later date.

7. Enter "Location Type"

Location Type is a critical step allowing the Location to be accessed as a dropdown select option throughout the application. For example, designating the location as a Ship/Receive location will always prompt the user this option while creating a Quote or Shipment, avoiding the likelihood of error.

8. Enter "Location Profile" details

Fill the desired Location Profile Details. For more information regarding each specific field, visit Engage Accounts: Locations.

9. Click "Next"

Select "Next".

10. Enter "Contact Profile" details

Enter Contact Profile information. Required fields are marked with an asterisk. For further details regarding the individual fields, navigate to Engage Accounts: Contacts.

11. Default Contact

The initial Contact created for an Account is automatically assigned as the Default Contact. As additional Contacts are created, this checkbox will determine the Default Contact.

12. Select "Contact Types"

"Contact Types" helps to assign Contacts to specific correspondences, including emails and commissions.

13. Click "Next"

Select "Next".

14. Enter additional Account details

Additional Account details will vary based upon the persona of the Account, whether it is a Broker, Shipper or Carrier Account.

15. Click "Save"

Select "Save".

For further information, please contact us at support@G2Mint.com.

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• • Location Type: Multiple options can be selected.  Options include:
    • Bill To: (Broker and Shipper persona only)- This is the address where this account can receive an invoice.  This Bill To address will automatically populate on a BOL or Invoice when Location is selected.
    • Remit To: (Broker and Carrier persona)- This is the address where this will receive payment.
    • Ship/Receive: This type is recommended to make building quotes and shipments more efficient.  Ship/Receive Locations will be available to auto populate when creating a Quote or Shipment for this Account.
    • Corporate: Identifies the location as this Account's corporate headquarters.
    • Transfer Point: (Cross dock, Poll point, Ramp, Consolidation Center) Identifies the location as a place for transferring or transloading freight between different transportation modes (e.g., from OTR to rail) in an intermodal process.
  • Location Name*: Utilize a specific name that will associate to that location (required)
    

  • Location ID: Enter a unique location code/ID, which may help with future Integrations.  If a location ID field is used for an integration, the ability to edit this field becomes restricted and can only be edited by your superuser.

  • Location Address*:  Enter specific residential or commercial address of Location (required)
    

  • Location Accessorials: Each location can have specific accessorials associated with it to streamline building quotes or enforcing specific location standard accessorials.

  • Latitude/Longitude: Auto populates with address and can be used for visual purposes when building shipments. 

    
    
  • Internal Location Notes: Internal notes within G2Mint can be used for location-specific reminders or standard requirements. These notes are only visible to your organization.

  • External Location Notes: These can be used to provide actionable and relevant information on BOLs or Quotes. These notes, such as Delivery/Pick up instructions, Appointment Requirements, or specific contact information, aim to improve efficiency, prevent delays, and ensure smooth operations. 

  • Location Details:
    1. Hours of Operation: Configure (in our Configurations section) the operating hours for both pickup and delivery locations. This information will be displayed on shipments to assist with scheduling. 
    2. # of Docks: For information only purposes.
    3. Appointment Required: Check box if this Location requires an appointment rather than a First Come, First Serve option.
    4. First Come, First Serve: Check this box if Location works on a First Come, First Serve basis rather than appointment.