Skip to content
English
Create a ticket View All Tickets
Create Ticket
  • There are no suggestions because the search field is empty.

Build a Shipment

The "Shipments" feature allows you to input and manage preliminary estimates for transporting goods

Last Updated: May 6, 2025

Applies to:

Shippers, Brokers, Carriers, and Partners

Common Scenario(s)/Challenge (s):

A Shipment is the process of transporting goods from one location to another. It encompasses various important details, including the starting point (origin), delivery location (destination), types of handling units, package specifications, the nature of the goods (commodity), freight classification, dimensions, and weight. Additionally, it may involve extra services such as hazardous materials handling or insurance coverage.

Solution Overview:

The Build: Shipments feature allows you to input and manage preliminary estimates for transporting goods on a customer's (Shipper's) account. This estimate includes details like origin, destination, handling unit, package type, commodity, freight class, dimensions, weight, and any additional services, such as hazmat handling or insurance. Based on these factors, the quote provides an estimated shipping cost. You can save the Shipment, convert it into a Load, or request a Rate from this section.

A Shipment can be built from scratch, or it can be converted from a Quote, or it can be built from a Template. In G2Mint, a Shipment can only have 1 origin, and 1 destination. 

On this page:

  • Build and Tender a Shipment
  • Convert a Shipment from a Quote
  • Build a Shipment from a Template
  • Create a Shipment Template
Take a Shipment from creation to Tender in the G2Mint application.

1. Click "Build"

Start by selecting "Build" to create a shipment. To Tender a shipment that is already existing, utilize the "Manage" icon.
Click 'Build'

2. Click "Shipments"

Access the shipments section from the top navigation bar.
Click 'Shipments'

3. Select Account Name

Select Account Name.
Select Account Name

4. Enter optional info

Enter the optional fields, such as Mode and Freight Terms, if desired.
Enter optional info

5. Select "Pickup Location"

Specify the Origin Location..
Select 'Pickup Location'

6. Select "Delivery Location"

Indicate the Delivery Location
Select 'Delivery Location'

7. Enter Commodity info

Enter the Commodity information, and then select "Ship It".
Enter Commodity info

8. Click "Get Rates"

Select "Get Rates".
Click 'Get Rates'

9. Click "Spot Options"

To utilize a Spot option, select the Tab from the navigation bar.
Click 'Spot Options'

10. Click "Create New"

To enter a verbally quoted Rate into the system, select "Create New".
Click 'Create New'

11. Click "Tender"

To Tender a Shipment from within the Rate Drawer, select "Tender." The Tender Request will now go to the assigned Tender contact on that Carrier account. Status updates will be shown in the rate drawer.
Click 'Tender'

Convert a Shipment from a Quote

This guide will walk you through the process of building a shipment from an existing quote in G2mint

1. Click "Manage"

Navigate to the main dashboard by clicking on "Manage."
Click 'Manage'

2. Click "Quotes"

Access the Quotes section by selecting "Quotes" from the menu.

Click 'Quotes'

3. Click "Edit"

Open the quote you want to convert to a shipment by clicking on "Edit."

Click 'Edit'

4. Click "Build Shipment"

Review all Quote information for accuracy. Initiate the shipment creation process by selecting "Build Shipment."
Click 'Build Shipment'

5. Click "Get Rates"

Calculate shipping rates by clicking on "Get Rates."
Click 'Get Rates'

6. Click "Yes"

To ensure all Rates are updated, click on "Yes."
Click 'Yes'

7. Click "Tender"

Review all Rates. If desired, proceed to Tender the shipment by clicking on "Tender." Additional options include Requesting a Spot, Creating a manual Rate, or converting the Shipment into a Load.
Click 'Tender'

 

 

Building a Shipment from a Template

In this guide, you will learn how to create a shipment from a template using G2mint.

1. Click "Build" then "Shipments"

Navigate to "Shipments" from the menu by first clicking on the "Build" header.
Click 'Build' then 'Shipments'

2. Click "Template"

Select a template from the dropdown.
Click 'Template'

3. Assign the shipment to an account.

Select the account name if applicable.
Assign the shipment to an account.

4. Click "Get Rates"

The shipment information has been entered from the template. Ensure all information is accurate, including dates, locations and commodity information. Make any necessary adjustments. Click "Get Rates" to initiate the rate calculation.
Click 'Get Rates'

5. Click on the down arrow to view additional rate detail.

Clicking on the down arrow will provide you with additional rate detail such as accessorial, linehaul, or fuel charge breakdown.
Click on the down arrow to view additional rate detail.

6. Click "Tender"

Click tender to submit a pickup request to the carrier. If the method is "Pickup API", our system will automatically return a pickup confirmation number from the carrier, but if the method is "Email", you will need to wait to receive a confirmation until the carrier responds to the form.
Click 'Tender'

Create a Shipment Template

In this guide, you will learn how to create a shipment template in G2mint.

1. Click "Build" then "Shipments"

Navigate to "Shipments" by first clicking on the "Build" header.
Click 'Build' then 'Shipments'

2. Click Template

Click on the "Template" box in the top right side of the application, then click "Create New" inside of the Template box.
Click Template

3. Enter Pickup info

Enter your pickup information including the location name, address, hours of operation and any applicable default accessorials. Since I am creating a residential pickup location, I will check the "Residential" and "Liftgate" pickup accessorials.
Enter Pickup info

4. Enter Delivery Information

Enter all of your required delivery information. Begin typing the address in the "Address" field to select from the dropdown.
Enter Delivery Information

5. Enter Commodity info

Select your handling unit, package type, and commodity. You can either enter this manually, or select from the commodity dropdown. Please note that you can create these commodities in the configurations section.
Enter Commodity info

6. Click "Save Template"

Save the template.
Click 'Save Template'

7. Enter the template name and assign to an account.

Enter a template name, then select the account name from the dropdown menu.
Enter the template name and assign to an account.

8. Click "Save"

Save your changes.
Click 'Save'

 

Shipment Information Input Fields:

  • The multi-select 'Account Name*' field in the Shipment build section allows you to assign one of your customers' accounts to a shipment, or you can use your account if the shipment is for an unspecified customer. 
  • The “Order Search” field is where you can find orders in our application through an API integration of your customer’s order and assign it to a quote.
  • The "Template" field allows you to create Shipment templates for shipments you use frequently to quickly load pre-filled information. You can select "+ Create New" to create a new template or "View All" to view existing templates that will autofill information on the shipment screen.  
  • Selecting “+ Create New” will allow you to create a new shipment.
  • Selecting the gear icon will open a sidebar, "Edit Shipment Builder Settings," which will allow you to choose your Freight Terms default for shipments when you expand "Header Settings," and in "Commodity Settings," you can expand and select your unit of measurement (UOM) default. Additionally, you can toggle off and on the "Auto Assign Commodity(s)" of your freight content default.  
  • The “Mode” field allows you to assign a transportation mode e.g., Truck Load (TL) or Less than Truck Load (LTL) to the shipment.
  • The "Freight Terms" feature lets you assign payment terms to a shipment. If the freight bill is "Collect," the consignee/destination pays the shipping charges. If it's "Prepaid," the shipper/origin pays. For ‘Third Party’ a separate entity covers the charges. Note: The selected Freight Terms will be printed on the BOL, indicating who is responsible for paying the carrier for the shipment. Use the gear icon on the right to create a Default Freight Term for your shipments.  
  • The multi-select 'Equipment Type' field allows you to select an equipment type (if assigned in Configurations) to move your customer's commodity. Note: For Equipment Type created i.e., ‘Refrigerated’ additional input fields ‘Min Temp’ and ‘Max Temp’ will appear. 
  • The "BOL Number" field allows you to assign your own shipment number or it will auto-fill with one when you select Save or Get Rates. 
  • The ‘Pickup’ (P) and ‘Delivery’ (D) fields allow you to select an assigned location (in Engage) from the Account Name* field. Selecting the Pickup/ Delivery Location box will provide a picklist associated account from Engage Location AND the Address Book.  
  • The 'Date Picker' field will auto-fill with the current date in the Pickup section or you can manually input dates for both Pickup and Delivery. 
  • In the Pickup and Delivery sections, you can check the appropriate boxes to select commonly used accessorials (Residential, Liftgate and Appointment). The selected accessorials will automatically appear in the Accessorials Summary section. 
  • The 'Bill To' field will autofill with the point of contact who is identified in their profile as the contact associated with the location that receives the bills. You can also update the point of contact by clicking on the ‘Bill To” and edit the details in the pop-up dialog. 
  • The "Ref type" and "Ref No." fields allow you to assign a reference type to the commodities, i.e., Sales, Transfer or Purchase order and assign a corresponding alphanumeric input for identification purposes.
  • The 'HU Type' and 'HU Qty' fields allow you to select a Handling Unit Type (HU Type) (if assigned in Configurations) and manually specify the number of Handling Unit Quantity (HU Qty) for the shipment.
  • The 'PKG Type' and 'PKG Qty' fields allow you to select a Package Type (PKG Type) (if assigned in Configurations) and manually specify the number of Package Quantity (PKG Qty) for the shipment. 
  • The 'Commodity' and 'Unit Qty' fields allow you to select a Commodity (if assigned in Configurations) or manually add one, along with specifying the number of units for the shipment.
  • The 'Net Wt' field is calculated when you select a Commodity from the list or manually input one, and then enter the unit quantity. The system multiplies the unit weight by the quantity to give the total net weight. For example, if a Commodity has a net weight of 15 lbs and the quantity is 100, the net weight for that line will be updated to 1,500 lbs.
  • The 'Gross Wt' field is calculated by selecting the HU Type (if it has a tare weight) and specifying the HU Qty. The system multiplies the Commodity's unit weight by its quantity to get the Net Wt, then adds the total HU weight to get the Gross Wt. For example, if the HU Type is a Pallet with a tare weight of 85 lbs and the Commodity has a unit weight of 2 lbs with a quantity of 1,000, the Net Wt is 2,000 lbs, and the Gross Wt is 2,085 lbs (with the pallet added).
  • The 'Class' field will auto-fill with the freight class of the selected Commodity (if assigned) or it can be manually entered.
  • The 'NMFC' field will auto-fill with the National Motor Freight Classification (NMFC) from the selected Commodity (if assigned) or can be manually entered.
  • Clicking the 'Hazmat' icon in the Commodities section opens a sidebar to view or input Hazmat information. If the Commodity has Hazmat details assigned in Configurations, they will appear automatically, or you can manually enter the required fields for that specific Commodity. If the Commodity is marked as Hazmat, the required fields (marked with an asterisk*) will appear on the BOL. For example, the BOL will display: “UN Number (UN)” + “Item Description” + “Hazmat Classification (numbers only)” + “Hazmat Packaging Group” (e.g., UN4356, Apples, 1.2, II).
  • The 'L-W-H' fields will auto-fill with the Length (L), Width (W) and Height (H) of the selected Commodity (if assigned) or it can be manually entered.
  • The 'Stackable' toggle in the Commodities section allows you to enable or disable whether the Commodity line item, with its handling unit, can be stacked on top of another Commodity line item with a handling unit.
  • Enable Advanced Parcel Comparison can be activated by selecting the Settings Icon (top right of screen, next to Create New), and activating the toggle.  Once activated, Commodities can be rated at the package level.
  • Clicking the green icon button in the Commodities section allows you to create a new package or commodity line (everything but HU Type and HU Qty).
  • The '- Discard' functionality in the Commodities section allows you to clear the input fields before adding either a Ship On HU or Ship Loose to the quote for convenience.
  • The 'Shipment Declared Value' option in the Commodities section allows you to assign a monetary value to the goods being shipped. By saving this information in the quote, you'll be able to send it through our AI-powered rate engine to Carrier APIs and third-party APIs' insurance Plugins within our platform.
  • The 'Accessorials' and 'Accessorials Summary' sections allow you to assign an accessorial input on the left side to a specific stop. To move the accessorial to the summary on the right side of the quote page, you must click the '+' sign. Unassigned accessorials do not display an icon, as they aren't tied to a specific stop. Note: If a frequently used accessorial is selected in either the 'Pickup' or 'Delivery' fields, it will automatically appear in the summary section along with its associated stop. 
  • After filling in all the required information for your Shipment, you can either ‘Cancel‘, ‘Save’, or create a shipment by clicking the 'Build Shipment' or ‘Get Rates’.