--- title: Agreements- Compliance Header description: Compliance Agreements help to simplify violation compliance for specific clients, or as a blanket agreement for a group of clients. --- [Skip to content](https://help.g2mint.com/en/g2mint-user-guide/kb-comliance-agreements#main-content) English Show submenu for translations [Create a ticket](https://help.g2mint.com/en/g2mint-user-guide/kb-tickets/new?hsLang=en) [View All Tickets](https://help-center.g2mint.com/tickets-view?hsLang=en) - https://help-center.g2mint.com/tickets-view Open main navigation Close main navigation - https://help-center.g2mint.com/tickets-view - English Show submenu for translations - [Create a ticket](https://help.g2mint.com/en/g2mint-user-guide/kb-tickets/new) - [View All Tickets](https://help-center.g2mint.com/tickets-view) - [Create Ticket](https://44102072.hs-sites.com/en/g2mint-user-guide/kb-tickets/new) [Create Ticket](https://44102072.hs-sites.com/en/g2mint-user-guide/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [G2Mint User Guide](https://help.g2mint.com/en/g2mint-user-guide?hsLang=en) 2. [Agreements- Compliance](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en) 3. [Agreements- Compliance Header](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#agreements-compliance-header) May 28, 2025 # Agreements- Compliance Header ## Compliance Agreements help to simplify violation compliance for specific clients, or a group of clients. ### **Last Updated: April 19, 2025** ### **Applies to:** *Shippers, Brokers, Carriers, and Partners* ### **Solution Overview:** Compliance Agreements are designed to streamline the management of compliance violations for individual clients or as a comprehensive solution for a group of clients. These agreements facilitate the tracking of issues such as Broken Pallets and other violations, providing the Accounting team with the necessary data to make invoice deductions when required. Additionally, our system allows for the application of an Admin Fee to specific violations. You can use the provided editable default Compliance Agreement or create a custom agreement tailored to your needs. **How to create a Compliance Agreement** # [How to Create a Compliance Agreement.](https://app.guidde.com/playbooks/6Ft3dPiYN6vSKoJoSWsgGZ) This guide will walk you through creating a Compliance Agreement using G2mint ### 1. Click "Agreement" then "Compliance" Choose "Compliance" by first clicking on the "Agreement" header. ![Click 'Agreement' then 'Compliance'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FhiGWhfDCVLszNy5gAg7jQu_doc.png?alt=media&token=d4ea92d7-297c-49f5-aba0-89dc039a4c70) ### 2. Click "Create New." Simply click the green "Create New" button in the top right hand corner of your screen to create a new agreement, or click on the pencil icon next to an existing agreement to edit an existing one. ![Click 'Create New.'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FucRHhJb7vfKwNieFq2Sq4o_doc.png?alt=media&token=0cb2011c-6922-4570-8625-895934b2f91d) ### 3. Enter Header Information Enter the agreement type, name, and owning account, click "Next" to proceed. ![Enter Header Information](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2Fcvmw1qsP5BLtf8qmD5n4gr_doc.png?alt=media&token=111d7afb-323d-4439-8ed6-f02d7bea3526) ### 4. Click "Coverage" Select "Coverage." ![Click 'Coverage'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FhVkxquwDQ1Wd222vAr8tvn_doc.png?alt=media&token=b3691acd-a3e5-4a72-8a47-4c1e9271f8f7) ### 5. Enter your coverage area if needed, then click "Rate Tiers" If you would like this compliance agreement applied to specific areas, you can enter them here. Leaving the areas blank will allow them to be applied to any shipments regardless of area. Once finished, click "Rate Tiers" ![Enter your coverage area if needed, then click 'Rate Tiers'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FciNNQS76PysU1ELBLdeYBw_doc.png?alt=media&token=a1e4752e-55e2-47ce-b609-0040666e5f6b) ### 6. Fill the Category Name Enter the category name in the free text field. In this example, we will enter "Handling Units" but you can enter whatever type of compliance agreement you would like. Click the small green plus icon next to the text to save the changes. ![Fill the Category Name](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FasZVJtXhekQYpAhfP4qSBs_doc.png?alt=media&token=332477c2-2b8a-4939-859e-d806e2c10570) ### 7. Fill the code field Fill in the text box with "HU-1" to signify we are creating a record for handling unit violation type 1. ![Fill the code field](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FbJzBY3NNxVpd9baAcBLAxc_doc.png?alt=media&token=cacdc505-2a90-41d3-9f99-812d3fa82bba) ### 8. Fill the description field Enter the desired text. We will use code "HU-1" to signify a broken pallet violation. ![Fill the description field](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FbjxJSoQYaopnH9JMbmuZ8r_doc.png?alt=media&token=f9587952-0712-4fb0-8f43-c828d50add05) ### 9. Click "Fixed - Amount" Choose "Fixed - Amount" or "Fixed-Percentage" depending on how you would like to charge the violation. ![Click 'Fixed - Amount'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2Frw7rJ2KiRaUy94rWYToJK2_doc.png?alt=media&token=ed56f3fb-14d2-4838-9975-9d15334f5007) ### 10. Click "Per Violation" Select "Per Violation" or "Per Qty" ![Click 'Per Violation'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FoYrs1K6ZxT9HqspzPnsToc_doc.png?alt=media&token=3357d7b8-ca02-4bf5-a84a-da9fba7c686f) ### 11. Fill in the "Amount" field Input the fee for each violation in the "Amount" field. In this case, we will enter $5. ![Fill in the 'Amount' field](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FrxKXptHi5XJhmmaLuaF8Kc_doc.png?alt=media&token=3a4b3e29-547b-4287-9bac-f261abbf9545) ### 12. Click "Next" Proceed by selecting "Next." ![Click 'Next'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2FnSMQ2TyvHv8K9EZmETGUrr_doc.png?alt=media&token=ed90d193-4015-4bc9-b71e-59e6c0310a9b) ### 13. Update the status then click "Save" Set the status to "In Production" then click save. ![Update the status then click 'Save'](https://static.guidde.com/v0/qg%2FleWIYvrR06htPBY1qPGZKUlxnDz1%2F6Ft3dPiYN6vSKoJoSWsgGZ%2ForNqVAsJAQG2Kg1kvxT6eB_doc.png?alt=media&token=0e9fb815-9e0d-4575-9f8f-c56d37438592) This guide covered the process of creating a Compliance Agreement in G2mint. [Powered by **guidde**](https://www.guidde.com) **Compliance Agreement Header terms:** - **Agreement Type:**  A compliance agreement can be Blanket (available for anyone) or Vendor specific.  Specify that type here from the dropdown. - **Agreement Name:** Utilize a unique name that easily clarifies the function of this agreement. - **Effective Date:** Effective Date is required, while Expiration Date is optional. - **Owning Account:** Owning Account would be the parent account, or owner, of this agreement. - **Vendor Account:** Select a Vendor Account if the Compliance Agreement is account specific.  If Agreement Type was Blanket, this field becomes unable to edit. - **Status:** In Production is "Active." This can also be edited in Validation. - **Currency:** Defaults to US Dollars - [Getting started](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#main-content) - [Shipper client Account](https://help.g2mint.com/en/g2mint-user-guide/getting-started?hsLang=en#shipper-client-account) - [My Account](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#main-content) - [My Account Contacts](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-contacts) - [My Account Services & Capabilities](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-services-capabilities) - [My Account Admin](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-admin) - [My Account Locations](https://help.g2mint.com/en/g2mint-user-guide/my-account?hsLang=en#my-account-locations) - [User Management](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#main-content) - [User Management Groups](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-groups) - [User Management Roles](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-roles) - [User Management Users](https://help.g2mint.com/en/g2mint-user-guide/user-management?hsLang=en#user-management-users) - [Default Settings](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#main-content) - [Default Settings Accessorial](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-accessorial) - [Default Settings App Customization](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-app-customization) - [Default Settings Rate Expiration](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-rate-expiration) - [Default Settings Margin Thresholds](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-margin-thresholds) - [Default Settings Finance/ Invoicing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-invoicing) - [Default Settings Finance/ Billing](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-finance-billing) - [Default Settings Documents](https://help.g2mint.com/en/g2mint-user-guide/default-settings?hsLang=en#default-settings-documents) - [Integrations](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#main-content) - [Falvey Insurance](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#falvey-insurance) - [QuickBooks](https://help.g2mint.com/en/g2mint-user-guide/integrations?hsLang=en#quickbooks) - [Engage Account](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#main-content) - [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-locations) - [Engage General](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-general) - [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-contacts) - [Engage Agreements](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-agreements) - [Engage Admin](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-admin) - [Engage Settings](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-settings) - [Engage Services and Capabilities](https://help.g2mint.com/en/g2mint-user-guide/engage-account?hsLang=en#engage-services-and-capabilities) - [Configurations](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#main-content) - [Address Book](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#address-book) - [Fuel Index Table](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#fuel-index-table) - [Areas](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#areas) - [Equipment](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#equipment) - [Schedules](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#schedules) - [Commodities](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#commodities) - [Handling Units](https://help.g2mint.com/en/g2mint-user-guide/configurations?hsLang=en#handling-units) - [Build](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#main-content) - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#shipments) - [Loads](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#loads) - [Quotes](https://help.g2mint.com/en/g2mint-user-guide/build?hsLang=en#quotes) - [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#main-content) - [Manage Shipments: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-overview) - [Manage Shipments: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-rate-quotes) - [Manage Shipments: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-associated-bol) - [Manage Shipments: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-orders) - [Manage Shipments: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-notes-history) - [Manage Shipments: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-documents) - [Manage Shipments: Financials](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-financials) - [Manage Shipments: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#manage-shipments-tracking-events) - [FAQ](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#faq) - [Waterfall Tendering](https://help.g2mint.com/en/g2mint-user-guide/manage-shipments?hsLang=en#waterfall-tendering) - [Agreements- Freight](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#main-content) - [Agreements- Freight: Locations](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-locations) - [Agreements- Freight: Rate Plans](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-rate-plans) - [Agreements- Freight: Validation](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-validation) - [Agreements- Freight: Header Information](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#agreements-freight-header-information) - [Carrier Webservice Instructions](https://help.g2mint.com/en/g2mint-user-guide/agreements-freight?hsLang=en#carrier-webservice-instructions) - [Carrier Bill Management](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#main-content) - [Statuses](https://help.g2mint.com/en/g2mint-user-guide/carrier-bill-management?hsLang=en#statuses) - [Managing Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#main-content) - [Approve Client Invoices](https://help.g2mint.com/en/g2mint-user-guide/managing-client-invoices?hsLang=en#approve-client-invoices) - [FAQs](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#main-content) - [Manage Shipments](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#manage-shipments) - [User Management](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#user-management) - [Documents](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#documents) - [Engage-Accounts](https://help.g2mint.com/en/g2mint-user-guide/faqs?hsLang=en#engage-accounts) - [G2Mint Support](https://help.g2mint.com/en/g2mint-user-guide/g2mint-support?hsLang=en) - [Release Notes](https://help.g2mint.com/en/g2mint-user-guide/release-notes?hsLang=en) - [Engage Locations](https://help.g2mint.com/en/g2mint-user-guide/engage-locations?hsLang=en) - [Engage Contacts](https://help.g2mint.com/en/g2mint-user-guide/engage-contacts?hsLang=en) - [General](https://help.g2mint.com/en/g2mint-user-guide/general?hsLang=en) - [Reports](https://help.g2mint.com/en/g2mint-user-guide/reports?hsLang=en) - [Engage](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#main-content) - [Accounts](https://help.g2mint.com/en/g2mint-user-guide/engage?hsLang=en#accounts) - [Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#main-content) - [Custom Freight Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#custom-freight-agreements) - [FAK Table](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#fak-table) - [Billing Agreements](https://help.g2mint.com/en/g2mint-user-guide/agreements?hsLang=en#billing-agreements) - [Manage](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#main-content) - [Shipments](https://help.g2mint.com/en/g2mint-user-guide/manage?hsLang=en#shipments) - [Dispatch](https://help.g2mint.com/en/g2mint-user-guide/dispatch?hsLang=en) - [API Management](https://help.g2mint.com/en/g2mint-user-guide/api-management?hsLang=en) - [Workflow](https://help.g2mint.com/en/g2mint-user-guide/workflow?hsLang=en) - [The Grid View](https://help.g2mint.com/en/g2mint-user-guide/the-grid-view?hsLang=en) - [Manage Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#main-content) - [Manage Quotes: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-notes-history) - [Manage Quotes: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-overview) - [Manage Quotes: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-quotes?hsLang=en#manage-quotes-rate-quotes) - [Manage Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-orders?hsLang=en) - [Manage Loads](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#main-content) - [Manage Loads: Orders](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-orders) - [Manage Loads: Overview](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-overview) - [Manage Loads: Financial](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-financial) - [Manage Loads: Rate Quotes](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-rate-quotes) - [Manage Loads: Notes & History](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-notes-history) - [Manage Loads: Tracking Events](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-tracking-events) - [Manage Loads: Associated BOL](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-associated-bol) - [Manage Loads: Documents](https://help.g2mint.com/en/g2mint-user-guide/manage-loads?hsLang=en#manage-loads-documents) - [Manage Exceptions](https://help.g2mint.com/en/g2mint-user-guide/manage-exceptions?hsLang=en) - [Agreements- Fuel](https://help.g2mint.com/en/g2mint-user-guide/agreements-fuel?hsLang=en) - [Agreements- Accessorial](https://help.g2mint.com/en/g2mint-user-guide/agreements-accessorial?hsLang=en) - [Agreements- 3PL Services](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#main-content) - [Retainer](https://help.g2mint.com/en/g2mint-user-guide/agreements-3pl-services?hsLang=en#retainer) - [Agreements- Compliance](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#main-content) - [Agreements- Compliance Header](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#agreements-compliance-header) - [Agreements- Compliance Plan](https://help.g2mint.com/en/g2mint-user-guide/agreements-compliance?hsLang=en#agreements-compliance-plan) - [Agreements- Markup](https://help.g2mint.com/en/g2mint-user-guide/agreements-markup?hsLang=en#main-content) - [Agreements- Cost+](https://help.g2mint.com/en/g2mint-user-guide/agreements-markup?hsLang=en#agreements-cost) - [Spot & Tender](https://help.g2mint.com/en/g2mint-user-guide/spot-tender?hsLang=en) - [Track](https://help.g2mint.com/en/g2mint-user-guide/track?hsLang=en) [![miles-Mar-24-2025-02-28-23-8998-PM](https://help.g2mint.com/hs-fs/hubfs/miles-Mar-24-2025-02-28-23-8998-PM.png?width=150&height=150&name=miles-Mar-24-2025-02-28-23-8998-PM.png "miles-Mar-24-2025-02-28-23-8998-PM")](http://g2mint.com?hsLang=en) [mailto:support@g2mint.com](mailto:support@g2mint.com) Copyright © 2025, G2Mint