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My Account Locations

Create/Edit any Locations associated to the primary account

Last Updated: April 2025

Applies to:

Shippers, Brokers, Carriers, and Partners

Common Scenario(s)/Challenge (s):

For Shippers: To optimize your quoting and shipment workflows, ensure that all shipping locations are added to G2Mint. Once a location is set up as a Ship or Receive point, its address and contact information will automatically populate within your shipment creation process, streamlining data entry and enhancing operational efficiency. 

For Brokers: If your brokerage operates multiple entities or divisions and needs to segment client accounts and carrier agreements, you may consider creating separate accounts to maintain this structural separation. However, most brokers do not require multiple locations within the My Account section. Instead, brokers typically organize client accounts and their associated locations using the Engage section of the application.

Solution Overview:

A Location in My Account is associated with the primary Account in a variety of ways, such as your Corporate Office location, your Bill To/Ship To Location, or your primary Ship/ Receive address.  A minimum of one Location must be assigned to the Account, and that is created along with your registration.  Multiple additional accounts can also be created. Once created, these Locations will auto-populate within the application where applicable, for example, if you are a shipper, your manufacturing facility address can always be selected as Ship/Receive Location without the manual entry of typing the address.

Create/Edit Locations: 

Introducing the "Locations" feature in My Account.

1. Click "My Account"

Navigate to the User Name in the upper right corner and select "My Account".
Click 'My Account'

2. Click desired Account Name

Select desired Account to edit or add a Location.
Click desired Account Name

3. Click "Locations"

Select the Locations tab on the top Navigation Bar.
Click 'Locations'

4. Click "Create New"

Select the Edit icon to edit an existing Location, or select "Create New" to establish a new account Location.
Click 'Create New'

5. Complete "Location Profile"

Input required, and desired, location profile information, including Location Type, Location name, address, and more.
Complete 'Location Profile'

6. Enter Location Details

Enter Location Details if desired, including Hours of Operation and Location Features.
Enter Location Details

7. Click "Save"

Click "Save".
Click 'Save'
You now have the ability to Edit existing, or add new Locations to your account.

           

Location Fields

Location Type: 

  • Bill To (Broker and Shipper persona only)- This is the address where a client (Carrier) will send his payment request.  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 a customer (Shipper) will submit their payment to you
  • Ship/Receive (Broker and Shipper persona)- 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.
  • Corporate (Broker, Shipper and Carrier)- Identifies the location as your company's corporate headquarters.
  • Transfer Point (Broker, Shipper and Carrier)- (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. 

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. 

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

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

Show External Notes On: This will display the areas in which you can choose to display these notes.

Location Detail Fields:

Facility Information:
  • 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. 
  • Pickup/Delivery Appt Required: check box if this Location requires an appointment rather than a First Come, First Serve option.
  • FCFS Pickup/Delivery: check this box if Location works on a First Come, First Serve basis rather than appointment.