This article walks you through editing the standing Rate confirmation instructions on a client.
What these instructions do: The text in the Rate confirmation field is appended to every ratecon you generate for this client's shipments.
Think of it as the client's standing carrier instructions — anything you'd otherwise type into every shipment manually goes here once.
Before you start
Confirm the client is assigned to you. If they don't appear on your Clients dashboard, see Checking client availability before requesting setup.
1. Open the client's General tab
From the Clients dashboard, click into the client. The General tab opens by default. Scroll to the Instructions section at the bottom.
2. Edit the Rate confirmation field
Click into the Rate confirmation field. A check mark (✓) and an X appear — edit the text, then click the check mark to save your change, or the X to cancel.
Tip — what to put here: Standing instructions that apply to every load. Common examples:
Tracking requirements (e.g., "DRIVERS MUST BE ON TRACKING")
Check-in procedures (e.g., "DRIVERS NEED TO CHECK IN FOR P/U W/ REF#")
Communication expectations (e.g., "ALL DELAYS MUST BE COMMUNICATED IMMEDIATELY")
POD timing (e.g., "POD MUST BE SENT ASAP AFTER DELIVERY TO THE BROKER WHOM BOOKED THE SHIPMENT")
Important: Changes here apply to future rate confirmations only — they do not retroactively update ratecons already sent.