This article walks you through the Freight requirements tab on a client record. The tab shows you which freight requirements have been used on past shipments for this client.
What this tab is — and isn't: This tab is a read-only historical display, not a configuration. The checkboxes show which freight requirements have been selected on past shipments for this client. They are not editable from this tab, and they do not auto-apply to new shipments.
You select freight requirements per-shipment on the shipment creation form — see Creating a shipment.
From the Clients dashboard, click into the client. At the top of the record, click the Freight requirements tab.
What you see
A grid of freight requirement checkboxes organized into sections. The visible section is General, which contains the standard requirements (e.g., Straps required, Padlock required, E Track straps, Tracking Required, Custom bonded, FSMA, Hazmat Certification, Lift Gate Required, and many more).
A checkbox is checked (green) if that requirement has been selected on at least one past shipment for this client. A checkbox is unchecked if it has never been selected.
How to read it
The tab gives you a quick visual of this client's freight pattern. For example:
A client with Straps required, Padlock required, E Track straps, and Tracking Required checked has historically required securement and tracking on their loads
A client with only a few items checked likely has simple, standard freight
A client with hazmat, oversized, or specialized requirements checked needs equipment or driver qualifications matched accordingly
What to do based on what you find
Before creating a new shipment, glance at this tab so you have a sense of what the client typically requires. This is a reference, not an auto-applier — you still select the requirements that apply to the specific load on the shipment creation form, where the checkboxes flow onto the carrier rate confirmation.
If a checked requirement looks wrong (e.g., the client has stopped requiring tracking but it's still showing as checked), this tab cannot be edited — the history doesn't change. The next shipment is what counts; just don't check the requirement on the shipment form.