---
title: "Cabo LTL Customer Preferences "
url: "https://rc6ot1pavceoyoa.productfruits.help/en/article/cabo-ltl-customer-preferences"
language: "en"
last_updated: "2025-12-12T14:10:54.924Z"
---

# Cabo LTL Customer Preferences 

Cabo offers a wide range of customizable, customer-specific settings designed to enhance accuracy, streamline operations, and optimize margins. **Customer preferences** are organized across multiple sections of the platform, including the **Profile**, **LTL**, and **Truckload** tabs, allowing for tailored setup based on individual customer requirements. This article covers customer preferences under the **LTL** tab.  

**Navigation:** Customer > LTL > Preferences  

Customer preferences for LTL shipments can be set for each stage of the shipment lifecycle. Some of the most commonly adjusted preferences include the following: 

-   Quote Preferences 
-   Shipment Preferences 
-   Communication Preferences 
-   Billing Preferences 
-   Reference Code Preferences

⚠️**Important Note:** After making changes to customer preferences, always select **Save Preferences** before leaving the page. 

 ![PRIORITY 1 CUSTOMER DEMO |113503-P1D  0  On Hold:  000  Billing Profile LTL Truckload Cards Card Requests Audit History Notes CRM  Apply Profile  Save preferences  Carriers  Quotes  Control quote values, settings, and the overall flow for the customer.  Shipments  Control shipments values, settings, and the overall flow for the customer.  Save preferences  Quotes  Communication  Control communication settings for the customer.  Shinmente](https://cdn-assets.productfruits.com/ce704d47-aaad-463c-ad19-ee9238e7f821)

## Quote Preferences 

**Navigation:** Customer > LTL > Preferences > Quotes 

### Default Dimensions for LTL Shipments 

Use **Default Dimensions** for LTL customers whose handling units consistently have the same sizing. 

Set defaults for length, width, and/or height. *All fields are optional.*  

  ![PRIORITY 1 CUSTOMER DEMO |113503-P1D  On Hold:  ID: 224418  Book: Jacob Turner & | Created: 4 years ago | Updated: 19 days ago | Shipping Frequency: DNS | Hard Limit: $0.00 | Demo Account: Yes  Billing  Profile  LTL Truckload Cards Card Requests Audit History Notes CRM  Apply Profile  Save preferences  Carriers  Quotes  Control quote values, settings, and the overall flow for the customer.  DEFAULT ITEM DIMENSIONS  When building a new quote, these dimensions will be defaulted.  LENGTH  WIDTH  HEIGHT  Quotes  PICKUP ACCESSORIALS  Accessorials added to this list will show up in the quick select section when creating customer quotes. Additionally, if an  ACCESSORIALS  Shipments  accessorial in this setting list has a checkmark, the accessorial will automatically be selected on al new quotes under](https://cdn-assets.productfruits.com/290b7343-2bb3-41d0-b4ff-7864aa14691f)

Saved values will automatically prefill in the item details section of the LTL quote form. In the example graphic below, the saved dimensions – 48 x 40 – automatically prefilled the appropriate section of the New Quote page  

  ![Quotes  Control quote values, settings, and the overall flow for the customer.  DEFAULT ITEM DIMENSIONS  LENGTH  WIDTH  48  40  HEIGHT  When building a new quote, these dimensions will be defaulted.  New Quote: PRIORITY 1 CUSTOMER  PICKUP  DESTINATION  PICKUP DATE  08/04/2025  Address  Address Book  Address  Address Book  COUNTRY  COUNTRY  PICKUP ZIP CODE  United States  DESTINATION ZIP CODE  United States  Accessorial Services  More Services  Accessorial Services  + More Services  Residential Pickup  Lift Gate Pickup  Limited Access Pickup  Delivery Appointment  Residential Delivery  Notify Consignee  Limited Access Delivery  Lift Gate Delivery  Hazardous Material  Items  Inventory  Stackable  Hazmat  Used  Machinery  TOTAL WGT  LENGTH  WIDTH  UNITS  HANDLING UNIT  PIECES  1  Pallet  48  40  HEIGHT  in  V  le  DESCRIPTION](https://cdn-assets.productfruits.com/7502e471-8f28-4e25-bc3f-f90b9a862062)

### Pickup and Delivery Accessorials 

[Embedded content](https://player.vimeo.com/video/1131739141)

Streamline quoting by customizing which accessorials appear as *quick access* on a new quote form and which are automatically added to new quotes by default. 

-   **Quick Access** accessorials appear on the LTL quote form for easy selection as needed. 
-   **Default** accessorials are prefilled on all new LTL quotes. 

 ![](https://cdn-assets.productfruits.com/fd67f79d-2368-4ffb-9a3c-24134e09b8cd)

#### Customizing Quick Access and Default Accessorials 

**Navigation:** Customer > LTL > Preferences > Quoting  

1.  Locate **the Pickup Accessorials** or **Delivery Accessorials** under the **Quotes** option.  
2.  Open the dropdown next to the pickup or delivery location type. 
3.  Select the desired accessorials to display as quick access. (Once selected, the accessorial will display beneath the dropdown.) 

 ![Apply Profile  Save preferences  Carriers  Quotes  Control quote values, settings, and the overall now for the customer.  DEFAULT ITEM DIMENSIONS  LENGTH  WIDTH  HEIGHT  When building a new quote, these dimensions will be defaulted.  Quotes  PICKUP ACCESSORIALS  ACCESSORIALS  Accessorials added to this list will show up in the quick select section when creating customer quotes. Additionally, if an  V  Shipments  accessorial in this setting list has a checkmark, the accessorial will automatically be selected on all new quotes under  this customer.  Variances  8  DELIVERY ACCESSORIALS  Accessorials added to this list will show up in the quick select section when creating customer quotes. Additionally, if an  ACCESSORIALS  V  accessorial in this setting list has a checkmark, the accessorial will automatically be selected on all new quotes under  this customer.  Claims  BLACKLISTED ACCESSORIALS  >  ACCESSORIALS](https://cdn-assets.productfruits.com/3bffd1dd-5c0b-49f7-a544-0e0f33cca751)

 ![Apply Profile  Save preferences  Carriers  Quotes  Control quote values, settings, and the overall flow for the customer  DEFAULT ITEM DIMENSIONS  LENGTH  WIDTH  HEIGHT  in  When building a new quote, these dimensions wil be defaulted.  Quotes  PICKUP ACCESSORIALS  ACCESSORIALS  1  Accessorials added to this list will show up in the quick select section when creating customer quotes. Additionally, if an  Shipments  accessorial in this setting list has a checkmark, the accessorial will automatically be selected on all new quotes under  this customer.  Residential Pickup  DELIVERY ACCESSORIALS  7  Lift Gate Pickup  Variances  Accessorials added to this list will show up in the quick select section when creating customer quotes. Additionally, if an  accessorial in this setting list has a checkmark, the accessorial will automatically be selected on all new quotes under  2  Inside Pickup  this customer.  Construction Site Pickup  Claims  BLACKLISTED ACCESSORIALS  Z  Limited Access Pickup  Commonly-used accessorials for building shipments.  Trade Show Pickup  Notes  CAN SET FREIGHT CLASS ON QUOTE  Excessive Length, 11ft  Allow the customer to override the system-calculated freight class.  Excessive Length, 13ft  Preferences  VOLUME  Excessive Length, 15ft  Ability to quote and dispatch VLTL shipments.  CALCULATE LINEAR FEET ON QUOTE  ON](https://cdn-assets.productfruits.com/6cafbdb7-9bb9-4aa1-9841-95eb7a6e7eae)

 To set a default accessorial, check the box next to the accessorial. Defaulted accessorials will be highlighted yellow. 

 ![ITA  Apply Profile  save preferences  Carriers  Quotes  Control quote values, settings, and the overall flow for the customer.  DEFAULT ITEM DIMENSIONS  ENGTH  HEIGHT  When building a new quote. these dimensions will be defaulted.  Quotes  PICKUP ACCESSORIALS  Accessorials added to this list will show up in the quick select section when creating customer quotes. Additionally, if an  2 items selected  Shipments  accessorial in this setting list has a checkmark, the accessorial will automatically be selected on all new quotes under  Lift Gate Pickupg  Limited Access Pickup  this customet.  DELIVERY ACCESSORIALS  Variances  Accessorials added to this list will show up in the quick select section when creating customer quotes. Additionally, If an  3 items selected  accessorial in this setting list has a checkmark, the accessorial will automatically be selected on all new quotes under  Delivery Appointment 5  Residential Delivery  Lift Gate Delivery  this customer.](https://cdn-assets.productfruits.com/3c07e8cc-d78e-4410-900d-bb7d7111e54a)

 To remove an accessorial from quick access options on the quote form, select its corresponding delete icon (🗑️). 

 ![Apply Profile  Save preferences  Carriers  Quotes  Control quote values, settings, and the overall flow for the customer.  DEFAULT ITEM DIMENSIONS  LENGTH  WIDTH  HEIGHT  When building a new quote, these dimensions will be defaulted.  in  Quotes  PICKUP ACCESSORIALS  Accessorials added to this list will show up in the quick select section when creating customer quotes. Additionally, if an  2 items selected  Shipments  accessorial in this setting list has a checkmark, the accessorial will automatically be selected on all new quotes under  Lift Cate Pickup  Limited Access Pickup  this customer.  DELIVERY ACCESSORIALS  Variances  ACCESSORIALS  Accessorials added to this list will show up in the quick select section when creating customer quotes. Additionally, if an  accessorial in this setting list has a checkmark. the accessorial will automatically be selected on all new quotes under  A  this customer.](https://cdn-assets.productfruits.com/c9f66d32-be46-4219-8160-0b8c885a2236)

### Volume Toggle

To prevent volume rates from being returned during quoting, toggle the Volume setting to **OFF**. 

**Note:** When **Volume** is disabled, Cabo will no longer provide carrier volume rates if a shipment exceeds linear foot or cubic capacity limits. 

 ![](https://cdn-assets.productfruits.com/c94b4899-3787-41e8-b951-2aca3003963b)

### Flat Rate 

Use **Flat Rate** to add a custom fee to all shipments for this customer. Each listed rate will appear on invoices as a line item with the associated description.  

To use this feature, toggle **Flat Rate** to on. 

 ![FLAT RATE  OFF  Default charge added to the customer cost of every rate for this customer. Does not affect carrier cost.](https://cdn-assets.productfruits.com/f183287f-d798-495c-a295-6bcdc208c131)

Select **Add Flat Rate** 

 ![](https://cdn-assets.productfruits.com/5210aa80-c11d-4efd-b747-854113cb490e)

Enter the charge **amount** along with an appropriate **description**.    
*⚠️Remember, this description will be visible to the customer on the invoice.* 

 ![](https://cdn-assets.productfruits.com/a00aa75b-f36c-47be-8bd6-fc22277dad06)

To add additional fees, select **Add Flat Rate** again. 

 ![](https://cdn-assets.productfruits.com/7ad97009-ae81-4205-9887-c3ece69f31ed)

To remove a fee, click the delete icon (🗑️) to the right of the corresponding line item. 

 ![](https://cdn-assets.productfruits.com/27de5b3e-398f-4542-ad57-863ff7a19be6)

## Shipment Preferences 

**Navigation:** Customer > LTL > Preferences > Shipment 

### Default Insurance Amount 

For customers who ship similar freight and purchase the same insurance amount on every shipment, users can set a **Default Insurance Amount** in the customer’s account settings. When enabled, this amount is automatically charged on all shipments that include third-party insurance. 

To configure this option, navigate to **Customer Account > LTL > Preferences > Shipments**. 

 ![Billing  Profile LTL Truckload Cards Card Requests Audit History Notes CRM  Apply Profile  Save preferences  Carriers  Quotes  Control quote values, settings, and the overall flow for the customer.  Shipments  Control shipments values, settings, and the overall flow for the customer  Quotes  DEFAULT FREIGHT INSURANCE AMOUNT  $  AMOUNT  The default amount for additional freight insurance.](https://cdn-assets.productfruits.com/e82054c2-24b9-4bf9-a9dc-2527ce20f4a1)

⚠️**Important:** If a default insurance amount is set, it will be charged on every shipment—even if the shipment requires a higher insurance amount. If the Default Insurance Amount does not cover the full purchase price of the shipment’s insurance, the rep is responsible for paying the difference. 

### Shipping and Handling Fee 

Cabo's **Shipping & Handling Fee** allows customers to edit and track the margin or “uplift” they add to their own freight costs. 

#### Enabling Shipping and Handling 

**Navigation:** Customer > LTL > Preferences > Shipments 

Toggle **Shipping and Handling Fee** to **ON**, then select the fee type: 

-   **Flat Rate ($)** for a fixed dollar amount per shipment 
-   **Margin (%)** for a percentage-based uplift 

Enter the appropriate value in the corresponding field. 

 ![](https://cdn-assets.productfruits.com/684dd270-330e-4d19-bd82-cbc0f09383b3)

 ![](https://cdn-assets.productfruits.com/5f85e7b1-2962-4c94-9bd3-fd3279de2ae0)

When the shipping and handling fee is enabled, a **widget** appears on the customer’s Cabo dashboard displaying the **total revenue** generated from the shipping and handling fees customers have added to their own freight costs. 

  ![](https://cdn-assets.productfruits.com/637025f3-454e-435e-9bba-c9ab366b3d46)

The icon in the top right corner of the **Shipping and Handling Widget** expands to show a list of invoices. 

  ![](https://cdn-assets.productfruits.com/7701584d-814f-4022-b6f4-487bbb90776f)

#### Static Shipping & Handling

Use **Static S&H** to establish a fixed price for the customer’s customer. When enabled, the system automatically adjusts the S&H amount to bring the customer’s customer rate to the total noted in the amount field.  

 ![](https://cdn-assets.productfruits.com/308a2ea9-a8bf-4b40-b547-3c42cf309553)

 For example: 

-   If the static total is $600 and the rate to Priority1’s customer is $400,  
    -   Cabo will set S&H to $200.  
    -   $400 P1 customer rate + $200 S&H = $600 rate to the customer’s customer. 
-   If the static total is $600 and the rate to Priority1’s customer is $500, 
    -   Cabo will set S&H to $100. 
    -   $500 P1 customer rate + $100 S&H = $600 rate to the customer’s customer. 

The sum of Customer Cost and S&H will always equal the Static S&H total set in Cabo. 

⚠️**Static S&H** will override any other shipping and handling settings. 

#### Can Enter Freight Charge Amount 

To allow the customer to override the amount they charge their own customer, toggle **Can Enter Freight Charge Amount** to **ON**. 

  ![](https://cdn-assets.productfruits.com/cac380d6-63d3-4b1b-903a-6eed9ef9b6c8)

This setting does not affect the rate Priority1 provides to our customer. Instead, it 

-   reflects the amount our customer charges their own customer, and  
-   impacts the revenue earned by Priority1’s customer, which is shown in the **Shipping & Handling Fee** dashboard widget. 

#### Disabling the S&H Shipment Fee 

**When enabled, the Can Remove S&H Shipment Fee** option allows the Priority1 rep and/or the Priority1 customer to disable shipping and handling for individual shipments. To enable this option, set the toggle to **ON**. 

 ![](https://cdn-assets.productfruits.com/d262d245-4a13-412a-9e1c-49580b67ce6d)

Once enabled, the Priority1 rep and/or the customer will have the ability to toggle the shipping and handling fee **OFF** on the final page of the booking process for individual shipments.  

 ![](https://cdn-assets.productfruits.com/818cd6ab-b160-42be-906b-1fb2eee08551)![](https://cdn-assets.productfruits.com/22d233d3-430f-4de6-a235-9e1c059577c5)

### Default Special Instructions 

The **Special Instructions** option allows users to include notes  a customer wants to include on every BOL. These notes will prepopulate on the LTL booking form and will be visible to the LTL driver. Example notes might include something like “preload photos required.”  

**Navigation:** Customer > LTL > Preferences > Shipment  

   ![MESSAGE  EN  SPECIAL INSTRUCTIONS  Preload photos required.  Comments included on every BOL.  1.](https://cdn-assets.productfruits.com/e35d5bc7-38ce-4094-81d3-639671bf0d17)

### Require NMFC 

Booking an LTL shipment without an NMFC code can lead to costly reclassification fees. Toggle on **Require NMFC** to prevent a self-booking customer from booking shipments without an NMFC code. 

Navigation: Customer > LTL > Preferences > Shipment  

 ![REQUIRE NMFC  Ensure a NMFC is entered for every shipment line item on the BOL.  ON](https://cdn-assets.productfruits.com/d53bd8cd-22a8-4812-9e7e-5610855ddd99)

### Enable Dispatch for Customer Users 

By default, customers can dispatch their own shipments. In some cases, you may need to limit this access so customers can only build and save shipments. 

To remove a customer’s ability to dispatch shipments without rep approval, toggle **Enable Dispatch for Customer Users** to OFF. 

ℹ️When **Enable Dispatch for Customer Users** is toggled off, an email is sent to the customer’s rep when the customer attempts to dispatch a shipment, notifying the rep that a new shipment needs to be reviewed. The shipment will also be assigned *Pending Approval* status and will be visible on the rep’s *Shipments* dashboard. 

**Navigation:** Customer > LTL > Preferences > Shipment 

  ![](https://cdn-assets.productfruits.com/aa84942a-ea6b-450b-acc6-cc76de8a9c12)

## Communication Preferences 

**Navigation:** Customer > LTL > Preferences > Communication 

### Email Shipment Creation 

By default, **Email Shipment Creation** is toggled off.  

**Navigation**: Customer > LTL > Preferences > Communication  

 ![EMAIL SHIPMENT CREATION  OFF  When enabled, these addresses will receive an email each time the customer tenders a shipment.](https://cdn-assets.productfruits.com/ca7b0ef8-16fe-4d31-8ec5-ffc4287ccbe1)

When **Email Shipment Creation** is active, or toggled one, all recipients listed beneath the toggle switch will receive an email each time the customer tenders a shipment. When toggled on, the primary rep on the account is automatically added as a recipient. 

  ![EMAIL SHIPMENT CREATION  ON  When enabled, these addresses will receive an email each time the customer tenders a shipment.  TO EMAILS  salesrep@priority1.com X](https://cdn-assets.productfruits.com/145ed6ce-4046-4dea-80e7-58b8538af80d)

To add more recipients: 

1.  Type the email address into the **To Emails** field. 
2.  Press **Enter**. 
3.  Repeat for each additional contact. 

 ![EMAIL SHIPMENT CREATION  ON  When enabled, these addresses will receive an email each time the customer tenders a shipment.  TO EMAILS  shipping.director@customer.com  salesrep@priority1.com X  secondrep@priority1.com X  customer.contact@priority1.com X](https://cdn-assets.productfruits.com/9a13679f-af54-4dfe-a651-34a3921d5de6)

To remove a recipient, select the **X** next to the email address. 

 ![ON  TO EMAILS  salesrep@priority1.com X  secondrep@priority1.com X  customer.contact@priority1.com  X](https://cdn-assets.productfruits.com/63945b2c-e70a-416f-9809-bdf3b1314f40)

### Send Daily Shipment Report 

[Embedded content](https://player.vimeo.com/video/1131316445)

Cabo can be configured to generate a **Daily Shipment Report** containing the latest tracking information for all open shipments, including key details like BOL and/or PRO numbers, shipment origin and destination, and carrier information. This report is delivered as an *Excel* file to the customer's associated email address(es). 

 ![](https://cdn-assets.productfruits.com/1305d429-b32e-49c2-b3d0-6272bda3dfee)

#### ***Setting Up the Daily Shipment Report*** 

After navigating to the customer's account, select 

-   **LTL** 
-   **Preferences** 
-   **Communication.**

 ![](https://cdn-assets.productfruits.com/0a281370-92dd-4bff-8b40-de4b949b8c7b)

Scroll down to **Send Daily Shipment Report.** 

1.  Toggle this feature ON.  
2.  Choose the time of day for delivery 
3.  Select **Save Preferences**. 

   ![](https://cdn-assets.productfruits.com/0f693300-d111-4bdf-b221-e672ad97b7f2)

Set up a daily shipment report contact. Navigate to  

1.  **Profile** 
2.  **Preferences** 
3.  **Contacts** 
4.  **Add Contact**. 

 ![](https://cdn-assets.productfruits.com/35f3534a-f273-4223-bc1f-3f547c132525)

On the resulting popup window,  

1.  select **Daily shipment report** **contact** from the **Contact Type** dropdown;  
2.  enter the contact's information, including an **email address;**  
3.  select **Save Changes**. 

 ![](https://cdn-assets.productfruits.com/3c1fdeba-a01e-4c97-a776-5e448c8fda6c)

New and existing contacts will be listed under **Profile >** **Contacts.**   

![](https://cdn-assets.productfruits.com/ecc83092-4a6c-43bf-9233-afae81568de0)

To edit or delete a contact, navigate back to the customer’s profile preferences. Click the kebab in the top right corner of the contact card; then choose **Edit** or **Delete**. 

 ![](https://cdn-assets.productfruits.com/bebd7be3-c12f-4028-9c7a-c3608bef931c)

⚠️If a *daily shipment report contact* is not saved to the customer's account, Cabo will not generate a report. [Read the full Daily Shipment Report article for more information](https://rc6ot1pavceoyoa.productfruits.help/en/article/ltl-daily-shipment-report), including how to add a new daily shipment report contact.

## Billing Preferences 

**Navigation:** Customer > LTL > Preferences > Billing 

The **Billing Preferences** section is broken into three categories: 

-   Variances  
-   Invoices 
-   Rates and Insurance 

###  Variance Preferences 

[Embedded content](https://player.vimeo.com/video/1128325821)

#### Customer Variance Notes 

**Customer Variance Notes** are internal notes that are visible to other P1 employees. Use this field to share information on how to process and address variances for this customer. 

 ![](https://cdn-assets.productfruits.com/916821ab-3e08-47a1-9a5c-e350351f05d2)

#### Allow Customer Users to Work Variances 

To give customers visibility and control over their own variances in Cabo, toggle **Allow Customer Users to Work Variances** to **ON**. 

 ![Billing  Control billing and invoice settings for the customer.  Variances  CUSTOMER VARIANCE NOTES  NOTE  Add Note  ALLOW CUSTOMER USERS TO WORK VARIANCES  Allow the customer to work their own variances.  ON](https://cdn-assets.productfruits.com/666dc3d9-eac5-4d69-a5e4-35da88e68d41)

#### Variance Threshold Amount 

By default, discrepancies of more or less than $5 between the invoice and the original quoted amount are flagged as variances. 

To update the threshold, enter a new value in the **Variance Threshold Amount** field. Any invoice difference at or above this amount will trigger the variance process. 

 ![?  VARIANCE THRESHOLD AMOUNT  AMOUNT  $  25  Controls whether or not a carrier invoice is flagged as a variance.](https://cdn-assets.productfruits.com/18f21b41-be49-43f3-ac79-91de2985783f)

#### Customer Variance Auto-Process Period

By default, variances auto-process after 10 days of inactivity. In some cases, adjusting this setting will better align with your customer’s internal review process. 

 ![](https://cdn-assets.productfruits.com/c3789c2e-1eb8-4b4d-b6e3-17351f0ccadb)

To adjust the auto-process period, select the desired number of days from the **Customer Variance Auto-Process Period.** 

 ![](https://cdn-assets.productfruits.com/8009e086-3989-48bd-b89f-80dbb0f88979)

### Invoice Preferences 

**Navigation:** Customer > LTL > Preferences > Billing > Invoices 

[Embedded content](https://player.vimeo.com/video/1128326232)

#### Default LTL Invoice Memo 

Use the **Default LTL Invoice Memo** field to include a standard note on all LTL invoices, such as information regarding carrier instructions, unloading information, or reference numbers. 

 ![](https://cdn-assets.productfruits.com/838b7fc7-f19d-40b7-8c11-2f2380513ebb)

#### Invoice Grouping 

By default, invoices are sent individually via email. However, some customers prefer to receive multiple invoices grouped in a single email. You can manage this preference using the **Invoice Grouping** setting.  

 ![](https://cdn-assets.productfruits.com/fb986a43-41c7-42e3-8e4c-2e1aeb898a07)

#### Required Documents 

Use the **Required Documents** dropdown to attach any customer-required documents for invoicing. Users may select multiple documents. 

 ![](https://cdn-assets.productfruits.com/6c1878f0-561c-448f-80d6-6a2e10053cd9)

#### Enable Customer Invoice Along with Receipt 

For customers on prepay terms, toggle **Enable Customer Invoice Along with Receipt** to ON to send the customer invoice alongside the receipt. 

 ![](https://cdn-assets.productfruits.com/17bd9303-bede-475a-aa53-ed7756400906)

#### Show Charges on Invoice 

By default, customer invoices display combined charges. To show line-item charges, toggle **Show Charges on Invoice** to ON. 

 ![](https://cdn-assets.productfruits.com/6d9ef26b-c8e9-4140-a576-d78970c6050c)

#### Send Invoices from Collector 

By default, invoices are sent from a Priority1 no-reply email address. If a customer's firewall blocks these emails, toggle **Send Invoices from Collector** to ON to have the invoice sent from the assigned financial analyst’s email address instead. 

 ![](https://cdn-assets.productfruits.com/41153227-c8b2-4805-800e-1f930864f35a)

### Rates and Insurance Preferences 

[Embedded content](https://player.vimeo.com/video/1128326605)

#### Setting Insurance Margin and Minimum 

**Navigation:** Customer > LTL > Preferences > Billing > Rates & Insurance 

-   Enter your desired **Insurance Margin**. 
-   Enter the **Insurance Uplift Minimum**.  

 ![Rates & Insurance  ENABLE MARGIN ENHANCEMENT  ON  When disabled, margin enhancement will not be used.  INSURANCE MARGIN  INSURANCE UPLIFT MINIMUM  LOWEST LTL RATE AUTO ADJUST MINIMUM  LOWEST VOLUME RATE AUTO ADJUST MINIMUM  AMOUNT  AMOUNT  AMOUNT  23.08  20  40.23  9999  Update Rates & Insurance](https://cdn-assets.productfruits.com/789f2583-b97f-41b4-8a9c-ead70a5daf61)

When updating the insurance margin and/or minimum, click **Update Rates and Insurance** to save your changes. 

 ![Rates & Insurance  ENABLE MARGIN ENHANCEMENT  ON  When disabled, margin enhancement will not be used.  INSURANCE MARGIN  INSURANCE UPLIFT MINIMUM  LOWEST LTL RATE AUTO ADJUST MINIMUM  LOWEST VOLUME RATE AUTO ADJUST MINIMUM  AMOUNT  AMOUNT  AMOUNT  23.08  20  40.23  $  9999  Update Rates & Insurance](https://cdn-assets.productfruits.com/036c3afd-003c-4978-8e1b-3842d8ba22fe)

#### Margin Enhancement   

**Navigation:** Customer > LTL > Preferences > Billing > Rates & Insurance  

*Margin Enhancement* is a tool that protects your profit when one carrier’s rate is significantly lower than others.   

Found in the **Rates and Insurance** section of Customer LTL billing preferences, **Enable Margin Enhancement** will automatically be toggled ON. To deactivate this feature on a customer account, toggle **Enable Margin Enhancement** to OFF. 

 ![](https://cdn-assets.productfruits.com/e1e5e8db-431c-466b-bbb4-178b0d28e980)

To adjust the impact of the margin enhancement feature, users can edit the rate amounts in the following fields:  

-   **Lowest LTL Rate Auto Adjust Minimum**  
-   **Lowest Volume Rate Auto Adjust Minimum**  

 ![](https://cdn-assets.productfruits.com/a01c84fc-ec04-43db-ab2b-0f50bfc6d9ba)

After making changes to any margin enhancement field, select **Update Rates & Insurance** to save changes. 

 ![](https://cdn-assets.productfruits.com/da4126a6-b211-4b38-ab13-89009612dc07)

ℹ️For more information about margin enhancement, [click here](https://rc6ot1pavceoyoa.productfruits.help/en/article/ltl-auto-adjust-minimum).  

## Reference Code Preferences 

Use **Reference Codes** to specify which billing codes a customer requires on shipments. This ensures consistency and supports the customer’s internal accounting process. 

[Embedded content](https://player.vimeo.com/video/1128861003)

### How to Set Reference Codes 

**Navigation:** Customer > LTL > Preferences > Billing 

Under **Reference Codes**, locate the required code types (e.g., PRO, PO, Sales Order, or customer-specific codes). 

 ![Reference Codes  Set the required reference codes for this customer.  VALUE  Add reference  PRO  Required  Primary  Multiple Values  Customer Reference  Required  Primary  Multiple Values  VALUE  VALUE  PO |  Required  Primary  Multiple Values  Customer Pickup  Required  Primary  Multiple Values  VALUE  VALUE  Sales Order  Required  Primary  Multiple Values  VALUE](https://cdn-assets.productfruits.com/83aff4ab-c71a-4a61-a8f8-d29022153c5a)

For each code, users can configure the following options: 

-   **Required** – Makes the field mandatory during booking. 
-   **Primary** – Marks the code as the main shipment identifier. 
-   **Multiple Values** – Adds extra fields if more than one code for this reference type is required per shipment. 
-   **Value** – Prefills the same value on all shipments. 

 ![Customer Reference |  Required  Primary  Multiple Values  VALUE](https://cdn-assets.productfruits.com/8c456305-f854-49c1-bf18-a8622b8e9696)

💡Tip: Use **Value** when the customer requires a fixed reference (e.g., department code or internal project ID) on every shipment. 

## Saving Preferences 

⚠️Remember, after making any changes to customer preferences, select **Save Preferences** before leaving the page. 

 ![PRIORITY 1 CUSTOMER DEMO |113503-P1D  0  On Hold:  000  Billing Profile LTL Truckload Cards Card Requests Audit History Notes CRM  Apply Profile  Save preferences  Carriers  Quotes  Control quote values, settings, and the overall flow for the customer.  Shipments  Control shipments values, settings, and the overall flow for the customer.  Save preferences  Quotes  Communication  Control communication settings for the customer.  Shinmente](https://cdn-assets.productfruits.com/b7ef24e7-42f8-45a1-a879-b9c2b2a3ac10)

## Related Articles

-   [Managing LTL Carrier Preferences](https://rc6ot1pavceoyoa.productfruits.help/en/article/managing-ltl-carrier-preferences)
-   [Setting LTL Margin and Minimum](https://rc6ot1pavceoyoa.productfruits.help/en/article/setting-ltl-margin-and-minimum)
-   [Using the Address Book](https://rc6ot1pavceoyoa.productfruits.help/en/article/using-the-address-book)
-   [Using the Inventory List](https://rc6ot1pavceoyoa.productfruits.help/en/article/using-the-inventory-list)
-   [Third-Party Insurance](https://rc6ot1pavceoyoa.productfruits.help/en/article/third-party-insurance)