Overview
Carrier Markup Groups
Carrier Markup Groups are groups of related Carrier Markups. Carrier Markups define “cost-plus” calculations that generate a Customer Quote total based on a Carrier Quote. They are used to auto-calculate the customer’s price on the self-serve Customer Portal. They are also indicated on the Freight Quote Assistant page to assist the user in properly pricing a load. Associate a Carrier Markup Group with a customer by setting this field on the Transportation Profile. You can also “cascade” by setting a default Carrier Markup Group on the global Transportation Profile.
Create Carrier Markup Groups from TMS Admin → Carrier Markup Groups. Each Carrier Markup has standards and calculation fields that determine if there is a match and then calculate the Carrier Markup.
Carrier Markup types include:
Freight
Fuel
Accessorial
Customer Rate Entries and Carrier Markups can be used together on the same customer quote, as each cost item are calculated independently. Rate Entries have priority over Carrier Markups if both match for a cost item.
If there is a customer stored rate for Freight, the Carrier Markup is not applied for Accessorials or Fuel. Since no Markup is applied, only one customer quote is created and accepted.
If there is a matching customer stored rate for Accessorials or Fuel AND matching Carrier Markups for Freight, multiple customer quotes are created.
A Carrier Markup Group consists of multiple Carrier Markups.
Configure the Markup as necessary.
Markup Application Examples
The Minimum Customer Freight Charge is applied when the Minimum Markup Percent or the Minimum Markup Amount is less than the Minimum Markup Amount plus the total Carrier Quote amount. Example 1:
Minimum Customer Freight Charge: $350.
Minimum Markup Amount: $250.
Carrier Quote total: $35.
Carrier Quote total + Minimum Markup Amount = $285, less than the Minimum Customer Freight Charge ($350). The Minimum Customer Freight Charge is applied.
Example 2:
Minimum Customer Freight Charge: $350.
Minimum Markup Amount: $250.
Carrier Quote total: $221.59.
Carrier Quote total + Minimum Markup Amount = $471.59, greater than the Minimum Customer Freight Charge ($350). The Minimum Markup Amount is applied.
When the Markup Type is Freight, Fuel and Accessorials are NOT included in the Minimum Customer Freight Charge. Fuel and accessorials may be added separately to the customer quote in addition to the Minimum Customer Freight Charge.
For LTL Mode loads, the line item must match all of the criteria on the Markup to apply. For example, an LTL load contains a line item with an NMFC value. If a Markup does not also contain an NMFC value, the Markup does not match and is NOT applied to the load. This functionality is specific to LTL type Modes ONLY.
The SMC3-related calculation fields are only relevant for SMC3 Carrier quotes where the Freight Charge Applied field is populated.