Carrier Markup Groups

  • Updated on Sep 12, 2025
  • Published on Oct 13, 2023
  • 6 minute(s) read
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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 the following.

  • Freight

  • Fuel

  • Accessorial

  • Freight+Fuel

  • Freight+Fuel+Accessorial

Markup Matching Logic

The Carrier Markup Group field selected on the Customer Transportation Profile controls the set of Carrier Markups to apply to Customer Quotes. If no Carrier Markup matches to the Customer Quote, the Carrier Markup Group set on the Global Transportation Profile is used to find and apply a Carrier Markup.

The following cascade logic controls how Carrier Markups are matched and applied to a Customer Quote.

  1. Matching occurs first for customer-specific Freight-only Markups.

    1. Any matching Freight-only Markup is added to the Customer Quote.

    2. Any matching Fuel-only and/or Accessorial-only Markups are added to the Customer Quote.

    3. If no Freight-only Markup matches, the next step occurs.

  2. Matching occurs for customer-specific Freight+Fuel Markups and may match with an Accessorial-only Markup.

    1. Any matching Freight+Fuel Markup is added to the Customer Quote.

    2. Any matching Accessorial-only Markups are added to the Customer Quote.

    3. If no Freight+Fuel-only and/or Accessorial-Only Markup matches, the next step occurs.

  3. Matching occurs for customer-specific Freight+Fuel+Acessorial Markups.

    1. Any matching Freight+Fuel+Accessorial Markup is added to the Customer Quote.

    2. If no Freight+Fuel+Accessorial Markup matches, the next step occurs.

  4. The TMS then checks the Carrier Markup Group set on the Global Transportation Profile.

    1. This matching occurs again for Freight-only Markups.

    2. Any matching Fuel-only and/or Accessorial-only Markups are added to the Customer Quote.

    3. If no Freight-only Markup matches, the next step occurs.

  5. Matching occurs for the global Transportation Profile Freight+Fuel Markups and may match with an Accessorial-only Markup.

    1. Any matching Freight+Fuel Markup is added to the Customer Quote.

    2. Any matching Accessorial-only Markups are added to the Customer Quote.

    3. If no Freight+Fuel-only and/or Accessorial-Only Markup matches, the next step occurs.

  6. Matching occurs for global Transportation Profile Freight+Fuel+Acessorial Markups.

    1. Any matching Freight+Fuel+Accessorial Markup is added to the Customer Quote.

Matching Markups are applied when the Customer Quote is created.

In some cases, Carrier Quotes returned from a quoting integration (like Banyan or Project44) return with no freight charges, or $0.

When Carrier Quotes are generated without a $0 freight charge, the following Markups are applied to Customer Quotes.

  1. Matching occurs first for customer-specific Fuel-only and/or Accessorial-only Markups are added to the Customer Quote.

  2. Matching occurs for customer-specific Freight+Fuel Markups and may match with an Accessorial-only Markup.

    1. Any matching Freight+Fuel Markup is added to the Customer Quote.

    2. Any matching Accessorial-only Markups are added to the Customer Quote.

    3. If no Freight+Fuel Markup matches, no Customer Quote is generated as there are no Freight and no Fuel charges.

  3. Matching occurs for customer-specific Freight+Fuel+Acessorial Markups.

    1. Any matching Freight+Fuel+Accessorial Markup is added to the Customer Quote.

Markups and Rate Entries

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 Entry for Freight, the Carrier Markup is not applied for Accessorial charges or Fuel. Since no Markup is applied, only one Customer Quote is created and accepted.

  • The Freight+Fuel Markup Type only applies when an Accessorial Rate Entry matches to the Load.

    • For example, when an Auto-Apply Accessorial is added for a Stop or to the Load.

  • The Freight+Fuel+Accessorial Markup Type only applies when no Customer Rate Entry matches to the Load.

A Carrier Markup Group consists of multiple Carrier Markups.

Configure the Markup as necessary.

Transaction Fees

Transaction fees for Freight+Fuel and Freight+Fuel+Accessorial Markups are applied on a pro rata basis. The percentage of the total for each charge type (freight, fuel, and/or accessorial) is multiplied by the transaction fee to calculate the amount each charge is added to each line.

Example 1

A Transaction Fee of $30 for a Freight+Fuel+Accessorial Markup is calculated as follows.

  • Freight: $100

  • Fuel: $100

  • Accessorial: $100

  • Total: $300

    • $100/$300 = .33

    • .33 x $30 Transaction Fee = $10

  • $10 is added to each line.

    • Freight: $110

    • Fuel: $110

    • Accessorial: $110

Example 2

In cases when a Freight+Fuel+Accessorial Markup with a Transaction Fee matches, the following logic occurs.

  • Carrier Quotes containing a Freight charge, but no Fuel surcharge or Accessorial charge.

    • The entire Transaction Fee is added to the Freight charge on the customer quote.

  • Carrier Quotes containing a Freight charge and Fuel surcharge, but no Accessorial charge.

    • The Transaction Fee is added to the Customer Quote and split between the Freight and Fuel based on the percentage of the total charge represented by each individual charge. See Example 1 above for an example of the calculation to determine the percentage.

  • Carrier Quotes containing a Freight Charge, a Fuel surcharge, and an Accessorial charge.

    • The Transaction Fee is added to the Customer Quote and split between the Freight, Fuel, and Accessorial based on the percentage of the total charge represented by each individual charge. See Example 1 above for an example of the calculation to determine the percentage.

Example 3

In cases when a Freight+Fuel Markup with a Transaction Fee matches, the following logic occurs based on the Carrier Quote that is marked up.

  • Carrier Quotes containing a Freight charge but no Fuel surcharge.

    • The entire Transaction Fee is added to the Freight charge on the customer quote.

  • Carrier Quotes containing a Freight charge and Fuel surcharge, but no Accessorial charge.

    • The Transaction Fee is added to the Customer Quote and split between the Freight and Fuel based on the percentage of the total charge represented by each individual charge. See Example 1 above for an example of the calculation to determine the percentage.

  • Carrier Quotes containing a Freight Charge, a Fuel surcharge, and an Accessorial charge.

    • The Transaction Fee is added to the Customer Quote and split between the Freight and Fuel based on the percentage of the total charge represented by each individual charge. See Example 1 above for an example of the calculation to determine the percentage.

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.

The examples below demonstrate when a Minimum Markup or a Minimum Customer Freight Charge applies.

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.