Account Admins have the ability to customize a users' experience by including Markup with your quoted & booked orders. Here we'll walk through the set up process, options, and visibility offered with this feature.
Reasons to Mark up Your Freight / Packages
- Help cover current operational costs
- Allow for value added services
- Mitigate risks such as claims or returns
- Increase Profit
Adding Markup
Account admins can access this option by first selecting Company Users.
Next, click the blue edit pen on the right to open a slider and view options. Here you can designate first by mode, and then percentage or dollar amount.
We currently don't allow for Account Owners to add markup to their profile so there is a true user with visibility to actual costs at all times. To reconcile your users mark up data - request a shipment export.
Where can users see their Markup?
You can spot your markup in the rate breakdown on the Shipment Details page, just click View other quotes. If you're looking at PDFs, the Rate detail document lists the true cost, while the Customer rate detail hides markup inside the linehaul charge. You can also request a shipment export from the Shipments or Analytics tab in which a CSV file will deliver to your Inbox.
Rate Breakdown
Documents
Rate Detail - Internal
Customer Rate Detail - External
Export Data - CSV
Contact our Support Team for any questions or feedback!
