This article will show you how to add a Markup or Margin to a customer:
Quick Reference Video Summary:
- From the Customer Company Profile, use the Customer Tools drop-down in order to begin creating a Margin or Markup.
- Commissions are handled from the Customer Tools drop-down as well
- On the Create: Margin screen, you first select the Customer, Mode, Status, and set the Effective & Expiration dates
- From there you will begin to fill out the margin details; from here you can set the Detail Type, to choose what type of Margin you are creating:
- CWT
- Flat
- Pieces
- Markup %: system marks up the total freight cost by the % set
- Margin %: system marks up the freight to whatever amount it needs to be to meet the margin % set
- You will have the option to set a min/max to make sure a certain $ amount is always achieved and not maxed out at a certain amount
- Cost, Weight, and Handling Unit Criteria can be set so that the Margin created only affects shipments within the criteria set
- E.x. Weight break markups would be handled this way
- To finish your margin you will click Save & Add Details, and then click Save Margin
- From there you will begin to fill out the margin details; from here you can set the Detail Type, to choose what type of Margin you are creating:
- Margins can be viewed directly in the Customer Company Profile
- To search margins for more than one customer, you can view the Margin Search screen by going to a Customer Company Profile and clicking Customer Tools > Margin - Search
- You can also view margins by going to Rates > Margins
- We thoroughly recommend testing margins before releasing them on customers