Rate markup or rate shop not applied: fix the rule Event

Summary: A markup or rate-shop business rule does not change the rate when its Event is After Shipment Rates or Before Shipment Loads. Set the Event to Before Shipment Rates so it runs while the rate is calculated.

Problem

A business rule that adds a markup (for example, add a percentage to the discounted rate) does not show up in the rates, even though the profile is set to show markup rates. The same timing problem hits rate shop rules: orders keep the service they came in with instead of being rate-shopped.

Cause

The rule's Event is set at the wrong point. After Shipment Rates runs after the rate comes back, so it does not add a markup to the returned rate. Before Shipment Loads runs before rating, so a rate shop rule set there does not drive the rate. To change the rate as it is calculated, the rule has to run Before Shipment Rates.

How to check: Open the rule and look at its Event. If it is After Shipment Rates or Before Shipment Loads, that is the cause.

Fix

Go to Admin > Business Rules and open the markup or rate shop rule (global or profile-level).
Set the rule Event to Before Shipment Rates (not After Shipment Rates, and not Before Shipment Loads).
Click Save.
Reprocess a sample order and check that the markup is applied, or that the rate shop picked the intended service.

What you should see

A newly rated order shows the rate with the markup, and a rate-shopped order shows the rate shop result instead of its incoming service.

Business Rule Examples - Applying Markup and Discount Rates
Business Rules

Knowledge Base