Applying Markup and Discount Rates


Use Business Rules to apply markup and discount rates.


Note: When creating a Markup Rule or Discount Rule the system by default is adjusting the Discount Rate returned for the account number it processed on.


Markup on Discounted (contract) Rate


Note: When marking up the rate from the carrier, you will need to set this business rule to run no later in the process than "Before Shipment Rates". This is because the logic to apply the below markup fields occurs directly after the system gets the rate back from the carrier (and before the "After Rate" rules run).


  1.  Add a Business Rule action with the following parameters:
    1.  Action: Set Field
    2.  Object: Shipment
    3.  Field: Markup Percentage -and/or- Markup Amount
    4.  Set Type: Set Field to Value
    5. Value: Your desired amount

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Use Markup Percentage when you want to increase the Total by a set percentage (i.e. a value of 20 = 20% markup to the rate)

Use Markup Amount when you want to increase the total by a flat amount (i.e. a value of 20 = $20 added to the rate)


Discount off of List (published) Rate


Note: if marking down from list rates, you will need to set this business rule to run "After Shipment Rates", so that the system can first capture the rate from the carrier before applying the logic.


  1.  Add a Business Rule action with the following parameters:
    1.  Action: Set Field
    2.  Object: Shipment
    3.  Field: Markup Base
    4.  Set Type: Set to Value
    5.  Value: {ListBaseCharge}
  2.  Add a Business Rule action with the following parameters:
    1.  Action: Set Field
    2.  Object: Shipment
    3.  Field: Markup Discount
    4.  Set Type: Set to Value
    5.  Value: {ListBaseCharge}
  3.  Add a Business Rule action with the following parameters:
    1.  If marking down by a set percentage:
      1.  Action: Set Field
      2.  Object: Shipment
      3.  Field: Markup Discount
      4.  Set Type: Multiply Field Value
      5.  Value: the value here is the percentage to discount from the List freight charge, so placing .20 in the field will subtract 20% from the rate
    2.  If marking down by a flat dollar amount:
      1.  Action: Set Field
      2.  Object: Shipment
      3.  Field: Markup Discount
      4.  Set Type: Subtract Field Value
      5.  Value: the value here is the amount to discount from the List freight charge, so placing 1.20   in the field will subtract 1.20 from the rate

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