Understand Pricing and Profit Fields on the Load Screen

Before You Use This Article

• Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
• Best starting path: Start from Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services based on your company type.
• If this is not your setup: If this is not your company type, choose Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.

Use the pricing area on the Load Screen to review what your customer is being charged, what your carrier or driver is being paid, and how Load Manager calculates the load's profit. The fields you see depend on your TMS type, company setup, and user permissions.

Freight Broker accounts usually show Carrier pricing and use a Rate Confirmation. Dispatch Service accounts also use carrier records, but use a Dispatch Report and may charge a dispatch service fee. Carrier or Trucking Company accounts use the Driver tab instead of the Carrier tab and use a Dispatch Report for drivers.

Where to Find the Pricing Fields

1. Open the load from My Loads, All Loads, or the Dispatch Board.
2. Go to the rate and totals area of the Load Screen.
3. Review the customer side, carrier or driver side, and profit-related fields.
4. Save the load after making pricing changes.

Customer Rate Fields

The customer rate fields control what is billed to the customer on the customer invoice or quote. Depending on your setup, the customer amount may come from a flat rate, a rate per mile, commodity/accessorial rows, or a combination of those values.

• Customer Miles Rate: Calculates a charge from miles multiplied by the customer rate per mile.
• Customer Flat Rate: Adds a flat customer charge to the load.
• Customer Accessorials or Commodity Charges: Adds customer-side amounts from the Commodities and Accessorials table.
• Payment Advance: Reduces the customer amount due when entered as a Payment Advance row.

Carrier or Driver Rate Fields

The carrier or driver side controls what your company expects to pay for the load. The wording changes based on your TMS type.

• Freight Broker: The load uses carrier pricing. The carrier-facing document is a Rate Confirmation.
• Dispatch Service: The load uses carrier pricing, but the carrier-facing document is a Dispatch Report.
• Carrier or Trucking Company: The load uses driver pricing. The driver-facing document is a Dispatch Report.

Carrier or driver pay may come from a flat rate, mileage rate, commodity/accessorial rows, reimbursements, deductions, payment advances, and your company's enabled settlement settings.

Commodities and Accessorials

The Commodities and Accessorials table can affect both customer charges and carrier/driver charges. Each row can have a customer amount, a carrier or driver amount, a description, quantity, weight, class, and type.

Use this table for freight details, accessorial charges, fees, advances, and direct costs. The selected type controls how the amount behaves on the load.

• Commodity or Accessorial: Can increase the customer total, carrier/driver total, or both.
• Payment Advance: Reduces the amount due.
• Direct Cost: Reduces internal profit without acting like a normal customer charge or carrier/driver payment.
• Fee: Applies a configured flat amount or percentage when your company uses fee types.

Payment Advances

Use a Payment Advance row when the customer has already paid part of the load or when an advance needs to reduce the remaining balance. This is also the workflow customers often use when they ask how to show a partial payment on an invoice or quote.

After the Payment Advance row is saved, the invoice or quote can show the outstanding balance instead of making the full original amount look unpaid.

Direct Cost

Use Direct Cost for expenses your company absorbs internally. A direct cost affects profit but does not increase the customer invoice and does not increase carrier or driver pay.

Examples include a load-specific internal expense, repair cost, absorbed lumper fee, or other cost that should reduce margin.

Factoring Fee, Overhead, and Other Profit Deductions

If your company uses factoring fees, overhead, or other profit adjustments, those values may affect the load's internal profit calculation. These are not the same as a normal customer charge or carrier/driver payment.

If a profit deduction looks unexpected, review the customer profile, company setup, load setup, and any fee or direct cost rows connected to the load.

Sales Commission

Sales commission is usually based on the commissionable profit for the load, not the full customer charge. The commission value can come from the sales rep's user profile or from load-specific split commission settings when your company uses them.

If commission looks wrong, check the sales rep assignment, customer charges, carrier or driver charges, direct costs, factoring or overhead deductions, and the report filters used to calculate commission.

Profit and Margin

The profit area gives your team a quick view of the difference between what the customer is charged and what the load costs to move. Profit may be affected by:

• Customer flat rate and mileage rate.
• Carrier or driver flat rate and mileage rate.
• Commodity and accessorial rows.
• Payment advances.
• Direct costs.
• Factoring fees, overhead, dispatch service fees, or other enabled deductions.
• Foreign currency settings, when enabled.

Why a Pricing Field May Be Missing

If you do not see a field mentioned in this article, check these items first:

• User permissions: Your role may not allow you to see customer pricing, carrier/driver pricing, profit, or financial reports.
• TMS type: Carrier/Trucking accounts use Driver wording where Freight Broker and Dispatch Service accounts use Carrier wording.
• Company setup: Features such as Direct Cost, factoring, overhead, foreign currency, dispatch-service fees, and fee types may need to be enabled.
• Load status or lock: Some loads may be view-only or restricted by status, accounting, EDI, or another user editing the load.

Troubleshooting

• The invoice amount looks too high: Review the customer flat rate, customer mileage rate, customer-side commodity/accessorial rows, and whether any payment advance was entered correctly.
• The carrier or driver pay looks wrong: Review the carrier/driver flat rate, mileage rate, carrier/driver-side commodity/accessorial rows, and any payment advances or deductions.
• Profit looks wrong: Check customer charges, carrier/driver charges, direct costs, factoring, overhead, dispatch-service fees, and commission settings.
• A customer paid part of the load already: Enter the partial payment as a Payment Advance row so the invoice or quote can show the remaining balance.
• You cannot edit a field: Ask an administrator to confirm your role permissions and whether the load is locked by status or accounting workflow.

Related Articles

• Use the Load Screen to Build and Manage a Load
• Set Up Commodity and Accessorial Types
• Show a Partial Customer Payment on an Invoice or Quote
• Use Direct Cost to Track Load Profitability
• How Sales Commission Is Calculated