Understand Pricing and Profit Fields on the Load Screen

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

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.
3. Review the customer side, carrier or driver side, and profit fields.
4. Save the load after you change pricing.

Customer Rate Fields

These control what is billed on the customer invoice or quote.

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

Carrier or Driver Rate Fields

These control what your company expects to pay. The wording depends on your TMS type.

• Freight Broker: Carrier pricing. Carrier document: Rate Confirmation.
• Dispatch Service: Carrier pricing. Carrier document: Dispatch Report.
• Carrier or Trucking Company: Driver pricing. Driver document: Dispatch Report.

Pay can come from a flat rate, mileage rate, commodity/accessorial rows, reimbursements, deductions, payment advances, and enabled settlement settings.

Commodities and Accessorials

Each row can have a customer amount, a carrier or driver amount, a description, quantity, weight, class, and type. The selected type controls how the amount behaves.

• Commodity or Accessorial: Can increase the customer total, the carrier/driver total, or both.
• Payment Advance: Reduces the amount due.
• Direct Cost: Reduces internal profit. It is not 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 already paid part of the load. After you save it, the invoice or quote can show the outstanding balance.

Direct Cost

Use Direct Cost for expenses your company absorbs. It affects profit but does not increase the customer invoice or carrier/driver pay.

Factoring Fee, Overhead, and Other Deductions

Factoring fees, overhead, and other profit adjustments can affect the load's internal profit. They are not normal customer charges or carrier/driver payments. If a deduction looks wrong, review the customer profile, company setup, load setup, and any fee or direct cost rows.

Troubleshooting

• The invoice amount looks too high: Review the customer flat rate, mileage rate, customer-side commodity/accessorial rows, and payment advances.
• The carrier or driver pay looks wrong: Review the flat rate, mileage rate, carrier/driver-side 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 field is missing: Your role may not allow it, your TMS type may use different wording (Driver instead of Carrier), or the feature (Direct Cost, factoring, overhead, foreign currency, dispatch-service fees, fee types) may not be enabled.
• Commission looks wrong: Check the sales rep assignment, customer and carrier/driver charges, direct costs, factoring or overhead deductions, and report filters. Commission is based on commissionable profit, not the full customer charge.
• A customer paid part of the load: Enter a Payment Advance row.
• You cannot edit a field: Ask an administrator to check your role permissions and whether the load is locked by status or accounting.

Related Articles

• Show a Partial Customer Payment on an Invoice or Quote
• Use Direct Cost to Track Load Profitability
• How Sales Commission Is Calculated