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How to Edit Rates and Accessorial Fees

This article walks you through adding, editing, and removing line items on a shipment's customer and carrier sides. Use this to add accessorial charges (detention, lumper, layover, etc.), adjust line haul rates, or correct billing errors.

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Written by Rocco Pascente

đŸŽ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.

Margin shows up on the totals panel on the right of the page: This auto-calculates your customer total, carrier total, broker net, and profit margin as you add or edit line items. You don't need to update it manually.

1. Open the shipment

Open the shipment you want to edit rates on.

2. Click the Rate & accessorial fees tab

In the tab bar at the top of the shipment, click Rate & accessorial fees. The tab is split into two sections:

  • Customer — what your client is paying you

  • Carrier — what you're paying the carrier

3. Add a new line item

In either the Customer or Carrier section, click + Add new at the bottom of the table. A new editable row appears.

Fill in:

  • Accessorial — type to search and select the accessorial type (Line Haul, Detention, Lumper, Layover, Fuel Surcharge, etc.)

  • Unit — select the unit type (fixed, per mile, per hour, etc.)

  • Quantity — the number of units

  • Unit price — the dollar amount per unit

The Total column auto-calculates as you fill in Quantity and Unit price.

Click the checkmark to save the row, or the X to cancel.

Note on accessorial types: the Accessorial dropdown pulls from a system-managed list of fee types maintained by your organization. If you don't see the fee type you need, contact support.

4. Edit an existing line item

Click the pencil icon to the right of any existing row. The row becomes editable. Make your changes and click the checkmark to save.

5. Review totals and margin

The Totals panel on the right side of the tab shows:

  • Customer total — what you're billing the customer

  • Carrier total — what you're paying the carrier

  • Broker Net — your gross margin in dollars

  • Profit — your margin as a percentage

Use this to confirm the load is profitable before sending the rate confirmation or releasing for billing.

Important: Changes to rates after a rate confirmation has been sent require issuing a revised ratecon. Changes after release for billing may require coordination with our internal accounting team. See Sending a rate confirmation and Uploading a POD and releasing a shipment.

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