Create revenue surcharges that automatically mirror trip costs — eliminating manual calculation and reducing billing errors.
What is the "Charge trip cost" surcharge method?
The Charge trip cost calculation method is available on revenue surcharges. Instead of manually entering a fixed amount or using a percentage of order value, you configure a surcharge to automatically follow the actual cost charged on a linked trip (e.g. a ferry cost, FSC, BAF, or ETS surcharge).
This is useful when:
You have ferry or shipping surcharges that must be passed through to customers
The surcharge amount depends on what the carrier actually charges per trip
The same trip carries orders for multiple customers (the cost is split proportionally)
How to configure a revenue surcharge to follow a trip cost
📚 Before setting up the rate card surcharge, make sure the surcharge is created in ‘RATES>Order input>Surcharges’ and that the surcharge is added to the relevant ‘cost price list’
Add surcharge calculation to customer rate card
Go to RATES>Rate card customer and select or create the price list to update
Click ‘Add charge’ and select the surcharge from the available list.
Open the surcharge to set the Price Calculation method;
Set ‘Calculation method’ to Percentage of charges and select charge type ‘Trip cost charge’
Select which charge to apply the surcharge calculation to, choose from:
All charges on the trip — to mirror the full trip cost total
A specific surcharge (e.g. "Ferry FSC", "BAF") — to mirror only that cost
Transport charge - to apply to the transport charge only
Set a Percentage to calculate the charge at.
Optional: set above 100% to include a markup (e.g. 110% = cost passed through + 10% margin)
Save the surcharge
Once configured, when this surcharge is added to an order and the corresponding trip cost is entered, the charge amount is calculated automatically.
📚 The surcharge will initially show at a zero value on the order. Once a resource is allocated to the order, the surcharge value is calculated and included in the order revenue.
The example below show a 'Ferry FSC' cost assigned to the trip. On the customer rate card the surcharge is configured to calculate including an uplift of 10% on the trip cost. Once the order is dispatched, the revenue value on the order updates from 0.00 to show the calculated value.
How the cost is split across orders
When a trip covers multiple orders (e.g. groupage), each order is billed only its proportional share of the trip cost. The split is based on the order's contribution to the trip.
Example: A ferry trip costs €300 and covers 3 orders of equal size. Each order is automatically billed €100 (or €110 if a 110% markup is configured).
Limitations
This calculation method only works with surcharge-type cost charges. General transport costs or base freight rates cannot be used as the mirroring source.
Orders and trips must use the same currency. Mixed-currency scenarios are not supported.
The surcharge amount is calculated based on the actual amount entered on the trip cost. If no trip cost is recorded, no amount will be calculated on the order.