You can create and maintain Markup Profiles in techSHIP to organize your Service Groups and surcharge settings.

This guide covers locating profiles, configuring their settings, managing groups and surcharges, copying profiles, and changing their status.

TABLE OF CONTENTS

• Before You Begin
• Create and Edit a Profile
  • Create a Profile
  • Edit Profile Details
• Maintain Service Groups
  • Create a Service Group
  • Edit a Service Group
  • Edit Other
  • Delete a Service Group
• Maintain Surcharges
  • Create a Surcharge
  • Edit a Surcharge
  • Delete a Surcharge
• Copy a Profile
• Enable or Disable a Profile
  • Enable a Profile
  • Disable a Profile
• Review Change History
• Continue Your Setup

Before You Begin

Before you begin, make sure to read Understanding Markup Profiles in techSHIP [Guide] for a comprehensive explanation of how this feature works.

Using this functionality requires special user permissions. Check the required access level by referring to the techSHIP User Permissions Structure [Information].

Prepare the Pricing Dimension and Zone & Area you will select during profile creation. For those procedures, refer to How to Configure Pricing Dimensions in techSHIP [Step-by-Step Guide] and How to Configure Zones & Areas in techSHIP [Step-by-Step Guide].

To access the Markup Profiles page, click on Markup Profiles (beta) from the left menu in the Smart Pricing section.

Create and Edit a Profile

Create a Profile

From the profile list, click Create.

In Create Markup Profile, complete the following fields and click Create:

• Name: Enter a descriptive profile name.
• Carrier: Select the Carrier by its name. Check your selection carefully because you cannot change Carrier after creating the profile.
• Description: Describe the profile’s purpose or intended use.
• Start Date: Select the profile’s start date (inclusive).
• End Date: Select an end date on or after Start Date, or leave it blank for an open-ended profile.
• Pricing Dimension: Select the prepared Pricing Dimension for the default Other Service Group.
• Zone & Area: Select the prepared zone configuration for the default Other Service Group.

You have created an Enabled profile containing the Other Service Group. Continue by configuring Other, adding any additional Service Groups, and completing their markup values before assigning the profile to a Client (Billing) Account.

Edit Profile Details

Open the profile you want to update by clicking on its Settings icon.

In the profile header, update the relevant fields:

• Name: Update the profile’s descriptive name.
• Description: Update its purpose or intended use.
• Start Date: Adjust the profile’s start date (inclusive).
• End Date: Adjust the end date, keeping it on or after Start Date, or leave it blank for an open-ended profile.

You cannot change Carrier after creation.

Select Save in the profile header.

Your profile details are saved. Continue with the Service Groups or Surcharges that need maintenance.

Maintain Service Groups

Open the profile’s Service Groups tab. Use Search to narrow the list, or select Filter to apply an advanced filter.

Create a Service Group

	You cannot select a Service already assigned to another regular group. The selector disables that option and identifies its owning group. To move the Service, remove it from the existing group and Save that change before selecting it in the destination group.

On the Service Groups tab, select Create.

In Create Service Group, complete the following fields and click Create:

• Code: Enter a code unique within this profile. Do not use the reserved code OTHER. You cannot edit the code after creating the group.
• Name: Enter a descriptive group name.
• Services: Select the Carrier Services you want to assign to the group.
• Pricing Dimension: Select the Pricing Dimension for the group’s markup matrix.
• Zone & Area: Select the zone configuration for the group’s markup matrix.
• Markup Type: Select the calculation type for your configuration. For the differences between types, refer to Understanding Markup Profiles in techSHIP [Guide].
• Minimum Markup ($): Enter the group-level minimum for your configuration, when applicable.
• Include Tax Into Fee Markup Calculation: Select or clear the checkbox according to your tax-inclusion requirements.
• Force Markup When Missing Carrier Charge: Select or clear the checkbox according to your missing-charge requirements. Review its documented scope in Understanding Markup Profiles in techSHIP [Guide] before using it.

Your Service Group is saved. To populate its matrix, follow How to Edit Markup Matrices in techSHIP [Step-by-Step Guide].

Edit a Service Group

	Changing Pricing Dimension or Zone & Area discards the group’s existing matrix values when you save. Review the maintenance consequences in Understanding Markup Profiles in techSHIP [Guide] before changing either field.

On the Service Groups tab, locate the group and click the Settings icon in its Actions column.

In Edit Service Group, update the settings described in Create a Service Group.

Code remains read-only. To remove a selected Service, select the removal icon on its chip; to add a Service, choose an available option from Services. Review any matrix-reset warning, then select Save.

Your Service Group changes are saved. Open Markup values to review the group’s matrix, particularly after changing Pricing Dimension or Zone & Area.

Edit Other

	To change which Services appear in Other, update their assignments in your regular Service Groups. You cannot add or remove Services directly in Other, rename it, or delete it.

On the Service Groups tab, locate Other and click the Settings icon in its Actions column.

In Edit Service Group, review the read-only identity and Service membership, then update the relevant settings and click Save:

• Code, Name, and Services: Review these values; you cannot edit them directly.
• Pricing Dimension: Change the Pricing Dimension when needed.
• Zone & Area: Change the zone configuration when needed.
• Markup Type: Adjust the calculation type.
• Minimum Markup ($): Adjust the group-level minimum.
• Include Tax Into Fee Markup Calculation: Adjust the tax-inclusion setting.
• Force Markup When Missing Carrier Charge: Adjust the missing-charge setting.

The same matrix-reset warning applies when you change Pricing Dimension or Zone & Area.

Your Other settings are saved. Select its Markup values action to review or complete its matrix.

Delete a Service Group

	Deleting a regular Service Group also deletes its matrix values. Review the group-deletion consequences in Understanding Markup Profiles in techSHIP [Guide] before proceeding.

On the Service Groups tab, click the Delete icon for the intended group. You cannot delete Other.

Click OK to confirm the action.

You have removed the Service Group. Review Other and your remaining Service assignments before continuing to use the profile.

Maintain Surcharges

Open the profile’s Surcharges tab. Use Search to narrow the displayed records and Refresh to reload them when needed.

To choose the appropriate surcharge type and calculation settings, review the surcharge guidance in Understanding Markup Profiles in techSHIP [Guide].

Create a Surcharge

On the Surcharges tab, select Create.

In Create Surcharge Markup, complete the following fields and click Create:

• Custom Name: Enter a descriptive label when needed.
• Surcharge Type: Select the surcharge category.
• Carrier Surcharge Code: Enter the Carrier’s surcharge code when applicable to your configuration.
• Carrier Surcharge Description: Enter the Carrier surcharge description when applicable.
• Markup Type: Select the calculation type.
• Minimum Markup: Enter the surcharge-specific minimum when applicable.
• Markup %: Enter the percentage for your surcharge configuration.
• Markup $: Enter the fixed amount for your surcharge configuration.
• Start Date: Set a start date when you need to limit the surcharge’s effective period.
• End Date: Set an end date when you need to limit the surcharge’s effective period, or leave it blank for no end date.

Your surcharge is saved. You can continue configuring the remaining surcharges.

Edit a Surcharge

On the Surcharges tab, locate the record and select the Settings icon in its Actions column.

In Surcharge Markup, update the relevant fields using the descriptions in Create a Surcharge, then click Save.

Your surcharge changes are saved. Review the remaining records before completing the profile configuration.

Delete a Surcharge

On the Surcharges tab, click the Delete icon for the intended surcharge.

Click OK to confirm the action.

You have removed the selected surcharge. Review the remaining surcharge configuration before continuing to use the profile.

Copy a Profile

	Your copy starts Disabled and may be hidden by the current list filter. Review the copying guidance in Understanding Markup Profiles in techSHIP [Guide], and use the Enabled filter when locating the copy later.

From the profile list, locate the source profile and click on the Copy icon.

In Copy Markup Profile, complete the following fields and click Copy:

• New Profile Name: Enter a name for the copy; it is not generated automatically, and duplicate names are permitted.
• Start Date: Review the date prefilled from the source profile. Keep it or select a new start date.
• End Date: Review the date prefilled from the source profile. Keep it, select a new date on or after Start Date, or leave it blank for an open-ended profile.

When the copied profile opens, review its profile details, Service Groups, matrix values, and Surcharges. Check that the profile offers Enable, indicating that it is currently disabled.

You now have a separate Disabled copy, and your source profile is unchanged. Complete your review before enabling the copy and assigning it to a Client (Billing) Account.

Enable or Disable a Profile

	Before changing the status of an assigned profile, review the operational consequences in Understanding Markup Profiles in techSHIP [Guide]. Disabling a profile that remains assigned to a Client (Billing) Account can cause its orders to fail processing; do not treat Disable as a harmless pause in markup calculation.

Enable a Profile

Open the disabled profile and review its details, Service Groups, matrix values, surcharges, and dates. Then, click Enable in the profile header.

In Confirm, review the message and select OK to proceed.

Your profile is now Enabled. Continue by reviewing or configuring its Client (Billing) Account assignments; enabling a profile does not complete that separate task.

Disable a Profile

Open the profile and select Disable.

In Confirm, review the message and select OK to proceed.

Your profile is now Disabled. Use the list’s Enabled filter to locate it later, and verify the affected Client (Billing) Account configuration before processing additional orders.

Review Change History

To review changes to the profile, open its Change History tab. For a Service Group, select Markup values in the group’s Actions column, then open Change History.

You have opened the relevant change log. Continue with How to Review Change History Logs for Supported Entities [Step-by-Step Guide] for the log-review procedure.

Continue Your Setup

After reviewing your profile settings, Service Groups, markup matrices, surcharges, and status, follow How to Assign Markup Profiles to Client (Billing) Accounts in techSHIP [Step-by-Step Guide] to configure where the profile is used.

For file-based maintenance, refer to How to Import and Export Markup Profile Data in techSHIP [Step-by-Step Guide].