Integrations3 Live Trademark Rahul Ninave

Strategy Builder

Turn carrier cost into the customer price — set pricing basis, adjustment rules, and review guardrails.
DefaultIs defaultSee the impactSave strategy
Default pricingDefault⌄
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Strategy 2
Default pricing
Default pricingDefault
Aggressive Pricing
+ New strategy
 + New⧉ Copy4 saved
Tell the AI how to price — it sets the controls below for Default pricing Add 5% on lanes over 500 miles and never quote below a 12% margin Build
$PRICING BASIS
How cost becomes the quoted price
%Margin %Mark cost up by a percentage
$Flat markupAdd a fixed dollar amount
Default margin15%
Minimum charge
$85
Round pricesRound each quote to the nearest $5
Fuel is configured in the Customer fuel panel below.
RULES & ADJUSTMENTS
Extra margin / surcharges by lane traits
Long-haul premiumLanes over 500 miles
5%
Reefer surchargeRefrigerated equipment
$200
Weekend pickupSaturday / Sunday pickup
$150
Volume discountHigh-count lanes get a break
3%
Pick cheapest carrierAward each lane its lowest-cost contract
Prefer incumbentKeep the current carrier if within range
GUARDRAILS & REVIEW
Safety limits + when a human checks
Scope
All customers⌄
Min-margin floor12%
Never quote below this margin
Benchmark cap10%
Flag if price exceeds market by more than this
SEND TO MANUAL REVIEW WHEN
Lane comes back unpriced ($0)
Margin falls below the floor
Rules conflict on a lane
Require approval over
$5000
Region & geography
Adjust price by freight region — cover hard-to-service areas, ease off dense backhaul lanes.
Apply byOriginDestinationLane
Northeast0%
Midwest0%
Southeast0%
South Central0%
Mountain West0%
Pacific0%
YOUR REGIONS · override the built-in one for these states+ Region
None yet — add a region (e.g. "Gulf: TX LA MS") or a lane (TX → CA).
SPECIFIC LANES · origin → destination state, * = any+ Lane
Cross-border (Canada / Mexico) %12
Remote / rural premium %8
Metro congestion (flat)$ 75
Customer fuel (what you bill)
The carrier fuel (what you pay) always comes from the TMS rating. Choose how the customer is billed for fuel — the gap between the two is your fuel margin.
Pass-throughBill the carrier's fuel as-is (spread 0)
Markup %Carrier fuel + a margin %
Flat % / c-miYour own rule on linehaul / miles
Fixed $A flat fuel $ per shipment
FSC tableA real TMS fuel table at today's diesel
Diesel indexYour own % per diesel step over a peg
FSC table
Search by name (e.g. KeHE, Standard TL, ArcBest)…
National FSC · LTL⌄
View table
This week's diesel ($/gal)
$2.8
DOE auto-filled ($3.80); override for a what-if.
Rate source blend 40%100%Normalize to 100%
How much each connected market-rate feed weighs into the blended benchmark. Only feeds switched on in Integrations appear here.
DAT30%75%
CzarLite10%25%
Weights total 40% — normalize so the blend is proportional.
Custom rules2 rulesIF / THEN exceptions on top of the settings above — evaluated top to bottom.
+ Add rule
1
Rule 1If Customer is ABC Foods and Lane distance (mi) > 500 → Add margin % 15%
IFCustomer⌄is⌄ABC Foods⌄×
ANDLane distance (mi)⌄>⌄500×
+ And condition
THENAdd margin %⌄15%
2
Rule 2If Carrier cost ($) > 3000 → Require approval
IFCarrier cost ($)⌄>⌄3000
+ And condition
THENRequire approval⌄no value needed
What “Default pricing” doeson $1,000 of carrier cost

Priced by the same engine that builds deliverables.

STANDARD LANE15.0%$1,000 cost → $1,150
MOST IT ADDS15.0%a standard lane
MIN-MARGIN FLOOR12%below this goes to review
APPROVAL OVER$5,000a human signs these off
SITUATIONQUOTEMARGINWHAT APPLIED
A standard lane300mi, dry van$1,15015.0%Base margin 15% +$150

SENT FOR A HUMAN TO CHECK WHEN

  • · a lane comes back unpriced ($0)
  • · margin falls below 12%
  • · two rules fight over the same lane
  • · the quote runs more than 10% over the market benchmark
Applies to All customers. Quotes over $5,000 need approval.

CUSTOM RULES, IN ORDER

  • 1. IF Customer is ABC Foods AND Lane distance (mi) > 500 THEN Add margin % 15
  • 2. IF Carrier cost ($) > 3000 THEN Require approval
These are the margins a bid gets, before any lane-specific data.Looks good
See the impact

Before you save, click See the impact at the top of the Strategy Builder.

What it does

The strategy priced on $1,000 of carrier cost — by the same engine that builds your deliverables.

Headline numbers

What a standard lane gets, the most the strategy adds, the margin floor, and the value that needs approval.

Situations

Each situation with its quote, margin and what applied — a 300-mile dry-van lane gets the 15% base margin, +$150.

Human checks

When a lane is sent to a human to check, who the strategy applies to, and which quotes need approval.

Custom rules

Your custom rules, in the order they're evaluated.

Looks good

These are the margins a bid gets before any lane-specific data. Click Looks good to go back.

Save

Happy with what it does? Click Save strategy.

See the impactof a strategy

Check what a strategy does to a quote before you save it.

Check it first.
Then save with confidence.

See the impact shows what every bid gets — before a quote reaches your customer.