This article provides a step-by-step guide on how to create a transactional-type markup rate that can be applied to any order you wish to close, allowing you to apply a markup amount based on a percentage. You can also watch the instructional video for guidance.

Sample scenario: Create a markup rate of 15% for shipping type of transactions.

1. Navigate to Rates > Rate List. 
   
2. Click + Create Rate in the upper right corner. 
   
3. Select the following options as shown below on the Create New Rate window. Then, click Continue. 
   
   Transaction minimum / markup > Simple Rate
    
4. Provide basic details such as Rate Name, Rate Description, and Charge Label.
5. Select Shipping for the Transaction Type and the desired Charge Category type. Then, click Continue.
6. Select Transaction Markup in the Markup section. Afterwards, click Next.
   
7. Select between Transaction Markup or Category Markup.
   
   This refers to the type for which we want to apply the markup rate. In the image below, if you select Transaction Markup, it pertains to shipping transactions. Alternatively, if you choose Category Markup, it applies to handling.
   
    
8. Specify the markup percentage you want to charge for each shipping transaction. In the above example, we applied a 15% markup amount.
9. Click Next. Then, click Save. Optionally, you can skip adding it to a rate sheet.
   
   You can always review the Rate Summary shown on the right side of the page. 
   
   

   What does the above Transaction Markup rate mean in the above example?

   Any rate that you have applied to a customer as a shipping type of transaction will utilize an additional supplemental charge of 15%.

    

Applying the Transaction Markup Shipping Rate to a Customer

1. Apply this Transaction Markup rate to a customer by clicking Customers on the left navigation menu.
2. Select the customer from the list or use the Search function. In the below example, let's select the company name, Toys R Us.
   
3. Click Edit on the right-hand side of the page. Click Yes, Continue to modify the customer settings. 
4.  Click the add icon next to Single Rates. 
   
5.  Search for the Transaction Markup Rate you just created. Then, click Choose. 
   
   In the Shipping Rates section of Customer Settings, you will find this rate added, along with all other rates applied to this customer with a transaction type of Shipping. You can also click on each rate to open the rate summary, providing additional details and information.
   
   In the above example, there are two rates in conjunction. The first one is the Outbound transaction type of rate, which is a shipping type of rate based on a flat transactional fee of $10.00, and the other one is the transaction markup rate we just added.
   
   This will result in two charges. One charge will be the actual transactional charge for 10 dollars, and the second charge will be the result of the markup rate of 15%.
   
   In the above image, you will notice that we have included a supplemental $1.50 markup fee to meet the 15% markup rate.