How to Use Manual Cost Allocation in Rose Rocket

Users can now allocate revenue and costs from the manifests, ensuring a clear breakdown of profitability for each leg of a shipment. This feature is especially useful for LTL (Less than Truckload) operations.

Introduction

Understanding profitability is crucial for trucking companies and freight brokers. With Manual Cost Allocation in Rose Rocket, users can now allocate revenue and costs at the manifest and order level, ensuring a clear breakdown of profitability for each leg of a shipment.

This feature is especially useful for LTL (Less-than-Truckload) operations, where multiple orders are part of a single manifest, and costs need to be split fairly across shipments. By allocating costs manually, businesses can see per-leg profitability, track expenses, and make data-driven decisions.

Table of Contents

Video tutorial

How to allocate revenue to the manifests

How to allocate costs to the manifests

View profitability breakdown

FAQs

Key Benefits

✅ Track Profitability by Leg – Break down revenue and costs per leg to assess order and manifest profitability.
✅ Flexible Cost Allocation – Assign expenses to different orders within a manifest manually.
✅ Improved Financial Visibility – Ensure accurate cost distribution across multiple shipments.
✅ Optimized for LTL & Linehaul Operations – Split costs between multiple orders in a single manifest.

Video Tutorial

Step 1: Assign Revenue & Costs to Manifests

1. Open an Existing Manifest
   • Go to Manifests in the Rose Rocket dashboard.
   • Select a manifest that contains multiple orders. 
2. Go to the Financials Tab
   • Click on the Financials tab within the manifest
3. Allocate Revenue
   • Head to the Allocations tab to start allocating your revenue and costs.
   • On the top of the page, you'll see the Unallocated Revenue section which tells you the total revenue that needs to be assigned to each leg of the shipment. 
     

1. • You have the option to create allocations manually or use the "Generate allocations" button for a quicker setup of revenue allocations for this order. Once you choose to generate allocations, a preview table will display the proposed allocations, which you can adjust in the next step.
   • "Create new allocation" button allows you to manually generate allocations for revenue or costs. Simply click the button and assign the revenue or costs to a specific leg.
     
     
   • Generate Allocations Button: The default generator will allocate revenue evenly across all legs of the order. In the example below, there is only one leg per order, so 100% of the revenue from each order will be allocated to that leg. You can modify the allocations after clicking "Create Allocations."
   • After generating the revenue allocation table, you can manually adjust from the Allocated Revenue column.
     
     
2. Allocate Costs
   • Under the Allocated Costs table, you can manually enter the cost distribution for each order within the manifest by clicking the "Create new allocation" button or use our generator by clicking the "Generate allocations" button.
   • The "Create new allocation" button allows you to manually create allocations for revenue or costs. Simply click the button and assign revenue or costs to a specific leg.
     
   • Generate allocations button: The default generator will allocate costs evenly between all legs associated with the manifest. You can adjust this in the next step. 
     

• • After generating the costs allocation table, you can adjust from the Allocated Costs column.
    

Step 2: View Profitability Breakdown

1. Go to the Profitability Tab
   • After the allocations are set, go to the Profitability tab in the manifest to view profitability by leg.
     
2. Analyze Per-Leg Margin
   • View the allocated revenue and costs per leg.
   • Profitability is calculated as:
     Margin = Allocated Revenue – Allocated Costs
3. Review your financial allocations by manifests, orders or legs (tasks)
   • You can check the financial summary to see margins across shipments by creating a custom board view with the allocations columns. To learn how to create a custom board view, click here.
   • The calculated fields are available on the Manifest, Orders, and Tasks (legs). At the orders level, you can view the allocations by orders, while at the tasks level, you can see the allocations by legs.
     

FAQs

1. Can I split costs automatically instead of manually?

Manual cost allocation requires users to enter the distribution themselves, but Rose Rocket provides suggested allocations to speed up the process. Automatic allocation is coming soon.

2. Can I allocate costs to something other than legs?

Cost and revenue allocation are currently available only at the leg level and can be managed in the Manifests module.

3. Does this feature support multi-currency allocations?

All allocations are based on pre-tax amounts in a single currency.

4. How does the "Generate allocation" button work?

The default generator will allocate costs evenly between all legs associated with the manifest.

Conclusion

The Manual Cost Allocation feature in Rose Rocket is a powerful tool for trucking companies and brokers to track revenue, allocate costs, and understand shipment profitability at a granular level. Whether you're managing LTL, linehaul, or multi-order manifests, this feature helps improve financial visibility and ensure smarter decision-making.