Margin protection and pricing approval

Margin protection helps you avoid quoting below the margin your company wants — without stopping anyone from doing their job.

Your minimum margin

Set it in Settings → Company → Commercial rules → Minimum margin (%). New workspaces start at 15%.

For each line, RABT works out the margin at the selling price after discounts: (price − cost) ÷ price. This needs the product's cost to be recorded. If it is not, RABT says "Cost not recorded" and does not check that line — a missing cost is never treated as zero.

When a line is below the minimum

The line is marked Below minimum and the quotation shows how many lines are below it. Nothing is blocked: the quotation can still be saved and sent. RABT shows that the pricing is below your minimum until someone approves it.

Pricing approval

A user with the approve-pricing permission — by default sales managers, admins and owners — can choose Approve pricing on the quotation page. RABT records who approved it and when. The approval can be revoked.

Editing a quotation clears its approval, because the prices may have changed. It needs approving again.

Who sees cost and margin figures

People without cost access see whether a line meets the minimum, but not the cost or the exact margin. See Roles and permissions.

Related

Suggested prices are never below your minimum margin when the cost is known. See How the suggested price works.