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Quotes and pricing

Cost Basis, margin, and authorized overrides

Read internal pricing signals correctly and use documented override paths without changing customer math by accident.

Sales reps, managers, and pricing admins7 min readCore

Cost Basis is not sell price

Cost Basis is the dealer-side amount used for margin and policy checks. Suggested Price or unit sell price is the customer-facing equipment price. QuoteDeck hides margin when required cost data is missing.

Margin source

Use the margin returned by the pricing engine and the comparison shown beside it: a warning appears only when the margin falls below a minimum your dealer configured, and QuoteDeck's default is shown as a benchmark without a warning. A zero, negative, or missing margin cannot be treated as ready simply because other steps are complete.

Overrides

Authorized users may have controlled paths for rate, selling-price, or actual-cost overrides. Enter the reason requested by the product and expect a policy re-evaluation.

Keep in mind: Changing a reviewed pricing input can invalidate an earlier approval.

Still stuck?

Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.