Pricing, discounts and margin

When you add or reprice a line, Sales resolves a suggested unit price from the customer, item, quantity, and any matching pricing schedules. Margin starts as an estimate and can become actual after delivery consumes real stock.

lowest matching unit price winsmanual overrides are trackedestimated then actual margin

01. How a line price is chosen

Pricing evaluates the customer category, item scope, and ordered quantity:

1. The item’s base selling price becomes listUnitPrice.
2. The pricing lookup gathers every schedule that can apply to the customer and item.
3. Each candidate schedule contributes a matching quantity break when the quantity falls inside that break.
4. The engine calculates each candidate unit price as base price * (1 - discount percent / 100).
5. The lowest resulting unit price wins.

This means an all-customer schedule and a category-scoped schedule can both be candidates. The category-scoped schedule does not automatically beat the all-customer schedule; the lowest resulting unit price wins.

If no schedule break matches, the suggested unit price is the base selling price and the source is base_price.

Schedule-based pricing is part of the wholesale pricing add-on; without it, new lines price at base.

02. What the line stores

Field	Meaning
pricingSourceType	schedule_break or base_price.
pricingScheduleName	Snapshot of the winning schedule name.
pricingBreakLabel	Snapshot of the winning break range.
suggestedUnitPrice	What pricing resolution suggested.
unitPrice	What the order will charge.
isPriceOverridden	True when the user changed the suggested price.

The discount cell tooltip shows the schedule and break, Manual price override, or Base price.

03. Discounts, totals, and tax

Discount is derived from list price versus unit price. Editing the discount column reprices the unit price down from the base price.

Amount	Formula
Line subtotal	quantity * unitPrice
Line tax	lineSubtotal * taxRatePercent
Line total	lineSubtotal + lineTaxAmount
Order total	Line totals plus shipping fee and shipping tax.

Tax rate name and percent are snapshotted to the line so later tax setup changes do not rewrite order history.

04. Estimated vs. actual margin

The order detail data carries estimated and actual margin fields, but the visible order card currently keeps the main totals strip focused on revenue, discount, shipping fee, tax, and total.

Before delivery, line margin can use estimated unit cost:

Estimated field	Meaning
estimatedUnitCost	Current estimated cost for the item.
estimatedCogs	Estimated cost of goods for the line.
estimatedGrossProfit	Estimated line profit.
estimatedMarginPercent	Estimated margin percentage.

After delivery consumes real inventory lots, actual cost fields can be populated:

Actual field	Meaning
actualUnitCost	Cost from consumed stock.
actualCogs	Actual cost of goods for shipped quantity.
actualGrossProfit	Actual line profit.
actualMarginPercent	Actual margin percentage.

The order-level margin summary tracks product revenue, freight recovery, product COGS, fulfillment costs, contribution margin, margin percent, and whether the cost side is estimated, actual, mixed, or unknown.