Where you see it
Open a quote: the Gross margin panel in the sidebar (Home tab) shows the margin as a percentage and as an amount, for example32 % · €1,600.00. It updates as you edit lines, prices, and discounts.
The margin is never shown to your customer.
The Gross margin panel is enabled per organisation. If you don’t see it, contact Qwoty support.
How it’s calculated
For each line of the quote:- Line margin = (final net unit price − cost price) × quantity
- The final net unit price includes line discounts and the line’s share of global discounts
- Margin amount = sum of the line margins
- Margin % = margin amount ÷ sum of the lines’ final net amounts × 100
Margin in approval workflows
Approval workflows can use Margin as a condition, for example to require a manager’s approval when the margin drops below 20%. Qwoty compares the quote’s margin percentage with the condition each time the quote changes. See How approvals work.Related
Create an approval workflow
Use the margin as an approval condition
Pricing types
Set cost prices in your pricebooks
Apply a discount
How discounts affect the margin
Quote anatomy
The quote editor sidebar

