Use this article when you have a calculated quote and need to walk the price breakdown table to confirm the route, the step costs, the rebate, and any pricing rules that fired. After this you will have read every layer of the breakdown for the selected route and will know where the surprises are, if any.
Before you begin
The quote has calculated successfully — the Final price is visible on the totals area.
You know which route option is selected for the customer total. The selected column is the one highlighted in the breakdown.
1. Open the price breakdown
Scroll to the totals area on the quote screen if you are not already there. Choose See price breakdown. The Estimation breakdown modal opens with one column per route option Estimator considered.
The Pending Changes count is unaffected; opening the breakdown is read-only.
2. Compare the route options
Read across the columns. Each column is an Option — a different production route Estimator considered. The selected option's column is highlighted. Read the column totals at the bottom; the selected option is the one Estimator picked as cheapest after every layer ran.
Use the column comparison to confirm the right route is selected. A surprise here usually points at substrate or machine setup; see How to read the price breakdown for the surface to open.
The selected column's total agrees with the Final price on the quote totals.
3. Expand the parts and steps
In the selected column, expand each part row (Cover, Text, Insert on multi-part products) and each step row (Print, Cut, Fold, Bind, Laminate, and any custom add-on step). Scan for:
The right substrate row appears on the Print step's Substrate detail line.
The right press appears as the Print step's machine.
Every finishing step the spec requires is present.
If a step is missing, the issue is in setup — see Why a price model step is missing from a quote for the diagnosis path.
4. Read the totals and the rebate line
Scroll to the totals row in the selected column. Read:
The Total estimate before rebate — the price after markups and pricing rules, before the rebate.
The Rebate line — the rebate value for this customer, if any. The breakdown shows the rebate as a gross-up added on top of the base; the customer-facing price reflects the gross-up.
The bucket markup summary rows — Substrate, Other Material, Labor, Machine, Outwork, Delivery — each showing the percentage applied.
The adjustment-model headline — VA %, VA per Press Hour, or Gross Profit % — and the active target.
The totals on this row match the Final price on the quote totals.
5. Read the pricing rules applied
Scroll to the Pricing rules applied footer. Every rule that fired on this quote is listed by name, with the action it took. An empty footer means no pricing rules matched the quote's conditions; a rule expected to fire that is not listed is the entry point for the troubleshooting path — see Why a pricing rule did not apply.
The rule names listed agree with the rule names in Estimate Setup → Pricing Rules.
6. Decide what to do next
Three common next moves from the breakdown:
Open View estimation path to see the full route Estimator considered — useful when the wrong route is selected. See Review the estimation path on a quote when that link exists.
Open View and edit on a bucket markup row to nudge the markup at the quote level only — see Adjust markups in the price breakdown for the quote-time adjustment flow.
Close the modal and return to the quote.
The Final price is unaffected by reading the breakdown; quote-level adjustments only land when you use View and edit explicitly.
Things to know
Step rows that exist in the spec but show no cost lines usually mean the step's price model is missing rates. Open the price-model row in Estimate Setup and confirm every required field is filled.
A pricing rule that fired but produced no visible change to a bucket markup is usually a
Set valueaction that overrode the adjustment-model target rather than the bucket markup itself — look at the adjustment-model headline row, not the bucket markup rows.The breakdown reads from the current applied state. If a setup change is still in Pending Changes, it does not affect the breakdown until Apply Changes is run; recalculate the quote after applying.