Margins and pricing
How your sell prices are built from the buy price and your margin, and how to set default margins, apply a margin to a whole price list, or change one item.
Every price you charge a customer is your provider’s buy price plus your margin. White-label partners set their own margins. Channel partners see the same prices, but their margins are set by the provider.
How it works
Section titled “How it works”The margin is a percentage on top of the buy price:
Sell = Buy + Buy × margin %
For example, a buy rate of 0.10 with a 20% margin sells at 0.12. Price lists show all three values as Buy, Margin and Sell.
You set margins at three levels:
| Level | Where | What it changes |
|---|---|---|
| Default margins | My Account › My details › Default margins | One margin per category, used for all items you haven’t changed by hand. |
| Price list | The Margin, % slider above a price list, then Apply | Every item in that list, or every item except the ones you changed by hand. |
| One item | The item’s details on the right | That item only. It then counts as manually changed. |
| Partner type | What you can do |
|---|---|
| Channel partner | View prices. Default margins are locked, there’s no Margin, % slider, and rate and service details are read-only. |
| White-label partner | Change margins at all three levels. |
Default margins
Section titled “Default margins”My Account › My details › Default margins has one field per category: Equipment, %, System service, %, Internet service, %, DID service, %, MPBX service, %, Call plan service, %, Call recording service, %, STT service, %, Outbound call rates, %, Inbound call rates, %, Voice generator, %, Voice artists, % and Suspension and overdue, %.
- Change the fields you need.
- Click Update.
When you save, every item in that category that you haven’t changed by hand is re-priced straight away with the new margin. Items with a manually changed margin keep their price. To change those too, use the slider on the price list (below).
The SMS margin isn’t in this list. Set it with the slider on SMS › Outbound rates.
Apply a margin to a price list
Section titled “Apply a margin to a price list”The Margin, % slider is on Calls › Outbound rates, Inbound DIDs › Inbound Rates, SMS › Outbound rates and Equipment. It starts at your current margin for that list.
- Move the slider, or type the margin in the box next to it.
- Click Apply.
- In New margin will be applied, check the margin and choose:
- All except manually changed: keeps the items you changed by hand.
- All: overwrites every item, including the ones you changed by hand.
The new margin also becomes your default margin for that list.
Apply a margin to services
Section titled “Apply a margin to services”Each page under Services (System services, DID services, PBX services, Call plan services, SMS plan services, Call recording, Speech-to-text, Voice Generator, Voice Artists and, if you resell internet, Internet) has its own Margin, % slider. Services work differently from rates: a new margin applies only to new subscriptions unless you also pick existing ones.
- Set the margin with the slider and click Apply.
- In New margin, tick the services to change under Services. The list shows each service’s Current margin, %.
- To change what existing customers pay, tick their subscriptions under Service subscriptions. Leave a subscription unticked to keep its current price.
- Click Apply.
To change the subscriptions of one service only, open that service and change it in its details.
Change one item
Section titled “Change one item”- Open the price list and select the item, for example a rate on Calls › Outbound rates.
- In the details on the right, change Margin, %, or type the Sell price. The other value is recalculated.
- Click Update.
For call rates, the same margin also sets the sell price of the connect charge, disconnect charge and minimum call cost.
PBX plan settings
Section titled “PBX plan settings”On Services › Call plan services, each service shows PBX Plan Settings: the Call Plan, the Inbound Calls Limit, Outbound Calls Limit and Total Calls Limit, and whether it’s Available for Business use or Available for Call Centres. These are set by your provider and are read-only. You only set the price.
- Check the Profitability report and Commissions report under Reports after changing margins. See Reports and service status.
- The margin on overdue and suspension fees is covered in Suspension and overdue settings.