Margin

Module: Rates · For: Carrier users · Page address: /carrier-portal/rates/margin

How to get there

Rates → Margin

Who can use this page

Needs: View permission on the Rates module.

Seat	Can open it
Owner / Admin	Yes
Manager	Yes
User	Yes

Actions on this page and the permission each needs

Action	Permission	Notes
Add margin rule	Create on Rates	Manage also grants it
Export 0 rows to CSV	Export on Rates	Manage also grants it

What this page tells you

Margin scenarios are not saved to the server yet — they reset on reload Margin rules live only in this browser session while server persistence is pending (M18.3, deferred out of GREN-122). Anything you add or edit here is lost when the page reloads. Add one to model a target margin for a customer × payee role in this session.

What you see

• Margin rules

Table columns

Customer · Payee Role · Category · Basis · Type · Target Margin · Effective

Tab: First page

Tab: Previous page

Tab: Page 1

Tab: Next page

Tab: Last page 1

What you can do

• Add margin rule
• Show all margin rules
• Show percent margin rules
• Show fixed margin rules
• Filters
• Export 0 rows to CSV
• Customer
• Payee role
• Category
• Basis
• Type
• Target margin
• Effective
• Rows per page — currently 10

Fields

Field	Required	Type	Example
Margin type	No	combobox	Any margin type

When there is nothing to show

• “- row “No margin rules yet Add one to model a target margin for a customer × payee role in this session.”:”
• “- cell “No margin rules yet Add one to model a target margin for a customer × payee role in this session.”:”
• “No margin rules yet”

Loading, empty and error states

Dropdown-Status state

Loading state

Popover-Guide state

Tooltip state

Last updated 2026-10-27