Think of Regulate as your “refresh and sync” button for Quotes and Sales Orders.
It makes sure your pricing and profitability figures are in line with the latest Price Book, and it can save you from sending outdated or invalid quotes to your customers.
When to Use Regulate
1. Price or Profitability Changes
If a Price Book update changes prices, margins, or costs, you might see:
Amber/yellow triangle
next to Deal Profit, service profit, or 
recurring billed and recurring profit.A message on the top-right by clicking on
such as:
Regulate will:
Pull in the new Price Book prices.
Recalculate profitability figures.
Clear those amber
triangles.
Always save after regulating skipping this will leave your quote in limbo, and you’ll get errors like:
2. Deleted Items in the Price Book
When a Price Book item is deleted, how it appears depends on whether you’re in a Quote or a Sales Order:
Sales Orders: Deleted items show
in brackets.Quotes: Check the Deleted column a
green checkmark means the item has been deleted from the Price Book.
What to do:
Remove or replace the deleted item.
Click Regulate to update pricing and profitability figures.
Save after regulating to keep financials accurate.
3. Product Name Changes Only
If just the name has changed (and not the price), regulating is not required.
Hover over the “
” icon to see the new name, and carry on as usual.
What Regulate Can’t Do
Locked Quotes
If a quote is locked, Regulate (and other changes that affect pricing or profitability) are blocked.
You’ll see a banner saying the quote is locked.
On the Home tab of the quote, Regulate will be disabled.
From Quotation Work Stacks
Locked quotes also block certain Workstack actions:
Regulate Lines
+Pipeline
–Pipeline
Permissions & Access
To regulate Sales Orders, you’ll need the “Enable sales order regulation (BETA)” permission.
Without it, you can still regulate quotes (unless they’re locked), but Sales Order regulation won’t be available.
Also, if a Sales Order item is set as Inactive, it can’t be regulated.
Best Practice for Using Regulate
Check for triangles
and deleted items before sending a quote.Regulate and Save every time there’s a Price Book update that affects your products.
Resend updated quotes to customers if prices or profits have changed, especially for quotes already sent (based on your company processes).
Avoid last-minute errors by regulating before producing or locking a quote.
💡 In short: Regulate keeps your quotes and sales orders up-to-date with the latest Price Book pricing and profitability figures and saves you from awkward “this price is no longer valid” moments with customers.