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Configuring Tiered Pricing

Last Updated: Jun 26, 2018 12:48PM PDT

Overview

Kugamon Quote to Cash allows for tiered pricing.  Tiered pricing is volume based discounting.  An Administrator can configure a product by looking at certain quantities and altering either the sales price or by discount percentage.  Once set up, tiered pricing is visible on the Quote and Order.  The End User can choose to uncheck the checkbox that denotes tiered pricing and modify the sales price from the Quote and Order where they see fit. 

Audience : Administrator


Steps:


Go to the Product:
1. Scroll to the Tiered Pricing related list on the bottom of the page
2. Select "New Tiered Pricing" | Name the New Tiered Pricing Schedule | Select a Price Book

3. Click Edit and Add the quantity and price/discount you would like to give once at that quantity
4. Click Save
 

Notes:

  • An Admin can assign a tiered pricing schedule for each price book (for example a product can be assigned to the standard price book and the Government price book;  thus two (2) tiered pricing schedules can be made for that product)
  • If tiered pricing is set up there will be a new checkbox that is displayed inbetween the quantity and price on Quotes and Orders
  • If the product has tiered pricing there will be a hover over the quantity so that the End User can easily see the schedule


 

 

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