Bookshelf v7.5: Creating Volume Discount Line Items

Pricing Administration Guide > Creating Volume Discounts > The Process of Setting Up a Volume Discount >

Creating Volume Discount Line Items

Volume discount line items include information about quantities and percentage values of a volume discount.

Add a volume discount line item for each discount rate in the volume discount. For example, if you want to apply a 10% discount when the quantity is five to 10 and a 20% discount when the quantity is 11 or more, then you must add two volume discount line items.

When you add volume discount line items, be careful not to create gaps or overlapping quantities, which will create the following errors:

If you leave a gap in a simple discount, quantities that fall within the range of the gap receive no discount at all.

If you leave a gap in a tiered discount, quantities that fall within the range of the gap default to the lower tier.

If you create overlapping discount items, quantities that fall within the range of the overlap default to the lower tier.

How the discounts in the line items are applied depends on whether this is a simple or tiered volume discount, as described in the section About Simple and Tiered Volume Discounts.

To create a volume discount line item

From the application-level menu, choose View > Site Map > Pricing Administration > Volume Discount.

Select the volume discount for which you want to create line items.

Click the Volume Discounts Line Items view tab.

In the Volume Discounts Line Items list, click New.

A new Volume Discount Line Item record appears.

Enter information in the new record, as described in Table 11.

Table 11. Price List Header Fields
Field	Explanation
Name	Required. Enter a unique name for this volume discount line item. This name appears in the quotes that your sales representatives create for customers, so you should use a name that describes the discount, such as "10% Discount for Buying 5 to 10."
Min Qty	Required. Enter the minimum quantity that must be purchased to get this discount rate.
Max Qty	Optional. Enter the maximum quantity that gets this discount rate. If this field is blank, this discount rate applies to all quantities above the minimum quantity.
Discount %	Required. Enter the percentage discount for purchasing these quantities.
Description	Optional. Enter a description of this volume discount line item.