1. SCM (Supply Chain Management)
  2. Item Record Management
  3. Item Pricing
  4. Using Quantity Pricing
  5. Quantity Pricing Schedules

Quantity Pricing Schedules

Quantity pricing schedules are templates you can use on items to set purchase and sale prices. When you apply a quantity pricing schedule to an item, prices for all price levels are created automatically.

Note:

Before you can create quantity pricing schedules, you need to enable the Quantity Pricing feature and set quantity pricing preferences. For more information, see Using Quantity Pricing.

To create a pricing schedule:

  1. Go to Lists > Accounting > Quantity Pricing Schedules > New.

  2. Enter a quantity pricing schedule Name.

  3. To base your quantity pricing schedule on a unit of measure instead of a number, select a Units Type.

  4. Select the related Units you want to base this schedule on.

    For example, if you select quartz as the Units Type, the available Units are Qt, Smp bx, or bx.

  5. To apply quantity discounts to each pricing bracket separately, check the Use Marginal Rates box.

    For example, a schedule gives no discount for the first 100 items sold and a 5% discount on all additional items sold. If 150 items are sold, the first 100 are at normal price, and the other 50 items are sold at a 5% discount.

    To apply the discount to all items sold, clear this box.

  6. To mark this pricing schedule as inactive, check the Inactive box.

  7. In the Calculate Quantity Discounts field, choose how you want to determine the quantity for pricing:

    • By Line Quantity – pricing is applied according to the quantity included in the line item.

    • By Overall Item Quantity – pricing is applied for all line items for the same item on a transaction.

    • By Overall Parent Quantity – pricing is applied for all items with the same parent item on the transaction. This can be useful for applying quantity pricing to matrix items.

    • By Overall Schedule Quantity – pricing is applied to all items that use the same pricing schedule that are included in the transaction.

    Note:

    You can only have 4 non-zero quantity levels.

  8. In the Quantity and Discount fields, enter the brackets for the schedule.

    If you enabled different discount percentages per price level while setting quantity pricing preferences, set the Qty and Default Discount % for each Price Level:

    • Base Price

    • Alternate Price 1

    • Alternate Price 2

    • Alternate Price 3

    • Online Price

  9. Click Save.

    Tip:

    When you create a new item record, fill out the Sales/Pricing subtab and select the Quantity Pricing Schedule to generate prices for this item. For more information, see Creating Item Records.

You can use quantity pricing schedules to apply prices you have negotiated with vendors.

To associate a pricing schedule with a vendor:

  1. Go to Lists > Relationships > Vendors.

  2. Click Edit next to the vendor record with which you want to associate a pricing schedule.

  3. Click the Financial subtab.

  4. Click the Pricing Schedules subtab, and then click New Pricing Schedule.

    The vendor quantity pricing schedule includes a Base Discount field.

  5. After you complete the vendor quantity pricing schedule, click Save.

    You can only link one vendor to each quantity pricing schedule, but you can apply a schedule to as many items as you want.

Related Topics

General Notices