Quantity breaks allow you to offer different prices for a product depending on the quantity that the customer purchases. For example, if a customer buys 1-9 of an item, they pay 10 dollars, but if they order 10 or more they can pay 9 dollars for the item. Quantity breaks (and price matrix formulas in general) always use the default Pricing Unit of Measure for the product. Pricing for quantity breaks can be set based on a formula or a net price for the item, and can be set to take effect and expire as well.
When an item with price breaks is entered on a Sales Order, a window will pop up displaying the different pricing based on the quantity (shown to the right). This window serves as a reference for customer service to notify the customer of the pricing that is available.
To Enter Quantity Breaks follow the easy steps below. These instructions can be used for both net pricing and price formulas.
1.Select Sales > Pricing > Price Matrix.
2.Now choose the pricing combination for the price formula. This combination determines when the formula will be used to calculate the price for a product. Each combination has its own level, which determines when it may be used to override other formulas that may be entered. Review these levels by clicking the Levels button in the bottom toolbar of the Price Matrix screen. See the Price Matrix Levels page for more information. There are several variables that you may use to set up your pricing combination. For this example, we'll set the price breaks for a specific product.
3.Click the Search button. The system will now display a list of all of the available and existing pricing combinations for the variables that you have entered. Combinations displayed in blue are available combinations; they do not have any current price formulas entered. Combinations displayed in green are existing combinations; they have at least one current price formula entered, although you may edit the formula or add additional formulas for the combination.
4.Select the desired pricing combination by double-clicking on it. This will open the Price Matrix Entry window.
5.Click the Edit button in the bottom toolbar of the Price Matrix Entry window to open the combination for editing. If this is the first entry for the combination, a "New Record" flag will appear above the formula entry window. If there is an existing entry, the flag will read "Edit Mode" and a blank formula row will be inserted below the existing entry.
6.Enter the formula or net price that the customer should receive if they purchase one of the item. Keep in mind that this is for the Pricing Unit of Measure for the product, as displayed at the top of the window. If you are entering a formula, select the base field from the C/L/N drop down menu, then choose to adjust the field by a dollar amount ($) or percent (%). Enter the amount (dollar value or percentage in the Amount field and press Tab. If you are entering a net price for the product (as in this example) select "Net" from the drop down menu in the C/L/N field and then enter the price for the product in the Amount field (an example is shown below). Tab through the remaining fields until a blank row appears below the row that you created.
7.On the next line, in the Qty field, enter the minimum quantity that the customer needs to purchase to qualify for a different price. In this example, the customer should receive a lower price when they purchase 10 or more of the item. Then enter the appropriate formula or net price for the in this row. An example of a completed entry is shown below.
8.You can add additional breaks for quantities by repeating step 7. In the example shown above, the customer will be charged $10 per item when they order less than 10 and $9 per item when they order 10 or more of the product.
9.Once you have entered the price breaks, click the Save button in the bottom toolbar of the Price Matrix Entry window to save the new prices. The prices will become effective immediately, unless you have specified a different effective date. For more information regarding additional formula options, see the Additional Options page.