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Volume Discounts can be applied to Products and Services based on the Total Dollar Amount of the item. |
Volume Discounts are configured via the 'Product Setup' screen → 'Product Scale Setup' tab.
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To Configure Volume Discounts (Product Scales):
Navigate to the 'Product Setup' screen → 'Product Scale Setup' tab.
Select the row that represents an existing Sliding Product Scale; OR,
Click the ‘Add’ button to add a new Sliding Product Scale.
The ‘Add / Edit Sliding Product Scale’ dialog will open.
Click the ‘Save’ button to save the Sliding Product Scale and begin adding Sliding Product Scale Ranges.
The ‘Sliding ‘Product Scale Range’ section appears under the list of Sliding Product Scales.
Edit an existing Sliding Product Scale Range; OR,
Click the ‘Add’ button to add a new Sliding Product Scale Range.
The Sliding Product Scale Ranges must be contiguous, and cannot overlap.
From top to bottom, the Sliding Product Scale Ranges must be listed in sequence from smallest to largest.
Specify the ‘High’ dollar amount to define the Total Price range to which the ‘Multiplier’ will be applied.
The ‘High’ amount will define the ‘Low’ amount for the next Sliding Product Scale Range in the list.
Specify the ‘Multiplier’ to be applied to the Sliding Product Scale Range.
For example, to apply a 5% discount rate, specify a Multiplier of 1 minus the discount rate, or 0.95.
For the last Sliding Product Scale Range, specify a large ‘High’ amount so that the ‘Multiplier’ is applied to the remainder of the Total Price.
Specify a Unit Price and Bill Quantity, then click the ‘Recalculate Scale’ button to test the Sliding Product Scale Range.
The new Discounted Price will be displayed below the list of Sliding Product Scale Ranges.
Click the ‘Save’ button to save the Sliding Product Scale Range.
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How Sliding Product Scales are Applied:
The Pre-tax Product Price is segmented by the 'Sliding Product Scale Ranges'.
To each Sliding Product Scale Range, the 'Multiplier' is applied to determine the Discounted Sliding Product Scale Amounts.
The sum of the Discounted Sliding Product Scale Amounts is subtracted from the Pre-tax Product Price to determine the Sliding Product Scale Discount Price.
For Example:
For a Pre-Tax Product Price = $2,000.00, using the Sliding Product Scale depicted in the above screenshots:
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