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nameConfigure Volume Discounts (Product Scales)

Volume Discounts can be applied to Products and Services based on the Total Dollar Amount of the item.

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To Configure Volume Discounts (Product Scales):

  1. Navigate to the 'Product Setup' screen → 'Product Scale Setup' tab.

    'Product Setup' screen - 'Product Scale Setup' tab

  2. Select the row that represents an existing Product Scale; OR,

  3. Click the ‘Add’ button to add a new Product Scale.

    1. The ‘Add / Edit Product Scale’ dialog will open.

      'Product Setup' screen - 'Product Scale Setup' tab - 'Add_Edit Sliding Scale' dialog
  4. Click the ‘Save’ button to save the Product Scale and begin adding Product Scale Ranges.

    1. The ‘Product Scale Range’ section appears under the list of Product Scales.

      'Product Setup' screen - 'Product Scale Setup' tab - 'Sliding Scale Range' section

  5. Edit an existing Product Scale Range; OR,

  6. Click the ‘Add’ button to add a new Product Scale Range.

    1. The Product Scale Ranges must be contiguous, and cannot overlap.

    2. From top to bottom, the Product Scale Ranges must be listed in sequence from smallest to largest.

    3. Specify the ‘High’ dollar amount to define the Total Price range to which the ‘Multiplier’ will be applied.

    4. The ‘High’ amount will define the ‘Low’ amount for the next Product Scale Range in the list.

    5. Specify the ‘Multiplier’ to be applied to the Product Scale Range.

      1. For example, to apply a 5% discount rate, specify a Multiplier of 1 minus the discount rate, or 0.95.

    6. For the last Product Scale Range, specify a large ‘High’ amount so that the ‘Multiplier’ is applied to the remainder of the Total Price.

  7. Specify a Unit Price and Bill Quantity, then click the ‘Recalculate Scale’ button to test the Product Scale Range.

  8. The new Discounted Price will be displayed below the list of Product Scale Ranges.

  9. Click the ‘Save’ button to save the Product Scale Range.

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