Create Volume Pricing Bands

On creation, follow these steps:

  1. Go to the Volume Pricing Tab.
  2. Click New Volume Pricing Group.
  3. Select either Bands.
  4. Fill out the required fields.
    • Volume Pricing Name – Give it an appropriate name. Try to use a standardized naming convention.
    • Price Book – Assign the appropriate Price Book for this Volume Pricing Group
    • Start Date – When does the Volume Pricing Record become Active
    • End Date – Optional, only populate if the Volume Pricing has an end date.
  5. Click Next.
  6. Add all your applicable products from the left-hand column using the plus button.
  7. Click Next.
  8. Set your band parameters.
  9. Then Save & Finish.

When you add a Product to an Opportunity, the appropriate discount will be applied if the Volume Pricing threshold is reached in your band.

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