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- Create Volume Pricing Tiers
Create Volume Pricing Tiers
On creation, follow these steps:
- Go to the Volume Pricing Tab.
- Click New Volume Pricing Group.
- Select either Tiers.
- 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.
- Click Next.
- Add all your applicable products from the left-hand column using the plus button.
- Click Next.
- Set your band parameters.
- 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.