Set volume pricing for a Line Item

Short summary

Use "Volume pricing" to set different unit prices for a Line Item based on quantity ranges in a Proposal Price Quote.

When to use this feature

Use volume pricing when a Line Item needs tiered prices, such as:

• Lower prices for higher quantities
• Different prices for quantity bands
• Open-ended pricing for quantities above a final range

Step-by-step instructions

1. In the Business Portal, go to Workspaces and open the Proposal.

1. Open the Price Quote, then open the Line Item you want to edit.

1. Click the "Volume pricing" field.

!Screenshot: Open volume pricing ranges

1. In the "Volume pricing" dialog, enter each range using:

• "From quantity"
• "To quantity"
• "Price"

1. Click "+ Add range" to add another range.

1. Click the trash icon to remove a range.

1. Click "Save" to save the ranges and close the dialog.

1. Save the Line Item. The "Volume pricing" field shows the price range, for example: "Between $12 and $14 (by quantity)".

Notes & limitations

• You can add up to 10 volume pricing ranges.
• Quantity and price values must be 0 or positive.
• Ranges cannot overlap.
• "To quantity" must be greater than or equal to "From quantity".
• You can leave the first "From quantity" or the last "To quantity" open-ended.
• You can delete all ranges to reset the Line Item to flat pricing.
• If a quantity is outside a defined range, Proposaly uses the nearest previous valid range price.

Troubleshooting

Q: Why can’t I save the volume pricing ranges?

A: Check that the ranges do not overlap and that each "To quantity" is greater than or equal to its "From quantity". If ranges overlap, Proposaly shows "Price ranges are overlapping".

Q: What does "Incorrect JSON format" mean?

A: The volume pricing value added through JSON or bulk import is not valid. Fix the JSON format and try again.

▶ Watch video: Review invalid JSON format

Q: Can I remove volume pricing from a Line Item?

A: Yes. Remove all ranges in the "Volume pricing" dialog, then click "Save".