Quantity-Based Price Breaks

Price Breaks can be definable per product so you can establish quantity-based breaks for whole (or fractional) units. There is no limit on the number of Price Breaks that can be created, and the Price Breaks will be automatically applied per Quote, Sales Order or Invoice.

To set up quantity-based Price Breaks in the CRM, first head to the Main Menu > Inventory and select Products or Products I Sell.

Open the desired product record and locate the Price Breaks tab where you will see there is a  row for each Price Type that exists in your system.

You can then add or remove price break rows by clicking on the + and x symbols. You can implement as many quantity-based price levels as desired – and you can define unique quantity-based price breaks for each price type you’ve set up in the CRM.

When adding multiple breaks, you can change the price between breaks several ways:

1. Substitute Price – manually enter in a $ amount. For the 1st row in the 1st Price Type (in this example it is Retail) the Unit Sell Price for the Product will be automatically applied here and the line will be greyed out.
2. Discount % – enter in a % amount to discount the base price by.
3. Discount $ – enter in a $ amount to discount the base price by.

In the following example I have 3 breaks that are set up with different quantities, as follows:

1. Quantity Over 0 = Substitute Price – The Unit Sell Price of $1,000,000 for the Product is automatically applied here and the line will be greyed out, so I don’t need to make any changes. This is my base price.
2. Quantity Over 10 = Discount % – I have entered in an amount of 10%, which will apply to my base price of $1,000,000, meaning the resulting price will be $900,000 i.e. $1,000,000 less a 10% discount.
3. Quantity Over 20 = Discount $ – I have entered in an amount of $150,000, which will apply to the base price of $1,000,000, meaning the resulting price will be $850,000 i.e. $1,000,000 less a $150,000 discount.

When I then create a Sales Order, Invoice or Quote for this Product the system will automatically apply the quantity breaks I entered above, as shown in the following example where I am selling 1, 11 and 21 of the item.

Using this methodology, simply enter the desired price in each respective row and when finished, click on Save Changes. Note that the base price in each Price Break is the 1st row, as shown below – 1st row of Retail, Wholesale and Trade.

All changes will be automatically applied when the product is added to Quotes, Sales Orders, Invoices etc. as you update the quantity on the order.