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Setting up volume pricing

Reward larger orders with tiered pricing, so the unit price drops as quantity climbs.

This feature requires an Enterprise plan.

Overview

Section titled “Overview”

Volume pricing sets a product’s unit price based on how many units a rep quotes. You define tiers — quantity bands, each with its own unit price — and Quotivity applies the right tier automatically as the quantity changes in Quote Builder. It’s the way to offer bulk discounts without manual math.

Prerequisites

Section titled “Prerequisites”
  • A price book to hold the product’s volume pricing — see Creating a Price Book
  • The product added to that price book

Steps

Section titled “Steps”
  1. Open Pricing → Price Books. From the Quotivity Studio sidebar, go to Pricing, select Price Books, and open the book that contains the product on the Products & Prices tab.
  2. Open the product’s price. Hover over the product and click the pencil icon next to its price.
  3. Choose Volume as the override type. In the Override By list, select Volume so the product prices by quantity rather than a single fixed price.
  4. Define your tiers. Add a row for each quantity band. For every tier, set:
    • First Unit — the quantity where the tier starts.
    • Last Unit — the quantity where the tier ends. Leave the top tier open so it covers any quantity above the previous band.
    • Price per Unit — the price per unit within that band. the volume tier editor with First Unit, Last Unit, and Price per Unit columns annotated
  5. Apply the override. Click Override to save the volume pricing.

When a rep changes the quantity in Quote Builder, the unit price updates to match the tier that quantity falls into.

Example

Section titled “Example”

You sell a license and want bigger orders to cost less per seat:

  • 1–9 seats — $50 each
  • 10–49 seats — $45 each
  • 50+ seats — $40 each

A rep quoting 25 seats automatically gets the $45 tier; bump it to 60 and the unit price drops to $40.

Tips

Section titled “Tips”
  • Make your tiers continuous — each new tier should pick up right where the last one ended — so there are no quantity gaps, and don’t let bands overlap.
  • Leave the highest tier’s last unit open so it covers every order above your top band.
  • Volume pricing counts all similar SKUs of the product together, so the tier reflects the total quantity across them.
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