Setting Up Quantity Discount Tiers

The system allows you to set up tiered, quantity-based pricing within price lists, so that the client automatically gets a different unit price once the requested quantity crosses a certain threshold, this is the mechanism used to apply quantity discounts in the system. This guide explains how to set up these tiers and how to import and export them.

1. From the main menu, click “Sales“, then “Sales Settings“.
2. Open the “Price Lists” card.
3. Click “View” next to the price list where you want to set up quantity tiers.

From the settings icon in the page header, next to the navigation buttons on the right side, enable “Enable Quantity Pricing“.

If the list already contains quantity-priced items, the enable option will appear dimmed automatically, since a single price list cannot combine unit pricing and quantity pricing.

• Click “Add Item“.
• Enter the Start Quantity (Required, Numeric field): the minimum quantity at which this price begins to apply. The value cannot be less than 0, otherwise the message appears: “Quantity can’t be less than 0.“
• Enter the Specified Price, the unit selling price applied when the requested quantity equals or exceeds this threshold.

• Click the “Clone” button to create a new tier line for the same product with a different quantity range.
• Repeat to add as many tiers as needed (e.g., 10 units at 100, 50 units at 90, 150 units at 80, etc.).

Once quantity pricing is enabled, the following rules apply to how items display:

• The “Start Quantity” column appears directly before the “Unit Price” column.
• Next to the start quantity field there is a “clone” button to create a new line for the same product with the current price and an empty quantity, which you can then edit to create a new tier.
• If you enter a quantity matching an existing line, the original line is updated with the new price rather than creating a separate line.
• If a product has more than one tier, it appears duplicated across multiple lines, each line representing a different quantity and price.
• You can edit the price or quantity directly from the list at any time.

In the price lists listing itself (the main Price Lists page), a “Type” column appears showing whether the list is of type “Unit Price” or “Quantity Pricing.“

When creating an invoice with a line item from a price list that has quantity pricing enabled, the system automatically checks the quantity entered in that line and applies the price matching the tier that quantity falls into, updating the unit price accordingly. The same behavior applies to the POS and the POS mobile app.

• From the Price Lists listing, select the price list(s) you want to export and click “Export.”

• If any of the selected lists is of the quantity pricing type, a “Start Quantity” column is automatically added to the export file, placed before the price list columns.
• If a product has more than one price based on quantity within the same list, it appears duplicated across multiple rows, each row representing a different quantity and price.

• From the Price Lists listing, click “Import.”

• Download the sample file, which includes a “Start Quantity” column placed before the price list columns if there are quantity pricing lists in the account.
• Fill in the file with the required product and tier data.
• On the field mapping screen, if any of the imported lists is of the quantity pricing type, a “Start Quantity” field appears directly below the product field for mapping to the correct column.
• Complete the import.

Import Rules:

• Matching and updating is based on product code and start quantity together, and this only applies to quantity pricing lists.
• If the same product is entered with a different start quantity, it is added as a separate record with the new quantity.
• If the same product is entered with a start quantity that already exists, the price in the existing record is updated.
• If a start quantity value is entered for a unit pricing list, that value is ignored entirely; if the line is duplicated with a different price, the last entered price is used.
• If no start quantity value is entered for a quantity pricing list, the quantity defaults to 0; if the line is duplicated with quantity 0, the last entered price is used.
• If the product exists in both a quantity pricing list and a unit pricing list, it appears duplicated in a separate row for each list.

When exporting a price list as PDF, the “Start Quantity” column appears directly before the “Selling Price” column, matching the same order as the Excel file.