Discount schedules allow you to specify volume discounts. These volume discounts are based on a percentage of the product's price to be discounted using the quantity purchased or term. You can set the quantity or term ranges in tiers of different discount percentages.
Discount Schedule Fields
|Schedule Name||Enter a meaningful name for the discount schedule that differentiates it from your other discount schedules.|
Choose the type of discount that determines how the amount or percentages will be subtracted from price:
If checked, sales reps can copy the Discount Schedule and adjust the tiers in the Quote Line Editor.
For subscription products, choose from:
|Cross Products||Select this to combine quantities of different products on the quote, if they have the same discount schedule. Select the checkbox to aggregate quantities of all products using a schedule for the purpose of volume discount calculation|
Select this to combine quantities of this product on this quote, as well as those of prior purchases.
Select the checkbox to aggregate quantities of all products using a schedule for the purpose of volume discount calculation
A quote must be primary for the functionality to work; the product is only being compared against contract subscriptions and active assets. Thus, any expired contracts are expired assets will not factor into the discount schedule calculation.
|Product||Enter or lookup a value to assign a product to which the discount schedule applies.The Product field can only be used in conjunction with the Price Book field.|
|Price Book||Enter or lookup a value to assign a price book to which the discount schedule applies. The Price Book field can only be used in conjunction with the Product field.|
|Description||Enter a brief description so other users know the purpose for this discount schedule.|
Determines the editability of Discount Tiers:
|Constraint Field||Choose the quote level field you want to constrain. Use with cross-order schedules if you want to limit which subscriptions and assets are used to calculate the volume discount. The Constraint Field cannot target Formula fields and will produce an error if it does so.|
|Excluded Pricebook Ids||Enter a comma-separated list of price book IDs that should not be applied to this discount schedule.|
|Include Bundled Quantities||Select if the quantities of bundles product options should be included in the aggregation scope.|
Discount Tier Fields
|Name||Enter a meaningful name for this tier.|
|Lower Bound||Enter the smallest quantity to be included in this tier.|
Enter the largest quantity to be included in this tier.
Note: Upper Bound is not inclusive. Please ensure that your upper bound is 1 digit higher than what you actually want to include. For example, if you want your tier to include numbers 5-10, set your Upper Bound to 11.
|Discount||Enter the percentage or amount to be applied as a discount to any products that have the quantity specified in this tier.|
Additional Key Fields
In order for Discount Schedules to be applied correctly, the following objects must already be created.
Admins may need to modify the following page layouts:
Create and Apply a Discount Schedule to a Product
Apply Discount Schedules to Subscription Products based on Quote, Group or Line Item
Create Discount Schedule Tiers
Salesforce CPQ+ Edition allows you to set up a variety of additional discount methods: