Effective Quantity

by ksmith on ‎03-03-2016 10:58 AM - edited on ‎06-30-2016 02:22 PM by Community Manager

OVERVIEW

SteelBrick CPQ sets quantities of one for all product quantities that get pulled into opportunity product quantity. This process covers all products involved in Block or Slab discounting, allowing those features to work with SteelBrick CPQ pricing logic. However, it has no effect on quantities of assets or subscriptions generated when contracting the Opportunity.

 

BLOCK PRICING

The quantity entered for Block pricing products is used to calculate the Quote Line price before discounts. When quote lines with Block pricing sync to opportunity products, the Quantity field on the opportunity product will be set to 1, thus becoming the Effective Quantity on the Quote Line.

 

Example:

An organization's Wireless Router product has Block pricing with the following Tiers:wrtiers.png

If a user enters a quantity of 10, the price before discount will be $2,000, not $16,000 (8 * 2,000) - this is because block prices are not unit prices, so they aren't multiplied by the quantity. The effective quantity in this example is '1', and that value that will be synced to the opportunity product quantity field to ensure the pricing is correct.

 

 

SLAB DISCOUNTS

The quantity entered for Slab products is used in the calculation of the discount % applied to each unit. Because the per unit discount percentage can vary across units depending on the tier, the quote line does not have a consistent per-unit price. When quote lines with Slab discount schedules sync to opportunity products, the Quantity field on the opportunity product will be set to one - again becoming the Effective Quantity on the Quote Line.

 

If you would like to display the quote line quantity (entered by the user) on the opportunity product, you can create a custom field on the opportunity product to pull from the quantity field instead of the effective quantity. You can then hide the standard quantity field if it doesn't need to be displayed.

Comments
by uae2911
on ‎04-27-2017 12:49 PM

In CPQ, Slab pricing example set up below, 

 

qty 1-25 = $35 (list), Tier 1, (0 discount)
qty 26-75 = $22 each, Tier 2, ($13 discount)
qty 76-150 = $18 each, Tier 3, ($17 discount)
qty 151+ = $16 each, Tier 4, ($18 discount)

 

The line item quantity needs to stay the same as the quote line level when it goes over to the Opportunity. If qty ordered = 20, then qty 20 should transfer to Opp line items. i.e. qty should not become the level of the tier. (this is required because the qty info will eventually transfer from Opp Line Items to our ERP system)

AND needs to have the sales cumulative, such that if the customer purchased a total of 70 in the past, and then just purchase 6 more later, the pricing would be at Tier 3 level.

Does anyone have a suggestion for tiered discounting to keep the the quote line quantity and the product quantity equal? Many thanks

The line item quantity needs to stay the same as the quote line level when it goes over to the Opportunity. If qty ordered = 20, then qty 20 should transfer to Opp line items. i.e. qty should not become the level of the tier. (this is required because the qty info will eventually transfer from Opp Line Items to our ERP system)