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Manage Your Quotes with CPQ
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            Apply Discount Schedules to a Cost-Priced Product

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            Apply Discount Schedules to a Cost-Priced Product

            By default, a discount schedule targets a product’s list price. However, admins can also apply a discount schedule to a product’s cost. This feature is useful for companies that price their products based on cost and markups instead of the list price and discounts. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’16 and later

            When you provide a discount schedule lookup to your product’s Cost Schedule field, Salesforce CPQ applies tier discounts to the quote line’s cost instead of the list price. The user input value for Unit Cost is ignored for products with a cost schedule even if Cost Editable is set to true. In this case, unit cost is derived from the cost defined on the product. If you have markup prices, Salesforce CPQ applies those next.

            If your product has cost and list pricing, you can apply cost schedules and discount schedules at the same time. In this case, the pricing is evaluated in the following order.

            1. The cost schedule’s discount is applied to your quote line’s cost. The value is presented in the quote line’s special price.
            2. The discount schedule’s discount is applied to the quote line’s special price.
            3. The markup is applied to your quote line’s special price. This value is then sent to your quote line’s regular price. Salesforce CPQ applies your markup to the quote line’s special price, then sends that value to your quote line’s regular price.
            1. Add the Cost Schedule field to your product page layout.
            2. Go to one of your cost-priced products.
            3. Give your product’s Cost Schedule field a lookup to one of your discount schedules.
            Example
            Example

            Your company sells fabric bolts at a cost of $50 per bolt. You’ve applied the following discount schedule to your Fabric Bolt product’s Cost Schedule field.

            Tier NameLower BoundUpper BoundDiscount (%)
            1–10 1 11 10
            11–20 11 21 15
            21–30 21 31 20

            If your sales rep quotes 12 fabric bolts and applies a $10 markup, you end up with a net total of $630.

            $50 * .85 = $42.50 + $10 = $52.50 * 12 = $630.00

            Quote line with a cost schedule applied

             
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