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Custom Quantity Discount Schedules in Salesforce CPQ
To drive your discount schedule by a value other than the quote line’s quantity, use a custom quote line field in your range or slab discount schedules. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ’15 and later |
A discount schedule uses the Quote Line Quantity field to determine which discount tier covers the quote line. By default, the Quote Line Quantity field is based on the quantity in the quote line. You can change it to another field on the quote line. For example, a company sells fabric in single bolts and provides discounts for large orders. Quote lines for all fabric products in the price book inherit a custom field called Fabric Length. The company creates a discount schedule where the quote line quantity has a value of Fabric Length. This means that the Discount Schedule tier is assigned based on the Quote Line’s Fabric Length value.
- Tier 1: 1 to 10 feet for a 0% discount
- Tier 2: 10 to 20 feet for a 10% discount
- Tier 3: More than 20 feet for a 20% discount
Custom quantity discount schedules function differently depending on the type of discount schedule you’re using.
- For slab discount schedules, the custom quantity value determines the tier of the schedule to apply and the quantity purchased on the quote line.
- For range discount schedules, the custom quantity value determines which tier to apply. However, the standard quote line quantity field still represents the quantity being purchased.
For example, let’s say you had a $10 fabric bolt product and a discount schedule with the following tiers.
- Tier 1: 1 to 10 feet for a 0% discount
- Tier 2: 10 to 20 feet for a 10% discount
- Tier 3: More than 20 feet for a 20% discount
Your quote contains a fabric bolt quote line with a quantity of 200 and a fabric length of 10. Let’s review how prices differ between slab and range discount schedules using fabric length for their quote line quantity.
- Slab
- The 10 products fall in discount tier 2 at 10%.
- Price = (quantity within Tier 1) * list price * (1 - 0% discount) + (quantity within tier 2) * list price * (1 - 10%)
- Price = (9 * 10 * 100% + 1 * 10 * 90%) = $99
- Range
- The 10 products fall in discount tier 2 at 10%.
- Price = (Total Quantity) * List Price * (1-10%)
- Price = 10 * 10 * 90% = $90
The following actions and setups aren’t supported.
- Custom fields for discount schedules that include cross orders.
- Targeting an amendment quote line with the same custom-quantity slab discount schedule that targeted the original quote line on the original quote
- Create a Discount Schedule Based on Custom Fields
Create a discount schedule that evaluates a custom quote line field to determine its discount tier. (Salesforce CPQ Managed Package)
