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Discount Schedules
Use discount schedules to create volume discounts based on quantity or terms for your quote lines. Set the quantity or term ranges in tiers of percentages or amounts of currency. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ’14 and later |
Discount schedules provide tier-driven discounts to the list price of your quote lines. For example, you can sell routers for $25 each, but apply the following discounts based on how many routers a customer buys. In this case, you create a discount schedule with three tiers by clicking Edit Tiers.
- Tier 1: 10% discount for 1–9 products
- Tier 2: 20% discount for 10–19 products
- Tier 3: 30% discount for 20+ products
Use the Type field to determine how Salesforce CPQ applies the discount.
- Range: Products are discounted at the rate of whatever tier applies to the quoted quantity. Let’s say you ordered 30 products under the discount schedule in the first two paragraphs. All 30 units receive a 30% discount. Only range-type discount schedules can be term discount schedules.
- Slab: Units within a certain bound receive discounts equal to their tier’s discount value. Let’s say you ordered 30 products under the discount schedule in the first two paragraphs. Units 1 through 9 receive a 10% discount, units 10 through 19 receive a 20% discount, and units 20 through 30 receive a 30% discount. Slab discount products aren't allowed on partial orders.
The Discount Unit field defines the type of discount applied to your quote line:
- Percent: Applies the discount as a percentage of your quote line’s list price.
- Amount: Applies the discount as an amount taken off your quote line’s list price. This value is useful when you want to arrive at an exact discounted price without calculating discount percentages that could contain many decimals.
If a product falls under a discount schedule, a calendar icon appears on any of its quote lines in the quote line editor. You can hover over the icon to show the discount schedule’s name, discount unit, and all its discount tiers.
Discount Tiers
A discount tier represents a single discount level for your discount schedule. For example, 1 through 10 products receive a 10% discount. You can create a tier in your discount schedule’s Discount Tiers related list.
The Lower Bound value is the smallest value needed for the discount. The Upper Bound value is the highest value needed for the discount. However, the Upper Bound value isn’t inclusive. Make sure that your upper bound is one digit higher than the value you want to include. For example, if you want your tier to include values 1 through 10, set your Upper Bound value to 11.
If you select the Allow Override field on your discount schedule record, sales reps can edit Discount Tier fields within the quote line editor.
- Sales reps with read-only access to discount tier and its fields can create discount tiers by cloning an existing record. To prevent them from creating or modifying discount tiers, remove the Clone button from the page layout or remove the sales rep's user access to the EditDiscountTiers custom page.
- For block pricing, the upper bound and lower bound lengths and decimals places are (12,0). However, for the Quote Line Quantity field (SBQQ__Quantity__c), the decimal places are (10,2). An error occurs when the customer inputs a quantity in the billions: “Quantity: value outside of valid range on numeric field: 1.0E10.”
- Term Discount Schedules for Subscription Products
Apply a discount schedule based on the length of your subscription product’s term. This feature is useful if you want to provide an incentive for longer subscriptions. (Salesforce CPQ Managed Package) - Slab Discount Schedules with Block Prices
Slab discount schedules can align with block-priced products to create price schedules. This setup creates a price schedule that moves from flat pricing to per-unit pricing. However, this setup isn’t compatible with One per Unit asset conversion. (Salesforce CPQ Managed Package) - Allow Users to Edit Discount Schedules in the Quote Line Editor
You can let your sales reps edit discount schedule tiers, bounds, units, and discount values from within the quote line editor. This feature is useful if you want to give sales reps greater control over creating or managing discount schedules. (Salesforce CPQ Managed Package) - Edit Discount Schedules in the Quote Line Editor
When you’re negotiating prices with a customer, you can change the range of discounts in your discount schedule. Use the quote line editor to change discount schedule tiers, bounds, units, and discount values. (Salesforce CPQ Managed Package) - 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) - Custom Quantity Discount Schedules
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) - Combine Block Pricing with Discount Schedules
Apply a discount schedule and a block price to the same product record. When sales reps add that product to a quote, Salesforce CPQ applies discount schedule pricing to units that fall outside the product’s block pricing tiers. (Salesforce CPQ Managed Package) - Discount Schedule Fields
Use discount schedule fields to customize the scope and discount value of your discount schedule. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
