Applying Quantity-Based Pricing Across Split Lines for the Same Product

This feature ensures that quantity-based price lists are applied correctly to a product, even if it appears across multiple separate lines on the same screen, so that the customer gets the correct price regardless of how the quantity is distributed.

Scope of Application

This feature applies to:

• Sales Invoice (create / edit). See the “Create a Sales Invoice” and “Edit a Sales Invoice” articles.
• Sales Order (create / edit). See the “Create a Sales Order” and “Edit a Sales Order” articles.
• Estimate (create / edit). See the “Create an Estimate” and “Edit an Estimate” articles.

Steps to Set Up a Quantity-Based Price List

1. From the sidebar menu, click on “Inventory,” then go to “Price List.”
2. Add a new price list; see the “Define a New Price List” article.
3. The “Price List Details” screen opens.
4. Click the “Settings” icon at the top of the screen.
5. A checkbox labeled “Enable Quantity Pricing” appears.
6. Enable the checkbox, then click “Close.”
7. Click the “Add Item” button.
8. Select the item (product), start quantity, and unit price for the first tier.
9. To add more tiers for the same product, click the “Clone” icon to duplicate the row, then edit the starting quantity and unit price values for the new tier; or add the same product again via “Add Item” with different values.
10. Once you’ve finished adding the quantity-based price list items, you can apply them to sales invoices, sales orders, and estimates.

Steps to Apply a Quantity-Based Price List in a Sales Invoice

(The same steps apply to sales orders and estimates)

1. From the sidebar menu, click on “Sales,” then create a new sales invoice or open an existing one.
2. When selecting the customer, specify the required price list from the “Price List” field.
3. Add the product linked to the price list to the invoice.
4. Add the same product on more than one line within the same invoice if needed (whether by adding it manually again, or as a result of an automatic line split).
5. Monitor the affected lines — once the aggregated quantity across all lines reaches the required threshold in the price list, the price of all associated lines updates automatically.

How the System Works

• When the same product is added on more than one line on the same screen, the system aggregates the quantities of these lines together (for the same product and unit), and applies the appropriate price from the price list or offer based on the aggregated total quantity, rather than each line individually.
• If the total later drops below the required threshold (by deleting a line or reducing a quantity), the system automatically reverts to the next matching lower price tier or the base price, and the indicator disappears along with an explanatory message.