This quotation style lets you display multiple prices for the same product for different quantities. It also allows you to add multiple cost factors to an item's price. They need to be switched on, and at least one pre-build set up.
This article covers setting up the pre-build but you need to set up the Tiered Quotation document template(s) as well.
Switch on tiered quotations
1. Click here.
2. Click "Module Settings"
3. Click the "Create and view Tiered Quotations" field.
Create a tiered pre-build
4. You need to set up at least one pre-build. Click "Pre-Builds"
5. Click Quotations.
6. Click to add.
7. Click "Tiered"
8. Give the pre-build a name
Link a PDF template
9. To associate a PDF template to be used, click "Templates"
10. Click here.
11. Click here to edit a PDF template
12. Select the template
13. Click here.
Test the quote creation
14. Test out the quote creation. Click Go To -> Quotations
15. Click "New"
16. Select your pre-build
Learn more: tiered pricing on quotes















