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Setting up Tiered/Volume Break Quotations

How to switch them on and set up the pre-build(s)

Updated this week

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.

1. Click here.

2. Click "Module Settings"

3. Click the "Create and view Tiered Quotations" field.

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

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.

14. Test out the quote creation. Click Go To -> Quotations

15. Click "New"

16. Select your pre-build

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