Build a pricing schedule
Pricing schedules suggest unit prices for sales-order lines. A schedule combines customer scope, item scope, and quantity breaks.
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Set the customer scope. From Sales > Pricing, create a new schedule. Name it, then choose whether the schedule applies to a customer category or all customers.
Schedule Customers Items Breaks Wholesale nursery Wholesale Bulk soils 3 Spring promo All customers Selected items 2 Name*Wholesale nurseryCustomer scopeCustomer categoryCategoryWholesaleCustomer scope Meaning Customer category The schedule applies to customers in that category. Blank category The schedule applies to all customers. A customer in that category can match both this schedule and an all-customers one — the line takes whichever yields the lower price.
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Choose the item scope. Choose which items the schedule can cover. Exact duplicate scopes are blocked, but broader and narrower schedules can still overlap.
ScopeCategoryItem categoryBulk soilsPreviewPremium Potting Mix, Screened Compost, Garden BlendItem scope Required details All No extra fields. Category Item category. Variant Variant option and variant value. Selected One or more selected items. You can’t create two schedules with the exact same customer-and-item scope; where scopes overlap, the lowest resulting price wins.
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Build quantity breaks. Add at least one break. Breaks must stay in ascending order and cannot overlap. An open-ended break must be the final row.
Min qty Max qty Discount Label 1 9 5% 1-9 yd3 10 24 10% 10-24 yd3 25 — 15% 25+ yd3 Field Rule Minimum quantity Required and greater than 0. Maximum quantity Optional. When blank, the break is open-ended. Discount percent Required, from 0 through 100. -
Save and test on an order. Add a covered item to a sales order for a covered customer. The line pricing lookup snapshots the winning schedule name and break label, then fills the suggested unit price.
Line Customer Schedule List Unit Premium Potting Mix · 18 yd3 Wholesale Wholesale nursery · 10-24 yd3 $38.00 $34.20 List subtotal$684.00Schedule discount-$68.40Line total$615.60If the line uses base price instead, check that:
Check Why Customer category The customer must match the category scope, unless the schedule applies to all customers. Item scope The item must fall within the schedule’s item scope. Quantity The ordered quantity must fit one break. Feature access Schedule-based pricing is gated by wholesale pricing access.