Setting pricing ranges
Sometimes you want to offer different prices depending on the quantity your client purchases, such as a volume discount. That's what the price range feature is for. You can also combine price ranges with optional quantities and optional line items.
In this article:
Creating a price range
Step 1. If you're using a Table style section, head to the bottom of any table quote section. Click the Variable button to add a new line item to your quote.
Alternatvely, if you're using a Plan card section, click the + symbol to add a new card, and then choose Variable.
Step 2. In a Table section, add a description and then click on the Item field. A dropdown menu will appear. Click Manage Variables.
In a Plan card section, click on the Find a variable field in the new card. Then click the Variable Item field. You can either access price ranges you've previously created, or click Manage Variables to set up a new one.
Step 3. Now you'll be in your price range library. Click on the + to add a new variable to your library.
Step 4. Enter the name of the new variable, set a unit price, and then define the unit - are you pricing per hour, per each, per dozen, or something else? You can choose a unit from the menu or add a new one.
Note: Once you've created a variable, any edits you make to it later will cause a recalculation in every page that's using it.
Step 5. Next, you'll set up the pricing range. Click on the arrow icon next to your new variable to open the Settings. Enable the If over and If under switches.
So, for example, let's say you want to offer variable pricing on Bananas in this quote. For purchases under 100 bananas, you want to change $1.75 each. For purchases between 100 and 500, bananas are $1.50 each. And for purchases over 500 bananas, you'll charge $1.00 each. Your range would look like this:
Step 6. To save this new variable price, click Done.
Using price ranges in a quote
Once you have at least one variable saved in your library, you can start adding variable lines to quotes.
Step 1. Click the Variable button to add a line item. (You can also use the Variable line you added as you were creating your range.)
Step 2. Click the Item field to open your Variables menu. Choose the variable you want to add to this line.
Once you've chosen a range, the correct unit price will assign automatically based on the number you enter in the Quantity field.
If you want your client to be able to choose their own quantity, be sure to set an optional quantity for this item and add a minimum and maximum.
What your client sees
If you've enabled a price range with an optional quantity on a line item, then your client will see an arrow to increase or decrease the quantity. The unit price will update based on their choice, and the total price will recalculate automatically.