Add Pricing Schedules

Use pricing schedules to control how product prices change over time and across quantities. With pricing schedules, you can plan price updates in advance, apply seasonal pricing, and automatically adjust prices on specific dates. This helps you maintain accurate pricing without manual updates and ensures consistency across transactions.

For example, you can set a future effective date to increase prices on January 1, so the system updates the product price automatically when the date arrives.

1. Open the product record, select Pricing schedule.

2. In Effective date, select the date when the price becomes active. You can enter a future date to schedule upcoming changes.

3. Enter a description that explains the purpose of the pricing schedule.

4. Under Pricing basis, select how you want to define pricing:

   • Select Use a single unit price for all quantities to apply one price to every quantity.

   • Select Base unit price on quantity to define pricing tiers based on quantity ranges.

5. If you selected Use a single unit price for all quantities, enter the unit price.

6. If you selected Base unit price on quantity, enter the maximum quantity for the first range. The minimum quantity defaults to zero. Enter the unit price for that range. Then repeat to add more quantity ranges as needed.

7. Select Save.