Discount Schedules

A discount schedule is a reusable set of volume-discount tiers (buy more, save more) that Pinion applies automatically at pricing time. Schedules are org-wide: you manage them in the Pinion admin app → Discount Schedules and reference them from products, accounts, and pricebooks. The user guide’s Catalog & Pricing Setup → Discount Schedules walks through the editor field by field; this page covers the rule that decides which tier a line gets, because that is what determines the discount a rep sees.

Each schedule has a Type that follows the Salesforce CPQ convention:

  • Range (volume): the single tier the value lands in discounts every unit.
  • Slab (graduated): each tier discounts only its own band, tax-bracket style, and the slices are weighted-averaged into one per-unit price.

The Scheduling Method decides what value picks the tier: Quantity (the line’s billable units), Total Amount, Term (months), or a numeric Custom Field on the line.

How a quantity or amount picks a tier

Bounds are inclusive on both ends. On a Range schedule, the value that picks the tier resolves like this:

  • Inside a tier — that tier’s discount.
  • In a gap between two tiers — the discount of the tier below the gap (the tier with the highest lower bound that the value has reached). It never jumps to the top tier.
  • Above the top tier’s upper bound — the top tier’s discount. (Leave the top tier’s upper bound blank and every larger value lands in it anyway.)
  • Below the first tier’s lower bound — no tier, and no discount. A schedule whose first tier is 10–49 gives a quantity of 5 its list price.

Worked example. A Quantity schedule with tiers 10–49 → 10% and 50–99 → 20%:

QuantityTierDiscount
5nonenone (list price)
1010–4910%
4910–4910%
5050–9920%
15050–9920% (above the top tier)

The editor does not require the first tier to start at 1, and it does not check that tiers are contiguous. Two things follow:

  • A value can be 0: a Term schedule on a line with no start and end dates, or a Custom Field schedule whose field is blank. Start the first tier at 0 if those lines should still get the first tier’s discount; otherwise they get none.
  • A value can fall between two tiers. With Total Amount, a deal value carries cents, so tiers 0–4999 → 0%, 5000–9999 → 5%, 10000+ → 10% leave gaps that values such as $4,999.50 and $9,999.50 fall into. Each keeps the tier it has already reached: $4,999.50 gets 0% and $9,999.50 gets 5%. A quantity of 15 on tiers 1–9 / 20–49 / 50+ gets the 1–9 tier. To make the bands read exactly as they behave, author each lower bound as the previous upper bound plus one unit of the value you’re matching (for dollars, 0–4999.99, 5000–9999.99).