There are two quantity calculation options for Products that are set at the Product level using the "Quantity Field" dropdown. 

  • Quantity: This calculates all values using the Standard "Quantity" field. If "none" is selected on the product, this is the default option.
    • In this case, Unit Price is what the User will enter on the Quote Entry screen.
    • This should be used for most products where Quantity * Unit Price = Total Price. 
  • Block: This calculates values using the "Block Quantity" field. When block is selected, the standard Quantity field will be set as 1.
    • When using Block Quantity, the Unit Price will be calculated using the Quantity entered on the screen and the Per Unit Price. Quantity will be fixed to 1.


Tier Level Calculations


Tier Blocks can be used in Quantity Calculations for Tiered products to set a Fixed Block (not per unit price).  When using a Tier block rate, the Quantity will be 1 and the Block Quantity will be the user entered quantity. The extended price will only be calculated using the Fixed Price entered for the Block Tier * Quantity 1 (not the block quantity entered).


Use Case for Tier Blocks

For my first Tier threshold, imagine you're using an "Up to" Quantity where the fixed price is $1000 "up to" 100 units. You still want to capture the actual number of units, not a per unit price. The image below shows the setup for using the Block Tier. Once the Quantity is entered is >100, it would begin to use the per unit price or Discount % set for that product.


NOTE: When using a Block Tier, the Quantity will always be set as 1 and the Sales Price will be the Fixed Price entered in your Tier setup.