📝 Overview
A price tier allows you to automatically discount an item based on the quantity sold. For example, the price of a single can of food might be $3.00, but when bought six at a time, the price per can might be discounted to $2.75. This allows for a streamlined process for certain discounts, without having to manually make the adjustment.
🎥 Video Overview
🔑 Setting Up Price Tiers
Discount tiers are based on an item's Base Price and Base Quantity, both of which are set in the inventory item's profile. To update these values, click Edit Item in the navigation bar. These values serve as the defaults for new medical records, estimates, and invoices. Once set, an unlimited number of discount tiers can be configured. Follow the steps below to set a price tier on an item.
Navigate to the applicable inventory item
Click Price Tiers and select New Tier
Complete the form by entering:
The quantity threshold at which the discount applies
The discount amount (as a percentage off the base price)
Click Save + Done to save the tier and return to the inventory profile, or Save + Add New to save the tier and immediately add another.
🧠 Example
The item in this example has a base quantity of 1 tablet. The Max Quantity field is the max amount of the item that discount will be applied to. Based on the tier setup below:
1–10 tablets → sold at the base price (no discount)
11–20 tablets → 5% off
21–30 tablets → 10% off
If a clinic sells items individually but offers a discount when a full bottle is purchased, price tiers can handle this as well. For a bottle containing 30 tablets:
Set a tier with a max quantity of 29 at 0% discount
Set a tier with a max quantity of 30 at the applicable discount percentage
💡 Please Note: Price tiers are always configured as a percentage discount. If the clinic's discount is a fixed dollar amount, calculate the equivalent percentage before setting up the tier.
🔍 How to Use Price Tiers
Once tiers are configured, the item's price is automatically calculated based on the quantity entered on the invoice. When the quantity crosses a tier threshold, the price updates automatically to reflect the applicable discount. You just need to add the item and quantity to the invoice as you normally would.
⚠️ Important: Discount tier calculations are ignored if the item's price is manually changed while editing an invoice.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I set up more than one discount tier per item?
Click the arrow to see the answer
Click the arrow to see the answer
Yes — once the base price and base quantity are set, an unlimited number of discount tiers can be added to a single inventory item.
What happens if I manually change an item's price on an invoice?
Click the arrow to see the answer
Click the arrow to see the answer
If the item's price is manually adjusted while editing an invoice, the discount tier calculation will be bypassed for that line item.
My clinic uses dollar-amount discounts. Can I still use price tiers?
Click the arrow to see the answer
Click the arrow to see the answer
Yes, but price tiers only support percentage-based discounts. You will need to calculate the equivalent percentage that achieves your desired dollar discount before configuring the tier.