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Quantity Breaks General Walk-through

Setting up quantity based discounts on your products involves creating a "Quantity Break group" in the app where products from the store are selected and discounts are set for those products based on a certain quantity being added to the cart.  When the group is created the app will then create app variants to represent the cheaper variant pricing that a customer would get in the cart when eligible for a quantity based discount.   To set this up, perform the following:

1.  Open up the app admin.

In your stores Shopify admin, go to the "Apps" section, find the Customer Pricing app, and click on the app's title to open up the app admin.

 2. Begin to create a new Quantity Break group.

In the app admin, click on the "Quantity Breaks" button in the app admin.

This page will list all currently created quantity break groups, and allow you to create new quantity breaks groups.  To create a new Quantity Break group, click on the green "Create New" button.

 3. New Quantity Break group: Step 1 - General Options.

In this step you set some of the basic settings that will apply to this Quantity Break group.

In the internal name field, give the group a name that will help you identify what this group is about.  A good naming convention is to name the group off of the products that you'll be selecting in it.  For example if you want to use a collection composed of rings, then you could name this group "rings".  

Select a "calculation type".  This is the type of discount that the group will apply to the selected products (the specific value of the discount will be set in step 2).  Set Fixed Price will set all selected products to a specific price. Percent Discount will discount all selected products by the specified percentage.  Price Discount will reduce all selected products by the specific number entered.

The "Apply Quantity Break" section will allow you to set how products that will be selected in Step 3 will combine their quantities to determine if they have enough quantity to get the discount that will be specified in step 2.

With "Apply Quantity Break per Variant (Discount applies per individual item)", each item that is selected by the quantity break will individually have it's quantity count towards a quantity break.  For example, item A and item B quantities will independently count towards a quantity break of 5.  Item A will trigger its quantity break when its quantity is 5, and item B will trigger its quantity break when its quantity is 5.

With "Apply Quantity Break across Group (Mix and match products for discount)", each item that is selected by the quantity break will collectively have it's quantity count towards a quantity break which will apply to all products involved.  For example, item A and item B quantities will be added together to count towards a quantity break of 5.  Any combination of item A's and item B's quantity will count towards a quantity break.  Quantities of 3 item A's and 2 item B's will trigger the quantity break at 5 for both products.

With "Apply Quantity Break across all Groups" this will allow multiple items quantities to collectively count towards a quantity break as with the last setting, but this will also extend to other quantity break groups that have this option selected.  For example if group A and group B have this set, then all items from both groups will combine their quantities to fire a quantity break.  This allows for products to be in different quantity break groups and have different discounts applied to them at different quantity levels but still have their quantities pool together to achieve a quantity break.

 

4. New Quantity Break group: Step 2 - Configure Price Levels.

In this step you specify discounts and how much quantity is required to achieve that discount.  It's important to note that the discounts set here will apply to each product that's involved in the quantity break.  So considering the below example, if a quantity of 2 is added to the cart, then each of those quantities will be discounted by 50%.  If a fixed price was used instead of a percentage discount, then each of those quantities will be set to that fixed price in the cart.

In the "Qty" column list the quantity that you want a discount to occur, and in the adjacent cell, in the column to the right, enter in the discount that you'd want the user to get on the products involved in the quantity break.  

5. New Quantity Break group: Step 3 - Select Products.

In this step, select the products that you want to have the discount.  Clicking on the "Select Products" button will open up a product selector where you can select specific products.  By default the stores entire store list will appear here, but you're able to filter the list by collection, vendor, type, etc.  This image illustrates how to use the filters and add products:

When you're finished selecting products click on the green "Continue with selected products" button at the lower right hand corner of the product selector.

Please note that you won't be able to select the same product in more than one Quantity Breaks group.

 

 6. New Quantity Break group: Step 4 - Configure Display.

In this step you simply select the style of Quantity Break grid that'll show up on the product pages of the product's that you selected in "Step 3 - Select Products".

The last option in this step, titled "custom", will allow you to input a custom message instead of a quantity break grid.  So for example, you could simply enter text stating "Buy 2 or more and receive 10%".  It's possible to input HTML elements into this box as well, so for example you could wrap the above text in a paragraph tag to give it that kind of struture e.g., <p>Buy 2 or more and receive 10%</p>.  You'd even be able to customize your own grid, and more information on how to do that can be found here:

https://boldapps.zendesk.com/hc/en-us/articles/200280597-Changing-the-order-of-columns-removing-certain-columns-or-replacing-certain-text-from-the-grid

 

7. New Quantity Break group: Create and test!

When you're satisfied with the information you entered then you may click on the green "Create" button at the bottom right hand side of the page to save the group.  If a pop up box appears stating that there was some problems validating the data, then it's most likely because one or more of the sections weren't filled out entirely, and in the that case, please review each section to ensure that you entered all required information, and try again.

If there's no validation errors you'll be taken back to the "Quantity Breaks" page where your new group will be listed, which you can then edit further. The app will take at least the next few minutes going through the selected products, creating app variants and Quantity Break grid's for each of them, which at that point they'll be available on the store front.  It's a good idea at that point to go to the storefront and test the Quantity Breaks functionality to ensure that everything is working properly.

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