Tiered Pricing Setup (Charge Code)
Last Modified on 06/05/2026 6:12 am PDT
Charge code tiered pricing is a flexible pricing strategy designed to offer varying pricing levels based on the quantity associated with a charge code. Setup for this pricing feature begins with configuring the charge code and is then further defined at the site level. Pricing brackets are defined during the activation of a service, where the charge code with tiered pricing enabled is used.
Setup: Charge Code
Pathway: Setup > Services > Charge Code
To configure tiered pricing, select "Tiered" from the Pricing Model drop down in the Add/Update Charge Code screen. Once saved, "Tiered" will appear next to the charge code name, enabling easy identification and use.
Additional information related to Charge Codes and their setup can be found here: Charge Code Setup.
Setup: Available Charge Code
Pathway: Setup > Services > Available Charge Code
To ensure the charge code set up for tiered pricing is available for use, set its availability to either All Service Regions or Specific Service Regions. If "Specific Service Regions" is selected, the regions will display on the screen's lower grid with a toggle switch. Review each region and toggle the switch to "Enabled" (displayed as green when enabled) to make the charge code available in that region.
Additional information related to Available Charge Codes and their setup can be found here: Available Charge Codes.
Add Active Service with Tiered Pricing
Pathway: Customer Service Screen > Active Services > Add Active Service
The quantity levels for tiered pricing associated with a charge code are defined when adding or updating a service on an account. In the Add Active Service screen, after adding a charge code with tiered pricing enabled, users can click the "Tiered Pricing" hyperlink to set rates for the various unit quantity levels.
Create Pricing Brackets
Tiered pricing consists of a series of rate brackets that group units by quantity and assign a corresponding rate.
To create a bracket, click the green "add" icon in the Service Charge Tiered Pricing popup editor. After defining a rate bracket, click the icon again to add another. The "From Quantity" field for the new bracket will automatically populate with the next numerical value based on the "To Quantity" field of the previous bracket.
Tiered Pricing Types
In the Service Charge Tiered Pricing popup editor, users can define rate brackets based on quantity levels using three pricing types: Each, Range Total and Total Quantity Per Unit. These types determine how the system calculates a total amount.
In the following examples, the rate decreases as the quantity increases. Tiered pricing should align with your company's pricing strategy.
Pricing Type: Each
If "Each" is selected as the pricing type, the system will calculate the quantity times the rate for each individual unit based on the bracket it falls within.
Example: Work Order Unit Quantity = 13
Charges are calculated as the sum of:
- $280 ($28 rate x 10 units for the first 10 units)
- $75 ($25 rate x 3 units for the next 3 units)
Total charge for 13 units using the "Each" type pricing is $355
Pricing Type: Range Total
If "Range Total" is selected as the pricing type, the system calculates the charge based on the applicable range rather than individual unit pricing. This type is commonly used alongside the 'Each' type, enabling tiered pricing with a flat rate for a grouped quantity and individual rates for any additional items, as shown in the example below.
Example: Work Order Unit Quantity = 13
Charges are calculated as the sum of:
- $180 (flat rate for the first 10 units)
- $84 ($28 rate x 3 additional units)
Total Charge for 13 units using the "Range Total" type pricing is $264
Pricing Type: Total Quantity Per Unit
If "Total Quantity Per Unit" is selected as the pricing type, the system calculates the individual unit charge based on the bracket the quantity falls within.
Example: Work Order Unit Quantity = 13
Charges are calculated as:
- $325 (13 units x $25 rate)
Total Charge for 13 units using the "Total Quantity Per Unit " type pricing is $325
View Tiered Pricing on a Work Order
Tiered pricing rates can be easily viewed on a work order by clicking the tiered pricing icon displayed next to the Per Unit rate column. This provides a read-only view of the pricing structure used to calculate the work order's total cost.
Edit Tiered Pricing for an Active Service
Pathway: Customer Service Screen > Active Services > Edit Active Service
Changes to tiered pricing, for any reason, can be edited from the Edit Active Service screen.
Edit Active Service
From the Customer Service screen, right-click on the active service you wish to adjust tiered pricing for. This will open the Edit Active Service popup editor. Select a Reason Code for the change and specify a Start Date for when the change will take effect. Next, click the Tiered Pricing hyperlink for the charge code. Follow the process outlined in the Edit Tiered Pricing section next to continue through the process.
Edit Tiered Pricing
Once a Reason Code and Start Date are applied, you can edit the current tiered pricing setup by clicking the Tiered Pricing hyperlink. After completing your edits, click the Save button on both the Tiered Pricing popup and the Edit Active Service screen to apply the changes.
