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How to Create a Volume SKU

Volume pricing models are prevalent in the business-to-business space, where the seller wants to incentivize the buyer with discounts when they buy more products or services at the same time. This is similar to the Credit pricing model, except there’s usually no need to set rules regarding rolling over unused units. ‍


‍ Before we begin you should decide if your product or service will be using a monthly or yearly pricing strategy. Meaning will you be charging your users once a month or once a year and using the period as the limit for rolling over leftover credits, etc. ‍


This is only for a SKU’s pricing and not it’s billing. RevOps provides a Billing Frequency term to allow you to bill customers at a different interval than your pricing.

1. Create a new SKU

‍ To create a Schedule SKU, you need to start by going to the SKUs settings page (Hover on Settings, click the 1st item in the list, SKUs). ‍ Once there, create a new SKU using the Create SKU button. In the Create New SKU modal from the Select a pricing model dropdown, select:

  1. Month - if you are charging a monthly price
  2. Year - if you charging an annual price ‍

2. Fill out details

‍ Fill in all relevant information for your SKU. The SKU Name will be used only within RevOps while the Line Item Title will be what your customer sees. Update the Unit Name to something like “envelopes” or “invitations”. Include any specifying language in the Description field, like how overage is handled for this particular SKU. ‍ Once done on the Product Info tab, continue to the Pricing tab. confirm your List Price, Currency, and that the Unit Pricing Schedule is set to either “Month” or “Year”, depending on what you selected in the Create New SKU modal. ‍

3. Set up tiering

‍ Now it’s time to set up your Volume tiers.

  1. Click on the Pricing tab

  2. Scroll down to find the Tiered Pricing section

  3. Click on the Setup tiered, volume pricing button You will find a simple Quantity, Rate per unit table appear. If you only have 1 pricing tier, simply set the Rate per unit value for that tier and skip to 4. Save the SKU . If you have multiple tiers, you can add more.

  4. Click on the**“green plus”** button

  5. Update the minimum and maximum Quantity values, where enabled

  6. Update the Rate per unit value Repeat steps 1 - 3 for each of the tiers in your SKU’s pricing model. ‍

4. Save the SKU

‍ After you’re happy with how you’ve set up your SKU, scroll to the bottom of the page, and click the Save button in the bottom right corner. ‍

CRM Connection

If you have Salesforce or HubSpot connected to your Workspace, confirm that the respective Salesforce Integration or* HubSpot Integration tabs have their IDs fields automatically filled in.

Use the SKU

‍ ‍To start quoting, head to RevOps, and click on the Create Deal button in the top right corner. On the deal, click the Add SKUs button to create a new line item with your new credit-based SKU. Click the Done button to create a pricing table, titled "Subscription" by default, with your SKU as a line item.
To learn more about how to adjust the display of this table, take a look at this article. ‍ ‍ Now you can adjust the Quantity sold and apply a Discount if appropriate. Try adjusting the Quantity to different tiers. As you raise or lower the Quantity you will see that the "active" tier and line item's price change. You can also click the Show pricing tiers dropdown and view what how the tiers are configured. ‍