Universal Containers (UC) sells its products and services to other businesses, and provides an automatic discount to businesses that buy in bulk. UC…

The requirement is to apply volume-based discounts selectively to business customers but not to individual buyers. This solution involves two key components. First, a mechanism is needed to differentiate the sales channel, which is best represented by a "Sales Transaction Type" (e.g., a custom field on the Account or Opportunity indicating 'B2B' vs. 'B2C'). Second, "Volume-Based Pricing" is the standard method for implementing bulk discounts, which is handled by Discount Schedules in Salesforce CPQ. A Price Rule would be configured to evaluate the "Sales Transaction Type" and apply the appropriate Discount Schedule only to quote lines associated with B2B transactions, thus fulfilling the requirement.

A. By using Quote Transaction Type and Volume-Based Pricing: This is less optimal. The distinction between B2B and B2C is an attribute of the overall sale or account, not just a single quote document.

C. By using Order Transaction Type and Volume-Based Pricing: This is incorrect because pricing and discounts are determined during the quoting phase. Applying this logic at the Order stage is too late in the standard sales process.

1. Salesforce CPQ Documentation on Discount Schedules: "Discount schedules let you set volume-based discounts for your products... When a sales rep adds the product to a quote, Salesforce CPQ determines the quantity and applies the appropriate discount." This source validates the use of "Volume-Based Pricing" for bulk discounts.

Source: Salesforce Help, "Discount Schedules".

2. Salesforce CPQ Documentation on Price Rules: "Price rules automate price calculations and update quote line fields. This feature is useful when your business has products that change in response to the presence of other products on your quote... The rule's conditions check a field value on the quote, quote line, product option, or configuration attributes." This source validates using a rule-based mechanism to apply pricing conditionally, which would be driven by the "Sales Transaction Type".

Source: Salesforce Help, "Price Rules".

3. Salesforce CPQ Pricing Waterfall Guide: The official documentation illustrates the sequence of pricing calculations. It shows that Discount Schedules (both volume and term) are applied on the Quote before the final price is calculated and passed to an Order. This confirms that logic should be applied at the Quote stage, not the Order stage.

Source: Salesforce Help, "Salesforce CPQ Price Waterfall".