ERP User GuideAX Retail

AX Retail

Sana Commerce 9.2
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Price Adjustments



Price adjustments and simple discounts are similar. However, a discount is applied after the product price is calculated, while a price adjustment adjusts the sales price directly.

Set up a price adjustment:

Step 1: Click Retail > Common > Pricing and discounts > Price adjustments.


Price Adjustments

Step 2: Create a new price adjustment.

Step 3: Enter a Discount ID and a Name. If number sequences are set up, Microsoft Dynamics AX automatically generates the ID numbers.

 NOTE

If a price adjustment is valid for a product, a price adjustment name will be shown in the webshop on the product details page. Using In-site editor you can change the price adjustment name retrieved from AX and create a nice description per each available language in the webshop.

Step 4: Under the General FastTab, in the Status field, you can enable or disable the price adjustment.

 NOTE

A price adjustment can be edited only if it is disabled.

Step 5: Click Price groups and select one or more price groups that the discount applies to.

Step 6: Under the Price/discount FastTab, in the Discount percentage field, enter the default percentage price reduction that will apply to all products that you add to the price adjustment. The default discount percentage can be changed per each line under the Lines FastTab and you can also change the percentage to an amount.

Step 7: Under the Validation period FastTab you can define the period during which a discount is valid.

Step 8: Under the Lines FastTab click Add to add a single product to the discount or click Add products to add multiple products. If a product has variants you can also click Add all variants to automatically add all product variants that are available for the selected product as separate lines.

Step 9: For each line, in the Discount method field, select one of the available discount methods and specify a discount value in the corresponding field depending on the selected discount method.

Discount method Description
Discount percentage A percentage is deducted from the price.
Cash discount amount An amount is deducted from the price.
Discount price A new price is used for the product.
Discount price including tax A new price that includes sales tax is used.

Different discounts and price adjustments can be valid for a single product. In this case all possible discount offers will be shown on the product details page. If more than one discount applies to a product, a customer may receive either one discount or a combined discount. A Discount concurrency mode can be set under the General FastTab. It allows to specify how the discount is combined with other discounts that apply to the same product. Only the discount or combination of discounts that meet the conditions will be applied to the sales order.

Discount concurrency mode Description
Exclusive In this mode the discount cannot be used in conjunction with another discount.
Best price In this mode the best price will be determined and used as a discount.
Compounded In this mode the discount will be applied on top of other discounts.

When a customer adds the product to the shopping basket, the price is automatically updated to reflect any price adjustments or discounts. Unlike the AX Retail discounts that are also shown in the shopping basket if valid, the price adjustment adjusts the sales price directly and is not shown separately as a discount in the shopping basket.

ERP User GuideAX Retail