ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Volume Prices

Volume pricing is a pricing strategy that allows discounts for bulk purchases. Typically, the greater the number of items purchased the greater discount.

Volume prices are triggered in the shopping basket based on the business logic coming from Dynamics 365 Business Edition and are shown on the product details page. This way a customer can see the pricing offers directly on the product details page, before ordering the product.

In Dynamics 365 Business Edition use the tables Sales Prices and Sales Line Discounts to set up pricing rules to be shown in the View Volume Discounts table on the product details page in the webshop.

To show volume prices in the Sana webshop, Volume prices should be enabled in Sana Admin: Setup > Products > Price > Volume prices.

If sales prices/ sales line discounts are set for an item in Dynamics 365 Business Edition and the Volume prices option is enabled in Sana Admin, then in the webshop, on the product details page a customer will see a link View volume discounts under the product price. Clicking on this link opens the table with volume discounts coming from Dynamics 365 Business Edition. The volume discounts are presented for each unit of measure.

The View volume discounts table on the product details page presents the following information:

  • The minimum quantity of items that the customer should purchase in order to gain the agreed discount.
  • Unit of measure (UOM) the customer can order in.
  • Sales price from the Sales Prices table or calculated sales price based on the line discount from the Sales Line Discounts table.
  • The discount % from the Sales Line Discounts table or the calculated % based on the unit price from the item card and sales price from the Sales Prices table.

Set up sales prices

To set up sales prices in Dynamics 365 Business Edition, open an item card and on the Actions tab click Set Special Prices.

The following table provides descriptions for the required sales price fields:

Field Description
Sales Type Define whether the sales price is for an individual customer, for a customer price group or for all customers.
If you set up the sales price for an individual customer you should also select the customer account in the Sales Code field.
Item No. Enter the item number for which the sales price is valid.
Unit of Measure Code Select the unit of measure code for which the sales price will be valid and shown in the View volume discounts table on the product details page in the webshop.
Minimum Quantity Enter the minimum quantity of items that the customer should purchase in order to gain the agreed discount.
Unit Price Enter the sales price per unit.

For more information about the usage of sales prices in Sana Commerce, see 'Item Prices '.

Set up sales line discounts

To set up sales line discounts in Dynamics 365 Business Edition, open an item card and on the Actions tab click Set Special Discounts.

The following table provides descriptions for the required sales line discount fields:

Field Description
Sales Type Define whether the sales line discount is for an individual customer, for a customer discount group or for all customers.
If you set up the sales line discount for an individual customer you should also select the customer account in the Sales Code field.
Type Select the type of item that the sales discount line is valid for. That is, either an item or an item discount group.
Code Enter the item number or item discount group, depending on what is selected in the Type field, for which the sales line discount is valid.
Unit of Measure Code Select the unit of measure code for which the sales line discount will be valid and shown in the View volume discounts table on the product details page in the webshop.
Minimum Quantity The minimum quantity of items that the customer should purchase in order to gain the agreed sales line discount.
Line Discount % The discount percentage.

The difference between the sales prices and sales line discounts is that using the Sales Prices table you can specify the exact sales price, while using the Sales Line Discounts you can specify the discount percentage.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition