AX Retail

Discounts

A simple discount reduces the price of one or more products by percentage or amount. A simple discount and price adjustment 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 discount:

Step 1: Click Retail > Common > Pricing and discounts > Discounts.

Discounts

Step 2: Create a new discount.

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

If a discount is valid for a product, a discount name will be shown in the webshop on the product details page. Using Frontend Editor you can change the discount/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 discount.

A discount 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 discount. The default discount percentage can be changed per each line under the Lines FastTab.

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.

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.

When a customer adds the product to the shopping basket, the price is automatically updated to reflect any price adjustments or discounts. If the discount has been applied, it is also shown in the shopping basket.