ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

Item Prices and Line Discounts



Sana being the ERP integrated e-commerce solution uses pricing logic of Microsoft Dynamics NAV. This means that all prices are managed and calculated real-time in Microsoft Dynamics NAV.

In Microsoft Dynamics NAV you can set up:

  • Unit price - the standard price of an item.
  • Sales price - the sales price of an item for all customers, for a customer discount group, or for a specific customer based on the agreements reached between a customer and a merchant.
  • Sales line discount - the discount that applies to the sales/unit price of an item. It can be set for all customers, for a customer discount group, or for a specific customer based on the agreements reached between a customer and a shop owner.

Using sales prices and sales line discounts, you can also set up volume prices.

When a customer creates an order, the price that will be used for an item is based on priority. First, the system checks if there is a sales line discount and applies it to the sales price if it exists, or to the unit price, if there is no sales price. If there is no sales line discount, the system will search for a sales price. If there is no sales price that matches the criteria, the unit price will be used for an item.

 NOTE

Sana does not have any influence on how prices are calculated. The default Microsoft Dynamics NAV logic is used. In Sana you can only control which prices and discounts you want to show to your customers in the webshop.


Set up item unit price

Step 1: Open the Item Card.

Step 2: On the Invoicing FastTab, enter the Unit Price.

Set up item sales price

At the top of the Item Card click: Related Information > Sales > Prices.

The table below provides the description of the fields necessary to set up a sales price. You can enter any other required data.

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. If you leave the Unit of Measure Code field blank, the sales price will be valid for all units of measures.
Currency Code The currency of the sales price. A currency is linked to one or more exchange rates. If you leave the Currency Code field blank, the sales price is in LCY.
Unit Price Enter the sales price.

 

Set up sales line discount

At the top of the Item Card click: Related Information > Sales > Line Discounts.

The table below provides the description of the fields necessary to set up a sales line discount. You can enter any other required data.

Field Description
Sales Type Define whether the sales line discount is for an individual customer, for a customer price 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 line discount 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. If you leave the Unit of Measure Code field blank, the sales line discount will be valid for all units of measure.
Currency Code Select the currency of the sales line discount price. A currency is linked to one or more exchange rates. If you leave the Currency Code field blank, the sales line discount price will be in LCY.
Line Discount % Enter the discount percentage.

Presentation of prices and discounts in the Sana webshop

Sana is very flexible when it comes to presentation of prices and discounts in the webshop. You are free to show those prices and discounts that you want.

The combination of price settings in Sana Admin and in Microsoft Dynamics NAV defines how prices and discounts will be shown in the Sana webshop.

Set up the default item price in Microsoft Dynamics NAV

In Microsoft Dynamics NAV click: Webshop > Webshops. Open the Webshop Card.

Using the Default Price field, on the Webshop Card, you can choose which price, unit or sales, should be used as the default item price. It depends on your pricing setup in Microsoft Dynamics NAV. If you set up Sana to show two prices to your customers in the webshop, the price that is selected as the Default Price on the Webshop Card will be strikethrough in the Sana webshop.

Below you can see different scenarios and combinations of price settings, and how prices are presented in the Sana webshop.

Set up price presentation in Sana Admin

In Sana Admin click: Setup > Products > Price. In the Price presentation field, select which item prices and discounts from Microsoft Dynamics NAV you want to show in the Sana webshop.

  • You can choose which item prices must be shown on the product pages. You can show both, unit (base) prices and sales prices, or only sales prices.
  • You can even show discount amount or discount percentage together with the item price.

Below you can see how item prices and discounts are shown in the Sana webshop, depending on the setup in Sana Admin and in Microsoft Dynamics NAV. It also depends on how item prices are configured in Microsoft Dynamics NAV.

  • Show sales price (Sana Admin) + Unit price (Microsoft Dynamics NAV)

Sales price minus sales line discount (if it is available) is shown for a product. If a sales line discount is not available for an item, then just a sales price is shown.

  • Show base price and sales price (Sana Admin) + Unit price (Microsoft Dynamics NAV)

Item unit price and a sales price minus sales line discount (or a sales price) are shown for a product. Unit price is a strikethrough price.

  • Show base price, sales price and discount percentage (Sana Admin) + Unit price (Microsoft Dynamics NAV)

Item unit price, a sales price minus sales line discount (or a sales price) and a discount percentage are shown for a product. The discount percentage shows the difference between a unit price and a sales price with the applied sales line discount (or a sales price). If a sales price is not available for an item, then a sales line discount is applied to a unit price. Unit price is a strikethrough price.

  • Show base price, sales price and discount amount (Sana Admin) + Unit price (Microsoft Dynamics NAV)

Item unit price, a sales price minus sales line discount (or a sales price) and a discount amount are shown for a product. The discount amount is the difference between a unit price and a sales price with the applied sales line discount (or a sales price). If a sales price is not available for an item, then a sales line discount is applied to a unit price. Unit price is a strikethrough price.

  • Show sales price and discount amount + Unit price (Microsoft Dynamics NAV)

Sales price minus sales line discount (or a sales price) and a discount amount are shown for a product. The discount amount is the difference between a unit price and a sales price with the applied sales line discount (or a sales price). If a sales price is not available for an item, then a sales line discount is applied to a unit price.

  • Show sales price and discount percentage + Unit price (Microsoft Dynamics NAV)

Sales price minus sales line discount (or a sales price) and a discount percentage are shown for a product. The discount percentage shows the difference between a unit price and a sales price with the applied sales line discount (or a sales price). If a sales price is not available for an item, then a sales line discount is applied to a unit price.

  • Show sales price (Sana Admin) + Sales price (Microsoft Dynamics NAV)

Sales price minus sales line discount is shown for a product. If a sales line discount is not available, then just a sales price is shown.

  • Show base price and sales price (Sana Admin) + Sales price (Microsoft Dynamics NAV)

Item sales price and a sales price minus sales line discount are shown for a product. Sales price is a strikethrough price.

If a sales price is not available for an item, then a unit price and a unit price with the applied sales line discount are shown. A unit price is a strikethrough price, since an item does not have a sales price.

If a sales line discount is not available for an item, then only a sales price is shown for a product.

  • Show base price, sales price and discount percentage (Sana Admin) + Sales price (Microsoft Dynamics NAV)

Item sales price, a sales price minus sales line discount and a discount percentage are shown for a product. The discount percentage shows the difference between a sales price and a sales price with the applied sales line discount. Sales price is a strikethrough price.

If a sales price is not available for an item, then a unit price, a unit price with the applied sales line discount and a discount percentage are shown. A unit price is a strikethrough price, since the item does not have a sales price.

If sales line discount is not available for an item, then only a sales price is shown for a product.

  • Show base price, sales price and discount amount (Sana Admin) + Sales price (Microsoft Dynamics NAV)

Item sales price, a sales price minus sales line discount and a discount amount are shown for a product. The discount amount shows the difference between a sales price and a sales price with the applied sales line discount. Sales price is a strikethrough price.

If a sales price is not available for an item, then a unit price, a unit price with the applied sales line discount and a discount amount are shown. A unit price is a strikethrough price, since the item does not have a sales price.

If a sales line discount is not available for an item, then only a sales price is shown for a product.

  • Show sales price and discount amount (Sana Admin) + Sales price (Microsoft Dynamics NAV)

Sales price minus sales line discount and a discount amount are shown for a product. The discount amount shows the difference between a sales price and a sales price with the applied sales line discount.

If a sales price is not available for an item, then a unit price with the applied sales line discount and a discount amount are shown. In this case, the discount amount shows the difference between a unit price and a unit price with the applied sales line discount.

If a sales line discount is not available for an item, then only a sales price is shown for a product.

  • Show sales price and discount percentage (Sana Admin) + Sales price (Microsoft Dynamics NAV)

Sales price minus sales line discount and a discount percentage are shown for a product. The discount percentage shows the difference between a sales price and a sales price with the applied sales line discount.

If a sales price is not available for an item, then a unit price with the applied sales line discount and a discount percentage are shown. In this case, the discount percentage shows the difference between a unit price and a unit price with the applied sales line discount.

If a sales line discount is not available for an item, then only a sales price is shown for a product.

ERP User GuideMicrosoft Dynamics NAV