Pricing in Dynamics 365 Business Central, Part I: Setting Up Varied Pricing

by | Updated April 30, 2019 | Dynamics 365 Business Central, Dynamics NAV

In this four-part series, we will explore the easy-to-use and dynamic pricing functionality in Dynamics 365 Business Central. Often, the final sale price for an item can vary based on market conditions, geographical location, negotiated rates, sales promotions, and other variables. Using the sales price functionality within Dynamics 365 Business Central, you no longer have to search through contracts or catalogs to determine the correct price for a specific item or customer.

Within Business Central you can setup varied pricing for an item based on selected conditions. This special pricing can be applied to a singular customer, a group of customers, for all customers, or for a sales campaign. Business Central will always choose the lowest price if more than one condition is met.

Sales Pricing Setup

To set up sales pricing for an item, navigate to the item list in Business Central. A quick link to the item list can be found in most role centers. You may also use the search function to locate the item list.

Varied Pricing

Highlight the desired item from the item list.

Varied Pricing

In the item card, you can find the unit price in the Prices and Sales FastTab.  This is the general sales price of the item and should be thought of as the highest possible sales price.

To create a special sales price for an item, go to Special Sales Prices & Discounts -> Set Special Prices.

Varied Pricing

In the Sales Type field, choose who the pricing should be assigned to.  You may choose a specific customer, a customer group (as assigned on a customer card), all customers, or for a campaign.

Varied Pricing

In the Sales Code field, choose the value related to the selection in Sales Type.  For example, if we choose to assign a sales price to a customer, the Sales Code drop down will bring up the customer list.

Varied Pricing

You may optionally choose a minimum quantity that must be purchased for this price to be valid.

Varied Pricing

Enter the sales price for this sales type in the Unit Price field.

Varied Pricing

If desired, select a Starting Date and Ending Date.

Varied Pricing

The sales price functionality within Business Central enables users to provide accurate quotes and estimates in an instant and speeds up the sales process. With accurate pricing information up front, businesses can reduce or eliminate returns and price adjustments.

Check out more blogs in this series:

When you’re ready to learn more, contact the professionals at Stoneridge Software.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

december

02dec9:00 am12:00 pmOnline Workshop - Dynamics GP Year End Close (Morning Session)

03dec11:00 am12:00 pmConfab with Stoneridge - Livestream: Live Agents, Power Virtual Agents, Omnichannel – Oh My!

03dec1:00 pm4:00 pmOnline Workshop - Dynamics GP Year End Close (Afternoon Session)

09dec10:00 am10:30 amThe Modern Manufacturer - Manufacturing Policy Management

17dec11:00 am12:00 pmConfab with Stoneridge - Livestream - Technology in 2020: A Year in Review

january

06jan10:00 am10:30 amThe Modern Manufacturer - MRP v MPS – What, When and How

14jan11:00 am12:00 pmConfab with Stoneridge - Livestream - Looking Forward: Predictions for Technology in 2021

20jan10:00 am10:30 amThe Modern Manufacturer - Demand Forecasting Functionality

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X