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

september

02sep10:00 am10:30 amThe Modern Manufacturer - Cycle Count Management

02sep12:00 pm12:30 pmBest Practices for Work Order Planning and Routing for Field Service Companies

09sep10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

09sep12:00 pm12:30 pmOverview of Microsoft Promotion for NAV and GP Clients

10sep11:00 am12:00 pmConfab with Stoneridge - Livestream - Field Service Comparisons

16sep10:00 am10:30 amThe Modern Manufacturer - Product Lifecycle Management

16sep12:00 pm12:30 pmHow to Upgrade to Dynamics 365 Finance and Operations: Examining Custom Code and ISV Implications

16sep2:00 pm2:30 pmScheduling and Dispatching for the Modern Field Service Company

23sep12:00 pm1:00 pmDynamics 365 Business Central Wave 2 Release Preview - An Overview of the Most Exciting New Features Coming in October

24sep11:00 am12:00 pmConfab with Stoneridge - Livestream - The Modern Workplace: Teams, Sharepoint, Outlook, Office, and AI Integration

30sep10:00 am10:30 amThe Modern Manufacturer - Return Management

30sep12:00 pm12:30 pmEmpowering Your Field Service Technicians with a Mobile Solution

october

07oct12:00 pm1:00 pmThe Three Paths to Business Central from Dynamics GP

08oct11:00 am12:00 pmConfab with Stoneridge - Livestream - The Vision and Strategy of Microsoft Business Systems

14oct10:00 am10:30 amThe Modern Manufacturer - Complex Cost Modeling

14oct12:00 pm12:30 pmGenerating Custom Inspection or Process Forms

19octAll Day22Stoneridge Connect Fall 2020

22oct11:00 am12:00 pmConfab with Stoneridge - Livestream - Stoneridge Connect Recap

28oct10:00 am10:30 amThe Modern Manufacturer - Engineering Change Orders

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