How to set up sales prices and discounts on customers in Business Central?
In this video I will show you how to setup item discounts, line discounts, and invoice discounts on a customer.
This is what happens in the video
So, from Business central, from the customer list, I will enter the specific customer that I’d like to provide discounts.
And from the navigate tab, I can go into prices and discounts for the customer.
So, first of all, I could set prices which is discounts for specific items.
So, in this case, I could take the item number that I created, and enter a minimum quantity and a unique price for the item.
So, when this customer buys the item, at least 10 pieces, this is the price.
I could also set a starting and ending date and thereby determine the prices in specific date intervals.
Likewise, if I go into line discounts, I could say that for this item, when this customer buy this item, and he buys at least 100, I will provide him 5% discount.
So, now I have set up discounts in two different ways on the same item, on the same customer, which would normally not be done.
But again, here you can have a starting date and you can set a line discount instead of a specific discount for this item.
And the last thing I could do was to set an invoice discount.
So, when the customer buy a total of some amount, he will get a discount.
In this case I could say, if he buys for at least 100000, I’ll give him a 3% discount.
So, after setting all of this up, this will take effect, when I create Sales Orders.
And I can also see this data now, if I enter the item list.
I have the same view, but instead of seeing it per customer, I could see it per item.
So, if I enter the item number here and I go into the special prices, I can set my sales prices, and here I can see that the line that I just defined is the first one.
And I also defined a line for another customer who buys this item a little more expensively.
And again, I could go into prices and set special discounts, and see if other customers has discounts on this item.
So, these are the ways I can work with discounts and item prices.