Dynamics 365 Business Central - Record Sales Prices and Discounts

Watch our how-to video to learn how to record sales prices and discounts in Dynamics 365 Business Central.

 

The price agreements that apply when selling to different customers must be defined so that the agreed rules and values are applied to sales documents that you create for those customers.

To set up a sales price for a customer, choose the Search icon, enter Customers, and then choose the related link. Open the Customer Card, and then choose the 'Prices' action under the 'Navigate' tab in the ribbon. There are options for you to filter the results you see. You can easily manipulate this filter to view the information you need using the drop-down arrow or the assist edit button. The Sales Type field will be prefilled with ‘Customer’, and the Sales Code field will be prefilled with the customer number. Fill in the fields on the line as necessary. Enter a starting and ending date for this specific sales price to begin and end. Fill a line for each combination that will grant a special sales price to the customer and you’re done! There’s no need to save this document, clicking out of the window will automatically update the card.