The discount request may be in the form of a specific number, “I need $100 off as the price is to high”, or as a percentage of the whole quote, “I want 10% off as returning customer”.īoth of these scenarios are handled out of the box with Dynamics 365 Sales leveraging the ” (-) Discount (%)” and “(-) Discount” fields on the main opportunity record. When a customer comes back and asks for a discount, they often just want a flat discount across the whole order. Whole Opportunity Discount: Percentage and Amount To my knowledge there are two main ways to discounting in Dynamics 365 Sales (1) across the whole opportunity or (2) a discount at the line item level. While you can drive a lot of flexibility in the pricing within Dynamics 365 Sales using discounts, most companies drive base pricing for products from their ERP system. To simplify things in the post, I will be using the Opportunity entity even though the concept can be applied to Quotes, Orders, and Invoices as well. Recently someone reached out asking about the different ways that discounts can be applied within Dynamics 365 CE Sales.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |