Discounts

A simple discount reduces the price of one or more products by percentage or amount. A simple discount and price adjustment are similar. However, a discount is applied after the product price is calculated, while a price adjustment adjusts the sales price directly.

If a discount is valid for a product, a discount name will be shown in the webshop on the product details page. The discount offer description is shown on the product details page using the Discount offer text content element.

Create a Discount

Step 1: In Microsoft Dynamics 365 for Finance and Operations click: Retail and Commerce > Pricing and discounts > Discounts.

Step 2: Create a new discount.

Step 3: Enter a Discount ID and a Name. If number sequences are set up, Microsoft Dynamics 365 for Finance and Operations automatically generates the ID numbers.

Step 4: On the Action Pane, click Price groups and select one or more price groups that the discount applies to.

General FastTab

Step 1: In the Status field, you can enable or disable the discount.

Step 2: Select a currency for which a discount should be valid.

Step 3: Discount concurrency mode determines which discounts compete on a transaction, and which discounts are compounded together.

Different discounts and price adjustments can be valid for a single product. In this case, all possible discount offers will be shown on the product details page.

If more than one discount applies to a product, a customer may receive either one discount or a combined discount. Discount concurrency mode allows to specify how the discount is combined with other discounts that apply to the same product. Only the discount or combination of discounts that meet the conditions will be applied to the sales order.

Select one of the following options:  Exclusive, Best price, Compounded.

Discount concurrency mode	Description
Exclusive	In this mode, the discount cannot be used in conjunction with another discount.  If the Exclusive discount concurrency mode is used, then product prices will be recalculated and shown with a discount on all product pages in the Sana webshop.
Best price	In this mode, the best price will be determined and used as a discount.
Compounded	In this mode, the discount will be applied on top of other discounts.

Step 4: Select the necessary discount account. You can post discount amounts for a transaction to a separate general ledger (GL) account.

Step 5: Enable the Coupon code required option, if you need to use coupons. The discount must be linked to the coupon. In this way the discount will be applied to an order when a customer enters the coupon code in the shopping cart in the Sana webshop.

The discount will be triggered only if the coupon code is entered. If you need to apply discounts to the shopping cart without coupons, then disable the Coupon code required option.

If the Coupon code required option is enabled, the Status field, Effective date and Expiration date fields will not available.

To create coupons, in Microsoft Dynamics 365 for Finance and Operations click: Retail and Commerce > Pricing and discounts > Coupons.

Step 6: Set up the pricing priority. If the Override priority option is enabled, then you can select a pricing priority to set directly on the discount. When the Override priority option is disabled, the priority is inherited from the priority of the price group associated with the discount.

Price/discount FastTab

In the Discount percentage field, enter the default percentage price reduction that will apply to all products that you add to the discount. The default discount percentage can be changed per each line on the Lines FastTab.

Enter the necessary value in the Quantity Limit field, if you want to restrict the quantity of items which should be sold with the specified discount.

Validation Period FastTab

Define the period during which a discount is valid.

Lines FastTab

Step 1: Click Add to add a single category, product or product variant to the discount or click Add products to add multiple products. If a product has variants, you can also click Add all variants to automatically add all product variants that are available for the selected product as separate lines.

Step 2: You can select one or more dimensions of a product as discount lines. For example, you can specify a discount on all variants with a specific style or you can specify a discount on all variants that are of a specific color and style.

Step 3: Select a unit of measure of a product for which a discount will be valid.

Step 4: If you need to exclude a line from a retail discount, in the Line type field, select Exclude.

Step 5: For each line, in the Discount method field, select one of the available discount methods and specify a discount value in the corresponding field depending on the selected discount method.

Discount method	Description
Discount percentage	A discount is deducted from the price.
Cash discount amount	An amount is deducted from the price.
Discount price	A new price is used for the product.
Discount price including tax	A new price that includes sales tax is used.

When a customer adds the product to the shopping cart, the price is automatically updated to reflect any price adjustments or discounts. If the discount has been applied, it is also shown in the shopping cart.