Trade Agreements for Retail Affiliations

In one of the previous Sana releases for Microsoft Dynamics 365 for Finance and Operations we added support of the retail affiliations. Affiliations are used to identify customers who are members of some group. This is useful if your store gives discounts to customers who are students or who belong to a certain age group, for example.

Affiliation can be added to a customer account. When a customer with the assigned affiliation creates a sales order in the Sana webstore, the discount assigned to the affiliation is automatically added to the transaction.

In addition to the retail discounts and price adjustments, you can now use trade agreements to set up discounts for the price groups that are assigned to the affiliations.