If we have more people attend the event, we may receive additional discounts. If we have 25 people attend the sporting event, we get $5 off each ticket purchased. Most people are familiar with volume pricing in the form of group rates.
Line level discounts, or product level discounts as they may also be called, allow you to place two types of discounts on them (1) volume discounts (2) line item discount. Using either of these fields will apply the discount on top of any discounts that have been applied at the line item level. 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.
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