Set up sales price
You can define prices for specific items in the Sales Price List in which the Price functions are combined with the Discount function. Follow the provided steps to learn how to set up the sales price from the price list, in a scenario in which the price is different from the Unit Price.
- Click the
button, enter Sales Price List, and choose the related link. - From Item Card access the Sales Price via Special Sales Prices & Discount in the ribbon.
On an item level, there will be a line or a list if that item is already in a Sales Price of some sort. Otherwise, you need to create a new list by selecting the Sales Price List. - Click Sales Prices & Discount in the Item Card to access the Sales Price card.
- Populate the following fields:
| Field Name | Description |
|---|---|
| Code | Provide a code that is used for the price identification. |
| Wholesales | Provide a description for the sales price scheme. |
| Assign-to Type | Assign the pricing to a group or a specific person. You can choose between All Customers, a specific Customer, Customer Price Group, a sales Campaign, a specific Contact. If a sales price list is set to All Customers, any item that has this sales price list selected in its Item Card will primarily use this list as the price source for all customers, regardless of what's been selected in the POS Pricing Profile. |
| Assign-to No. | Specify the entity to which the prices are assigned. The options depend on the selection in the Assign-to Type field. If you choose an entity, the price list will be used only for that entity. |
| VAT Bus. Posting Gr. (Price) | Specifies the default VAT business posting group code. |
| Price Includes VAT | Specifies the if prices used in this scheme include VAT. |
| View Columns for | Specify what kind of columns you will have in the detail section. |
| Status | Specifies whether the price list is in Draft (can be edited), Inactive (cannot be edited or used), or Active status (used for price calculations). |
| Currency Code | Specifies the currency code of the price list. |
| Starting/Ending Dates | Specifies the period during which the price list is active. |
| Line Defaults | If flagged, all of the following actions are allowed in the detail lines:
|
- (Optional) During setup, you may use one of the following actions:
| Action Name | Description |
|---|---|
| Verify Lines | Check the data consistency in the new and modified price list lines, and suggest resolutions in case of conflicts (e.g., delete duplicate lines) and set the Price List to Active when the verification is complete. |
| Copy Lines | Copy the lines from the existing price list. New prices can be adjusted by a factor and rounded differently. Change the Price List Status to Draft to run this action. |
| Suggest Lines | Create the sales price list lines based on the unit price in the Product Card (e.g., line or resource). Change the Price List Status to Draft to run this action. |
- Define the details of the scheme in the Lines section.
Next steps
Apply item discount
Item discount is applied in much the same way as described in the main procedure above, the only difference being that instead of defining unit prices, you can define the discount.
In the following example, you’re assigning a discount percentage that all customers will benefit from. If 5 x items with Item Discount Group = A are sold, the customer will benefit from 15% discount on the 5 items.
You can also set a “Wild Card” whereby you include all Items in the scheme. In the last line, the Product Type = Item & The Product No = BLANK. This is a function in Business Central that permits you to give a 3 % on all items to all customers.
Combine sales price with item discount
In this example, you can see that different sales price, item discounts or even a combination of both can be set in the system in one price list. Both pricing and discount setup can be performed in one page instead of having to navigate to each Item card to set up pricing and apply discounts individually.
Set up price worksheet
If you want to update prices for multiple items without having to change settings in each Item Card individually, you can create a Default Price List in the Price Worksheet administrative section.