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We have worked for a organization they are using D365 fin ops and retail. They want to give their employee(internal staff) maximum 500$ discount for an year while they are shopping from their retail store.
If an employee consume 500$ discount he/she will not avail this discount anymore. We are trying with discount group but its not fulfill the requirement.
Would you please give me any better idea how can we implement this?
Thanks in advance
Hi D365 Warrior,
Can you explain how this discount works in detail? Is it e.g. a discount of 15% with a maximum of $500 per year? Or is it a kind of gift card for $500?
Thanks for your reply. Yes you get the point. There are two business requirement:
1. Discount of 10% with maximum $500 per year. $500 may vary based on employee role. If employee consume full $500 in that case no discount apply for that company. This is a regular offer,
2. There is a gift card option for those employees only who will get promoted end of the year. They have limitation for max $1000 for next one month only.
Thanks in advance.
The gift card shouldn't be an issue. It would be possible to use the standard features for this. I haven't got the requirement to look after an automated way for the first option.
Possibly, you can have a look at the documentation for the options: docs.microsoft.com/.../retail-discounts-overview
Thank you very much for your effort.
Sorry to confuse you for the first option.
Let me describe little bit more for 1st Option:
Company ABC 10 employee is working. Company ABC maintain a retail business. While 10 employee from ABC company is going to buy anything from their own retail store as a Customer, in that case they will get a 10% discount of their total shopping. This 10% discount amount is upto $500 in a year. If any employee consumed $500 within 6 months. They will not avail any more discount. They will just treat like other customer.
1.Is this scenario possible to implement in D365 FnO with default functionality? Or we need to custom development?
2.Do we need to add all employees to the customer list? While shopping from the retail store employees are same as customer with additional 10% discount.
Hope it may be help you to understand.
For sure, the employees should be setup as a customer. Using affiliations, you can actually differentiate in discount logic. I do understand the requirement for the employee discount, but I did not have the requirement to find a solution before. I do think there is no setting for this, but not quite sure. From a sales point of view, this requirement is not useful as customers will probably not buy anymore when they have consumed the discount. For employees this makes sense, for sure. You can review all possible setup, but like you, I do think you might need a customization.
Thanks for your quick response. Much appreciated for your thoughts.
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