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D365 BC Premium Customer Price List

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Posted on by GarethRGL

Hi,

I'm aware of both the functionality to assign a discount or "special price" to an individual customer/customer group and add a customer to the group.
As well as the functionality to print a general price list, as well as a price list for a specific customer/customer group.

However, my question is this:

1. Can I add a customer to multiple discount groups ?
I.e. so we have Brand A, Brand B and Brand C, the customer is granted a 15% discount for Brand A, but pays full price for the others, then down the line we also want to grant them a 10% for Brand B, so they keep their 15% discount for Brand A, 10% discount for Brand B and full price for Brand C.

The reason I ask is that we have a number of customers on BC that we will require this functionality for.

Retail Customers will pay retail price, Trade Customers will be granted discounts to specific brands, then Wholesale Customers will be granted discounts to a number of brands.

2. Is it possible, when printing a price list report for a specific customer, to remove any items the customer does not have a "special price" for?
In SAP you can assign products to customers and that's what they can buy until you add more, so when you print a price list it only gives them the products you have added, then if you want you can choose to print a full price list for all items.

The problem we have is that we have around 50,000 items on BC, not all items are for all customers, some items are for a specific customer, some items are for a few customers and some items are for all, but I am unaware of a way to manage this currently.

All help greatly appreciated.

New to BC and new to the forum, so apologies for what might be a silly question, just trying to find my feet with the change to BC.

Thanks again,

Gareth

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Hello, This will work in BC using the standard functionality Sales Line Discounts with a Sales Type = Customer Discount Group.

Hope this helps.

Thanks,

Steve

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GarethRGL 79 on at

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Hi Steve,

Are you saying I will have to do this manually for 500+ customers.

I want to assign a number of discount codes to a customer, not one discount code, and I don't see the need for each customer to have their own discount code as this defeats the purpose.

Thanks,

Gareth

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GarethRGL 79 on at

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This is effectively what I'm trying to acheive:

So all customers will start with paying retail price, then may have different discount codes assigned to discount different items.
So not all customers get the discount, but someone in the Red Discount Code does not get discount for Green and Yellow as well, just the red items?

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JAngle 133 on at

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A more advanced discount model will require either an appsource product or a custom modification to your specification. Try the appsource route first as you can trial the solutions: https://appsource.microsoft.com/en-us/marketplace/apps?search=discount&page=1

If you have to go for the custom route then work with your Microsoft partner.

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GarethRGL 79 on at

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I think we'll maybe stick to just having a price list per customer for now until we can get more info on how to manage this properly.

On the note of price lists - and my other question...

Is it possible to print a price list for a customer showing only the items they have a specific price on.

i.e. If you go to BC and print a price list it shows the item sale price, however, if you do the same but specify the customer, it will still show all items in the inventory, but if the customer has any special prices or discounts this will change, but every other item will still show at retail price.

How can I just show items with a special price or discount in the report ?

Thanks

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Hello,

I will answer your question using your example on how I would setup in BC.

Above it your Price Chart. All Items will have the Unit Price setup for the starting price, which you reflect as 10.00.

Now lets' create some Customer Price Groups based on your logic of Red, Green, Yellow, Red &Green, and Red, Green & Yellow:

Within each Customer Price Group I will add the related color Items, in your example you have 3 Items per color:

Now I do this for every Customer Price Group combination. In the end I will add the Customer Price Group to the Customer Card for the Group they belong in. I can mass update this using a Configuration Package.

So in conclusion, you can do what you want as you are setting the Price per Customer Group of Items.

Hope this shows and answers your question.

Thanks,

Steve

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GarethRGL 79 on at

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Hi Steve,

I know that would solve our problem, but say we have 10 brands, each with 1000 items each.

Do we have to create a discount group for each brand, so brands 1-10, then brands 1&2, brands 1&3, brands 1&4 etc, then brands 1,2&3, brands 1,2&4 etc etc

This seems like a lot of work on our side and Business Central would seem to have less capability than SAP.

Not that I’m bad mouthing it, it’s good, but is that what you’re saying and do I have to set it up like that ?

Thanks,

Gareth

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Gareth,

Here is the kicker in standard BC, you can create Customer Discount Groups than link Items with specific pricing or discount % to it. You can have an Item Discount Group that defines an Item and its Discount % price but that means the Item Card has the Item Discount Group defined and all Customer who are part of the group are effected and its does not follow the way you want to apply discounts. Other than defining all your Brands and combinations, I cannot see, for now, another way out of the box. You look at possible Apps, if their are ones that apply your logic.

Its the extended rules that you need.

Steve

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GarethRGL 79 on at

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Hi Steve,

Great - thanks for answering that for me.

Not great that this functionality doesn't exist, but we will make do for now and maybe down the line something will be added...

In terms of the price list for customers - do you know how I would go about that too ?

So the question again was:

If I have a customer who asks for a price list, rather than printing a list with 50,000+ items on it, can I produce a report that will show the customer name, sku codes, product name/description and price, but only for the products that have a set price in the customer card ?

Alternatively can I do the same with a customer price group ? So only show the products and prices for items are have a set price within the customer group ?

Or - apologies about the long windedness of this, but is there a way, just like SAP, that I can apply certain products to a customer, i.e. they are only allowed to buy from a list I create and assign to them ? Then print that list ? With the option of adding and removing products from a customers "buying list"

Thanks,

Gareth

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JAngle 133 on at

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Given it has been agreed thus far it would be 1 group per customer the best method would be configuration packages initially. This way you can work with the data in excel and create subsequent copies where overlaps exist.

Try the Price List report. If not complete to your description it could be altered or use a different reporting tool.

Sales price worksheet would be a typical place to extract the data you want as you can flip between differing groups and all the items contained within.

Buying list is not currently an option. BC has an ability to block sales for an entire item. You could, with standard, reduce stock available to that customer if you use a responsibility centre. But based on what we know this far in your scenario I see that as per customer who needs a buying list. If this is not to your liking then as previously stated modifications could be a route.

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