The next discount in the list is something called quantity discounts. I've also heard these referred to as Bulk discounts in some use cases, as well as quantity break pricing in other instances (although that is slightly different).
In essence here, we are creating a discount that can be stated as "Buy X units, get them for this price/get them for this much off each unit."
Quantity discounts allow users to define minimum quantities to be put on a sales order line to qualify that line for a certain dollar off or a specific unit price for that item. For example, Contoso data has a standard quantity discount that can be stated as follows:
"Buy 2 get 20% off on all BMX helmets"
On a sales order, the system will calculate the discount as soon as I put 2 quantities (against the UOM that was created with the discount setup) on a sales order line and save the line:
In this blog I'll discuss how to set up one of these discounts, and what it means in certain use cases as these can get confused somewhere with other types of discounts. I'll go section by section just like I did before.
General Tab
The general tab is where you set up all of the basics of the discount. I will not be covering the general tab's setup because I have another blog that you can read here about the general setups between all discounts as well as things like date validity.
Details Tab
The details tab lets a user put in descriptions and disclaimers about their discount. It also allows for specific text on fiscal receipt printers if they're being used. This is common between all discounts as well but has little use in my opinion unless customizing the system (which I'm never a huge fan of doing if I don't have to).
Quantity Discount Configuration
As the tab would imply, this is where we configure how many of each item (we'll define the items in a little bit) we need to qualify for a discount. We specify what type of discount we want here (either a unit price or a dollar off), and we specify the value of the discount (unit price = X, or X dollars off).
Note that this is flexible enough to be tiered. For example, if you have the following structure in your discount's language:
Buy 2 get them for 9.99
Buy 5, get them for 8.99
You don't have to set up 2 separate discounts for this situation. You can set up the system to look something like this:
In numbers, I've set up the following:
I've said that this discount will look at the unit price of the item, regardless of what the trade agreement/base price is (unless it's lower than the discount)
I've set that at a minimum quantity of 2 - 4 units there is a discount, and at a quantity of 5 or more there is another discount
I've specified that at 2 - 4 the discount value (which is a value against unit price from 1) is 9.99 and a discount value at 5 or more is 8.99
Lines
The lines are where we define which products are eligible for the discount. Now this is where things can get a bit confusing because of the format of the line. The important thing to remember here is that each one of these lines constitutes items that need to be bought in multiples, not that you need to buy the different items to sum to the quantity. What I mean is this:
If you set up a quantity discount as follows (from Contoso data):
It doesn't mean that you can buy any combination of these 2 items and receive the discount. It means that you have to buy multiple of either one of these items to receive the discount.
The first scenario is covered by a different type of discount that we'll cover a little bit later in the blog series.
Line Details
The line details tab allows you to change the description of an item when it's being used on a sales order. The original data comes from the released product but can be updated. A modification would be to pass that data to the sales order, but if we aren't looking at modifying then this field is for information purposes on the discount tab itself.
Summary
Quantity, bulk, multibuy, however you want to call it, can be captured and translated into a discount in D365 using the retail pricing engine. In upcoming blogs we'll cover some of the more advanced discount types: Threshold discounts and Mix and Match discounts.
As always, if you have any questions or comments feel free to reach out!
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