Microsoft Dynamics® CRM Training
Product Catalog: Discount Lists
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Product Catalog: Discount Lists
Hi, and welcome to the Success Portal by xRM.com.
This video follows the "Product Catalog: Overview" video and is the second video in a six-part series. It is a prerequisite for the “Product Catalog: Unit Groups" video.
In CRM Online, a Discount List is a schedule of price reductions that are applied automatically, depending on the quantity of Units of a Price List Item that a Customer purchases. Many Price List Items can use the same Discount List. A Price List Item doesn't necessarily need to use a Discount List. However, if you want it to, you'll save yourself a step by creating the Discount List first.
In this tutorial, we will create a Discount List with two Discounts.
This task requires a Security Role of Manager, Vice President, CEO-Business Manager, System Administrator, System Customizer, or equivalent privileges.
We begin by navigating to Settings > Business > Product Catalog. Next, click Discount List.
Click New in the ribbon.
We are first prompted with the Create Discount List dialog. In the Name field, type “Standard Discount”. In the Type field, if we choose “Percentage”, any Discounts we add to this Discount List will represent fixed percentages of the original price. If we choose “Amount”, those Discounts will represent actual amounts of currency. Let’s choose “Percentage” and click OK, thus closing the dialog.
The Discount List form then opens with the name, “Standard Discount”.
Let's add the first Discount.
In the left pane, under Common, click Discounts.
In the ribbon, click Add New Discount. The Discount form opens with the temporary name of “New”.
A Discount is simple. It only defines a range of purchase quantities and a discount value to apply within that range. Let's say we want this Discount to reduce the price by 10% when a Customer orders between 5 and 24 Units of some Product. In the General area, in the Begin Quantity field, we enter the minimum number of Units that must be ordered to receive this Discount. Let's enter "5".
Enter “24” in the End Quantity field, which is the maximum number of Units in the range.
Enter “10” in the Percentage field. Now, click Save & Close, thus closing the form.
We can now see the first Discount in our Discount List.
Let’s add the second Discount by clicking Add New Discount in the ribbon again.
The Discount form opens again with the temporary name, “New”. We want this Discount to reduce the price by 20% if the customer buys 25 or more Units.
Enter “25” in the Begin Quantity field. Give the End Quantity field the highest number it will accept, which is "100,000,000,000"—a 1 followed by eleven zeroes. Enter "20" in the Percentage field.
Now, click Save & Close, thus closing the form.
We now have two Discounts in our Discount List.
One last thing to note, a Discount List is automatically activated upon creation. You can deactivate the Discount List by navigating to the General section of the form, and then clicking Deactivate in the ribbon. Once a Discount List is deactivated, you will have the option to click Activate in the ribbon. It is good practice to deactivate Discount Lists rather than deleting them, in case you want to use them again. If a Discount List is deleted, its Discounts are also deleted.
The next video in this six-part series is called “Product Catalog: Unit Groups”.
Thanks for watching.