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Sales prices can be made dependent on the customer groups to which you sell. These are called customer price groups.
Before you set up customer price groups, you must decide how many groups you want and which customers will belong to each group.
When you have agreed on the prices that the group of customers will pay for certain items, you register the agreement for the individual items on the lines in the Sales Prices page.
Choose the icon, enter Customer Price Groups, and then choose the related link.
Select the line for the customer price group. If a line does not already exist you can create a new line. Select New to create a new entity and give it a name.
For the selected line, verify the contents of the fields Allow Line Disc., Allow Invoice Disc., Price Includes Tax and Tax Bus. Posting Gr. (Price).
Select the Navigate action, and choose Sales Prices. The Sales Prices page opens. The Sales Type field will be filled in with Customer Price Group.
Fill in the Sales Code with the sales code you selected on the previous page.
Fill in the fields on the lines with the Item No., Unit of Measure Code, and the agreed Unit Price. You can also show the Variant Code column and specify the Variant Code if there are several variants of the item.
If the customer group needs to purchase a minimum quantity in order to gain the price agreed on, fill in the Minimum Quantity field.
If required, enter the Starting Date and Ending Date of the price agreement.
If relevant, you can also specify the Currency Code.
Repeat steps 4 through 8 for each item that you want to create a Sales Price for.
After you have set up the customer price groups, you can enter the customer price group codes on the customer cards.
Choose the icon, enter Customers, and then choose the related link.
Open the relevant Customer Card for a customer that you want to be part of a customer price group.
On the Invoicing FastTab, in the Customer Price Group field, select the Customer Price Group code.
Sales
Setting Up Sales
Record Special Sales Prices and Discounts
Setting Up Customer Discount Groups
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Manage sales prices in Dynamics 365 Business Central - Training
If you're responsible for managing item sales prices, complete this module about how to set up and maintain sales prices for items.
Certification
Microsoft Certified: Dynamics 365 Customer Experience Analyst Associate - Certifications
As a Microsoft Dynamics 365 customer experience analyst, you’re responsible for configuring, customizing, and expanding the functionality of Dynamics 365 Sales to create business solutions that support, automate, and accelerate the company's sales process.
Documentation
Set up prices and discounts - Business Central
Describes how to define standard and special price and discount agreements for sales and purchases.
Record special sales prices and discounts - Business Central
Describes how to define pricing and discount agreements for sales documents.
Set up customer discount groups - Business Central
Learn how to set up customer discount groups and create sales line discounts for those groups.