Set up discount lists (Sales and Sales Hub)

Motivate customers to buy more by offering them discounts on bulk purchases. To offer discounts, you need to set up a discount list.

Set up a discount list (Sales Hub)

  1. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

  2. Select the Site map icon Site map icon, then select ellipses Ellipses to open more options, and then select App Settings.

  3. In the Product Catalog area, select Discount Lists.

    Discount lists in site map

  4. To create a new discount list, on the command bar, select New.

    -OR-

    To edit a discount list, open a discount list from the list.

  5. Fill in the information, and select Save:

    a. Name. Type a name that provides a good description of the kind of discount this list will include.

    b. Type. To calculate the discount as a percentage of the price of the item, select Percentage or to give discount as a fixed amount, select Amount.

    c. Currency. If you chose to give discount as a fixed amount, select the currency.

    Discount list form

  6. To add discount details to the list, on select the Related tab, and then select Discounts.

    Discount tab on the Discount List form

  7. On the Discounts tab, select Add New Discount.

  8. In the New Discount form, fill in the following information, and select Save & Close:

    a. Begin quantity. Enter the minimum quantity that if a customer purchase, they will be eligible for a discount.

    b. End quantity. Enter the maximum quantity that if a customer purchase, they will be eligible for a discount.

    c. Percentage. Enter the percentage of discount the customer will receive.

    For example, this discount list will offer a discount of 5% whenever the customer purchases between 3 – 5 pieces of televisions.

    Discount form

Set up a discount list (Sales)

  1. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Product Catalog.

  3. Select Discount Lists.

  4. To create a new discount list, select New.

    -OR-

    To edit a discount list, open it.

  5. Fill in the information:

    • Name. Type a name that provides a good description of the kind of discount this list will include.

    • Type. To calculate the discount as a percentage of the price of the item, select Percentage or to give discount as a fixed amount, select Amount.

    • Currency. If you chose to give discount as a fixed amount, select the currency.

    Create a discount list in Dynamics 365 Sales

  6. Select OK.

  7. To set volume discounts, in the left pane, under Common, select Discounts, and then on the Discounts tab, in the Records group, select Add New Discount.

  8. Fill in the information:

    Here's how:

    Create volume discounts in Dynamics 365 Sales

    This discount list will offer a discount of 5% whenever the customer purchases between 3 – 5 boxes.

  9. Select Save or Save and Close.

Typical next steps

Right arrow button Create a unit group and add units to that group

Home button Set up a product catalog: Walkthrough

See also

System Settings dialog box - Sales tab