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Trade agreement for item combinations

  • 1.  Trade agreement for item combinations

    Posted Jan 28, 2019 05:29 PM

    We are wondering if there is a way/idea to provide discounts for sales order items based on item combinations of items being ordered.

    Example:

    Customers can order pens and pencils from us. Pens are $1 ea and pencils are $1 ea.

    If the customer buys pens and pencils on the same order, we will sell the pencils at .50 cents ea instead of $1 ea. If they buy only pens or buy only pencils, it will $1 ea for whatever they are buying.

    We want to specify the sales prices based on combinations of items being ordered. Lets not worry about quantities of either just yet, lets just see if anything comes close out of the box.

    Thanks in advance...



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    Ron Sommerfeld
    Support Analyst
    Pason Systems Inc.
    Calgary AB
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  • 2.  RE: Trade agreement for item combinations

    TOP CONTRIBUTOR
    Posted Jan 29, 2019 01:57 AM
    ​Look into what they call mix and match discounts.
    Set up a mix-and-match discount
    Microsoft remove preview
    Set up a mix-and-match discount
    Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack This topic describes how to set up mix-and-match discounts. A mix-and-match discount gives customers a discount when they purchase a specific combination of products.
    View this on Microsoft >


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    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW, LLC
    Beaverton OR
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  • 3.  RE: Trade agreement for item combinations

    SILVER CONTRIBUTOR
    Posted Jan 29, 2019 03:48 AM
    Have a look at the Retail Promotions Engine that's part of D365 for Retail Ops. I think it can do this - applying discounts across products if both are present across different order lines. If you have UOP subscriptions for D365 for Finance & Operations, then you're already licensed to use Retail Ops (and Talent as well).

    See "Mix and Match" discounts at: https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/price-adjustments-discounts

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    Ian Waring
    Finance Special Projects
    Jisc
    Harwell Didcot
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  • 4.  RE: Trade agreement for item combinations

    GOLD CONTRIBUTOR
    Posted Jan 29, 2019 07:00 AM
    Another alternative to look into - Configurator. If you aren't captivated by the native solution, then one of several CPQ solutions in the ISV marketplace are alternatives, especially if you would like to have customers self-service on their sales journey with your products.

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    Jack Moran
    Director of Industry Solutions
    Columbus Global
    Greenfield NH
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  • 5.  RE: Trade agreement for item combinations

    TOP CONTRIBUTOR
    Posted Jan 29, 2019 09:45 AM
    The retail module has it's own pricing engine.  I'm confident you can offer discounts for item combinations with retail orders.  Not sure about the regular SO pricing engine.

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    Kaare Boraas
    Relationship Manager
    PCL Constructors Inc.
    AB
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