Set up a discount list

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

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

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.
Go to Settings > Product Catalog.
Choose Discount Lists.
To create a new discount list, choose New.

-OR-

To edit a discount list, open it.
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, choose Percentage or to give discount as a fixed amount, choose Amount.
- Currency. If you chose to give discount as a fixed amount, select the currency.
Choose OK.
To set volume discounts, in the left pane, under Common, choose Discounts, and then on the Discounts tab, in the Records group, choose Add New Discount.
Fill in the information:

Here’s how:

This discount list will offer a discount of 5% whenever the customer purchases between 3 – 5 boxes.
Choose Save or Save and Close.

Typical next steps