Trade and Sales agreements

  • 2 minutes

A trade agreement offers a discounted sales price to specific customers. For example, you might want to give customers who have done business with you for over 10 years a loyalty discount.

You can use trade agreements to set up discounts and prices for sales orders and sales quotations. Trade agreement options include:

  • Sales price - The customer receives special pricing for certain items.

    • For example, Contoso TV Equipment has a surplus of cable antenna, so they reduce the price of cable antenna by 15%.

  • Line discount - The customer receives a discount if the quantity on a sales quotation line meets the minimum quantity that the agreement requires.

    • Contoso Electronics runs a promotional deal on CDs. Each CD is $5, but if a customer buys more 3 or more, the price drops to $3 each.
    • Line discounts can be a percentage discount or per unit.

  • Multiline discount - This discount works the same as the Line discount with one difference: The customer receives a discount if the quantity on all applicable lines in a sales quotation meets the minimum quantity that the agreement requires.

    • If a customer buys 10 or more items with the multi-discount code, they will receive 5% off those items.

  • Total discount - The customer receives a discount on the whole quotation. You can access the trade agreement functionality from the General tab on the Action Pane by selecting the Trade agreement option in the Customer group.

    • Contoso offers a flat discount to teachers.

Screenshot of the Activate price and discount page.

The General tab includes the Supplementary sales items function, which is set up for items in relation to the customer on the sales quotation. You can also find this option from the sales quotation line by selecting Sales quotation line > Supplementary items. This functionality works the same as it does for sales orders.

For more information about agreements, see Configure and use agreements in Dynamics 365 Supply Chain Management.

A sales agreement is a long-term contract to buy goods with specific terms, pricing, and quantities over time. A customer can agree to purchase a specific quantity of products or to purchase products at a certain rate over a period of time. For example, Contoso TV Equipment company is reached out to by a growing amusement park. The amusement park wants to offer electronics as prizes for carnival games. They would like to regularly purchase a set number of electronics each month.

For more information, see Sales agreements overview.