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Business Central Inventory best practices, part 4: Pricing
Dynamics 365 Business Central
This Fast Class explores the new sales price list functionality in Business Central. The session covers how to configure sales pricing settings, create and manage price lists, apply quantity-based pricing, use date-driven promotions, import large price lists efficiently, and maintain pricing strategies that support profitability and customer-specific pricing. The concepts discussed for sales price lists also apply similarly to purchase price lists.
Sales price lists in Business Central provide organizations with a flexible way to manage customer pricing, promotional pricing, and quantity discounts. While this session focuses on sales price lists, many of the same concepts and processes apply to purchase price lists as well. The Sales Price List feature allows businesses to tailor pricing for specific customers, customer groups, discount groups, and other customer classifications while maintaining centralized control of pricing strategies.
New sales pricing experience
The pricing functionality discussed in this session is part of the new Sales Pricing Experience feature in Business Central. The feature can be enabled or disabled through Feature Management using the Feature Update: New Sales Pricing Experience setting. Before enabling new pricing functionality, it is recommended to test changes in a sandbox environment to avoid interrupting existing business processes.
Sales & receivables pricing settings
Within Sales & Receivables Setup, pricing options allow administrators to control how price lists are managed. Important settings include:
The Allow Edit Active Price setting determines whether active price lists can be edited directly. When enabled:
When disabled:
Many organizations prefer enabling this setting to reduce administrative effort when maintaining pricing information.
Creating a sales price list A price list begins with a header that defines default values for the lines within the list. Common header settings include:
The Assigned To Type field allows pricing to target:
This flexibility supports highly customized pricing structures across different customer segments.
Price list status
Price lists can exist in different statuses. Common statuses include:
Active price lists are available for use during transactions. Draft price lists can be modified before being activated. Organizations should maintain active status only on price lists that are intended for current use.
Using effective dates
Price lists support start and end dates that determine when pricing becomes effective. Examples include:
By using effective dates, businesses can automate pricing changes without manually updating records on specific dates.
Quantity-based pricing
Price lists support minimum quantity requirements that automatically apply different pricing levels. For example:
This allows businesses to encourage larger purchases while maintaining pricing consistency. Quantity breaks can be added directly as separate lines within the same price list.
Promotional and special pricing
Price lists can be used to create short-term promotions. Examples include:
Businesses can create separate price list lines with specific date ranges to automatically apply promotional pricing when conditions are met.
Managing large price lists
Organizations with large product catalogs may find manual entry time-consuming. One recommended approach is to use Configuration Packages. A typical process includes:
This method can significantly reduce maintenance time for large pricing updates.
Using Suggest Lines
Business Central includes a Suggest Lines feature that helps populate a new price list automatically. Using Suggest Lines allows users to:
Organizations can use filters to select specific item groups or import all available items into a new price list.
Copying existing price lists
Price lists can be copied to create new pricing structures based on existing data. This feature is particularly useful when:
For example, a company can copy an existing price list and apply a 3% increase to all prices automatically. This approach saves significant time compared to updating individual line items manually.
Viewing price lists from the item card
Price lists can be accessed directly from an item card. By opening the item's Prices and Discounts section and selecting Sales Prices, users can:
This provides a convenient way to review pricing without searching through multiple lists.
Important limitations
There are several important limitations to consider when working with sales price lists. Current limitations include:
Understanding these limitations helps organizations design cleaner pricing structures and avoid unnecessary complexity.
Best practices
To maintain effective pricing management:
Key takeaway
Sales price lists in Business Central provide powerful tools for managing customer pricing, promotions, quantity discounts, and pricing strategies. By properly configuring price lists, maintaining clear pricing structures, and using tools like Suggest Lines and Copy Lines, organizations can improve pricing accuracy, streamline maintenance, and support profitable sales operations.
* This transcript summary has been generated from the Fast Class video by Microsoft Copilot. The Fast Class itself was prepared and taught by Syvantis expert consultants.
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