Item Pricing for E-Commerce

Microsoft Dynamics NAV includes extensive functionality of how you can set up Item prices and Discounts for your Customers. Please see NAV Pricing and Discounting Examples for some insight on the pricing configuration options.

E-Commerce B2B fully uses the prices and discounts as configured in NAV, and each customer, once signed in, will see “their” prices with appropriate discounts applied when browsing product listings and ordering products on E-Commerce web application. This includes:

  • Item Sales Prices, or Item Unit Price if no applicable Sales Prices are set up
  • Item Line Discounts
  • Invoice Discounts
  • VAT% that must be applied, which may vary based on products, and may be 0% for intra-EU transactions

Generally, the following rule is in place - when ordering at E-Commerce, customers get the same Item pricing and order totals as if the Sales Order was created manually in Dynamics NAV by a sales manager.

E-Commerce supports the following scenarios as applicable to your business model:

Scenario Description Pricing Setup in NAV
B2B Scenario Only authorized customers can access E-Commerce catalog and place orders. All the authorized customers have their respective Customer cards in Dynamics NAV. Dynamics NAV pricing/discounting setup is used without special considerations.
B2C Scenario You run a web store available to general public, anyone can view the products and order. You set up a generic Customer card for the “B2C Customer”, and ensure your retail pricing is applied to “B2C Customer” card. For any visitor that has not signed in, the generic “B2C Customer” card is assumed for price/discount calculation.
B2B / B2C mixed Both of the above, combined. While not signed in, the generic “B2C Customer” card is assumed for pricing. Once the customer signs in, their respective Customer card is used for pricing.

E-Commerce assumes your customers with Customer cards in Dynamics NAV to be “B2B customers”. As per Dynamics NAV functionality, Customers may have their specific Item prices or discounts set up using Sales Prices, Sales Line Discounts, and Invoice Discounts tables. Your customers can also be assigned Price and Discount Groups that you can base your pricing on.

The pricing that you have set up in Dynamics NAV is fully reflected in E-Commerce once an authorized B2B Customer signs in, i.e. all the prices and order amounts will be calculated just as if you created a Sales Order for the customer in Dynamics NAV.

Consequently, there are no E-Commerce specifics for B2B pricing/discounts for B2B customers, and any pricing/discounts rules should be set up using standard Dynamics NAV functionality.

If your web store is available to general public so that anyone can view the catalog, see the pricing, and purchase Items without first signing in, you need to set up the retail pricing for your products that will be used for any site visitors not signed in. This is done by setting up a generic "B2C" Customer card in Dynamics NAV and assigning Item pricing so that your retail pricing is applied to the generic “B2C” Customer.

In B2C scenarios, it is a common requirement to assign your customers loyalty levels or groups which then affect the pricing, e.g. offer a 3% discount on subsequent purchases, 5% discount for loyalty-card owners or similar.

In E-Commerce B2B, you achieve loyalty-based pricing by creating a separate generic “B2C” Customer card for each of your loyalty level, and set up Item pricing for each such Customer card. E.g. the discount for Item groups X,Y,Z will be 3% for Customer “B2C Loyalty - Silver”. Provided the customers have their accounts created upon registration, which are represented in NAV Contact cards, you link each of the Contacts to the appropriate Customer card. This is done using standard NAV Contacts functionality.

In retail it is common or regulated by law to display item prices with VAT included, and the majority of public e-commerce stores adhere to this practice.

In general, E-Commerce B2B will display the prices VAT-inclusive or VAT-exclusive based on the Customer Card setting “Prices Including VAT”, which is typically checked for the generic B2C customer, meaning the prices will be displayed VAT-inclusive. You can set this up per customer though, to e.g. display VAT-exclusive prices for B2B customers once they sign in.

When targeting your e-commerce at more than one country with different VAT rates, you may want different VAT rates to be applied to prices per each of your stores/countries. Again, since VAT calculation in based on standard NAV and E-Commerce uses the VAT settings from the Customer card, you can create a separate generic B2C Customer card for each of your target country, and configure each of your e-commerce site to use the appropriate generic B2C Customer card for VAT calculation.

  • docs/pricing_and_discounts.txt
  • Last modified: 24.02.2017 15:50
  • by ivars