Trade agreement
A trade agreement is a system rule that defines price, discount, and payment terms for specific vendors, customers, or items. D365 uses these to automate price application during sales and procurement.
How do you configure a trade agreement to automate pricing in D365?
A trade agreement is the fundamental, automated price-list rule that prevents your sales and procurement teams from having to guess the "right" price for an item, as it tells D365 exactly which discount, price level, or surcharge should apply based on the customer, the vendor, the date, and the order quantity, ensuring your commercial terms are applied flawlessly, 100% of the time.
If your team is currently "overriding" system prices on a daily basis, your trade agreement configuration is likely too rigid or simply hasn't been maintained to reflect your current market reality. We help you build a rules-based pricing engine that is easy to manage, fast to update, and completely accurate across your entire sales and purchasing catalog.
Maintaining professional commercial terms demands dedicated, proactive technology management. Engaging an experienced technical team under a professional Dynamics 365 consulting contract guarantees that your pricing rules remain fully performant.
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Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.