2011 Administrator’s Guide Copyright

Using Price Lists

You can create multiple price lists in Microsoft Dynamics CRM.

In Microsoft Dynamics CRM, price list items are a combination of price list, product, and unit group. The price list and discount list combined determine the final pricing for products on quotes, orders, and invoices.

You can configure pricing options within Microsoft Dynamics CRM to control how prices are calculated. You can configure the pricing method and the rounding policy.

Work with Price Lists

Concepts:

• 
  Creating the Product Catalog (on page 45)
  
• 
  Using Price Lists (on page 51)
  

Create or edit a price list

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions

1. 
   In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
   
2. 
   In the Product Catalog area, click Price Lists.
   
3. 
   To create a price list, in the Records group, click New.
   

To edit a price list, select the price list that you want, and then click Edit.

4. 
   In the Price List form, enter the following information:
   

• 
  Name
  

• 
  Start Date
  

You must enter the date in the format your organization has set for dates. For example, 01/01/2006 or 31.12.2005.

If you omit leading zeros in a date, Microsoft Dynamics CRM will add them automatically. For example, when you type 1/1/06, Microsoft Dynamics CRM will display it as 01/01/2006, if that is the date format of your organization.

• 
  End Date
  

• 
  Currency
  

5. 
   Click Save or Save and Close.
   

When you add price list items, create a price list item for each unit in which the product is available. For example, if the product is available as a single item (each), in a dozen, and in a gross, create three list items. This lets you order the product in any quantity you want using the same price list.

You must create at least one price list for each of the currencies in which your organization does business.

The values that you specify in the Start Date and End Date fields are for reference only and do not affect Microsoft Dynamics CRM business logic.

Related Topics Work with Price Lists 51

Add or edit price list items

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Sales Permissions

1. 
   Open a product or price list record.
   

1. 
   In the Navigation Pane, click Settings, click Product Catalog, and then click Products.
   
2. 
   In the list of products, open the product that you want.
   

3. 
   In the Navigation Pane, click Settings, click Product Catalog, and then click Price Lists.
   
4. 
   In the list, open the price list that you want.
   

2. 
   Under Related, click Price List Items.
   
3. 
   Under List Tools, on the Price List Items tab, in the Records group, click Add New Price List Item.
   
4. 
   Under General, enter all the information that you have and observe any noted restrictions or requirements:
   

• 
  Price List
  

• 
  Currency
  

• 
  Product
  

• 
  Unit
  

• 
  Discount List
  

• 
  Quantity Selling Option
  

• 
  No Control
  

• 
  Whole
  

• 
  Whole and Fractional
  

5. 
   Select this option if the product can be sold both in whole and fractional units. For example, wood chips can be sold in cubic yards, or in fractions of a cubic yard.
   
6. 
   In the Pricing area, enter all the information you have available and observe any noted restrictions or requirements.
   

• 
  Pricing Method
  

• 
  Currency Amount
  

• 
  Percent of List
  

• 
  Percent Markup - Current Cost
  

• 
  Percent Margin - Current Cost
  

• 
  Percent Markup - Standard Cost
  

• 
  Percent Margin - Standard Cost
  

• 
  Amount
  

• 
  Percentage
  

7. 
   If you selected any value from the Pricing Method list other than Currency Amount, type the percentage for the pricing method that you want.
   
8. 
   In the Rounding area, you can set a rounding policy:
   

• 
  Rounding Policy
  

Select one of the following options to determine how your price-rounding policy is controlled:

• 
  None
  

• 
  Up
  

• 
  Down
  

• 
  To Nearest
  

• 
  Rounding Option
  

• 
  Ends in
  

• 
  Multiple of
  

• 
  Rounding Amount
  

9. 
   Enter the rounding amount. This must be a whole number between -1,000,000,000 and 1,000,000,000.
   
10. 
    Click Save or Save and Close.
    

• 
  To edit a price list item, perform steps 1 and 2 to navigate to the price list item that you want. Open the item that you want to edit. Or, select the price list item that you want. Then, under List Tools, on the Price List Items tab, in the Records group, click Edit.
  
• 
  To delete a price list item, perform steps 1 and 2 to navigate to the price list item that you want. Select the item that you want to delete. Under List Tools, on the Price List Items tab, in the Records group, click Delete Price List Item.
  
• 
  The General section of the product form contains the list price, standard cost, and current cost amounts.
  

Related Topics Work with Products 56 Work with Price Lists 51