2011 Administrator’s Guide Copyright
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Deactivate or activate a price listCan I do this task? 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 If you must remove a price list, it is better to deactivate the price list rather than delete it. When you delete a price list, the price list and the price list items included in the list are lost. If you deactivate a price list, you can easily reactivate the list if you need to. Important Deactivating a discount list or price list can cause incorrect calculations to occur in quotes, orders, or invoices that use the discount or price list. Before you deactivate a discount or price list, make sure that it is not included in any active quotes, orders, or invoices.
- OR -
Note To view deactivated price lists, in the Views list, click Inactive Price Lists.
Creating a Product in the Product CatalogA product is any item that you are selling. It can be either a physical inventory item or a service. You can add products to the product catalog in the Settings area of Microsoft Dynamics CRM. You can use product records to track and publish your products or services. A product can be created as a single unit, or you can create a kit that includes a group of products. In addition, if a replacement product for a particular product is available, you can add that product as a substitute product. In Microsoft Dynamics CRM, a product contains the following components and options:
Critical information about the product such as unit group, unit, default price list, and list price.
Alternatives to the product. When you create a quote, order, or invoice, you can use the product catalog to find and substitute a similar product if the existing product has become inactive or is out of stock.
Products associated with a specific price list. When you set up a price list item with a pricing policy that is set to Currency Amount, you must select a fixed monetary amount. In addition, when you use a currency amount pricing policy, the Rounding area is unavailable.
Products that are bundled together to form a kit.
When you reclassify a product, you change the subject that the product is related to. Work with ProductsProducts are any items in the product catalog. You can link products to other records, including quotes, campaigns, and cases. Concepts:
Create or edit a productCan I do this task? 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
- OR - To edit a product, select the product, and then in the Records group, click Edit.
You must enter an ID for the product. The ID can contain numbers, letters, or characters and must contain fewer than 100 characters.
Type a name that is between 1 and 100 characters. The name should be meaningful and unique.
You can associate this product with a subject. You can use subjects to categorize your products and to filter reports. You can click the Lookup button  to search for and select records.
You must select the unit group that contains the units that this item is sold in. You can click the Lookup button to search for records or to select records.
You must select a default unit. The default unit is the most common unit that the product is sold in. You can click the Lookup button to search for records or to select records.
Select the primary currency in which your organization sells this product.
Select one of the following product types:
Sales inventory is the default product type. Use it to categorize goods that you sell, such as physical products that are available in finite quantities.
Use a miscellaneous charge for items such as restocking that you want to add to quotes, orders, and invoices.
Use services for an item that is a service.
Use flat fees for items such as handling or shipping that you want to add to quotes, orders, and invoices.
Enter a number between 0 and 1,000,000,000 to represent the quantity of items available.
To provide information about the product or service, type a Web address. Microsoft Dynamics CRM users can click the URL link to open the Web page for additional information about the product or service.
If this is a new product, this field is read-only. Before you can select a default price list, you must complete all the required fields, and then save the record. Although the default price list is not required, after you save the product record, it is a good idea to set a default price list for each product. Then, if a customer record does not contain a price list, Microsoft Dynamics CRM can use the default price list for generating quotes, orders, and invoices.
Type a whole number between 0 and 5. If the product cannot be divided into fractional quantities, type 0. The precision of the Quantity field in the quote, order, or invoice product record is validated against the value in this field if the product does not have an associated price list.
This is a monetary amount that is based on the list or sales price. Quote, order, and invoice prices are generated from this information.
This is a monetary amount that is based on the typical cost of the item. Quote, order, and invoice prices are generated from this information.
This is a monetary amount that is based on the current or temporary cost of the item. Quote, order, and invoice prices are generated from this information.
Resolve potential duplicate records. If the system detects that your record might be a potential duplicate, instead of saving the record, Microsoft Dynamics CRM displays the Duplicates Detected dialog box.
- OR - If your new or updated record is a duplicate, to cancel your changes, click Cancel. Notes
Important You must save the newly created product form before you can add a default price list. Notes
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