2011 Administrator’s Guide Copyright

Reclassify a product

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 Products.
   
3. 
   In the list of products, select the product that you want to reclassify.
   
4. 
   In the Actions group, click Reclassify.
   
5. 
   Click the Lookup button , search for and select the subject that you want, and then click OK.
   
6. 
   Click OK.
   

Related Topics Work with Products 56

Set the default 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

After you create and save a product, you can set the default price list. 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.

1. 
   In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
   
2. 
   In the Product Catalog area, click Products.
   
3. 
   In the list of products, open the product that you want.
   
4. 
   In the General section, under Costs, in the Default Price List box, select a default price list. You can click the Lookup button to search for and select records.
   
5. 
   Click Save or Save and Close.
   

If you do not set a default price list, a warning message appears on the product form.

Related Topics Work with Products 56

Add or remove substitute products

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 Products.
   
3. 
   In the list of products, open the product that you want.
   
4. 
   In the Navigation Pane, under Common, click Substitutes.
   
5. 
   Under List Tools, on the Products tab, in the Records group, click Add Existing Product.
   
6. 
   Select the product or products that you want to use as substitutes, and then click OK.
   
7. 
   Click the Product tab.
   
8. 
   Click Save or Save and Close.
   

To remove a substitute product in the product record, under Common, click Substitutes, select the substitute product that you want to remove, then on the Products tab, in the Records group, click Remove.

Related Topics Work with Products 56

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