In Microsoft Dynamics CRM, the product catalog is the central location for you to store information about your organization's products. This includes prices, discounts, unit sizes, and other related information.
Note
No one can use quotes, orders, and invoices until someone in your organization has set up the product catalog.
Before getting started, make sure you have adequate permissions to set up the product catalog. You must be assigned to one of the following security roles, or have equivalent permissions, to set up the product catalog: Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer.
Because of how the parts of the product catalog depend on each other, set up the components in this order:
- Create discount lists (Optional). If you want to be able to apply volume discounts to product orders, create discount lists first.
- Create unit groups and units. The units measure item quantities. Unit groups define the different measurement availability for your products, such as gallons, liters, or cases.
- Create empty price lists. A price list specifies the price for each unit. You add products to your price lists in a later step.
- Create product. Each product your organization sells needs a product record. Then, link each product record to a unit group and a default unit.
- Add price list items to the price lists. Add each new product to one or more price lists as price list items. Optionally, associate a discount list to a price list. A price list can have only one discount list. However, a discount list may be associated with more than one price list.
- Set the default price list. Select one of the price lists to which you added the product as the default price list for the product. Microsoft Dynamics CRM uses the default price list for calculations when the associated price list in the opportunity or order for the product does not contain a price definition of the product.
This illustrates the steps you follow to create a product catalog.
Related Links
Work with Products
Work with Price Lists
Work with Unit Groups
Follow a quote from creation through closure
