Sales

Overview: Build the product catalog

In Microsoft Dynamics CRM, the product catalog is the central location for you to store information about your organization's products, including prices, discounts, unit sizes, and 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. By default, this requires that you be assigned to a Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role, or equivalent permissions, to set up the product catalog.

To get started, in the Navigation Pane, click System Settings, then click Product Catalog. As you begin working with discount lists, unit groups, price lists, and so on, keep in mind that because of the interdependencies between the parts of the product catalog, you should set the components up in the following order:

Create the unit groups and units for your products. You use units to measure item quantities, and you use unit groups to collect the different measurements that your products are available in, such as gallons, liters, or cases.
Create empty price lists, to which you'll add products after the next step. A price list specifies what price can be charged for each unit.
Create product records for each product that your organization sells, and link each product to a unit group and a default unit.
Add your new products to one, or more, price lists as price-list items. Even though you specified a default price list in the product record, you must also add the product record to the price list.
Set the default price list for the product record.
Create discount lists to capture the volume discounts that you want to apply to product orders above a certain size. This step is optional.

The following diagram illustrates the steps to create the product catalog, as well as the order in which the steps must be completed.

Product catalog diagram