Create or edit a product

Can I do this task?

1. In the Navigation Pane, click Settings, click Product Catalog, and then click Products.
2. On the Actions toolbar, click New.
3. On the General tab, enter information or observe any noted restrictions or requirements as needed:
   • ID

     You must enter an ID for the product. The ID can be numbers, letters, or characters and must be fewer than 100 characters in length.

   • Name

     You must enter a name with a length of 100 characters or fewer. The information should be meaningful and unique.

   • Subject

     You can select a subject if you want to associate this product with a subject. Subjects let you categorize your products and can be used to filter reports. You can select a record from a filtered list in the Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM Online, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box., or you can click the Lookup button to search for other records.

   • Unit Group

     You must select the unit group that contains the units by which this item is sold. You can select a record from a filtered list in the Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM Online, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box., or you can click Lookup to search for other records.

   • Default Unit

     You must select a default unit. The default unit is the most common unit that the product is sold in. You can select a record from a filtered list in the Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM Online, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box., or you can click Lookup to search for other records.

   • Currency

     Select the primary currency in which your organization sells this product.

   • Product Type

     Select one of the following product types:

     • Sales Inventory

       This is the default product type, designed to categorize goods that you sell, such as physical products that are available in finite quantities.

     • Miscellaneous Charges

       Select this option to set up a miscellaneous charge, such as restocking, that can be added to quotes, orders, and invoices.

     • Services

       Select services if this item is for a service.

     • Flat Fees

       Select this option to set up a flat fee, such as handling or shipping, that can be added to quotes, orders, and invoices.

   • Quantity On Hand

     This box represents the quantity of items available. You must enter a number between 0 and 1,000,000,000.

   • URL

     You can enter a Web address in this box to provide information about the product or service. Microsoft Dynamics CRM Online users can click the URL link to open the Web page for additional information about the product or service.

   • Default Price List

     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 Online can use the default price list for generating quotes, orders, and invoices.

   • Decimals Supported

     Type a whole number between 0 and 4. If the product cannot be divided into fractional quantities, type 0.

   • List Price

     This is a monetary amount that is based on the list or sales price. Quote, order, and invoice prices are generated from this information.

   • Standard Cost

     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.

   • Current Cost

     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.

4. On the Description tab, you can enter product-specific information in the following fields:
   • Vendor
   • Vendor Part Number
   • Stock Weight
   • Stock Volume
5. Click Save or Save and Close.

   Resolve potential duplicate records.

   1. If the system detects that your record might be a potential duplicate, instead of saving the record, you'll see the Duplicates Detected dialog box.
   2. To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
      • If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
   3. If your new or updated record is not a duplicate, to create the new record, click Save Record.

      - OR -

      If your new or updated record is a duplicate, to cancel your changes, click Cancel.

   Notes

   • If you enter a duplicate record within a few minutes of entering the first record, Microsoft Dynamics CRM Online will not detect the duplicate record. The matchcodes Codes created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. for new and updated records are created every five minutes, rather than as a record is created.
   • Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records

Important

You must save the newly created product form before you can add a default price list.

Notes

• If you are using an accounting program that is integrated with Microsoft Dynamics CRM Online, several of the fields in the product form are maintained automatically.

  Taxes cannot be entered on the product form. You can add taxes when you create a quote A formal offer for products or services, proposed at specific prices and related payment terms, which is sent to an opportunity, account, or contact., order A confirmed request for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer., or invoice An order that has been billed. An invoice is also a record of a sale to a customer, including details about the products or services purchased..