Set the default price list

Can I do this task?

After you create and save a product, you can set the default price list A group of the specific prices that can be charged for each unit in the unit group of a product. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product.. 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.

1. In the Navigation Pane, click Settings, click Product Catalog, and then click Products.
2. In the Products list, open the product that you want.
3. Under Details, click Information.
4. On the General tab, click the Default Price List box to search for and select a default price list. 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.
5. Click Save or Save and Close.

Note

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