Dynamics 365 Sales Product Catalog

The Dynamics 365 product catalog consists of four components:
Unit groups: A unit group defines how a product is packaged for sale. Among other values, it defines the units of measure that the product or service is sold in. For example, an organization that sells gaming systems might sell them individually on a crate that includes 12 individual gaming systems. An organization that provides services to customers might sell their services in increments of hours, days, or weeks.
Products: A product represents the type of product that a company might keep in inventory, a product that’s custom-built, or a service that’s provided to a customer. For example, a beauty salon’s product list might include different hairstyling products and also services like haircuts, hair coloring, and spa services.
Price lists: A price list is a set of prices that are charged for products under specific circumstances. For example, an organization might have multiple price lists to accommodate seasonal variations, specials, or the different markets that the organization sells to (like government, commercial, and education).
Discount lists: A discount list lets organizations offer products or services at different prices, depending on the quantity that’s bought. For example, a small vendor that buys five TVs to sell in its store might pay $350.00 per TV, whereas a large vendor that buys 500 TVs to sell in multiple locations might pay $300.00 per TV.

Of all the components in the preceding list, only discount lists aren’t required. All other components must be set up for any organization that will use the product catalog.

Because of the way that units, discounts, and prices are linked, it’s important that you create the components in a product catalog in the following order.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s