Microsoft Dynamics® CRM Training
Product Catalog: Kits
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Product Catalog: Kits
Hi, and welcome to the Success Portal by xRM.com.
This video follows the "Product Catalog: Products" video and is the final video in a six-part series.
In CRM Online, Kits are a Product Catalog item that consists of one or more Products packaged together.
In this tutorial we will create a new Product, convert it into a Kit, and add multiple Products to the Kit so they may be sold together.
Both the task of converting a Product to a Kit, and adding Products to a Kit require a Security Role of Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer, or equivalent privileges.
We begin by navigating to Settings > Business > Product Catalog, and then clicking Products.
If you remember, in the video “Product Catalog: Products”, we created the Product, “Blue Pens”. For the purposes of this tutorial, I have created four more Products called “Black Pens”, “Green Pens”, “Orange Pens”, and “Red Pens”. We want to create a Kit that contains five packs of pens, one of each color.
Click New in the ribbon.
The Product form opens with the temporary name of “New”.
Let’s type “Color Pens Kit” in the Name field. We’ll enter “CPK” in the ID field.
In the Decimals Supported field, let’s enter “0”.
In the Unit Group field, select “Pens Unit Group”, which we created in the video “Product Catalog: Unit Groups”.
If you remember from that video, one of the Units is “Box”, which contains 5 packs of pens. Since this Kit will contain five packs of pens, we’ll make “Box” the Default Unit.
Now, click Save in the ribbon.
The Product form refreshes and now has the name we gave it.
We’ll now give this Product a price. Click Price List Items, under Common, in the left navigation pane.
In the ribbon, click Add New Price List Item.
The Price List Item form opens with the temporary name of “New”. In the Price List field, select “Retail”.
In the Quantity Selling Option field, select “Whole”, since we will not offer fractions of this Kit.
In the Amount field, we’ll enter “$40.00”, which matches the price of 1 box of pens.
Now, click Save & Close in the ribbon, thus closing the form.
Navigate back to the General section of the Product form.
In the Default Price List field, we can now select “Retail”.
Now, let’s make this Product a Kit. In the ribbon, click Convert to Kit.
The Convert to Kit Confirmation dialog opens. Click OK to complete the conversion. The dialog then closes.
The form then refreshes as a Kit form. Notice in the ribbon we have the option to convert the Kit back to a Product.
Now, let’s add the five Products to this Kit. Click Kit Products under Common in the left navigation pane.
In the ribbon, click Add Existing Product.
The Look Up Records dialog opens. Select “Black Pens”, “Blue Pens”, “Green Pens”, “Orange Pens”, and “Red Pens”. Click the Add button, and then click OK, thus closing the dialog.
The Products we just added to the Kit appear in the Product Associated View.
We have now created a new Kit and added Products to it. This Kit can now be used in Quotes, Orders, and Invoices for customers.
Thanks for watching.