Microsoft Dynamics® CRM Training
Product Catalog: Overview
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Product Catalog: Overview
Hi, and welcome to the Success Portal by xRM.com.
This video is the first of six videos covering the “Product Catalog”.
In CRM Online, the Product Catalog is a collection of Products that you sell to your customers. It also contains Discount Lists, Unit Groups, and Price Lists. Multiple Products can be grouped together for sale as Kits.
In this tutorial, we will pretend that our business sells pens. We will build our Product Catalog around a product called “Blue Pens”. We will offer our Blue Pens in one pack of five pens, one box of five packs, or one case of five boxes.
The tasks we demonstrate in this video series require a Security Role of of Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer, or equivalent privileges.
If you plan to provide a discount for one or more Products in your Product Catalog, it is good practice to create the Discount List first.
A Discount List is a group of price reductions for a Product depending on the volume purchased. Discounts can be based on a percentage of the cost or a fixed amount. Once you relate a Discount List with a Product, the proper Discount is applied to the final price the customer is charged for an Order.
The next step in building a Product Catalog is creating a Unit Group. A Unit Group contains one or more units of measurement of a Product. Unit Groups allow you to price various quantities of a Product individually.
Once the Unit Group is created, it’s time to create a Price List. This is where we can identify the price of each Unit. The Price List contains the individual Product prices in one place. Upon creation, the Price List is empty, meaning there are no Price List Items identifying the individual prices. This is because the actual Product has not yet been created. Once we have created the empty Price List, it’s time to move on to the Product.
When we create the Product, we name it, add the Unit Group, and add the Price List. Once we have done that, we can finish the Price List from the Product form. We add Price List Items which indicate the price of each Unit of the Product. We also add the Discount List at this point.
Once the Product is created, we can package the Product in a Kit. Kits are used to sell Products that are packaged together.
In the Success Portal, you will find a video for each step of creating a Product Catalog: Discount Lists, Unit Groups, Price Lists, Products, and Kits. Since there is a sequential order to building the Product Catalog, we recommend you watch the videos in that order.
Thanks for watching.