Microsoft Dynamics® CRM Training
Product Catalog: Unit Groups
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Product Catalog: Unit Groups
Hi, and welcome to the Success Portal by xRM.com.
This video follows the "Product Catalog: Discount Lists" video and is the third video in a six-part series. It is a prerequisite for the “Product Catalog: Price Lists" video.
In CRM Online, a Unit Group is a compilation of various volume amounts in which a product is available for purchase.
The Product we’re creating in this video series is Blue Pens. We offer these pens in a single pack of five pens, a box containing five packs, or a case that contains five boxes. This means that we will need to create a Unit Group with three Units: a pack, a box, and a case. The Primary Unit of this Unit Group will be a single pack of pens.
These tasks require a Security Role of Manager, Vice President, CEO-Business Manager, System Administrator, System Customizer, or equivalent privileges.
We begin by navigating to Settings > Business > Product Catalog, and then clicking Unit Groups.
Click New in the ribbon.
The Create Unit Group dialog opens. We’ll type “Pens Unit Group” in the Name field. Excluding “Blue” from the name allows us to apply this Unit Group to multiple Products. If our company sells red and black pens, and we want to offer them in the same Units, we can apply this Unit Group to those Products.
Next, we must indicate a Primary Unit, which is used to define the lowest unit of measurement in which the Product is sold. We’ll type, “Pack”, indicating that the Primary Unit for this Unit Group is a single pack of pens. Now, click OK, thus closing the dialog.
The Unit Group form opens with the name “Pens Unit Group”. Now we can add more Units to the Unit Group. In the left pane, under Common, click Units.
In the Unit Group Units Associated View, we can see the Primary Unit of this group, "Pack". In the ribbon, click Add New Unit.
The Unit form then opens with the temporary name of “New”. When we create a Unit Group, it’s usually convenient to add Units sequentially from smallest to largest. The next Unit in our Unit Group is “Box”, which is what we’ll type in the Name field.
In the Base Unit field, select “Pack”. In the Quantity field, we’ll type “5”, since there are five packs in one box. Click Save & Close, thus closing the form.
Let’s create the last Unit. Click Add New Unit in the ribbon.
The Unit form then opens with the temporary name of “New”. In the Name field, type “Case”.
Let’s have a case contain five boxes of pens. Set the Base Unit to “Box”. In the Quantity field, we’ll type “5”.
Click Save & Close, thus closing the form.
Now, let’s close the Unit Group form.
Back in the Active Unit Groups View, we can see “Pens Unit Group”. As suggested by the name of the View, our Unit Group is already active. To deactivate it, check the corresponding box, and then click Deactivate in the ribbon. It can also be deactivated by opening the Unit Group form and clicking Deactivate. A deactivated Unit Group can be activated in a similar way.
We have now created the Unit Group for our Product. The next video in this six-part series is “Product Catalog: Price Lists”.
Thanks for watching.