Microsoft CRM provides OOB product catalog functionality. We can use a product catalog to store the products or services used in an organization. A product can be a physical item or service. We can define the price list based on the product or its services. For setting up a product, we need to perform the following process:
A unit group contains the basic unit in which the product will be available. For example, kilogram, liter, and hour are all measuring units. So before setting up the product, we need to set a base unit for the product. Perform the following steps to set a unit group and primary unit:
Once we have set up a basic unit group, let's set up our products. We are going to use the products to represent our room service category. We have the following room types:
Perform the following steps to set up a product:
Follow the preceding steps to set up the following products:
ID |
Name |
Subject |
Unit Group |
Default Unit |
Product Type |
Decimals Supported |
---|---|---|---|---|---|---|
Dlx 2 |
Deluxe Non A/C |
Room |
Service |
Day |
Deluxe Non A/C |
2 |
SDlx |
Semi Deluxe |
Room |
Service |
Day |
Semi Deluxe |
2 |
Fbed |
Family Room |
Room |
Service |
Day |
Four Bed |
2 |
Eco |
Economy Room |
Room |
Service |
Day |
Economy |
2 |
Once we have set up the product categories, we need to set up the price list for our product categories.
Price lists are a way to manage different pricing value for the same product. Once a price list is created, we can add multiple price list items using multiple products. Perform the following steps to create a price list in MS CRM 2011:
Default
in the Name field of the Price List form.We need to create price list items for all the room categories. Perform the following steps to set up the price list items:
Sr. No. |
Field Name |
Value |
---|---|---|
1 |
Price List |
Deluxe Non A/C |
Unit |
Day | |
Pricing Method |
Currency amount | |
Amount |
200 | |
Quantity Selling Option |
No control | |
2 |
Price List |
Semi Deluxe |
Unit |
Day | |
Pricing Method |
Currency amount | |
Amount |
150 | |
Quantity Selling Option |
No control | |
3 |
Price List |
Family Room |
Unit |
Day | |
Pricing Method |
Currency amount | |
Amount |
100 | |
Quantity Selling Option |
No control | |
4 |
Price List |
Economy |
Unit |
Day | |
Pricing Method |
Currency amount | |
50 | ||
Quantity Selling Option |
No control |
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