Add or edit price list items

Can I do this task?

1. Open a product or price list record.

   Open the product record you want to add to a price list

   1. In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
   2. In the Product Catalog area, click Products.
   3. In the list of products, open the product that you want.

   Open the price list record you want to add a product to

   1. In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
   2. In the Product Catalog area, click Price Lists.
   3. In the Price Lists list, open the price list that you want.
2. Under Related, click Price List Items.
3. Under List Tools, on the Price List Items tab, in the Records group, click Add New Price List Item.
4. Under General, enter all the information that you have and observe any noted restrictions or requirements:
   • Price List

     Microsoft Dynamics CRM automatically selects the default price list for the item. Click the Lookup button to select a different price list.

   • Currency

     You can specify a currency.

   • Product

     You must select a product to include in the price list.

   • Unit

     You must select a unit for the product.

   • Discount List

     You can select a discount list to apply to this price list.

   • Quantity Selling Option

     The quantity selling option defines whether whole, partial, or both types of quantities can be specified in the Quantity field of Quote Product, Order Product, and Invoice Product records:

     • No Control

       When this option is selected, Microsoft Dynamics CRM will not enforce a quantity selling option.

     • Whole

       Select this option if a partial product cannot be sold. For example, digital cameras cannot be sold in fractions.

     • Whole and Fractional
5. Select this option if the product can be sold both in whole and fractional units. For example, wood chips can be sold in cubic yards, or in fractions of a cubic yard.
6. In the Pricing area, enter all the information you have available and observe any noted restrictions or requirements.
   • Pricing Method

     Select one of the following options:

     • Currency Amount

       This option uses a fixed amount.

     • Percent of List

       This option uses a percent of the list price.

     • Percent Markup - Current Cost

       This option uses a percent of the markup on the product's current cost. The percent markup can range from 0 to 99,999.99 percent.

     • Percent Margin - Current Cost

       This option uses a percent of the margin on the product's current cost. The percent margin can range from 0 to 99.99 percent.

     • Percent Markup - Standard Cost

       This option uses a percent of the markup on the product's standard cost. The percent markup can range from 0 to 99,999.99 percent.

     • Percent Margin - Standard Cost

       This option uses a percent of the margin on the product's standard cost. The percent margin can range from 0 to 99.99 percent.

   • Amount

     If you selected Currency Amount from the Pricing Method list, type the amount. This is a monetary amount and must be a number between 0.00 and 1,000,000,000.00

   • Percentage
7. If you selected any value from the Pricing Method list other than Currency Amount, type the percentage for the pricing method that you want.
8. In the Rounding area, you can set a rounding policy:
   • Rounding Policy

     If you selected a pricing method other than Currency Amount in the Pricing Method list, you can set up a rounding policy. For example, if you want per unit prices to be in the form of $0.99, you can select a rounding policy where all prices per unit automatically have a price that ends in 99 cents. To do this, you select the rounding policy to round the price up, and then set the price to end in a certain amount, such as 99 cents.

     Select one of the following options to determine how your price-rounding policy is controlled:

     • None

       Prices are not rounded.

     • Up

       Prices are rounded up to the nearest rounding amount.

     • Down

       Prices are rounded down to the nearest rounding amount.

     • To Nearest

       Prices are rounded to the nearest rounding amount.

   • Rounding Option

     Select one of the following:

     • Ends in

       Select this option to have the price end in the amount set in the Rounding Amount field.

     • Multiple of

       Select this option to have the price determined as a multiple of the amount set in the Rounding Amount field.

   • Rounding Amount
9. Enter the rounding amount. This must be a whole number between -1,000,000,000 and 1,000,000,000.
10. Click Save or Save and Close.

Notes

• To edit a price list item, perform steps 1 and 2 to navigate to the price list item that you want. Open the item that you want to edit. Or, select the price list item that you want. Then, under List Tools, on the Price List Items tab, in the Records group, click Edit.
• To delete a price list item, perform steps 1 and 2 to navigate to the price list item that you want. Select the item that you want to delete. Under List Tools, on the Price List Items tab, in the Records group, click Delete Price List Item.
• The General section of the product form contains the list price, standard cost, and current cost amounts.