Create or edit a product

Can I do this task?

1. In the Navigation Pane, click Settings. Then, under Business, click Product Catalog.
2. In the Product Catalog area, click Products.
3. To add a new product, in the Records group, click New.

   - OR -

   To edit a product, select the product, and then in the Records group, click Edit.

4. In the General section, enter or edit information or observe any noted restrictions or requirements as needed:
   • ID

     You must enter an ID for the product. The ID can contain numbers, letters, or characters and must contain fewer than 100 characters.

   • Name

     Type a name between 1 and 100 characters.

   • Subject

     You can associate this product with a subject. You can use subjects to categorize your products and to filter reports. You can click the Lookup button to search for and select records.

   • Unit Group

     You must select the unit group that contains the units that this item is sold in. You can click the Lookup button to search for records or to select records.

   • Default Unit

     You must select a default unit. The default unit is the most common unit that the product is sold in. You can click the Lookup button to search for records or to select records.

   • Currency

     Select the primary currency in which your organization sells this product.

   • Product Type

     Select one of the following product types:

     • Sales Inventory

       Sales inventory is the default product type. Use it to categorize goods that you sell, such as physical products that are available in finite quantities.

     • Miscellaneous Charges

       Use a miscellaneous charge for items such as restocking that you want to add to quotes, orders, and invoices.

     • Services

       Use services for an item that is a service.

     • Flat Fees

       Use flat fees for items such as handling or shipping that you want to add to quotes, orders, and invoices.

   • Quantity On Hand

     Enter a number between 0 and 1,000,000,000 to represent the quantity of items available.

   • URL

     To provide information about the product or service, type a Web address. Microsoft Dynamics CRM users can click the URL link to open the Web page for additional information about the product or service.

   • Default Price List

     If this is a new product, this field is read-only. Before you can select a default price list, you must complete all the required fields, and then save the record. Although the default price list is not required, after you save the product record, it is a good idea to set a default price list for each product. Then, if a customer record does not contain a price list, Microsoft Dynamics CRM can use the default price list for generating quotes, orders, and invoices.

   • Decimals Supported

     Type a whole number between 0 and 5. If the product cannot be divided into fractional quantities, type 0. The precision of the Quantity field in the quote, order, or invoice product record is validated against the value in this field if the product does not have an associated price list.

   • List Price

     This is a monetary amount that is based on the list or sales price. Quote, order, and invoice prices are generated from this information.

   • Standard Cost

     This is a monetary amount that is based on the typical cost of the item. Quote, order, and invoice prices are generated from this information.

   • Current Cost

     This is a monetary amount that is based on the current or temporary cost of the item. Quote, order, and invoice prices are generated from this information.

5. Under Information, click Description, and then enter product-specific information in the following fields:
   • Vendor
   • Vendor Part Number
   • Stock Weight
   • Stock Volume
6. Click Save or Save and Close.

Important

You must save the newly created product form before you can add a default price list.

Notes

• If you are using an accounting program that is integrated with Microsoft Dynamics CRM, several of the fields in the product form are maintained automatically.
• Taxes cannot be entered on the product form. You can add taxes when you create a quote A formal offer for products or services, proposed at specific prices and related payment terms, which is sent to an opportunity, account, or contact., order A confirmed request for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer., or invoice An order that has been billed. An invoice is also a record of a sale to a customer, including details about the products or services purchased..