Set the default price list

Can I do this task?

After you create and save a product, you can set the default price list A group of the specific prices that can be charged for each unit in the unit group of a product. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product.. 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.

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.
4. In the General section, under Costs, in the Default Price List box, select a default price list. You can click the Lookup button to search for and select records.
5. Click Save or Save and Close.

Note

If you do not set a default price list, a warning message appears on the product form.