Price lists are a component of the product catalog. Price lists contain one or more individual product prices that have been categorized into a list to allow for maintenance and accessibility. The 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. includes the prices that are charged for each unit group A compilation of the different measurements that a product is available in. A unit group contains the base unit in which a product is available, for example, a two-liter bottle. It then lists all the different increments that this base unit is packaged in for sale, such as an individual two-liter bottle or a case of 6 two-liter bottles, and also indicates which measurement is the primary unit. of a product.
You can create multiple price lists in Microsoft Dynamics CRM.
In Microsoft Dynamics CRM, price list items are a combination of price list, product, and unit group. The price list and discount list A group of price reductions that can be applied to a product, based on volume purchased. Discount lists can be added to price list items in a product. combined determine the final pricing for products on quotes Formal offers for products or services, proposed at specific prices and related payment terms, which are sent to opportunities, accounts, or contacts., orders Confirmed requests for delivery of goods or services based on specified terms. An order is a quote that has been accepted by a customer., and invoices Orders that have been billed. An invoice is also a record of a sale to a customer, including details about the products or services purchased..
You can configure pricing options within Microsoft Dynamics CRM to control how prices are calculated. You can configure the pricing method The approach that determines what amount will be charged for an item in the product catalog. You can choose to use the prices defined in the product catalog or you can override the default prices with a specific amount or a percentage. and the rounding policy How prices for products are rounded in quotes, orders, and invoices. The rounding policy gives you control over whether prices are rounded up, down, or to the nearest amount of the currency amount that you specify..