Go ahead and open up Products.xlsx and view how you might enter items in the D365 Product Catalog. We don’t have to worry about Currency and Products! The diagram above illustrates more extensive connections or relationships than which we have seen so far. When you select the clone button a warning message will be displayed stating that a new record will be created. The Dynamics 365 Product Catalog is much more than a catalog of products. We also have the ability to create a Product in a published state if the following setting is enabled in the Product Catalog Settings: What can we derive from reviewing the above information? ( Log Out / If Product Properties are used, it’s essential to utilize Product Families. If you have Product Properties for a Product that are not in the Product Family in which you will reparent, they will be overwritten. As I prepare for my Dynamics 365 certification in sales (MB 210), I'm creating blog posts based on my revision. But you can ignore this and publish the product if required. With this App, you don't have to remember all the item codes. Enter your email address to follow this blog and receive notifications of new posts by email. Or maybe even by the pallet load, which might be equivalent to 12 cases. Sorry, your blog cannot share posts by email. They are important, but the contents play a much bigger role when considering the Product Catalog. There are many use cases for Product Catalog such as territory based price and discount lists, bundles, product relationships to facilitate product substitutions, accessories, highlight cross-sell and up-sell opportunities, write-in discounts, and more. If yours is a small business, you might remember every item code in detail but if yours is a big company with many products, it is difficult to remember all the codes. Unorganized data is bad data. Currency. The product catalog not only includes the definition of the actual products and services but also the units they’ll be sold in (unit groups) and the prices that will be charged (Price lists). (So … Baked Beans-xxxxxxxxxxxxxxxxxx). A pallet is made up of 12 cases and a case of 24 cans. Choices are: Sales Inventory, Miscellaneous Charges, Services, Flat Fees. Configure the Suggested Items for specific Items. To help us walk through the various concepts, I will use the following business scenario, all of which is fictional. This time I will start to cover concepts around the product catalog. When defining a product, you’ll allocate a name, unit group (and default unit from that group), default price list and other items like the list price, cost price and standard cost. Maybe you want to clone a retired product to become a new improved version of an old favorite. Note: Read the Introduction here. My dad had an unusual sense of humor. This is Part 1 of a 5 Part series on the Dynamics 365 for Sales Product Catalog. Out of the box the Dynamics 365 sales app does not have a concept of inventory, meaning no stock levels are maintained. A Product Family is a way to group Products together, apply similar characteristics or properties, and help you easily find Products in the Dynamics 365 system. If you save a product without entering a valid price list a warning notification will be given. Here I can add product families, products and product bundles. We will discover what fields have a significant impact on how Products are consumed, and which fields are required, seemingly optional, or optional. Post was not sent - check your email addresses! Below you can see that I have created a unit group for Canned Goods. The Dynamics 365 Product Catalog is much more than a catalog of products. A Product Family is a way to group Products together, apply similar characteristics or properties, and help you easily find Products in the Dynamics 365system. When we clone a product all of its details are copied. Before you can create a product, you must have at least one Unit Group. Only active products can be added to opportunities, quotes, orders or invoices. My answer is yes, for many reasons. Think of it as Product DNA that is passed down from parent to child. It is a group of sales settings that dictate what is sold and in what quantities. The four bottom boxes all represent crackers but have been grouped into two levels of distinction: wheat versus gluten-free and then by type/ingredients. This has a quantity of 24. You have to categorize the Items into the following three categories. As we can see above, we may want to sell a Cheese and Cracker Bundle because so many customers buy it anyway, but in separate units. Is it worthwhile to go through the effort to create families and place products inside them? While assigning Items on Sales Quote and Sales Document, we can easily identify and select Items based on the Product, Category, and Model wise. I remember one holiday where he executed the classic gift trick. Navigating the Product Catalog. . Back to eLearning hub. Remember the business scenario list of how I will sell my products and services? We have the ability to publish an entire Product Family. ( Log Out / Classify Products in Dynamics 365 Using Product Properties. Configuring Items in general 1 Creating Items. Tip: There are some additional options on this tab that impact products and price lists. Unit groups can be found in the product catalog, which is in the settings area of Dynamics 365. Product Properties allow for classification of products. This article holds all the required concept to use and configure Product Catalog using, A product catalog is a collection of products with their pricing information. However, Product Catalog Settings can override this behavior and make the Default Price List not required by Opportunity. As a programmer/developer/consultant, I follow the strategy of “Write once, use many times.” This also applies to setting up your Product Catalog. It’s important in and of itself but not as important. 41 pages of step-by-step instructions for 6 different key tasks in Dynamics 365 Customer Engagement (CRM). Also notice that when the product is opened you can see that a similar code has been given a similar suffix. Product, Product Family, and Product Bundle, How to Embed Power BI Reports in Dynamics Business Central, Dynamics 365 Business Central | Tips & Tricks Part 3, Opportunity, Quote, Order, Invoice and their relationship to the Product Catalog, Cracker (of different types) – each, pack, box, pallet, Cheese, block – each, box, pallet [not weight], Cheese, cubes – bag, box, pallet (in store and shipping), Cheese-making training videos – each, set, Percentage discounts on all crackers in box and pallet Units, Amount discounts on all blocks of cheese in pallet Units, End of year percentage discounts on all cubes of cheese, Percentage discounts on all parties and displays for Corporate and Platinum members, Corporate members (Hotels, Restaurants, Vacation Cruises, etc. You can also create a standalone bundle or a bundle inside a product family. Set up unit groups to help control how products are sold, Create product family hierarchies that include product bundles and individual products, Set up product pricing data by creating price lists and price list items, Use discount lists to provide volume discount pricing. In this situation, you will have to open the item codes' list and search for the required Item Code. The subject tree can be used to categorize products. The default price list is a business recommended field.