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More information: Define related products to increase chances of sales To add product relationships, select the Related tab, and then select Relationships. More information: Use properties to describe a product To change a product's property, in the Product Properties section, open the property by selecting the name, and selecting Override. If you're creating this product under a family, the product will inherit the properties from its parent family. You can use subjects to categorize your products and to filter reports. Subject: Associate this product with a subject. 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. If the product can't be divided into fractional quantities, enter 0. If a customer record does not contain a price list, Sales can use the default price list for generating quotes, orders, and invoices.ĭecimals Supported: Enter a whole number between 0 and 5. 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. Before you can select a default price list, you must complete all the required fields and then save the record. More information: Create a unit group and add units to that groupĭefault Price List: If this is a new product, this field is read-only. If seeds are mostly sold in packets, select that as the unit. Each of these becomes a unit of the product. For example, if you're adding seeds as a product, you can sell it in packets, boxes, or pallets. Units are the quantities or measurements that you sell your products in. For example, if you're adding seeds as a product, you may have created a unit group called "Seeds" and defined its primary unit as "packet."ĭefault Unit: Select the most common unit in which the product will be sold. A unit group is a collection of various units a product is sold in and defines how individual items are grouped into larger quantities. Valid From/ Valid To: Define the period the product is valid for by selecting a Valid From and Valid To date. More information: Change the parent of a product (reparenting) Parent: Select a new parent for this product. To create an independent product, select Add Product. More information: Create a product family The selected family becomes the parent family of the new product you're creating.
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(Applicable for Sales Premium and Sales Enterprise) To create a child product to an existing product family, select the family in the list, and then on the command bar, select Add Product.
#Microsoft dynamics 365 for sales professional
#Microsoft dynamics 365 for sales license
License and role requirementsĭynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional Use products in Dynamics 365 Sales to define the products or services that your organization offers.