Products from the product catalog can be used to build quotes and orders, and can be associated with opportunities or service cases. Use the following tables in Dynamics 365 Sales to manage your product catalog.Ī product is either a physical inventory item (such as lumber or a nail), or a service (such as a haircut or tree pruning) that a company sells. Specifying localized values for certain product properties (attributes) to make the product names and descriptions available in the user-preferred languages. Specify whether you want the price level (price list) to be automatically set for an opportunity, quote, order, or invoice based on the sales territory relationship of the user. ![]() Further, you can select whether to apply discounts for products at the per-unit or line level. ![]() You can also use custom pricing instead of the Dynamics 365 Sales system pricing to calculate prices when you associate a product or bundle to an opportunity, quote, order, or invoice. The related products for a product are displayed as suggestions to the sales agents when they add the product to an opportunity, quote, order, or invoice.ĭefining multiple pricing and discounting models. ![]() ![]() You should use bundles instead.ĭefining related products in the system (substitute, cross-sell, up-sell, or accessory). Kits are deprecated in the current release of Dynamics 365 Sales.
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