Microsoft Dynamics CRM 2011 Unleashed

Product Catalog

Information about the products being sold is managed in the Product Catalog. You must set up four areas:

• Discount Lists

• Unit Groups

• Price Lists

• Products

To set up products, it is recommended that you set up the areas in the order listed, but you can edit them in any order.

Tip

Although they’re not listed in the previous list, products associated with both Currencies are classified by Subject. If you’re setting up a large Product List, it might make sense to build the Subject categories and add whatever Currencies you want to work with before you start working with products because editing each product later might be time-consuming.

Figure 12.38 shows the Product Catalog and the four areas that must be set up.

Figure ...