My answer is yes, for many reasons. Includes interactions with PowerApps and Flow! In this situation, you will have to open the item codes' list and search for the required Item Code. If that Product is inside a Product Family, you can find it faster, eliminating the frustration. ), Platinum members (they get one free party a year, marketing, special deals, etc.). The components of the product catalog include; A product can be a physical item such as a chair or a can of beans. You can clone a product regardless of its state. Products can be associated with opportunities, quotes etc. Take my earlier example of Beans. This time I will start to cover concepts around the product catalog. We discovered a few things about Product and Currency. Products start off in draft status. Create products for the items you sell. Unit Group, Discount List, and Price List are containers. He gift-wrapped a large box, set with a ribbon and bow. The above diagram illustrates one possible approach in organizing a family of crackers. Provides an easy way to assign Items on Sales Quote and Sales Order. When you select the clone button a warning message will be displayed stating that a new record will be created. Easily Manage the Items based on the Product, Category, and Model No. 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? If you tap into Product Families and add Product Properties there, you only have to change it once. Instead of defining a separate product codes for 1 can, 1 case, and 1 pallet. How to Embed Power BI Reports in Dynamics Business Central, Dynamics 365 Business Central | Tips & Tricks Part 3, Field is not on the form but is set when Add Product, Add Family, or Add Bundle button is selected and the record opens, Provides a unique value needed for processing, In what quantities listed Product will be sold, Default Unit in which Product will be sold. Only active products can be added to opportunities, quotes, orders or invoices. The remaining will be answered as we work through the series. Category: Category is the second group to add the sub details of the Product. The product catalog is a collection of products and their pricing information. Most likely the existing set of Unit Groups and Units would not satisfy the quantities in which we would sell bundles. Note: Will I sell products/services at different amounts/prices based on customer type? Retail, Wholesale, Reseller, Online, Government, Corporate, Platinum, Gold, Silver, Bronze. If Product Properties are used, it’s essential to utilize Product Families. Includes interactions with PowerApps and Flow! Next notice I have also defined a pallet. The quantity on hand field might be useful if you’d like to import stock levels from an external system. Below you can see the skills measured statement that refers to the product catalog. The Price List will take care of that for us. (I guess cloning all the price list items doesn’t happen!). The target audience should have a basic understanding of how to move around in the Dynamics 365 application. There is no out of the box system functionality to automatically retire a product from the valid to date is reached. Product Bundles are a nice way to group a selection of Products and then sell that as its own item. Make it easier for your sales reps to increase their sales by creating a product catalog. 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. A price list item defines the price per unit of a product. Unit, Discount, and Price List Item are the contents of those containers, and they hold critical data to determine in what quantities products may be sold, levels of Discounts may be applied, and pricing methods will be followed. We thrive on transforming challenges into opportunities. Will I sell products/services at different amounts/prices based on region? Firstly, a single can. The Product Catalog contains the following: Throughout the Understanding the Product Catalog series, we will discuss the following concepts: I will not cover the following concepts as they pertain to the Product Catalog: During the course of this series, I will use screenshots, instructions, and concepts for the 9.1.0000.10743 Wave 2 Enabled D365 version. Product: The product is the first main group to add Main Product details. I will cover families and bundles a little later. With a little creativity and ingenuity; views, charts and dashboards could be created to provide a strong sense of what, when, and where Products are being sold. Other than setting up the pricing for products, product catalog also supports product taxonomy that lets you create a rich classification of products. Maintaining this site takes many hours of my time. Note: These, coupled with the use of Price Lists and Discount Lists allow full control and management of Sales Order processing. Below you can see that I have created a unit group for Canned Goods. (I don’t expect you to need to know how to customize the subject tree in the MB3-717 exam but you might need to know that is exists as a field on product.). I am trying to use the new Unified Interface as much as possible! This being the first which will give an introduction to the concept. When creating a new Product, choose Unit Group wisely because it locks after creation and cannot be altered. You have to categorize the Items into the following three categories. To set up pricing, you need to define the units in which your products are sold, the amount to charge for each unit, and the discounts you want to offer based on volume purchased. This is used when products are being updated. I’ve named it like this because I might want to sell cans of peas, sweet corn and beans all using this one unit group. What is the significance? Once cloned the new record is given a name based on the original with a suffix of an 18-digit long number that is derived from the date time. Once you’ve created your unit groups you can start to create products. In this module, you'll learn how to define products, families, and bundles, take advantage of product properties, and define price lists. The Dynamics 365 Product Catalog is much more than a catalog of products. You can also publish all Products at one time in that Product Family. From Unit Group, Unit, Discount List, Discount, to Product, Currency is either non-existent or optional. Product can only be tied to one Currency. We have the ability to publish an entire Product Family. This blog about the Product Catalog in Dynamics 365 will cover Products, Product Families, and Product Appears on the Field Service tab if Field Service app is installed. It is a group of sales settings that dictate what is sold and in what quantities. Before you can create a product, you must have at least one Unit Group. I hope this post has given you a quick introduction into the product catalog, in later posts I will build on these concepts by explaining price lists, product families, product bundles and such like. This will make more sense as we progress through this blog series, but suffice it to say, that setting up a Product Catalog should be a thoughtful and tailored process for your organization. This app supports the Essential and Premium editions of Microsoft Dynamics 365 Business Central, This app is available in English (United States), https://store-images.s-microsoft.com/image/apps.62907.62b4472a-c2be-4193-bf75-090662fe8733.6951b8a0-47f3-4940-8016-bec07cfe261c.6ae80986-6d77-486e-9994-0a73512a636b, https://store-images.s-microsoft.com/image/apps.59590.62b4472a-c2be-4193-bf75-090662fe8733.6951b8a0-47f3-4940-8016-bec07cfe261c.665a5eb3-54db-4c9a-8716-73820e0412a1, https://store-images.s-microsoft.com/image/apps.9354.62b4472a-c2be-4193-bf75-090662fe8733.6951b8a0-47f3-4940-8016-bec07cfe261c.c223e8df-1079-4ab0-9419-d6b5e602fb46, https://store-images.s-microsoft.com/image/apps.42732.62b4472a-c2be-4193-bf75-090662fe8733.6951b8a0-47f3-4940-8016-bec07cfe261c.320b9c5b-931d-4503-8d2a-0c81caa888e7, https://store-images.s-microsoft.com/image/apps.49065.62b4472a-c2be-4193-bf75-090662fe8733.6951b8a0-47f3-4940-8016-bec07cfe261c.6cf60234-7d62-4318-a40e-741a15591105, https://store-images.s-microsoft.com/image/apps.59742.62b4472a-c2be-4193-bf75-090662fe8733.6951b8a0-47f3-4940-8016-bec07cfe261c.6e81a1ea-1147-4f20-837b-e08d757b9448. Meaning that any inventory information only comes into play when you are using Field Service. but how do we define what those products are and how do they fit into the overall sales process? You have to categorize the Items into the following three categories. Reparenting a Product will provide this warning: The Product Family must be published before reparenting or the following error will encounter: Now that you have your Products inside a Product Family, you will notice a hierarchy icon next to the record in the list: When clicking on the icon, the following screen appears: You will also notice a View Hierarchy button on the Product Family record: Product Properties are not in scope of this blog, but I wanted to mention one of the benefits of using Product Families.

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