Solved

CRM dynamics importing a price list

Posted on 2013-01-08
2
549 Views
Last Modified: 2013-01-23
Hi All,

Just a quick question with regards to the process involved with importing a price list into CRM dynamics 4.0 which will used for to quote out of CRM.

We have a price list in a csv format which contains the product codes, descriptions and RRP along with trade discounts pricing. However from looking at the CRM it appears as though I will need to first import the products then import a the price list, but I am a little lost on this as I have not had to do this before. If anyone can shed some light on this would be greatly appreciated.

Many Thanks
Adrian
0
Comment
Question by:Adma1
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
2 Comments
 

Author Comment

by:Adma1
ID: 38757804
Looking into this, I have begun putting together a product list to import. However what is the need for having the 'unit group' function and do I need it, if not how do I disable mandatory fields?
0
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 38757949
Unit groups represent how a product is sold. You can't avoid using them.

For example, if you sell  wine then you might sell wine in bottles, boxes of 6 and a pallet of 20 boxes. In this case, create a unit group called Wine (or something more generic). Use a base unit of bottle and then create more units that multiples of bottles.

If you only sell a product individually then you still need a unit group and a base unit.

You can also use unit groups for time-based services. Create a unit group called time, and then creates units of hours and perhaps days.

You must specify a unit group for every product in the catalog. Though a unit group can be used on many products. Depending on your needs you may well find that you only need one unit group for your products.
0

Featured Post

Enroll in July's Course of the Month

July's Course of the Month is now available! Enroll to learn HTML5 and prepare for certification. It's free for Premium Members, Team Accounts, and Qualified Experts.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
There's a multitude of different network monitoring solutions out there, and you're probably wondering what makes NetCrunch so special. It's completely agentless, but does let you create an agent, if you desire. It offers powerful scalability …
Michael from AdRem Software explains how to view the most utilized and worst performing nodes in your network, by accessing the Top Charts view in NetCrunch network monitor (https://www.adremsoft.com/). Top Charts is a view in which you can set seve…

636 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question