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CRM dynamics importing a price list

Posted on 2013-01-08
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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
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Question by:Adma1
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by:Adma1
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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?
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feridun earned 500 total points
Comment Utility
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.
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