Price List Utilities
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3 Price List Utilities Price List Utilities is an add-on application specially designed for Dynamics CRM 365 v 9.x. Written in HTML 5 it seamlessly integrates with the latest version of the Dynamics CRM 365 v 9.x Packaged as managed solution is fully compatible with all types of the deployment (on-premises, live). No client or server side installation needed. This product is licensed per organization.
4 Price List Utilities With its intuitive wizard driven interface you will be able to: add new price lists items to multiple products update pricing information globally (by percentage or fixed amount) copy price lists items from one product to multiple products copy price lists items from one price list to multiple price lists remove price lists items export price list items to a file which can be used later as a source for import import or update price lists items from a flat file set default price list on a product
5 ADD PRICE LIST WIZARD
6 Choose a wizard to complete. Select the price list procedure you wish to complete. Appropriate wizard will guide you through the procedure.
7 Select a price list you wish to update by adding new price list items. Specify product range. Select a price list and restrictions.
8 Specify information for new price list item Specify pricing details.
9 Specify rounding details. Specify rounding details. This screen is not available if you have specified Currency Amount as a Pricing Method.
10 Preview the records to be processed. Preview the records to be added.
11 Preview the records to be added. use Select All button to quickly select records on all pages use Select None button to deselect records on all pages and ark records individually use filters to identify records
12 Review settings. Verify the settings you have selected. Use Back button if you wish to make any changes.
13 Processing. Wizard will start processing. Use Show Report to see details in case there were any errors.
14 If you want to run another wizard you can run Price List Utilities again. Completed the Price List Utilities Wizard.
15 UPDATE PRICE LIST WIZARD
16 Let s see how you can update existing records in your price list. Choose a wizard to complete.
17 Enter restrictions. You can update price list for a group of products that share the same pricing method. You can update multiple price list items at the same time.
18 Indicate how the price list information should be updated. Specify update details.
19 Preview the records to be processed. Preview the records to be updated.
20 Review settings. Verify the settings you have selected. Use Back button if you wish to make any changes.
21 Processing. Wizard will start processing. Use Show Report to see details in case there were any errors.
22 If you want to run another wizard you can run Price List Utilities again. Completed the Price List Utilities Wizard.
23 COPY PRICE LIST WIZARD
24 Let s see how you can copy existing price list from a source product to a range of similar products. Choose a wizard to complete.
25 Select a source (Product or Price List) Select how you want to copy information. You can copy price list items: - from one Price List to one or more pricelists - from one Product to other
26 This screen will only be available when you copy to multiple price lists. Specify Target Price List.
27 Preview the records to be processed. Preview the records to be copied.
28 Review settings. Verify the settings you have selected. Use Back button if you wish to make any changes.
29 Processing. Wizard will start processing. Use Show Report to see details in case there were any errors.
30 If you want to run another wizard you can run Price List Utilities again. Completed the Price List Utilities Wizard.
31 REMOVE PRICE LIST WIZARD
32 Let s see how you can remove existing price list records. Choose a wizard to complete.
33 Enter restrictions. Enter restrictions to limit price list items that well be removed. Use Price List or Products as ranges.
34 Preview the records to be processed. Preview the records to be removed.
35 Review settings. Verify the settings you have selected. Use Back button if you wish to make any changes.
36 Processing. Wizard will start processing. Use Show Report to see details in case there were any errors.
37 If you want to run another wizard you can run Price List Utilities again. Completed the Price List Utilities Wizard.
38 IMPORT PRICE LIST WIZARD
39 Let s see how to import or update existing price list items Choose a wizard to complete.
40 Select a file that contains price list items to import or update. Select an input file.
41 Map source import file fields to CRM Entity fields. Map fields.
42 Validate the input file. Input file validation.
43 Review settings. Verify settings you have selected. Use Back button if you wish to make any changes
44 Processing. Wizard will start processing. Use Show Report to see details in case there were any errors.
45 If you want to run another wizard you can run Price List Utilities again. Completed the Price List Utilities Wizard.
46 EXPORT PRICE LIST WIZARD
47 Let s see how to export existing price list items Choose a wizard to complete.
48 Select how you want to identify records to export (by Price List or by Product) Specify export range.
49 Select location and format for the export file Specify export file.
50 Review settings. Verify the settings you have selected. Use Back button if you wish to make any changes.
51 Processing. Wizard will start processing. Use Show Report to see details in case there were any errors.
52 If you want to run another wizard you can run Price List Utilities again. Completed the Price List Utilities Wizard.
53 DEFAULT PRICE LIST WIZARD
54 Let s see how to set a default Price List on a product Choose a wizard to complete.
55 Select the Price List you want to set as default and range of products you want to update. Price List and Restrictions
56 Preview the records to be processed. Preview the records to be updated.
57 Review settings. Verify the settings you have selected. Use Back button if you wish to make any changes.
58 Processing. Wizard will start processing. Use Show Report to see details in case there were any errors.
59 If you want to run another wizard you can run Price List Utilities again. Completed the Price List Utilities Wizard.
60 Price List Utilities With its intuitive wizard driven interface you will be able to: add new price lists to multiple products update pricing information globally (by percentage or fixed amount) copy price lists from one product to multiple products copy price lists from one price list to multiple pricelists remove unwanted price list items import or update price lists from a flat file export price list to a file which can be used later as a source for import
61 Download : Support:
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Packaged as managed solution is fully compatible with all types of the deployment (on-premises, live). No client or server side installation needed.
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