Price List Utilities.

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Presentation transcript:

Price List Utilities

Price List Utilities An easy to use tool that helps maintain your company price lists. An intuitive wizard guides you through the price list related procedures. With DPS Price List Utilities you can: add range of new price list items o your price list copy price list information from one product to another modify existing price list items remove existing price list items import new price list items or update existing ones

Add Price List Wizard

Select the price list procedure you wish to complete Select the price list procedure you wish to complete. Appropriate wizard will guide you through the procedure.

Select a price list you wish to update by adding new price list items Select a price list you wish to update by adding new price list items. Specify products.

Specify information for new price list item.

Specify rounding details. This screen is not available if you have specified Currency Amount as Pricing Method.

Preview the records to be processed. Double-click on product to open record in Dynamics CRM.

Verify the settings you have selected. Use “Back” button if you wish to make any changes.

Wizard will start processing. Use “Show Reports” to see details in case there were any errors.

If you want to run another wizard you can run Price List Utilities again.

Update Price List Wizard

Let’s see how you can update existing records in your price list.

You can update price list for a group of products that share a common price method. You can update several price lists at the same time.

Indicate how the price list information should be updated.

Preview the records to be processed. Double-click on product to open record in Dynamics CRM.

Verify the settings you have selected. Use “Back” button if you wish to make any changes.

Wizard will start processing. If there were any errors Use “Show Reports” to see details.

If you want to run another wizard you can run Price List Utilities again.

Copy Price List Wizard

Let’s see how you can copy existing price list from a source product to a range of similar products.

Select a source product with the price list you want to copy. Specify products you want to copy price information to.

Preview the records to be processed. Double-click on product to open record in Dynamics CRM.

Verify the settings you have selected. Use “Back” button if you wish to make any changes.

Wizard will start processing. If there were any errors Use “Show Reports” to see details.

If you want to run another wizard you can run Price List Utilities again.

Remove Price List Wizard

Let’s see how you can remove existing records from your price list.

Enter restrictions to limit price list items that well be removed. Use Price List or Products as ranges.

Preview the records to be processed. Double-click on product to open record in Dynamics CRM.

Verify the settings you have selected. Use “Back” button if you wish to make any changes.

Wizard will start processing. If there were any errors Use “Show Reports” to see details.

If you want to run another wizard you can run Price List Utilities again.

Import Price List Wizard

Let’s see how to import or update existing price list items

Select a file that contains price list items to import or update.

Map source import file fields to CRM Entity fields.

Validate an input file.

Verify settings you have selected. Use “Back” button if you wish to make any changes

Wizard will start processing.

If you want to run another wizard you can run Price List Utilities again.

Price List Utilities With DPS Price List Utilities you can: add range of new price list items o your price list copy price list information from one product to another modify existing price list items remove existing price list items

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