Setting up Products in a matrix

Once you've set up Product Families, Lists and UOMs, you can create Products and pricing within a matrix that reflects these items.

1. Click <My Profile> | Administration | Data Management | Products.
2. Click the Products tab and click New.
3. Type the product name in Product Name. For example, CRM Standard.
4. Type the product code in Product Code. For example, 00010.
5. Assign a product family to the Product Family field using the Search Select Advanced buttons.
6. Select a Unit of Measure Category from Unit Of Measure Category.
7. Click Save. The Product page is displayed with panels for existing Price Lists.
   In this example, there are two Price Lists, Wholesale and Retail which lists existing UOMs. If you configured the system to use multiple currencies for Products, additional columns are available so that you can specify prices for all of the currencies.
8. Click Edit and enter a price for each UOM in each price lists.
9. Click Save and then click Continue.
10. Continue to create more products in this way. The new Products are displayed on the Products tab. The user can now begin creating a Quote and select the Pricing List to be used, for example Wholesale or Retail.

If you configured the system to use multiple currencies for Products, the user can also select the currency to be applied to the Quote or Order, and all subsequent Line Items.

When the Line Item is added to the Quote, the Product Family, Product, and Unit Of Measure can be specified. As a result, the correct price is automatically added to the List Price and Quoted Price fields. The value Quoted Price field can be changed to provide a line discount, which will be reflected in the Line Item Discount field when the item is saved.