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Is it possible to maintain the different cost for a product in Customer Engagement?

Is it possible to maintain the cost for a product in Customer Engagement?

Salesperson would like to see the margin when creating a quote.

Hi,

This is possible with a small customization.

In Dynamics 365 Sales, the Product Management helps define cost information for your products. When adding a product to a price list as a "price list item," you can specify the "pricing method" for selling that product, which determines what you charge. This pricing method can be based on factors like the standard or current cost, allowing for a markup or percentage adjustment. https://learn.microsoft.com/en-us/dynamics365/sales/create-price-lists-price-list-items-define-pricing-products#create-a-price-list-and-price-list-items .

By using this feature, you can create multiple price lists, adding the same product with different sales prices or cost margins depending on your pricing strategy.

Product Form:

Price List Item Form

When adding a product to a quote (as a quote product in the Quote Details table), you select the relevant price list, and the product is added as a price list item (also in the Quote Details table). The sales price is automatically pulled from the corresponding price list item record, while the cost information is retrieved from the "Related Product" lookup field.

To display the percentage to the user, you can create a Quick View Form for the Price List Item table, add the [Percentage] (field) to it. Then, on the "Quote Product" main form add the Quick View Form you just created.

How to identify the field:

Price List Item Form - Percentage Field