How to add Quote Product from the same Product Family

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Posted on by Barbara Forsman

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Hello,

I am new to Products and am trying to determine how I can set it up so users can only add Quote Products to the quote if the product is in the same product family.

Could anyone advise how this could be set up to disallow non-family member products?

Thank you in advance!

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Barbara Forsman 604 on at

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RE: How to add Quote Product from the same Product Family

I found the answer in this YouTube video on product set-up.

www.youtube.com/watch

After I created a price list and added products to the price list, those are the only products available to choose from.
Barbara Forsman 604 on at

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RE: How to add Quote Product from the same Product Family

Thank you for your reply. I had thought of this but I couldn't find any fields that I could key off for a Quote Product view. I was thinking I wanted to key off the Family Hierarchy field, but it is not available. Which field would work best?
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Dynamics_Alok 1,746 on at

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RE: How to add Quote Product from the same Product Family

For Quote Product lookup ,create a view for the same family Product and disable the view.