Write-in product with markup

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Posted on by Franglais

OK, so I have a client that is wanting to use write-in products to create quotes to send to companies. They are a consultancy, so they get a spec from clients and then put out to suppliers to quote, then put a markup on it and send the quote out to clients.

Each opportunity product will be a completely different amount to the next, so using the product catalogue won't work.

They want to be able to put in a price they have been quoted, and the system to then mark it up and have that on the quote.

Is this possible in just customisation, or would a plugin have to be written for this?

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you can use product catalogue and overide price.

to get the mark up you can add cost to Current Cost per unit and then write a javascript on this field change

to calculate markup and add Unit Price?

does mark up is same for all products ? if yes much easier

otherwise you need to store mark up against product or quote.

do you know how to write javascript and read form attributes values?

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Franglais on at

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The issue is that I may have 100 opportunities, all with different prices for the product? i.e. there is no fixed price for the product?

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that's why you can click on override price and add the price, because you need to add mark up you can add the cost first then your javascript will update unit price.

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Aileen Gusni 44,524 on at

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Franglais,

May I know why you want to use Write In Product instead of existing product? Because it will affect your data quality and analytic in term of data since you cannot analyze by product if it is a free text.

You are right.

If you use write in, You cannot use Price List as part of Product Catalog module for this case because your write-in product will not be assigned to specific price list and as we know CRM has markup pricing by cost or list price and stored them in the Price List in the Product Catalog.

If you don't have any strong reason to use write in instead of existing product, I agree with Fernando's answer to use override product..

Last time in a project I got markup concept.

Then I still use the existing product, use the existing price list for this product then I have 3 fields: one is price by price list (before markup), markup field, and price after markup field...

First, I was thinking to suggest you to use Price List with Markup from Costing in the Product Catalog.

You might take a look this pricing method:

missdynamicscrm.blogspot.com/.../pricing-method-in-microsoft-dynamics-crm-product-catalog.html

Since you were saying that this is will be different by Quote/Opportunity, not by Product Level, so this might not work in your case.

I think regardless it is write in or not write in product.

I can suggest you to have three fields (in the Quote Product):

1. Supplier Price (custom field)

2. Markup (custom field)

3. Price after markup (this one is the OOB field - price per unit and for customer)

This one is made from formula 1+2 = 3

So the flow, at the very first, supplier give you quote with their supplier price (a custom field will be filled), then at first of course no markup right. so the price per unit will be supplier price at that time (since Supplier Price + 0) then if you have markup, you can either key in or you have a master that store this markup....

Then you will need a javascript or plugin to calculate sum up the price to get the value to be put in the price per unit field, ok.

Make it as override (for existing product) or no for write in

I recommend you to not change the price per unit field to any other custom field because it will reflect many things, such as Extended amount (affected by price per unit * qty), discount, total line item shown in the parent Opportunity, so not recommended to overwrite this field.

Better you manipulate the value you will key in to the price per unit field.

Hope this helps.

Thanks.

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