CRM Product Families

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Posted on by stuart

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We've recently upgraded to 2015 and we're investigating the use of Product Families. We have a well built out product list which are then added, as necessary, to the Opportunities. These separate Products can be bunched or grouped together and so far these groupings (or families) have been added as additional custom entities but I'm now wondering whether these ought to be reworked as Product Families instead. However what doesn't make sense is that a Product Family seems to create much the same item as a Product and each Product Family item, in theory, can then be added to an Opportunity? But if a sales person did this it wouldn't make sense in our business. Am I missing something about the functionality of a Product Family?

Thanks

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Aileen Gusni 44,524 on at

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RE: CRM Product Families

Stuart,

Yes, the Product Family here is just for grouping and also inherit the properties and construct the hierarchy.

The thing is you cannot have Price List for that so that you cannot add the product family into Opportunity if you want to know the concept, you knew also that to have product in opportunity you need to have price list item for this product with particular price list you selected in the Opportunity header, right.

Yeah, it should have improvement for product family for helping users.

Anyway, if your purpose is to add to Opportunity then you might need to think use Bundle, instead.

Hope this helps.

Thanks.

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