Add Pricing for a Product Not in the Catalog | Microsoft Dynamics 365 Sales Functional Consultant Exam

Adding Pricing for a Product Not in the Catalog

Question

You create an invoice with products and services for a customer.

You need to add pricing for a product that is not available in the product catalog.

What should you do?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

B.

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/add-product-quote-order-invoice.

If you need to add pricing for a product that is not available in the product catalog while creating an invoice with products and services for a customer in Microsoft Dynamics 365 Sales, you should use the option to add a write-in product. Therefore, the correct answer is option B.

Adding a write-in product is a feature in Dynamics 365 Sales that allows users to add products or services that are not already available in the product catalog. This is particularly useful when dealing with one-off products or services that are not typically part of a company's standard offerings.

To add a write-in product, follow these steps:

  1. On the invoice creation page, locate the "Products" or "Line items" section.
  2. Click on the "Add product" or "Add item" button.
  3. In the "Product" field, select the option to "Add write-in product."
  4. In the "Product name" field, enter the name of the product or service you wish to add.
  5. In the "Price" field, enter the price of the product or service.
  6. Fill out any additional fields as necessary.
  7. Click "Save" to add the write-in product to the invoice.

Once you have added the write-in product, it will be included in the invoice along with any other products and services that are part of the customer's order.

It is worth noting that while adding a write-in product allows you to add a custom product or service to an invoice, it does not create a new product record in the product catalog. If you need to add a new product to the catalog for future use, you will need to create a new product record separately.