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Products

Question
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Hi
I'm looking to get started out with CRM 4.0, I'm at the stage of working out what customisations we would need to do in order to work how how long the project is likely to take. I've got a decent understanding of most parts, but I can't work out how the Products would map across to our business model. We sell Off plan property and our entity model at the moment is this:
Country > Development > Property
That is, we have many unique properties which in turn will make up a development, there are then one or more developments within a given country. Each property is unique and we may only have a handful of properties to sell in a particular development so once a property is sold it is then unavailable.
I get how Products are currently setup to work and the whole structure of the Product Catalog, but I can't work out how (or if) to map this across to our business model. Could this be adapted for what we want or am I best off creating seperate entities to represent the Country, Development and Property?
Any advice on how to go about this greatfully received!
Thanks
Guy
Tuesday, February 1, 2011 5:49 PM
Answers
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Hi Guy,
If all your 'products' (i.e. houses) are unique then there isn't much point creating them in the product catalogue.
The product catalogue is useful if you are going to create opportunities / quotes / orders / invoices over and over again and want an automatic price calculation. If you need to use opportunities / quotes / orders / invoices and every time, it's a unique product with a unique price, then just use write-in products.I could see it working with the product catalogue if your housing scenario had a house design (e.g. 'The Balmoral') that could be the product, a housing development (e.g. Bush Gardens) that could be represented by a price list, and a price list item (i.e. 'The Balmoral' at 'Bush Gardens' - £250000 per house (unit). Another price list could be created for 'Sleepy Meadow' where the balmoral costs £300000 and so on.
But if every house is unique, you may aswell have an entity (custom or otherwise) to record the unique details of each house (including price) and configure status reasons to help with reporting of your pipeline.
Unsure what your payment plans entail but you could add reservation details to the house record.
Rob
CRM MBSS Consultant - GAP Consulting Ltd.- Proposed as answer by Neil BensonMVP, Moderator Thursday, February 3, 2011 11:59 AM
- Marked as answer by GuyPilk Thursday, February 24, 2011 10:30 AM
Wednesday, February 2, 2011 8:37 PMAnswerer
All replies
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Hi Guy,
The main function of the product catalogue is to enable a price to be calculated on opportunities / quotes / orders / and invoice line items which are rolled up to the values on the parent opportunity / quote / order / invoice.
To give you my burger analogy... a restaurant has a 'bar menu' and an 'a-la-carte' menu (2 price lists). Both menus have a hamburger (product) available. The bar menu charges £9 and the a-la-carte menu charges £18 (price list items). Both menus have child portions (half a unit in the 'portion' unit group) at £4.50 and £9 respectively. So there are 4 price list items there:
- bar menu, burger, adult unit £9
- bar menu, burger, child unit £4.50
- a-la-carte, burger, adult unit £18
- a-la-carte, burger, child unit £9
Rob (Contact) is cheap and likes to dine from the bar menu so the bar staff make a note of this (default price list) to save them having to ask which menu Rob would like to see each time he visits.
Looking at your entity model, your proposed Country > Development > Property entites are sound. I would only bother with the product catalogue if you need to attach opportunities/quotes/orders/invoices to your Property or Development entity and need a price to be automatically calculated.
If you have a need to email the development, then I would consider using the account entity as the 'Development' (add a 'Type' picklist to the account with a value of 'Development) and either add a Country picklist or Country parental entity. See this thread for thoughts on picklist or entity when dealing with countries.
Hope that gives you some ideas,
Rob
CRM MBSS Consultant - GAP Consulting Ltd.Tuesday, February 1, 2011 8:02 PMAnswerer -
Hi Rob
Many thanks for the quick and detailed answer! We would want to be generating things like sample payment plans and reservation forms so I'm thinking that maybe we would want to tie in with the Product catalog. If we did this, would we be best to set the Development as the Product and then the individual properties as Pricelist items?
I think we will run into problems with the standard dynamics way of working as each of our products are unique and once they are sold they effectively become unavailable for sale. Do you think it would be practical to then amend the product catalog to work with unique products or should we bite the bullet and just base everything off the custom entities?
Best regards
Guy
Wednesday, February 2, 2011 10:21 AM -
Hi Guy,
If all your 'products' (i.e. houses) are unique then there isn't much point creating them in the product catalogue.
The product catalogue is useful if you are going to create opportunities / quotes / orders / invoices over and over again and want an automatic price calculation. If you need to use opportunities / quotes / orders / invoices and every time, it's a unique product with a unique price, then just use write-in products.I could see it working with the product catalogue if your housing scenario had a house design (e.g. 'The Balmoral') that could be the product, a housing development (e.g. Bush Gardens) that could be represented by a price list, and a price list item (i.e. 'The Balmoral' at 'Bush Gardens' - £250000 per house (unit). Another price list could be created for 'Sleepy Meadow' where the balmoral costs £300000 and so on.
But if every house is unique, you may aswell have an entity (custom or otherwise) to record the unique details of each house (including price) and configure status reasons to help with reporting of your pipeline.
Unsure what your payment plans entail but you could add reservation details to the house record.
Rob
CRM MBSS Consultant - GAP Consulting Ltd.- Proposed as answer by Neil BensonMVP, Moderator Thursday, February 3, 2011 11:59 AM
- Marked as answer by GuyPilk Thursday, February 24, 2011 10:30 AM
Wednesday, February 2, 2011 8:37 PMAnswerer