Would you like to be able to manage all of your products and their pricing inside CRM, but without the headache of a massive data update project when prices or exchange rates change?
In this global economy, many companies need to sell to international markets and / or with a range or pricelists for different types of customers.
Microsoft Dynamics CRM has a very powerful product and price list model that supports almost any way that you would like to price the products and services that you sell, whether you sell in one currency or many, whether you sell at the same price to all your clients or have different prices for different types of customers.
But if your pricing is complex, this can also be very difficult to maintain, especially if you do not have an ERP solution looking after them for you.
One of our clients had to maintain 4 pricelists in each of 5 currencies. When there was a change to the pricing, which happens for them three or four times a year, it took about a week to work through all mechanics to implement the price rise. A smaller job also had to be done if there was a shift in the exchange rate. We reduced this to a background process which took about 30 minutes to run.
Prue Kitzler - Financial Controller / Company Secretary MESSAGEmanager Solutions
Price List Manager from Opsis solves this problem. Price List Manager enables you to have a master price list and any other price lists are maintained by a set of rules from this price list. So when a price change happens, whether that is for all your customers or currencies or products, or just some of them, a background process will take care of all of these changes for you.
For more information about Price List Manager, please contact us.
Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions. We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.