Allow adding products without associated price list

When adding products to opportunities, quotes, orders, or invoices, at times, salespeople need to specify the product prices ad hoc. You can allow salespeople to add products without associating a price list first.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional
More information: Dynamics 365 Sales pricing
Security roles System Administrator
More information: Predefined security roles for Sales

Make price list optional

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:

If you have the Sales Hub app, follow the instructions in this tab. Otherwise, follow the instructions in the Sales Professional tab to configure the option in Power Platform.

  1. In the lower-left corner of the screen, select Change area Icon to change the work area., and select App Settings.

  2. Under Product Catalog, select Product Catalog Settings.

  3. Turn on Make price lists optional and save the changes.

    Option to make selection of price list optional in Product Catalog Settings.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.
  • Your administrator hasn't turned on the feature.
  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.

See also

Add products to an opportunity
Add products to a quote, order, or invoice