How to create a price list and set item prices
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The written steps below already work. Come back to watch it.
How to create a price list and set item prices. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Price lists and press New price list.
- Enter Name, choose Applies to: Customer group (then pick the group) or Customer-specific (then pick the customer).
- Set Discount off catalogue %, the validity dates and Active, then press Save.
- Open the list, add rows with Add item, fill the Daily rate, Weekly rate, 28-day rate, Monthly rate or Sale price, and press Save prices.
Tip
A blank cell uses the catalogue rate less the list discount (shown in grey). Owner, Office Manager and Sales & Estimating can edit; other office roles can view.