The Prices Tab displays information about currently available pricelists for the client. To access On this tab, click on Clients in the toolbar and then Select for the desired client. On this tab, you will see the name of the client and any current pricelists in the system that may be assigned to the client.
To access this tab, click on Clients in the toolbar and then Select for the desired client.
The pricelist showing Default is the current default pricelist for clients in the system. Another pricelist can be set as the default by clicking on Set default. The default pricelist will be automatically populated when choosing the client for a project.
Click on Details
to the right of an item to view further information about a pricelist. This Additionally, you can click on the following:
- Details - View the pricelist. This will take you to a new screen for viewing the details of a particular pricelist.
- Manage/Assign - Manage pricelists (edit or create new pricelists) or assign a pricelist. This will direct you to My Company > Prices Tab. For more information see Client Pricelists & Pricing.
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Items may also be reordered in the list by clicking on a column name on this screen. |
You can manage pricelists (edit or create new pricelists) or assign a pricelist to the client by clicking on Manage/Assign in the upper right corner of the screen.