When viewing the details of a client, you may click on the Prices Tab to see currently available pricelists and configure pricing for the 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.
The pricelist showing showing Default is is the current default pricelist for clients in the system. Another pricelist can be set to this by clicking on on Set default.
In most cases, a pricelist will be defined for the client or simply be used as a standard pricelist. Click on Details to If you want to define specific pricing details for the client and a pricelist does not exist for them, then one will have to be created in the system (see Managing and Assigning Pricelists).
Click on Details to the right of an item to view further information about a pricelist. This will take you to a nee screen for viewing the details of a particular pricelist.
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Items may also be reordered in the list by clicking on a column name on this screen. |
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The following sections have been provided to help you manage pricing information for clients:
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Managing & Assigning Pricelists
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You will be re-directed to the pricing information for your company. To select a pricelist, click on the drop-down menu to the right of Add new pricelist.
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