Pricing Tutorials

How to View Prices

1. Navigate to Pricing.

2. Click Menu (button) > and select a price option under Views (heading):

   • Supplier Prices

   • Selling Prices

   • Inventory Prices

   • Service Prices

3. Click View (button).

How to Create Company Price Lists

ℹ️ Company price lists are global price lists. For example, you can have retail and wholesale price lists. You could also have gold (top customers), silver (valued customers), or bronze (occasional customers) price lists.

1. Navigate to Pricing.

2. Click Menu (button) > Edit Price Lists.

3. Click New (button) to add a new price list:

   1. Checkbox= Check the checkbox if the price list is active.

   2. Description = Type a Description (name) for the price list.

   3. Code = Type a brief description for the price list.

   4. Currency = Select a Currency from the dropdown list of currencies for the price list.

   5. Click Save (button).

   6. Click Close (button).

      • Note: The Prices and Customers columns are filled in automatically as the price lists are used.

How to Create a New Company Price Lists by Copying an Existing List

1. Navigate to Pricing.

2. Click Menu (button) > Edit Price List.

3. Click Edit (button).

4. Right-click the price list you want to copy.

5. Select Copy from the context menu.

6. Confirm that you want to copy the price list and linked prices.

7. Edit the new price list as needed.

8. Click Save (button).

9. Click Close (button).

How to Edit Company Price Lists

1. Navigate to Pricing.

2. Click Menu (button) > Edit Price List.

3. Click Edit (button).

4. Make any changes.

5. Click Save (button).

6. Click Close (button).

How to Delete a Company Price List

1. Navigate to Pricing.

2. Click Menu (button) > Edit Price List.

3. Click Edit (button).

4. Right-click the price list you want to delete and select Delete from the context menu.

5. Confirm that you want to delete the price list and linked prices.

6. Click Save (button).

7. Click Close (button).

8. If you cannot delete the price list because there are linked prices, remove them as follows:

   1. If there are numbers in the Customer column.

      1. Close the Edit-Price-List popup.

      2. Click Menu (button) > Link Customers to Price Lists.

         1. Select the Price List you want to delete from the dropdown list (second dropdown list from the left).

         2. Click View (button).

         3. Move all the entries in the Linked section back to the Available section using the navigational arrows in the centre. 

   2. If there are numbers in the Prices column.

      1. Close the Edit-Price-List popup.

      2. Click Menu (button) > Selling Prices to display the selling prices.

         1. Select the price list you want to delete from the dropdown list next to Price List.

         2. Click View (button).

         3. Press Ctrl + A to select all the prices.

         4. Click Actions (button) > Remove from Price List.

         5. Confirm the removal.

   3. Repeat Steps 1 to 7.

How to Link Customers to Prices

1. Navigate to Pricing.

2. Click Menu (button) > Link Customers to Prices.

3. In the first block select a customer Category or All.

4. In the second block select the price list you want to link the customers to.

5. Click View (button).

6. To link customers: 

   1. Move the customers from the Available column to the Linked column.

      • Use the ⟩ arrow for one customer at a time.

      • Use the ⟩⟩ arrows for all the customers.

7. To unlink customers:

   1. Move the customers from the Linked column back to the Available column.

      • Use the ⟨ arrow for one customer at a time.

      • Use the ⟨⟨ arrow for all the customers.

8. Click Save (button).

How to Open an Item from a Price List

1. Display a list of Prices (Supplier, Selling, Inventory, or Service Prices).

2. Right-click a price and select Open Item from the context menu.

How to Display an Item Summary from a Price List

1. Display a list of Prices (Supplier, Selling, Inventory, or Service Prices).

2. Right-click a price and select View Item Summary from the context menu.

How to Print, Preview or Email Price Lists

1. Navigate to Pricing.

2. Click Output (button) and select:

   1. • Print: To print the price lists to the default printer.

      • Print (Show Dialogue): To choose a printer to print to.

      • Preview: To display the price lists on screen.

      • Email: To open the default email template with the price list attached to the email.

How to Email the Grid View

1. Display a price list.

2. Click Menu (button) > Email Excel to open your default email template with the current view attached as a .xlsx file.

Links to Price List Tutorials 

• Supplier Prices Tutorial

• Selling Prices Tutorial

• Inventory Prices Tutorial

• Service Prices Tutorial

Related Topics

• Reference: Pricing

• Reference: Supplier Prices

• Reference: Selling Prices

• Reference: Inventory Prices

• Reference: Service Prices

• Reference: Price Lists

• Tutorials: Supplier Prices 

• Tutorials: Selling Prices 

• Tutorials: Inventory Prices

• Tutorials: Service Prices