Setting Up Price Lists

Setting Up Price Lists

Overview  

Price Lists are one of the key promotions in the system. They allow you to define prices that are limited to specific groups of customers because it is attached to their record in their Structured Pricing tab. This video explains how you set them up. A step by step guide can be found below the video.

Steps 

  1. In System Setup, go to System Data.
  2. Double click on the Price Lists line to open the table.
  3. Enter Edit mode.
  4. Use the New Item button to add a new line.
  5. Enter a name for the price list.
  6. Tick the check box in the Price List column.
  7. Tick the check box in the Net Prices column if creating a price list using net prices.
  8. Tick the check box in the Active column to make the price list active.
  9. Save the screen.

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