By Bethany Henry on March 22, 2023
Beginner

Summary of Steps

  1. Select Selling on home screen
  2. Select Price List 
  3. NOTE: You can also type Price List into the search bar
  4. Select Add Price List
  5. Name the Price List and choose whether it is Buying or Selling
  6. Save
  7. Select Add/Edit Prices
  8. Select Add Item Price
  9. Enter item and appropriate price
  10. Save
  11. Repeat 6 through 9 until all items are added
  12. Refresh the screen to see added items (it does not load automatically after each item added)
  13. Select Home
  14. Select Customer
  15. NOTE: You can also type Customer List into the search bar
  16. Choose the Customer for the Price List
  17. Select Currency and Price List tab
  18. Change Default Price List to the appropriate Price List
  19. Save



Detailed steps with Screenshots

1- Select Selling on home screen


2- Select Price List


NOTE: You can also type Price List into the search bar


3- Select Add Price List


4- Name the Price List and choose whether it is Buying or Selling


5- Save


6-Select Add/Edit Prices


7- Select Add Item Price


8- Enter item and appropriate price


9- Save


10- Repeat 6 through 9 until all items are added


11- Refresh the screen to see added items (it does not load automatically after each item added)


12- Select Home


13- Select Customer


NOTE: You can also type Customer List into the search bar


14- Choose the Customer for the Price List


15- Select Currency and Price List tab


16- Change Default Price List to the appropriate Price List


17- Save


Additional Notes

To disable a Price List, simply go into the Price List and deselect the Enabled button




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