Create Price Lists

Use the List tab under the Price Lists submodule to create price lists.

To use Price Lists in the Price Lists & Activities submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create a price list:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a price list.
3. In the left pane of the Settings screen, click Price Lists & Activities > Price Lists.
4. Click the List tab and click Create new price list .
5. In the Create New Price List dialog box, enter or select the necessary information and click OK.
6. You can edit the Name and Description fields by double-clicking on them.