Use the List tab under the Price Lists submodule to duplicate 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 duplicate a price list:
-
On the main toolbar, click
Settings
.
-
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 containing the price list that you want to duplicate.
-
In the left pane of the Settings screen, click
.
-
Click the List tab and click
Duplicate selected price list
.
-
IIn the Duplicate Price List dialog box, enter a new name and use the drop-down list to select the base currency.
Note: You may also choose to copy the client settings to the duplicate price list.
-
Click
OK.
-
You can edit the
Name and
Description fields by double-clicking on them.