Change Default Price Lists of Clients

Use the Price List Setup option under the Jobs List submodule to change the default price list of clients.

To use Jobs List, you must have access to Jobs as defined in User Access Rights under Settings.

To change the default price list of a client:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List.
  3. Click Further options and select View price list setup.
  4. Click the Client Default Price List tab.
  5. Highlight the client whose default price list you want to change.
  6. Double-click on the corresponding Price list field and use the drop-down list to select a new default price list.