Duplicate Client Defined Material Price Lists

Use the Material Types submodule to duplicate client defined material price lists.

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

To duplicate a client defined material 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 containing the client defined material price list that you want to duplicate.
  3. In the left pane of the Settings screen, click Price Lists & Activities > Material Types.
  4. Click the Client Defined Material Price List tab.
  5. In the middle pane, highlight the client defined material price list that you want to duplicate and click Duplicate selected group .
  6. You can edit the Group Name and Currency fields by double-clicking on them.