Enable Access of Clients or Companies to Selected Price Lists
To use the Price lists submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.
To enable the access of clients or companies to the selected price list:
-
On the main toolbar, click
Settings
.
- In the left pane of the Settings screen, click .
- On the List tab, select the price list you want to enable access to and then on the right pane, select from the drop-down list Company or Client, depending on whose access you want to enable.
- Highlight the client or company and then select the Access checkbox.
-
If you want to enable or disable access of multiple clients or companies to the selected price list, click
and then select any of the following as needed:
- Select All: Use this option to enable access of all clients or companies to the selected price list.
- Deselect All: Use this options to disable access of all clients or companies to the selected price list.
- Deselect All without Active Jobs Using this Price List: Use this option to disable access of all clients or companies without active jobs using the selected price list.
Parent Topic: List (Price Lists)