Create New 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 create a new price list:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Price Lists & Activities > Price Lists.
3. On the List tab, click Create New Price List .
4. In the Create New Price List dialog box, provide or identify the necessary information and then click OK.
5. You can edit the Name and Description fields by double-clicking on them.