Price Lists
Use Price Lists in the Price Lists & Activities submodule in the Settings module to view the price lists or activity price lists in your Company. Price lists define the rate hours that are entered on timesheets, Price Quotes, and invoices; and the profit margins that WorkBook suggests on Purchase Orders and vouchers.
You can create and block price lists, enable the access of Companies to price lists, add price list data, perform mass updates of price lists, enable the active status of price lists, use the price list calculator, and determine the default price lists for selected clients.
To use Price Lists in the Price Lists & Activities submodule, you must have access to Settings as defined in User Access Rights under Settings.
You can use price lists in and in .
Price Lists provides the following tabs:
- List: Displays the price lists in your Company. You can create, duplicate, or block price lists and select which clients or Companies can access specific price lists.
- Price List Setup: Enables you to add price list data such as exceptions, rates, and profit margins.
- Client Default Price List: Displays your Company's clients and the corresponding price lists used for each of them. You can identify or update the assigned price list for each client.
- Activity Access: Enables you to identify the activities that you can activate for Price Quotes, schedules, Purchase Orders, and invoices.