Create Price Lists

Use the List tab under the Price Lists submodule to create price lists.

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

To create a 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 for which you want to create a price list.
3. In the left pane of the Settings screen, click Price Lists & Activities > Price Lists.
4. Click the List tab and click Create new price list .
5. In the Create New Price List dialog box, enter or select the necessary information and click OK.
6. You can edit the Name and Description fields by double-clicking on them.