Creating a Pricebook

Creating a Pricebook

21/10/2024

This article will show you how to create a Pricebook.  

*Note: This is not where you add new products or items, this is just where you enter a new Pricebook for customized pricing. To see how to add new products or items, Click here.

 

1) Billing > Price Management > Pricelists

 

2) Select "Pricebooks" in blue

 

3) Select "New Entry"

4) Enter name for pricelist

5) Scroll down click "Create"

Enter shipping & additional charges, and choose whether you want them to be default shown on all invoices. Activate product catalog items using the check boxes to the right, and enter prices in the "Price" column.

6) Click "Update"

**After creating a Pricebook, make sure you link it to all relevant client and manufacturers profiles.

Note: Pricebooks cannot be deleted at this point in time.

 

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