Price Lists

This document provides comprehensive instructions on how to print global and customer-specific price lists. By following the outlined steps, users can efficiently generate price lists tailored to their needs.

If you have customer discounts configured, you can print a Customer Price List by following these steps:

1. Access the Sales/Hire > Customer Overview screen.

2. Navigate to the Reports tab in the Customer Overview screen.

3. Expand the Price List section.

4. Click the Price List button.

5. Select the item type and categories on the left side that you wish to display, as well as the selling units on the right side.

6. Click the Preview button.

To print your current global price list, follow these steps:

1. Go to Reports > Items > Item Prices.

2. Preview the report.

The report will contain all your standard prices configured in Setup > Items.

If you wish to print a grid-layout price list that includes only a subset of items or selling units, you can follow these steps:

1. Access the Sales/Hire > Customer Overview screen.

2. Create a New Customer (name it "Price List" or something generic).

3. Go to the Reports tab in the Customer Overview screen.

4. Expand the Price List section.

5. Click the Price List button.

6. Select the item type and categories that you wish to display on the left side, as well as the selling units on the right side.

7. Click the Preview button.

As this is a new customer, no discounts will be configured, so all prices will reflect your standard list prices.