Viewing and Managing Price Lists
Viewing and managing price lists provides account owners and administrators with the tools to easily access, sort, filter, and manage pricing details for all products, services, and discounts. The interface allows users to organize price lists by categories such as active items, deactivated items, and vendor-specific products. Additionally, a search function makes locating specific price list items quick and efficient. Once a price list item is located, users can manage it by viewing, editing, or deleting entries, ensuring accurate and up-to-date pricing for business operations.
Prerequisites: Account owners and those with administrator access.
Instructions
- From the Main Dashboard, click on the Administration tag.
- You will enter the Administration Dashboard.
- Now click on the Inventory Settings tag to reveal the dropdown menu.
- Click Price List, to enter the View Price List page.
- From here you can sort and filter Price Lists.
- To sort pricelist click on any of the titles on the table. This enables you to sort by ascending order for your chosen title, or descending, by clicking twice.
- You can also filter by all Active Products & Services, or by specific categories, Active Products, Active Services, Active Discounts Deactivated and Products & Services.
- You may also click on the required vendor under the Vendors table to filter.
- Finally you may search for a specific Price List using the search function in the top right of the screen.
Managing Price Lists
- Once you identify the Price List you wish to manage, click the dropdown icon next to the SKU code to reveal the dropdown menu, where you can View, Edit or Delete the Price List.
