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Overview

Excerpt

A master price list is useful when creating an order for a customer with no other price list associated

What is a Master Price List?

A Master Price list applies for the whole company. Once a price list is Marked as Master, the system will use it when creating an order for a customer who has Price B setup by default and has no price list associated for a given product. Please remember that only one price list can be marked as Master (even in Multi-location companies).

How to mark a price list as Master?

 1) Go to

Ui steps
sizesmall
Ui step

Go to Setup>>Price Lists.

Ui step
2)

Click on

The

The New Price List

green

 green button. 

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3) The
Ui step

 The Add Price List

window

 window will open, enter the name, description,

select All

select All as the price list type and check the

box

box Master Price List. Click on

Save to

 Save to finish.

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Ui step
4)

Once saved, the price list will be marked with a green tag and will be visible from

the

the Manage Price Lists

screen

 screen. Notice that by clicking on the Actions column for this Price List, it will be possible to edit it or delete it.

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Info
titleImportant

You can also mark as Master an existing price list provided that is not associated with any customer or location and its type is All.

Panel
titleRelated Articles

 

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cqllabel in ("price-list","price")
labelsprice-list price

Warning
titleImportant: Master Price Lists in Multilocation Companies

It is not possible to mark as Master a Price List with a location associated. The next message will appear in this case (click on the image):

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