Apply a Price List to a Prebook
Overview
The system allows a salesperson to choose which Price List should be associated to a Prebook while creating it.
Important
This option is called Allow salespeople to choose a Price List for a Prebook and must be enabled from Prebook Settings. In case of multilocation companies please read Prebook Settings - Multiple Locations.
How to select a price list?
Once the option is enabled, the system will show the Price List drop-down menu to choose a price list. Choose the customer and the system will select by default the price list associated to the customer (and location if applies) from the Customers Setup.
In any case, the system will allow you to choose other price lists (type All and Prebook) and will apply it to products added to the Prebook.
Tip
It is possible to select a different price list for each product line within a Prebook.
Master Price List
It the salesperson does not select any price list, the system will suggest the price based on the Company's Master Price List.