Creating a Price List

This task describes how to create a price list in the Price List view.

To create a price list

  1. Navigate to the Administration - Pricing screen, then the Price Lists, More Info view.

  2. In the Price Lists list, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field Comments

    Currency

    The currency for this price list. The values that appear in the Pick Currency Code dialog box are defined in the Administration - Data, Currencies view.

    Name

    The name for the price list.

    Payment Terms

    The payment terms of the price list. The values that appear in the Pick Payment Terms dialog box are defined in the Administration - Data, Orders, Payment Terms view.

    Shipping Method

    The shipping method for products associated with this price list.

    Shipping Terms

    The shipping terms for products associated with this price list.

  3. Click the Price List Line Items tab.

  4. In the Price List Line Items list, create a new record and complete the necessary fields.

    The products that appear in the Name field and the Add Internal Products dialog box are defined in the Product Administration view. For more information, see Defining Internal Products.