Price schedules provide an additional method for classifying
information about sales products, but their use is optional.
If you do not create price schedules or add them to sales products, the sales products are not
available to staff members creating quotes. Only those products associated with the selected
price schedule can be used in a quote.
-
Click Configuration on the navigation pane.
-
Expand Sales in the configuration list, and then double-click
Product Catalog.
The Product Catalog tree displays on the content pane.
- Click a product in the tree to open the Product Details
editor.
- Click New to the right of Price
Schedules.
A row is added to the table.
- Click the Price Schedule drop-down
menu and select a price schedule.
- Enter field information.
Price Schedule Field
Field |
Description |
*Price |
Double-click this field and enter a price. |
Currency |
This read-only field is determined by the price
schedule you select. |
*Start Date |
Click each month, day, and year component of
this date field and enter an effective start date for the price schedule.
Or click the calendar and select a date. When you add a price schedule,
this field is populated with the current date. |
End Date |
This read-only field is blank if you select
only one price schedule for the sales product. However, if you add
the same price schedule with a different price, the start date for
the later-starting price schedule becomes the end date for the earlier-starting
price schedule. |
Notes |
Enter any notes you want to add to the price
schedule. |
- Click Save.