Price List Formats

You can print price lists using PDF format or HTML format. Set the printing preference by going to Home > Set Preferences. On the Transactions subtab, check or clear the Print Using HTML box, and then save.

When you use PDF format, you can also customize the PDF form. For more information, see Customizing Transaction Form PDF Layouts.

The following screenshot shows how price lists printed in PDF format appear.

Price List PDF

The following screenshot shows how price lists printed in HTML format appear.

Price List Email

Price Lists and XML Format

You can also choose to send or export an individual price list using XML, such as a Microsoft ® Excel file.

  • On the individual price list page, click the Export button to export as XML.

  • On both the individual price list and bulk price list pages, you can click Email Microsoft ® Excel in the Email button dropdown list.

The following screenshot shows that price lists in XML format displays header fields at the top of the page. The company name is used if either the company logo or name is selected on the form. Columns are sized according to the print width set on the form you use.

XML Price list

Related Topics

Customize Price List Pages and Forms
Searching for Price Lists
Absolute Pricing for Customers
Generating Bulk Price Lists and Customizing Lists
Generating an Individual Price List
Customizing Price List Forms
Working With Pricing Searches
Generating Price Lists

General Notices