Generating Bulk Price Lists and Customizing Lists
You can generate price lists for many customers at one time. See the following for more information.
Generating Price Lists in Bulk
If you use the Multiple Currencies feature, price lists are only generated for a customer's primary currency. For more information, see Customers and Multiple Currencies.
To bulk generate price lists:
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Go to Transactions > Customers > Generate Price Lists.
You can alternatively go to Transactions > Management > Print Checks and Forms.
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Click Price Lists.
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Enter or select the date you want to appear on the price list.
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If you use the Multiple Currencies feature, in the Currency field, select one of the following:
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All – Prices are printed for every transaction currency for each customer you select.
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Primary – Prices are printed only in each customer's primary currency.
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Check the Assigned Price Levels Only box to show only the price levels set for the customer on the list you generate. Clear this box to show all price levels.
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You can choose an option for column headings by checking or clearing the Round Quantities box.
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If this box is checked, the quantity range is shown, such as “1-9, 10-99, 100+”
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If this box is cleared, only the minimum quantity is shown, such as “0, 10, 100”
After you set this box, the same setting is used by default each time you view this page, until you change the selection.
The setting is used by default on both the individual price list page and the bulk generate price lists page.
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Select a form to use for generating the lists. For more information, see Customizing Price List Forms.
Select System Preference to use the default form for this transaction. Default forms are set by checking the Form is Preferred box on the custom form record. You can also check the box in the Preferred column next to the form on the Custom Transaction Form page.
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On the Customers subtab, check the box in the Print column next to the customers you want to generate a price list for. Click Mark All to print lists for all of the customers that show in the list.
The customer list does not display jobs if you use the Consolidate Projects on Sales Transactions preference. Also, the customer list respects any restrictions that have been placed on users' roles and displays only appropriate records.
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Click the Items subtab.
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In the Type field, select an item type to filter the list and print prices only for that item type. For example, select Inventory Item to only print price lists for inventory items.
Press and hold the Ctrl key to select multiple item types.
After you make a filter selection, the same filter applies each time you view this page, until you change the selection. The filter selection appears by default on the Items subtab on both the individual price list page and the bulk generate price lists page.
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Generate the price lists:
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Click Print to print the price lists.
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Click Email to email the price lists.
To email the price lists, each customer must already have an email address entered in the customer's record.
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Click Fax to fax the price lists.
Each customer must have a fax number entered on the customer's record.
Note:An administrator must first set up fax service. Go to Setup > Company > Set Up Company > Preferences > Printing & Fax on the Fax subtab. Each customer must also have a fax number entered on the customer's record.
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Customizing the Customer List or Items List Filters
When you bulk generate price lists, you can customize the customer list and items list to filter by individual fields. This enables you to generate price lists only for specific customers and items.
To customize list filters:
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Go to Transactions > Customers > Generate Price Lists.
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To customize filters for lists, select one of the following options:
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To customize the filters for the list of customers, click the Customers subtab, and then click Customize.
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To customize the filters for the list of items, click the Items subtab, and then click Customize.
Note:When you customize the list filters, the custom results do not appear on the price list you create. You must customize the price list form to show these results. For more information, see Customizing Price List Forms.
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On the Customize Sublist page, click the Additional Filters subtab.
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Check the Include box next to fields you want to sort by.
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Click the Additional Columns subtab.
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Check the Include box next to columns you want to show.
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Click Save.