Generating an Individual Price List
You can generate a price list for one customer at a time. You can also customize to filter the items list. For more information, see Customizing to Filter the Items List.
To generate an individual price list:
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Go to Transactions > Customers > Individual Price List.
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Select the customer whose price list you want to generate.
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If you use the Multiple Currencies feature, select the currency you want to generate this price list in.
For more information, see Customers and Multiple Currencies.
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Enter or select the date you want to show on the price list.
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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 appears, for example “1-9, 10-99, 100+”
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If this box is cleared, only the minimum quantity appears, for example “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 the individual price list page and the bulk generate price lists page.
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Select a form to use for generating the list. 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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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 defaults to show each time you view this page, until you change the selection. The filter selection shows 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 list:
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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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Under Actions, click Fax to fax the price lists.
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 to Filter the Items List
When you generate individual price lists, you can customize the items list to filter by individual fields. Customizing the items list lets you generate price lists only for specific items.
To customize to filter the items list:
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On the Generate Price List page, above the items list, click Customize.
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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.
When you customize the list filters, the custom results do not show 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.