Viewing Price Items of the Price List Assigned to an Account

Procedure

To view the price items of the price list assigned to an account:

  1. Search for the account in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the account whose details you want to view.
    The Account tab appears in the Customer 360° Information screen.
  3. Click the Product and Pricing tab.
  4. In the Price List Assignments zone, click the Broadcast (The Broadcast Icon) icon corresponding to the price list whose price item details you want to view.
    The Price List Price Items zone appears.
  5. View the price items of the price list assigned to the account in the Price List Price Items zone.

Related Topics

For more information on... See...
How to search for an account Searching for an Account
Customer 360° Information screen Customer 360° Information
Account tab Customer 360° Information - Account
Product and Pricing tab Customer 360° Information - Product and Pricing
Price List Assignments zone Price List Assignments
Price List Price Items zone Price List Price Items