Pricing (Account)
Note: This topic is not applicable for the health
insurance business.
The Pricing (Account) screen allows you to:
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View effective price assignments of an account
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View the details of an assigned or inherited price item pricing
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Search and assign price items or price item bundles to an account
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Edit or override a price item pricing
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Copy a price item pricing and assign it to an account
This screen consists of the following zones:
Related Topics
| For more information on... | See... |
|---|---|
| How to view effective price assignments of an account | Viewing Effective Price Assignments of an Account |
| How to filter effective price assignments of an account | Filtering Effective Price Assignments of an Account |
| How to export effective price assignments of an account | Exporting Effective Price Assignments of an Account |
| How to export effective price assignments of a person | Exporting Effective Price Assignments of a Person |
| How to copy a price assignment and assign it to an account | Copying a Price Item Pricing |
| How to view the details of a price item pricing of an account | Viewing a Price Item Pricing |
| How to edit a price item pricing | Editing a Price Item Pricing of an Account |
| How to override a price item pricing | Overriding a Price Item Pricing of an Account |
| How to assign a price item or price item bundle to an account | Assigning a Price Item or Price Item Bundle to an Account |
Parent topic: Pricing Management