Assign a Price List to a Customer

You can assign a price list by default to your relationship. For vendors, the default price list will appear in Purchase Orders. For business customers and consumers, the default price list will appear whenever you make a Sales Order.

To assign a default price list:

  1. Go to the relationship you wish to assign a price list to. From the relationship screen click on the Edit button towards the top right of the page.
  2. Under Default Settings, click on Default Price List to bring up a drop down menu. Pick the default price list for the relationship from the drop down menu.
    The price list has been assigned! They will appear by default on future Purchase Orders/Sales Orders.
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    Novum

    Im trying to assign a custom price list to a customer but the list I need is not appearing in the drop down, what gives?

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