Price lists are containers of price list items. Price lists can also have a currency set if your environment is multi-currency enabled.
Price lists are associated with categories so that an end user can view and select products from the shopping cart. For example, Price list A is associated with Category B, when you select price list A on the Quote/Proposal Edit page, only category B and associated products are displayed in the shopping cart.
You can create a price list at any time; however, it is most efficient to create a price list before creating products to easily associate the products with the price list.
Navigating the Price Lists Page
When you launch the Price Lists page on the UI, all the existing price lists are listed on this page along with their details. There are various functionalities available for you to manage the price lists.
Managing Views
You can manage column width, control which columns are displayed in the grid, freeze/pin a column range, or rearrange the column order. You can also filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. For more information, see Managing the View Settings and Filtering the Records.
Actions available on this page
- Click Add New to create a new price lists.
- Click the ellipsis icon
next to a price list name to delete or clone an existing price list. - Click the price list name link to open the Price Lists details page.
- Use the Active switch to activate or deactivate a price list.
- Export the selected price lists. For more information, see Exporting Records.
This section provides information on managing price lists.