Saved Prices
The saved prices page shows all of the saved price settings for various clients regarding that particular item.
The saved prices display area shows the following information for each of the saved prices:
- Client Only
- Last Invoice
- Last Price
- Saved Price
Click the “Set Price” button in the upper righthand corner to bring up the set price prompt.
The set price prompt has a search box, where users can search for the client that they want to set a price for.
Once the client is selected, a display area shows the minimum price, target price, and last price for the item.
There is also an input field where the new price to set for the item can be entered. Click “Save” to save the price associated with this item to the selected customer.
Sales managers and sales reps can both set prices, but sales reps cannot set price to be below the minimum price.
Click “Edit” from the dropdown menu at the right side of that particular saved price entry. Then enter the new price and click “Save.”
Click “Remove” from the dropdown menu at the right of that particular saved price entry to remove that particular saved price entry.
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Updated 3 months ago