Assign a Price List to a Customer


A customer is entitled to the prices on a Price List if that Price List has been added to a customer record, or the Price List is attached to a Keycode and the customer uses the Keycode on a sales order. This video shows you how you can add a Price List to a customer's record. A step by step guide can be found below the video.


  1. Open a Customer Record.
  2. Go to the Structured Pricing tab.
  3. Enter Edit mode.
  4. Select the price list to be allocated in the Price List drop down.
  5. Click the 'Plus' button to allocate the price list.
  6. Save the screen.

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