Deleting a Price List from a Customer’s Record
Overview
The following video explains how to remove a price list from a customer record. This might be because they are no longer entitled to the prices on the price list or it is an outdated price list. Step by step instructions are below the video.
Steps
- Open the company record.
- Go to the Structured Pricing tab.
- Click on the Edit button.
- Select the price list that you wish to remove from the customer's record.
- Click on the red Remove button.
- Click on the Save Company button to save the changes.