Friday, April 12, 2019

Generate Price List only for Items under Item Pricing Tab of Customer Record

1. Pull up the Customer Record via Lists > Relationships > Customers.

2. Click Edit.

3. Go to Financial Subtab.

4. Set Price Level to blank / null / empty.

5. Click Save.

6. Go to More Actions > Generate Price Lists > Mark Assigned Price Levels Only = T.

7. Click Submit.

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