Tag: Price List

Generate Price List Only for Items Under Item Pricing Tab of Customer Record

Generate Price List only for Items under Item Pricing Tab of Customer Record Solution Pull up the Customer Record via Lists > Relationships > Customers Click Edit Go to Financial subtab Price Level: Putblank / null / empty Click Save Go to Actions > Generate Price Lists  Assigned Price Levels Only: Enter Checkmark Click Submit

Print Item Name/Number Instead of Display Name on Price Lists

Create a separate field that contains the value of the Item Name/Number and reference that field instead. Solution Create Custom Item Field Navigate to Customization > Lists, Records, & Fields > Item Fields > New Label: Enter LabelExample: Printed Name ID: Enter _printed_name Type: Select Free-Form Text Store Value: Enter Checkmark Click Applies To  Necessary Item Type(s): Enter Checkmark Print on Price List: Enter Checkmark Click Save  Perform Mass Update Navigate to Lists > Mass Update > Mass Updates Click General Updates Items: Click the… Continue reading Print Item Name/Number Instead of Display Name on Price Lists