Price lists allow you to save purchased components such as nuts and bolts and their associated costs and prices so that they may be included in a quote.
Let's discover how.
Create a New Price List
1. From the “Products” dropdown, select “Price Lists.”
2. Select “Add” to begin creating a new price list.
3. Enter the name of your price list and set the status to “Approved.” The price list will now be available when creating quotes. Dates indicating how long the price list is valid. Select “Create” when finished.
4. Let’s add components to the price list. Select “Add.”
5. Begin by searching "component" in the “Product Type” column. You will retrieve the full list of components available. Options include:
- Add All will add all components, linear items, and sheets and plates in your tenant to the price list.
- Add Filtered will add only the components or parts in view to the price list.
- Add Selected will only add components that are highlighted to the price list.
Once you have added the necessary components, select ‘Done.”
6. View the components added to your price list and select “Done” to save the changes.
Now, let's edit an existing price list.
Edit a Price List
1. From the “Products” dropdown, select “Price Lists.”
2. Highlight the price list you would like to edit, then select "Edit."
3. You will now be able to:
- Add additional components to the price list.
- View components in your price list.
- Edit the components in your price list.
- Delete components in your price list.
Select “Done” to save any changes.
Congratulations, you can now create and edit price lists in SecturaFAB!