Tag: Price List

Saved search to show price list per unit price for items purchased by customer

Scenario To create a saved search that will generate a price list per unit price for all items purchased by a customer Solution  1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Click Transaction  3. Rename the Search Title 4. Click Criteria tab 5. Click Standard  6. Filter:   a. Type: Select Sales Order, Return Authorization   b. Item Fields…Type: Select  Service, Other Charge, Non-inventory Item, Kit/Package, Assembly/Bill of Materials, Inventory Item   c. Account Type: Select Income… Continue reading Saved search to show price list per unit price for items purchased by customer

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