Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
moneyworks:pricebook_v3 [2019/11/26 20:25] – Craig Drown | moneyworks:pricebook_v3 [2019/11/26 20:27] (current) – [Setup and Installation] Craig Drown | ||
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* Double-click the script supplied by Sustainable Solutions. Once it is installed, PriceBookList icon will be appear in toolbar of the Product table. To open Product table **Show> | * Double-click the script supplied by Sustainable Solutions. Once it is installed, PriceBookList icon will be appear in toolbar of the Product table. To open Product table **Show> | ||
{{ : | {{ : | ||
- | * If you have prices based on Customer group and Product group, record | + | * If you have prices based on Customer group and Product group: |
+ | * Record the customer group code in Name.Category4 field | ||
+ | * Record the Product group code in the Product.Category1 field. | ||
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- Click the **PriceBookList** button in the toolbar. You can see all the prices set for each customer/ | - Click the **PriceBookList** button in the toolbar. You can see all the prices set for each customer/ | ||
- {{ : | - {{ : | ||
- | - Click **New** button in the toolbar | + | - Click the **New** button in the toolbar |
- {{ : | - {{ : | ||
- Select **Customer** for customer code and **Group of Customer** for customer group code. | - Select **Customer** for customer code and **Group of Customer** for customer group code. | ||
- | - Select **Product** for product code and **Group of Product** for product group code. | + | - Select **Product** for product code and **Group of Products** for a product group code. |
- You'll be alerted if you enter an invalid customer/ | - You'll be alerted if you enter an invalid customer/ | ||
- You only have to fill in a **Special price**. Other fields are optional | - You only have to fill in a **Special price**. Other fields are optional |