Products & price lists
Add a product to your catalog, then make a price list with your customer prices to use on quotes.
What you will learn
- Add a product
- Under More, in Catalog, open Products and click New product. Set the name, the unit (piece, weight or volume), the catalog price and the currency.
- Currency and margin
- The currency lives on the product, so all its prices use it. Open a product later to add a cost price, and your quotes show the margin.
- Price lists
- In Catalog, open Price lists and click New. Add products and an additional price for each, added on top of the catalog price. Pick the list on a quote.
Catalog to order
5 lessonsApprox. 10 min
Your progress0%
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