Managing Price Lists

Video Tutorial


Managing Price Lists

This article will walk you through:

  1. Navigating to the Price Lists Page
  2. Adding a Blank Price List
  3. Copying an Existing Price List
  4. Editing a Price List
  5. Deleting a Price List
  6. Updating Prices

Navigating to the Price Lists Page

  1. Hover over Resources.
  2. Click Price Lists (new).

Adding a Blank Price List

A blank price list does not have any costs or prices listed for any of your resource items.

  1. Click Add Price List.
  1. Type a name for your price list.
  2. Select the currency for this price list from the drop-down.
  3. Enter the first valid date for the price list.
  4. Enter the last valid date for the price list.
  5. Click Save.

Copying an Existing Price List

Copying a price list will allow you to create a new price list with costs and prices carried over from the original.

  1. Click the down arrow next to Edit.
  2. Click Copy.
  1. Type a name for your price list.
  2. Select the currency for this price list from the drop-down.
  3. Enter the first valid date for the price list.
  4. Enter the last valid date for the price list.
  5. Click Save.

Editing a Price List

  1. Click Edit.
  1. Type a name for your price list.
  2. Select the currency for this price list from the drop-down.
  3. Enter the first valid date for the price list.
  4. Enter the last valid date for the price list.
  5. Click Save.

Deleting a Price List

  1. Click the down arrow next to Edit.
  2. Click Delete.
  1. Click OK to confirm that the price list should be deleted.

Updating Prices

  1. Hover over Resources.
  2. Click Resource Library (new).
  1. Click Pricing.
  2. Select the price list you would like to update from the drop-down.
  1. Click Edit.
  1. Use Tab or the arrow keys to navigate between the fields, typing the correct cost and/or price of your resources.
  2. Click Save.
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