Step 1 – Select Add New from the Price Lists dropdown, located on the navigation toolbar at the top of the screen

 

 

Step 2 – Fill out the fields on the Build Price List: Select Customer or Customer Group.

Step 3 – Select All Customers or Single Customer from the Distributors Dropdown.  If you select Single Customer you will be prompted to the right to enter customer name.

Step 4 – Choose the area that you want to set pricing for: Product or Category, Enter Expiration Date, Choose Status, Enter Subject, and Add Notes.

Step 5 - Click SAVE


 

 

Step 6 – Check Price List Details: Status and Expiration Date

Step 7 – Under Special price Setup, use the dropdown to select your Price Listing type.

 

 

Step 8 – Click SAVE

The new Price List will be added to the Custom Price List database.