How to Apply a Pricelist to a Contact
Specify Pricelists for Contacts
In the App drawer screen, in the ‘Social Cloud’ drawer, click on the ‘Contacts’ app.
Fig. 1: CloudOffix App Drawer page, Click the Contacts App to begin.
In the Contacts Dashboard, either create a new contact or select the contact to which the pricelist is to be applied.
Fig. 2: Contacts Dashboard
In the Contact card, click ‘Edit’ to be able to make changes.
Fig. 3: Click the ‘Edit’ button.
In the ‘Sales and Purchases’ tab, locate ‘Sale Pricelist’. From the dropdown list, find and select the pricelist to be applied, or ‘Create and Edit’ a new pricelist. Click ‘Save’.
Fig. 4: Select Pricelist and Save
The applied pricelist is visible under the Sales and Purchases tab.
Fig. 5: See the selected pricelist
Congratulations! You have
just applied a Pricelist to a Contact!.