Associate A Price List With An Account

If you try to create a Quote in a particular Account but don't see the Price List you want to use, you will need to link the two. 


  1. Open the Price List to link to an Account or multiple Accounts.

    Open Price List

  2. Click +Add Price List to Accounts.

    Add Accounts

  3. Select the Accounts you want to have access to this Price List.
    You can search for a specific Account or click the top checkbox to select all Accounts then Save.

    Select Accounts

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