Make A Price List Inactive For An Account
Need to inactivate a Price List for a specific Account? When existing Quotes & Orders are linked to an Account using a specific Price List, the Price List cannot be removed from that Account. However, the Price List can be made inactive for that Account, preventing it from being used in the future.
If a Price List needs to be made inactive for all future Quotes and Orders regardless of Account, see Related Articles below.
- Go to Settings > Account > Accounts.
- Scroll to the Price Lists area and click on the name of the Price List to inactivate.
- Check the box next to Account Inactive then Save.
