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Change The Price List For An Existing Quote Or Order

Do you need to change the Price List an existing Quote or Order is using? Select a different Price List for a Quote or Order in Step 6.

If the Price List does not appear in the drop-down list, it may need to be associated with the Account used for the Quote or Order first. 

  1. Open the Quote or Order > open the Drawing > Go to Step 6 > click Edit Price Settings.
  2. Click the Change Price List icon.
  3. Select a Price List from the drop-down list.