To use price lists, the feature needs to be unlocked for your account. If you are interested, please contact email@example.com.
You can set a price list as a default price list for an entire plan group. New contracts will use this price list if no specific value is passed. When creating a contract, it is still possible to select another price list.
- In the menu, click Products.
- Click the icon on the right side of the Plan Group selection.
- Click the icon in the row of the plan group you want to set a default price list.
- Select the desired price list from the Default pricelist dropdown list.
- To save your input, click the Save button.