Price List Configuration

The Departments and Sections in the Global Catalogue can be edited to customize and sort the price lists. 

To begin, go to the Administration Tab, and click on [Configuration].

You will be given the option to configure either Departments (Tabs), Sections (Groups) or Income Codes.

If you select Department, this will bring up the list of Departments.

To Modify the list, click [Edit Lock]. This will unlock the list for Editing.

To Modify an Item, double click on an Item in the Department list. This will bring up a pop-up screen. Modify the details as required, then click [Save].

Colours can be selected to change the colour of the Name of the tab when being viewed in the Invoice creator.

When you select [Sections], this will bring up a list of the sections you have available.

This will open a pop-up screen where the details can be entered or edited. Once completed, click [Save].

Once you have finished making changes, you can lock the lists by clicking on the [Release Lock] button.

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