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print price lists

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Some CRM users would like to generate price lists based on the product list. You may use the following procedure to generate such lists:

  • Create a custom field for products, called  “Product list” . Use the Multi Select Box as field type in order to be capable to consider products in multiple price lists.200904292238.jpg
  • Assign a product to one or multiple entries from the Product (Example):

    200904292236.jpg

  • Goto the Reports menue and generate a product report based on your entries in the “Product list”.

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  • Set the filter conditions in order to get the products with a specific entry in the “Product list”, e.g. “Product list includes Services:

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  • You may only display but also export the price lists as PDF or Excel files.

admin @ 09:54 PM

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