No Comments

print price lists

Reports Comments (0)

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):


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


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


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

admin @ 09:54 PM

Leave a comment