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.
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.