Generating Price Sheets

A price sheet is a short list of products from various manufacturers that users wish to send to their customers. Items from several different price lists can be added to the price sheet. 

Setting Up Items to Print on the Price Sheet

1. Navigate to the Manufacturers page.

2. Select "Pricing" from the drop-down list.

3. Double-click on the needed manufacturer.

4. Double-click on the manufacturer's price list.

5. The "Price List Editor" window will appear.

6. Locate the parts that you wish to add to the price sheet.

7. In the "Print" column, check the box corresponding to the needed part. Note: if the print column is not listed, select "File" and then select "Preferences" to add the column to the window.

8. Select "Save and Close."

9. If needed repeat steps 1-9 for as many price lists as needed.

Sharing the Price Sheet

1. Navigate to the Manufacturers page.

2. Select "Pricing" from the drop-down list. 

3. Select the needed manufacturer entry, so it is highlighted.

4. Select "Tools."

5. Select "Share Pricing."

6. The "Share Pricing" window will appear.

7. Check the boxes corresponding to the manufacturers you wish to share pricing with.

8. Select "Share."

9. The "Message" window will appear, with the price list as a PDF attachment.

10. Ensure the subject, contact, and message are correct.

11. Select "Send."