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Price Lists»Pricing from History
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Last modified on 3/12/2012 10:34 AM by User.


Pricing from History

The following help document will outline the steps needed to take to harvest pricing from Quote / Order history.

First you will need to select a MFG to create the pricing for.

Next go up to the file menu and select the New > New From History option. 

Select Quote if you want the information to pull from Quote history, and the same for Order history.

Set the time frame you would like to search by.

It will pull are parts and their respective prices for the time frame selected and place that information in a new price list. At this point you need to review the information and make any necessary changes.

Finally, when you go to save and close the price file it will ask you if you want to make the price list active. If you make it active it will pull pricing from this list. If you select the do nothing option it will still save the price list just not use it for current pricing.