Add New Client Defined Material Price Lists

Use the Material Types submodule to add new client defined material price lists.

To use the Material Types submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new client defined material price list:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new client defined material price list.
  3. In the left pane of the Settings screen, click Price Lists & Activities > Material Types.
  4. Click the Client Defined Material Price List tab.
  5. In the middle pane, click Add new material group .
  6. In the Add New Material List dialog box, enter the name and select a currency from the drop-down list.
  7. Click OK.
  8. You can edit the Group Name and Currency fields by double-clicking on them.