Gateway- Creating Custom Price Lists


 

 

Step 1 – Select Add New from the Price Lists dropdown, located on the navigation toolbar at the top of the screen

 

 

Step 2 – Fill out the fields on the Build Price List: Select Customer or Customer Group.

Step 3Select All Customers or Single Customer from the Distributors Dropdown.  If you select Single Customer you will be prompted to the right to enter customer name.

Step 4 – Choose the area that you want to set pricing for: Product or Category, Enter Expiration Date, Choose Status, Enter Subject, and Add Notes.

Step 5 - Click SAVE


 

 

Step 6 Check Price List Details: Status and Expiration Date

Step 7Under Special price Setup, use the dropdown to select your Price Listing type.

 

 

Step 8Click SAVE

The new Price List will be added to the Custom Price List database.