Price book
Last updated
Last updated
The Price book section under the SETUP-Price books Panel in PracHQ holds data of all the price book entries of the price book.
Price book module has the following features:
Price book entries list is a list view of Price book entries submodule. Price book entries list has following features:
You can navigate through the price book entries list by using the First/Previous/ Next and Last buttons at the bottom right of the list.
You can select number of price book entries to be displayed per page by clicking on the Items per page drop down and selecting a number. By default 10 is selected.
Price book entries list can be sorted by the Name column. Click on the Name column header.
2. Price book entries list is sorted in either ascending on descending order based on name.
To view a price book entry, click on name of the price book entry that you want to view.
2. Price book entry details window pops out.
2. Create New Price book entry window pops out.
4. Price book entry is successfully added and Admin is navigated back to the Price book entries list page. 'Price book entry saved successfully' message appears in toast.
2. Price book entry details window pops out in edit mode.
4. Price book entry details are updated and Admin is navigated back to Price book entries list page. 'Price book entry saved successfully' message appears in toast.
2. A pop up window appears confirming the delete action.
4. The price book entry is deleted from Price book entries list and 'Price book entry deleted successfully' message appears in toast.
2. A pop up window appears confirming the delete action.
4. The price book entry/s is deleted from Price book entries list and 'Price book entries deleted successfully' message appears in toast.
To add a price book entry, click on Add Price book entry icon button on the top right corner of Price book entries page.
3. Enter all valid details for adding Price book entry and click button.
To edit a price book, click on name of the price book entry or click the editicon button showing at the end of the row of the price book entry that you want to edit.
3. Update the details and click button.
To delete a price book entry, click the delete icon button showing at the end of the row of the price book entry that you want to delete.
3. Click button.
To delete multiple price book entries, select the check box displaying on each row of price book entries list for each price book entry that you want to delete and click delete icon button showing at the top right corner of the price book entries list.
3. Click button.
