Price List Setup
When updating price lists (updating prices, adding products to the list), you need to make a new export of price lists
- Go to the “Modules” → Find the “Price Lists” module → Click “Settings”
- Click “Export / Import”
- Click “Export Data”
- Download the export
- Open the convermax spreadsheet
- Click “File” → “Import”
- Click “Upload” and upload the exported file
- Select “Replace current sheet” and click “Import data”
When assigning a price list to a customer, you need to add the price list name in the customer Additional Field 1
- Go to the customer with a price list → click “Price Lists” → copy price list name
- Go to the Information tab
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Scroll to “Other Information” and add to the Additional Field 1 input price list name in the following format:
price_list: price_list_name;
where price_list_name is the price list name copied in step 1
- If there are multiple price lists, use a comma to separate them: price_list: C&G Ford, Dr. Diff;