Linking a Price List to a Customer

When a price list is linked to a customer, the price list is automatically pre-selected when you create a sales order for the customer.

To link a price list to a customer:

1. Click  More Options in the sidebar.
2. From the Address Book tile, click Open Address Book.
3. Click Advanced beside the customer.

4. From the Primary Contact tab, in the Sales Price List field, select the price list that you want to link to the customer.

5. Click Save.