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:
- Click More Options in the sidebar.
- From the Address Book tile, click Open Address Book.
- Click Advanced beside the customer.
- From the Primary Contact tab, in the Sales Price List field, select the price list that you want to link to the customer.
- Click Save.