How to Add Pricebook Settings

How to Add Pricebook Settings


Follow the below steps to add Pricebook Settings
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Purchasing and Bills> Purchasing Setting
  3. Click on Pricebook Settings
  4. Click on the Add a Record button or sign
  5. Enter the Name
  6. Choose the Supplier from the dropdown list
  7. Add the Account Number
    You should be able to add multiple Account Numbers
  8. Submit to Save

    • Related Articles

    • How to Edit Pricebook Settings

      Follow the below steps to Edit Pricebook Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Pricebook Settings Click on the 3 dots on the left side of the Pricebook ...
    • How to Setup Payroll Settings

      Follow the below steps to setup Payroll Settings Navigate to the Web Portal and login On the left-hand main menu, select Timesheet-> Timesheet Settings Go to Payroll Settings Payroll Frequency: Payroll frequency refers to the time interval at which ...
    • How to setup Contact Settings

      This article will help you to set up the Contact Settings Please follow the below steps to set up the Contact Settings Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Contacts> Contact Settings Supplier ...
    • How to Setup Asset Settings

      Follow the steps below to Setup Asset Settings Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings Update Asset Classes How to create Asset Classes Click on Update Check Lists to create check lists How to ...
    • How to setup Asset Settings

      This article will explain to setup General Settings Navigate to the Web Portal and login On the left-hand main menu, select Assets->Asset Settings The Asset Spreadsheet displays the list of Assets Update Asset Class: How to Create Asset Class Update ...