How to Edit Pricebook Settings

How to Edit Pricebook Settings

Follow the below steps to Edit 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 3 dots on the left side of the Pricebook Settings
  5. Click on Edit
  6. Click on Update to save the changes

    • Related Articles

    • How to Add Pricebook Settings

      Follow the below steps to add 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 Add a Record button or + sign Enter the Name ...

    • Staff Settings

      This article will explain the Staff Settings Section Navigate to the Web Portal and login On the left-hand main menu, select Staff>Staff Settings Staff Spreadsheet displays the staff member information - How to Edit Staff Members from Staff ...

    • How to setup Finance Settings

      This article will help you to set up the setup Finance Settings Navigate to the 3PM Construction Web Portal and login On the left-hand main menu, select Admin-> Company Settings End of Financial Year: Enter the End of the Financial Year for your ...

    • How to setup General Settings

      You will learn how to set up the General Settings under Company Settings>Company Config tab where you can add your Company Name, Logo, Website URL, Brand Colour, 3PM Customer Number, Profession Services Key, Accounts Email Address and Head Office ...

    • How to Setup Timesheet General Settings

      Please follow the steps below to configure Timesheet General Settings Navigate to the Web Portal and login On the left-hand main menu, select Timesheet-> Timesheet Settings Number of Approvals Required for Timesshet, Jobsheet, and Leave: You can ...