Price Lists

Getting Started

• Why use Price Lists?
• The Fast Track
• Price list examples
• Pricing Application
• Price Lookup Application

Creating Price Lists

• Creating Price Lists - The Basics
• Creating Price Lists - Advanced - creating from an existing file and details of the parts editor
• Applying a price list update (comparing and updating price lists)
• Harvesting pricing from Quotes
• Harvesting pricing from Orders
• Pricing from History
• Price Lists - Quotes vs Orders
• Copy and Pasting a Price List into OASIS
• Adding a "Part not Found" to the price file

Advanced Price List Configuration

• Sending Price Lists to Customers and Representatives Electronically
• Kits in Price Lists
• Assigning price lists to orders/quotes and Workgroups
• Assigning price columns to Customers
• Setting up and Using Dynamic Pricing
• Advanced Price List Formatting