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Price List

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Warning when saving a price list Item without an associated sales account

When a user adds/edits a price list item. It would be helpful if they received a warning/reminder upon saving if the associated sales account is missing. They should be able to continue saving without entering one, but a notification would help cu...
Erin Merriott 4 months ago in Case Management / Price List 0 Planned

Item availability based on branch when building packages

Currently when building packages if you select that the package is only for a specific branch, the item drop downs still contain every price list item for every branch. The item names don't indicate what branch they are for either. You end up need...
Erin Merriott about 4 years ago in Case Management / Price List 4 Planned

Scheduling Price List Changes - Cost

Need the ability to be able to schedule cost updates in the price list just like we are currently able to schedule changes for the retail price.
Kelsey Swearingen about 3 years ago in Case Management / Price List 0 Planned

Ability to Delete PL Items from CSV

We need a column on the PL csv for delete (like we now have on the rolodex csv). This will prevent us from manually deleting PL items one by one.
Erin Merriott almost 4 years ago in Case Management / Price List 0 Planned