Copying prices from one customer to others

Modified on Fri, 02 Dec 2022 at 09:48 AM

Copying prices from one customer to another can save you from the hassle of doing it one by one on each customer.

 

From the Main Menu


1. Select Data Entry.


2. From Data Entry, select Customers.


3. Select the customer you want to copy the prices from. You may also narrow down your customer list by, entering the round number and/or customer number on the search bar.


 

4. After selecting the customer, from the Main Menu on the top right-hand corner, select More Options.

5. From More Options, click Copy Prices.



 6. Exit out of the customer page and select the customer you want to add the prices you copied.



7. Once the customer is opened, from the Main Menu on the top right-hand corner, select More Options.

8. From More Options, click Paste Prices.

 


9. A message box will appear confirming that the prices were copied successfully.

10. Exit out of the customer's page to refresh it and open again to show the products that has been copied from the previous customer.


11. Repeat steps 6-10 to do this on multiple customers.

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