General
Price List Management
Price list work is tied to the item catalog and the document form. The exact setup depends on whether your team uses only simple document items or the full inventory workflow.
Where Prices Usually Come From
- manually entered lines in the document form
- reusable item records from the product catalog
- inventory-enabled products managed through IMS
Working Pattern
- Open the product or item catalog you use for billing.
- Maintain the default sales data there.
- Reuse those values when creating invoices, quotes, and orders.
Why It Matters
A consistent price list reduces manual entry, keeps quoting faster, and makes downstream invoice creation more predictable.