Guide · 367 answers

How YourCA works, step by step.

How do I update my part costs from a price list?

  1. Put the merchant’s list in once, in Company admin, Price lists. It is the same list the Quote tab prices Projects jobs from.
  2. On the Quote tab, open Price book, press Add, then Costs from a price list, and pick the list.
  3. Every part whose supplier code is on the list at a new price shows what it costs you now and the list’s price. Untick any to leave, then press Update.
Worth knowing

Only the cost moves: your sell price stays, so check the margin. A part priced in another unit on the list starts unticked, marked Check the unit.