How do I update my part costs from a price list?
- Put the merchant’s list in once, in Company admin, Price lists. It is the same list the Quote tab prices Projects jobs from.
- On the Quote tab, open Price book, press Add, then Costs from a price list, and pick the list.
- 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.