How To: Apply a Price List to a group of Customers

Price lists, either Promotion Price Lists Stock Item / Price List Tab or Promotion Price Lists Stock Type / Price List Tab can be attached to a customer's record individually, see How To: Add an Existing Price List to a Customer or en-masse as follows:

  1. Open a Customer screen (show me how).
  2. In the [ Customer List ] tab use the filters to display the customers you wish to apply the Price List to.
  3. Press Ctrl+A to green select the customers.
  4. Click on the Block change customers button button.
  5. In the Update Selected Items dialog:
    1. Turn the Price List traffic light to green.
    2. Select the Price List from the drop down menu.
    3. Click on OK.
  6. In the Confirm popup click on Yes.
    Update Price Lists button in customer list screen
  7. In the second Confirm popup select as appropriate:

  8. In the Warning message click on Yes.
    Note: it is not possible to assign a non-Sterling Price List to a customer whose billing currency (as defined in their [ Customer | Detail | Financial ] screen) is Sterling. However, it is still possible for non-Sterling customers to be associated with a Sterling price list.

See Also

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