Topic
Price List Items are a list of commonly used materials or services that can easily be added to Jobs, Quotes, Invoices, Bills and Purchase Orders at the click of a button. Once the pricing level has been created, it can be allocated individually to each Price List item.
Instructions
To Change Price List's Pricing Method from "I want to enter the price" to "Calculate buy price + pricing method."
1. Export Price list file (Settings > Price List > Option > Export Price list File)
2. From CSV File, make sure all Standard, BAS, Old rate/Carp Shire columns are blank.
3. Buy Price is the only column you should use for price amount.
4. Re-save your CSV (comma delimited) file.
5. Go back to Tradify account then click Option then Import Price list file.
5. Import newly edited CSV file into customer's account (Start matching then click Import file)
It will override his current price list to new ones.
Additional Information
To understand Pricing Levels on Tradify, refer to this link: Understanding Pricing Levels on Tradify – Tradify Help Centre (tradifyhq.com)
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