Hi,
Having a problem in Line 50 v.23 with price lists.
I cannot find a way to either;
a) Get a list of all customer accounts allocated to a price list or
b) Import a list of customers in order to allocate to a price list
a) I can see them but I cannot export them, copy them, ctrl c them etc.
b) There isn't a column on the import template, nor is there a mapable field in the import (customers) section
I am trying to move about 250 customers onto a new price list for a short promotion, so at the moment the only way I can see to do it will take ages.
Any ideas ?
Norm
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- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
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Customer Price Lists
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Customer Price Lists
1/ Create the new Price List with all the products / prices.
2/ On the bottom half of the screen where there is the box labelled customers press the add button.
Select the customers that you want to move onto this price list.
press ok (if you are moving customers off other price lists they will be a warning here)
press Save
job is done.
2/ On the bottom half of the screen where there is the box labelled customers press the add button.
Select the customers that you want to move onto this price list.
press ok (if you are moving customers off other price lists they will be a warning here)
press Save
job is done.
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