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Customer Price Lists

Sage 50 general help forum - Free help and support for all general issues
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THAINCR
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Posts: 1
Joined: 10 Oct 2019, 17:21
Sage Version: v2017 23 UK/Europe/Africa

Customer Price Lists

Post by THAINCR » 10 Oct 2019, 17:32

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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brucedenney
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Posts: 4619
Joined: 28 Feb 2006, 09:56
Sage Version: v28 UK/Europe/Africa

Re: Customer Price Lists

Post by brucedenney » 11 Oct 2019, 10:31

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.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

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