Setting default price list

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In case you have more then single price list, you can set a price list as a default price list for an entire plan group. New contracts will use this price list if no specific value is passed. When creating a contract, it is still possible to select another price list.

  1. In the menu, click Products.

  2. Click the

    mceclip1.png

    icon on the right side of the Plan Group selection.

  3. Click the

    Edit

    icon in the row of the plan group you want to set a default price list.

  4. Select the desired price list from the Default pricelist dropdown list.

  5. To save your input, click the Save button.