Creating a New Pricing Template

Pricing Templates are what drive your default pricing when adding products to an Order. You can create as many of these as needed.

Creating a Pricing Template

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Click [ + Add Template ]

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Add Name

Clicking [ + Add Template ] will add a new line to the Pricing Template table where you can enter in the Template Name

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Click [ ]

After adding a name, click the [✓] button to save the new Template


How to set a Pricing Template as Default

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Select the Template

Select the Template Name from the table (it will be highlighted in teal with white text)

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Click [ ✓ Set Default ]


Creating a New Product

References

Products & Pricing

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