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.
Last updated
Pricing Templates are what drive your default pricing when adding products to an Order. You can create as many of these as needed.
Last updated
Navigate to "Resources" > "Products" > "Products & Pricing"
Click on the [+ Add Template] button
This will add a new line to the Pricing Template table where you can enter in the Template Name
After adding a name, click the [✓] button to save the new Template
Select the Template Name from the table (it will be highlighted in teal with white text)
Click [✓ Set Default]
The Default Template will always be highlighted in green
