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

Clicking [ + Add Template ] 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)

The Default Template will always be highlighted in green

Last updated 18 days ago