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
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
How to set a Pricing Template as Default
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
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