Feature ID: 35520
Feature Description: Improvements to price lists and charges
Use Case: We decided to enhance our pricing and charges functionality which will allow users to associate one price list with multiple clients. Additionally, we are now offering different currencies to be used within the pricing and charges settings.
Click on Administration
Click on Service Capabilities
Go to the Desired Instrument Category and click on Price List(s)
All about Service Pricing is here
To adjust currency:
Select the desired Price List from the drop-down menu
Click Edit Price List
Select desired currency under ‘Currency’ field
To configure a price list and/or associate it with multiple clients
Select the desired Price List from the drop-down menu
Click on Clients tab
Click ‘Add Client’
Search for a Client and, when found, click Select. Add as many clients as desired.
