Editing a Price List's Summary

The following describes how to change summary details about a price list, including its name and settings.

Implementation

  1. Access your available price lists.
  1. Scroll down to the Existing Price Lists section.
  2. Use the Edit Price List drop-down to select the intended price list.
  3. Click Go. This opens a new page, with the Details tab selected.
  4. If needed, change the Name of the price list. You can also add some Notes, which are for information and will only be visible to people viewing this page.
  5. If the values in the price list are inclusive of VAT, tick the Price List Includes VAT check box.
  6. If this list has been assigned to any Resellers, tick the Viewable by Customer check box to make it available to Customers of those Resellers.
  7. If you want the name of the price list to appear as something else to Customers, write the alternate Title in the Customer-facing Description section.
  8. To apply a custom HTML header to the price list when viewed in browser, place the required code into the Header field. This lets you apply branding to the list, including images and a link to a custom stylesheet.

    To access the price list's default stylesheet, click the link provided and create a custom copy, then insert the relevant link into the Header code. If you aren't sure how to do this, contact the Support team.

  9. Click Update to apply your changes to the price list.