When ordering products, selecting the correct pricelist is essential as it determines the pricing of your items. You can select or change the pricelist in several places within the AMP Sell app. Below are the main methods to do this:
Method 1: Selecting a Pricelist from the Customer Tab
Open the Customer Tab
- Tap the Customer Tab on the main screen.
Tap a Pricelist Box
- Under the Pricelist section at the top right, tap one of the available pricelist boxes.
- Under the Pricelist section at the top right, tap one of the available pricelist boxes.
Current Pricelist
- The pricelist with a checkmark next to it indicates the currently selected pricelist.
Method 2: Changing the Pricelist from a Proposal in the Pre-Posal Tab
Go to the Pre-Posal Tab
- Tap the Pre-Posal tab from the main screen.
Select Proposal
- Tap Proposal at the top of the page.
Change the Pricelist
- Tap the current pricelist name located in the blue bar at the top of the screen.
- Tap the current pricelist name located in the blue bar at the top of the screen.
Select a New Pricelist
- Choose the new pricelist you want to use.
Method 3: Changing the Pricelist from the Order Form in the Pre-Posal Tab
Go to the Pre-Posal Tab
- Tap the Pre-Posal tab on the main screen.
Select Order Form
- Tap Order Form at the top of the page.
Change the Pricelist
- Tap the current pricelist name in the blue bar in the middle of the screen.
- Tap the current pricelist name in the blue bar in the middle of the screen.
Select a New Pricelist
- Choose the new pricelist you want to work with.