Sales
Named sell prices by product. Deactivate a list instead of deleting it.
Where to find it: Left menu → Sales & CRM → Price Lists
Step 1
Left menu → Sales & CRM → Price Lists. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Create a list, add item prices, and keep one list active for the currency you quote in.
Step 3
Quotations can later reference this list. Inactive lists stay in history.
Yes. Price Lists is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. Turn is_active off so quotes that used it still make sense.
