How to apply pricelist in sales application?
To apply pricelist in Metro ERP's Sales App, follow these steps:
1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.
2) Inside the Sales module, navigate to the "Orders" menu and select "Customers." This is where you can assign pricelists to specific customers.
3) Edit the customer form, navigate to the "Sales & Purchase" tab, select the desired pricelist from the "Pricelist" dropdown menu, and save the form.
3) Start by creating a new sales order or quotation for your customer.
4) In the sales order or quotation form, select the pricelist you wish to apply to this order.
5) The pricing rules of the pricelist will be applied automatically to the products based on the specified criteria.
6) As a result, you'll observe that the prices have been adjusted according to the selected pricelist.
To apply pricelist, please do contact us at firstname.lastname@example.org