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To create a new price list, first expand the Sales Order module in NorthScope and select Price Lists from the navigation menu. This will open the Sales Order: Price Lists list view. From the list view, click the New toolbar icon and select Sales Order Price List. This will open the New Price List record view window with the following header fields for data entry:
- Currency ID: Displays a drop-down menu for the user to select the currency for the price list prices. This field is required as only items with the same currency will be available to add to the price list and price lists can only be assigned to customers that use the same currency as well.
- Description: Displays a text box field for the user to enter a description of the price list.
- Inactive: Displays a drop-down menu for the user to determine whether or not the price list is active in the system. If the drop-down menu is set to 'Yes', the price list is inactive. If the drop-down menu is set to 'No', the price list is active.
- Price List: Displays a text box field for the user to enter the name of the price list.
- Price List Class: This field defaults to Sales Order is never editable.
- Price List Type: Displays a drop-down menu of the types of price lists - Standard, Base Index, or Linked. If the user selects 'Linked', upon save the Linked Formula header hyperlink will display, allowing the user to configure a formula that will default to all linked items added after the header formula is configured.
- Prices Include Freight Cost: Displays a drop-down menu for the user to determine whether or not the prices on the price list include freight costs. If the drop-down menu is set to 'Yes', the prices include freight cost. If the drop-down menu is set to 'No', the prices do not include freight cost.
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