Price Lists stores supplier items for reuse. A catalogue price is not an actual Project expense until you record the cost against the work.
1. Create the list
- Open Pricing and choose Price Lists.
- Choose New price list.
- Enter the Name, Supplier and a useful Description.
- Choose Create price list.
2. Add items
Open the list and choose New item. Enter the item code, description, category, unit and cost. Add a selling price when you want one, then save.
Keep item codes distinct within the list and preserve leading zeroes. Check whether the unit is each, metres, packs or another quantity before copying a supplier price.
3. Edit prices
Open an item to edit its details. The cost and selling-price cells also support direct editing. Complete the field and wait for the save result before continuing.
Use the list’s settings for its name or supplier. Archive items or lists that should leave active choices; use the archived filter to find them again.
4. Use the prices
Review the item and copied amounts when using a price list in estimating. Later catalogue edits do not rewrite saved Quotes or Estimates.
If saving fails
Resolve duplicate codes or invalid values and retry the current edit. Check search, category and active/archived filters if an item seems missing.