Add Resources to a Price List from the Resources Screen

Once you create resources in the Resources screen, you can add them to a price list for ordering. To add resources to a price list from the Resources screen: 

  1. Click the Resources link from the Main Menu. The Resources page opens.
  2. Select the resource to add to a price list.
  3. Right-click and select Add -> Add to Price Lists. The Add Price List Items Form window opens.
  4. Select the order form to assign to the item on the price list from the drop-down.
  5. Click OK. The Select Price Lists window opens.
  6. Select the price list(s) for the item. Use Ctrl+Click or Shift+Click to select multiple items.
  7. Click the Select button. 

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Comments

6 comments

Date Votes
  • Jennifer Tadler

    I cant get the resources to copy over to the next years price list. only part of the list copies over.

    0 upvotes

  • Americas Ungerboeck Consulting

    Jennifer - are you copying the entire price list from one year to the next? You may want to submit a ticket to client care so they can see more details of what you're running into to see if it might be configuration related or otherwise. Thanks.

    Mark F

    0 upvotes

  • Laura Alexander

    Can you add multiple resources to a price list? When I click on a single resource to add to a price list, it does not do anything.

    0 upvotes

  • Sam Wilson

    Hi Laura,

    You can add multiple resources to a price list, but not from the Resources page. This is possible from the price list. 

    Below is an excerpt from our article on Price Lists covering the specific steps related to your inquiry.

    Add Multiple Items to a Price List

    1. Click the Price Lists link from the Main Menu. The Price Lists screen opens.
    2. Select the price list for the items.
    3. Right-click and select Edit. The Edit Price List screen opens.
    4. Select the Price List Items tab.
    5. Click the Add Items button. The Add Price List Items Form screen opens.
    6. Select the order form for the price list items.
    7. Click OK. The Add Price List Items screen opens.
    8. Select the items to add to the price list.  Use Ctrl+Click or Shift+Click to select multiple items.
    9. Click the Select button. The selected items are added to the price list on the order form selected in step 6.

    You would repeat steps 5 through 9 for each order form requiring additional resources.

    Regards,

    Sam

    0 upvotes

  • Nina Dennison

    Why isn't the Base Cost transferring over to the Price List when I add it???  I see the Base Cost on the Resource and it comes over to the Price List as Zero.

    0 upvotes

  • Sam Wilson

    Hi Nina,

    When the resource item is added to the price list, the Base Cost values are automatically copied to the equivalent Cost fields on the price list item. These display on the Costs tab for the price list item.

    These values do not automatically transfer to the Price-related fields. However, if you are utilizing the Pricing Calculations tool and selecting the Markup option in the Percent Type field, the software will calculate and update the Price-related fields using the values in the Base Cost fields.

    You can find details on this process in the following article: https://supportcenter.ungerboeck.com/hc/en-us/articles/204557808-Adjust-Prices-by-a-Fixed-Percentage 

    Regards,

    Sam

    0 upvotes

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