In many cases you may want to use similar Custom Pricing settings in different Contracts or Accounts.
To save time and prevent you from setting up the Custom Pricing multiple times, the system offers you a smart Copy option that lets you copy existing Custom Pricing settings to a selected Account or Contract.
The Copy operation is activated from the Custom Pricing tab.
You can copy the Custom Pricing settings from another Account or Contract. This streamlines your workflow and helps you to easily create Custom Pricing for new contracts or accounts which have similar needs, and adjust them as needed per account or contract.
Copying Options
The Copy option allows you to copy all of the Custom Pricing settings, or parts of it.
The copy options are:
| 1. | Copy from Account OR Copy from Contract |
| 2. | After you decide where to copy from, you can determine what to copy: |
| • | Copy ALL Custom Pricing Settings - this will copy all global pricing and pricing exceptions, both for Custom Employee Rate settings, and Custom Item Price settings |
| • | Copy only the Custom Employee Rate settings (both global and exceptions) |
| • | Copy only the Custom Item Price settings (both global and exceptions) |
After you copy the settings, you can modify the pricing settings for the new instance.
Warning: Copying the settings from the selected Account/Contract overrides any existing Custom Pricing settings in the new instance, and cannot be undone.