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How to create a new price list
How to create a new price list
Brendan Shaw avatar
Written by Brendan Shaw
Updated over 2 months ago

1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site

2. Click the "Manage" tab from the side menu

3. Click the "Price Lists" button from the drop down menu

4. Click the "View" button under the "Price Lists" drop down

5. Click the "CREATE PRICE LIST" button

6. Type in a name for the price list

7. Type in a description for this new price list

8. Click the "SAVE" button to save your changes

You have now created this price list. This price list will now be ready to assign items and contacts so that when a particular billable client is used on a job, with the relevant items, Allotrac.io will use your pre-determined account level pricing automatically

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