Creating a Price Sheet

Price Sheets enable you to create specific pricing details you wish to receive from your Suppliers (i.e. item name, description, unit of measurement, price, etc.). You can either create a new price sheet or use an existing price sheet imported from Repository. An event can also have one or more price sheets.

You can learn how to create a price sheet from the repository as well as customize price sheet columns by reviewing our Creating a Price Sheet from the Repository How-To Article and Customizing Price Sheet Columns How-To Article.

How to Create a Price Sheet

Scroll down to the Price Sheet section and select Add.

Select the Create New Price Sheet option.

You will now be on the Price Sheet page.

Enter a Price Sheet Name.

Select a Price Sheet Type of either Materials or Services.

Create a Price Sheet Description of what suppliers should enter in their price sheets.

Use the formatting icons to format your price sheet (hover over them for functional details).

Enter the details of the item or service you wish the Supplier to quote within the price sheet's cells.

Click on the Save button when done adding to your cells to finish.