When creating price sheets you can not only create a new price sheet from scratch, but you also have the option to use an existing price sheet imported from a repository within CalUsource.
You can learn how to create a price sheet without using the repository and customize price sheet columns by reviewing our Creating a Price Sheet How-To Article and Customizing Price Sheet Columns How-To Article.
How to Create a Price Sheet from the Repository
Scroll down to the Price Sheet section.
Select the Import from Repository button (displays if have not yet created a price sheet within the event) or the Add Price Sheet icon (displays if you have created other price sheets within the event).
Checkmark the price sheet you wish to import (click on the name of a price sheet to preview it).
Select the Import button.
The price sheet will now display within the price sheets section of your event.
Tips
- You can import more than one price sheet from the repository by checkmarking all the price sheets you wish to import.
- To edit a price sheet imported from the repository, click on the pencil icon next to it.
Comments
0 comments
Please sign in to leave a comment.