Adding New Products and Services with Price List

When adding product and services insdie of CreataCRM and using price list you need to be aware that the price list are cached. Which means when adding a new product that is inside a price list will not appear.

When adding items

When adding items, and the new item doesnt display on the item list view, Goto the Price List that has been selected

Goto Sales

  1. Navigation Bar
  2. Sales

Click on Quotes or Invoices

Click on Price List

  1. Settings
  2. Price List
  3. Select the price List

Populate Cache

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