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How to add a Price List
How to add a Price List

How do I create a new price list for a specific practice?

Mario Dasca avatar
Written by Mario Dasca
Updated over 2 months ago

If you need to create a separate Price List and assign it to a specific Practice, please follow these steps:
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Step 1: Access the settings page

  • Begin by navigating to the Settings tab within your system.

  • Once there, select the Products and Pricing tab to view your list of products and price lists.

Step 2: Open the Quick Actions menu

  • Click on the Quick Options dropdown and select Add Pricelist.

Step 3: Create Pricelist

  • Add the Pricelist name

  • Search and select the Practice that you want to assign to the new Pricelist

  • Select to adjust the prices now or later in the Edit Feature

  • Prices can be adjusted by amount or percentage as an increase or a decrease of the standard prices

Step 4: Save and exit

  • Click on the Create Pricelist button

Please note:

  • When adjusting prices, you either type the exact values or click on the arrows up/down to adjust

  • If the value needed is negative, aka a discounted pricelist, please use the "-" symbol in front of the nominal value

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