Defaults, List Price, and Customer Setup

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Posted on by Michelle D

We are trying to utilize Extended Pricing but there are a few things that just don't seem to make sense or that I cannot find the answers to.

1. Are you able to set a default Price Book that is automatically assigned to new customers? Or do you have to go into the Book assignment every single time you add a customer?

2. If a customer is assigned a Price Book and they purchase an item that is not on that Book, shouldn't it default to use the Unit Price that is on the Base Book?

3. When creating a Base Book and Base Sheet, shouldn't the list price automatically populate if you already have it imported and attached to the items?

Thank you!

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