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To add a document with item prices, click the ‘Create’ button on the toolbar of the respective documents list. To edit the existing one, double click the line with its name. You can also select the line, click the ‘More’ button (in the upper right corner) and click ‘Edit’ in the drop-down list. You can right-click the line instead of clicking the ‘More’ button.

In the create form, only the Date (From) field is required. It indicates the date at which prices become valid.

‘Setting Item Prices (create)’ form. The ‘Main’ tab

You can complete Date (To) field, if you want to limit period of price validity.

The Company field is completed via Companies catalog. To find the required company, start typing its name or code in the field. To open a catalog, click the ‘Show all’ hyperlink in the drop-down list. If you fill in the field, prices will be valid only for the selected company. If you leave this field empty, prices will be valid for all companies.

After filling in the Price Type field (wholesale etc.), price values will be assigned only to the selected types. To open price types, click the ‘Show all’ hyperlink in the drop-down list. To create a new price type, click  or ‘Create item’ button in the same drop-down list. By default, the price type is specified according to the value, set in the Personal settings section.

Number is assigned automatically when you save the document. You can change it, if necessary.

In the Comment field you can specify some additional information.

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