Create and manage pricing lists
You can view, email, or print the information in a supplier pricing database as a pricing list. You can filter the pricing list by shape to see a list of pricing for all dimensions of the selected shape, or leave the pricing list unfiltered to create a list containing all pricing information.
Create a pricing list
- In the Pricing Maintenance dialog box, click the Pricing ribbon tab.
- On the menu, select Reports, or press Ctrl+R on the keyboard.
- If you only want to display selected items in the report, select a filter type in the Type list, and click Select.
- In the Filter dialog box, click the arrow buttons to move the items that you want to include in the pricing list to the Included list.
- Click OK.
- Click Make Report.
View the pricing list
Print the pricing list
Export the pricing list
- Click Export.
- In the Export Format list, select an export format.
- Click Browse.
- Browse to the location where you want to save the exported file, and click Save.
- Modify the file name according to your needs.
- To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.
- To open the file after exporting it, select the Open Exported Document check box.
- To export the pricing list and save it to the selected location, click Export.
Email the pricing list as an Excel worksheet or a PDF file
Note that the Email Excel and Email PDF commands only allow you to send the pricing list via Microsoft Outlook email. If you use some other email service, you need to export the pricing list and attach it to an email manually.