How to adjust Pricing Plans

Customers, Inventory, Invoice/Quote, Knowledge Base, Process

To view or edit a customer’s pricing plans: In Paladin, on the top ribbon, select the Customers module. Find and display the customer’s information in the Customers tab. On the bottom ribbon, click Adjust Pricing Plans. In the Adjust Pricing Plans window, you can view the Available Pricing Plans and Selected Pricing Plans. Make changes […]