Updating a price list in Katana allows for modifying prices and adjustment methods for items. This process ensures that your sales strategy remains flexible and current.
If you want to update a price list, just open it up and edit it.
Remove an item or customer from price list
To remove an item or customer, just use the trash bin icon at the end of the row (for that item or customer).
Editing a price on the price list
To edit the Adjustment method or Amount field, click on the cell and edit it.
What happens if you update a price list
If a price list is updated (either by changing a price or adding/removing a customer), any pre-existing sales orders using the price list will remain unaffected. The update will only affect new sales orders.
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