Downloading price lists

Updated by Heather Jones

Downloading a price list for general use

  1. From the project list, navigate to Preferences > Pricing in the main navigation menu.
  2. Under the Price List group, with Default price list selected, click the list icon next to the Price List field to open the Select a price list dialog box.
Note: You can also select a price list by selecting the Price list field and typing a price list name that you already have downloaded (and selecting the price list from the options that appear).
  1. In the dialog box, select REQUEST PRICE LIST.
  2. Select Location (City or Zip Code) or Name to modify the available fields.
  3. Enter the appropriate price list details and select DOWNLOAD.

Downloading a price list for a specific project

  1. Open the estimate.
  2. Navigate to Claim Info > Parameters.
  3. Under Pricing, select the list icon next to either the Checkpoint Price List field (these lists cannot be edited) or the Price List field to open the Select a price list dialog box.
  4. In the dialog box, select REQUEST PRICE LIST.
  5. Select Location (City or Zip Code) or Name to modify the available fields.
  6. Enter the appropriate price list details and select DOWNLOAD.

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