Downloading price lists
Downloading a price list for general use
- From the project list, navigate to Preferences > Pricing in the main navigation menu.
- 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).
- In the dialog box, select REQUEST PRICE LIST.
- Select Location (City or Zip Code) or Name to modify the available fields.
- Enter the appropriate price list details and select DOWNLOAD.
Downloading a price list for a specific project
- Open the estimate.
- Navigate to Claim Info > Parameters.
- 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.
- In the dialog box, select REQUEST PRICE LIST.
- Select Location (City or Zip Code) or Name to modify the available fields.
- Enter the appropriate price list details and select DOWNLOAD.
