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6.1. Creating and emailing Price Lists

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Price Lists provide a snapshot of prices at a moment in time. They may be created and deleted by lab managers. All lab personnel may view, print and email price lists

Client contacts do not have access to price lists.
However, lab personnel may email a price list to a client contact

Click on the Price Lists link the left navigation bar to see all the current price lists

Price lists

Click on the [add new pricelist] button to create a new price list, or select a price list checkbox to delete by clicking on the [delete] button

Create a price list

Once the price list has been saved, it is displayed, and may be printed or emailed

Price List

Click on the |print pricelist| tab to prepare a printable format of the price list, or on the |email pricelist| tab to send the price list to an email address

Email price list

Enter a known email address, or click on the [browse] button to select a client contact

browse contact email addresses

Browse contact email addresses

Click on the select link of the client contact to return to the email price list page with the appropriate email address, or click on the view link to view the contact details

Click the [send mail] button to send the email to the selected address


 

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