Make a Price List Inactive

Background

Once a Price List is used on a saved Quote, it can no longer be deleted. If a Price List should no longer be used to create Quotes it should be marked as Inactive.

Step-by-step

  1. Go to Price List::View PriceLists
  2. Click the Price List name and select Edit Price List 'price list name'
  3. Click the Close button, which shows a view-only summary of the Price List:
  4. Click the Edit Price List Info... button near the upper left corner
  5. Check the Inactive box, then click OK

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