Copying a Customer Pricing Record

  1. From any IntelliDealer screen, click on the Product Support tab.
    The Product Support Quick Links screen will appear.


    Product Support Quick Links screen

  2. From the Parts List, click the Customer Pricing link.
    The Customer Pricing screen will appear.


    Customer Pricing screen

  3. On the Customer Pricing screen, fill out the appropriate fields and click the Go >> link.
    The Customer Pricing screen will refresh listing the generated search results.


    Customer Pricing screen

  4. Move the cursor over a the Customer/Group field on the pricing record you wish to copy and select Copy from the pop-up menu.
    The Customer Pricing Record screen will appear.


    Customer Pricing Record screen

  5. On the Customer Pricing Record screen, add any additional information to the copied customer pricing record before creating the new copy.

  6. Click the Save button to save the new customer pricing record.