When you generate a price list, the standard price list form you create shows the customer's address, the date the list is generated, item names and descriptions, item prices, and currencies, if applicable. If you use the Quantity Pricing feature, the price list shows a column for each quantity and the corresponding prices.
You can also choose to customize your price list form, such as to add your logo to the form.
If you customize a standard form, the header of a price list form can show custom fields from customer records. You can also customize the body of price list forms to show custom fields from item records.
To customize a price list form:
-
Go to Customization > Forms > Transaction Forms.
-
Beside the Standard Price List form, click Customize.
-
Enter a custom form Name.
-
Enter an App ID.
-
Enter the internal custom transaction form ID.
-
To define the formatting for printed and emailed transactions that use this custom form, choose a Printing Type.
-
To use advanced PDF/HTML templates to format transactions, choose the Advanced option
-
To use basic PDF and HTML layouts, choose the Basic option. Recommended for basic layout.
-
-
Select the template you want to use for printed transactions that use this custom form.
This includes the standard template for the transaction type and any custom templates created for the transaction type.
-
Select the Email Template containing email attachment layout you want to use for this transaction type. In the NetSuite UI.
-
Enter a disclaimer or other message to appear at the bottom of your custom form.
You can enter up to 4,000 characters, including spaces.
-
Enter the Address you want to display on this form.
If you do not enter an address, your default company address is used.
-
Select a company Logo.
If you do not select a logo, your default company logo is used.
-
Check the Form is Preferred box to make this your preferred form for this transaction type.
-
Click Save.
-
On the Header, Columns, Body and Footer subtabs, select the data types you want to show on the custom form.
To define the basic printing type:
-
Complete the optional Header subtab fields:
-
To display the company name in the header, check the Company Name box.
Enter the company name in the Label field.
-
To display the company logo in the header, check the Company Logo box
-
To display the company address in the header, check the Company Address box.
-
To display the company phone number in the header, Company Phone.
Enter the company phone number in the Label field.
-
To display the company URL in the header. check the Company URL box.
Enter the company URLin the Label field.
-
To display the business number in the header, check the Business Number box.
Enter the company business number in the Label field.
-
To display the form title in the header, check the Form Title box.
Enter the form title in the Label field.
-
To display the page number in the header, check the Page Number box.
Enter the page number in the Label field.
-
To display the account number in the header, check the Acct. No. box.
Enter the account number in the Label field.
-
To display the date in the header, check the Date box.
Enter the date in the Label field.
-
To display the bill to address in the header, check the Bill To box.
Enter the bill to address in the Label field.
-
-
The Body data from custom fields can be added as body fields, with the exception of multi-select fields. This applies to custom fields on customer records and item records.
When you create a new custom entity field or custom item field, you can check the Print on Price List box to include the field.
-
Complete the optional Columns subtab fields:
-
Item
-
Description
-
Unit
-
Unit Price
You can optionally add the following data in columns:
-
Parent Item
-
Vendor Name
-
UPC Code
-
Drop Ship Item
-
Special Order Item
-
Manufacturer
-
Manufacturer Part #
-
Weight
-
Price Level
-