CStoreOffice® Support & Learning

Copying Price Book Items Between Accounts

To copy Price Book items between accounts:

  1. At the top right of the page, switch to the account you want to import Price Book items from.
  2. Import Price Book items from the source account to the draft. For details, see Importing Data from Different Sources.
  3. There are item attributes configured on the station (location) level. For example, Current Retail, On Hand and so on. So, when you are importing items from the Account Price Book, the station (location) item attributes are not imported.
    To view the whole list of the station (location) item attributes, see Items > Items Setup > Station Item Attributes.

  4. In the top right corner of the page, switch to the account you want to export Price Book items to.
  5. Copy Price Book items from the saved draft to any location of the destination account. For details, see Exporting Draft Data to Location.