The customer Assignments page is used to assign Rate cards or Pricebooks to a customer.
Navigate to Customer Assignment
- Click on Customers in the main menu
- Click on the Customer Code or Name link in the customer list table
- You will navigate to Customer invoices page. Click on Assignment tab
Assign Rate Card or Pricebook to a Customer
- Navigate to Customer Assignment page
- Click on button, Assignment Details window will open
- Select a rate card or pricebook from the drop down
- Select the types of service items the rate card or pricebook applies to
- Choose a From date
- Click Save button
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