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Updating price books from the copy and search screens

If you have read-write access to a project or library, you have the ability to update price books from the Copy and Search screens without opening the project.

1. Select a project(s), then click the Update Price Books button.  If you select multiple, it is advised to not select more than 5-10 projects at a time. 

Search Screen

Search screen

Copy Screen

Copy screen

 

2. Confirm you want to update the Price Books.

Confirm update.

Note: If updating a large project or library, this process can take a few minutes.

success

 

Related Links

Outdated price books message

Manually update price books

View price books assigned to a project