Filtering Price Lists by Created By

Filtering price lists by “Created By” allows you to view only the price lists created by a specific user or team member. This helps track ownership, manage responsibilities, and quickly find relevant pricing records for review or updates.

Filtering Price Lists by Created By: 

Step 1: On your Dashboard, scroll down to the Sales section and click on Pricing.

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Step 2: You will then be navigated to the Price Lists.

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Step 3: Click on the Created By dropdown menu to proceed.

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Step 4: A pop-up list will appear, prompting you to select one or more users.

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Step 5: Once selected, click Apply to proceed and begin filtering.

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Step 6: You can now view the Price Lists filtered by the selected users.