How to search for an existing Pricing Option

Summary

This guide outlines how to efficiently search for an existing Pricing Option, helping you avoid duplicates or make necessary updates. Use this process to confirm if a Pricing Option already exists for a specific activity or membership, or to add a new price if needed.

 

Step-by-Step Guide

  1. Navigate to the Pricing Options Module

    • Start from the home page and select the Pricing Options Module.

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  2. Access the Pricing Options Search

    • In the module, click on 'Pricing Options' to open the search function.

      Screenshot 2024-10-28 at 11.08.53.png

  3. Enter Search Details

    • Search by ID, Reference, or Friendly Name:
      • If you know the ID, Reference, or Friendly Name of the Pricing Option, enter it to locate specific entries.

        Screenshot 2024-10-28 at 11.08.32.png

    • Refine by Pricing Option Type:
      • Use the dropdown menu to select the relevant Pricing Option Type for a more focused search.

        Screenshot 2024-10-28 at 11.08.18.png

    • Filter by Finance Code:
      • Apply the Finance Code filter to further narrow down your search results.

        Screenshot 2024-10-28 at 11.08.26.png

Following these steps will help you locate existing Pricing Options effectively, ensuring accuracy and avoiding duplicates.

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