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
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Navigate to the Pricing Options Module
- Start from the home page and select the Pricing Options Module.
- Start from the home page and select the Pricing Options Module.
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Access the Pricing Options Search
- In the module, click on 'Pricing Options' to open the search function.
- In the module, click on 'Pricing Options' to open the search function.
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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.
- If you know the ID, Reference, or Friendly Name of the Pricing Option, enter it to locate specific entries.
- Refine by Pricing Option Type:
- Use the dropdown menu to select the relevant Pricing Option Type for a more focused search.
- Use the dropdown menu to select the relevant Pricing Option Type for a more focused search.
- Filter by Finance Code:
- Apply the Finance Code filter to further narrow down your search results.
- Apply the Finance Code filter to further narrow down your search results.
- Search by ID, Reference, or Friendly Name:
Following these steps will help you locate existing Pricing Options effectively, ensuring accuracy and avoiding duplicates.