How do I update pricing in the item repository?

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I have updated a few item prices in my item repository, but am having trouble getting the new pricing to appear in webforms when creating an invoice. The invoice still populates with my old pricing. What steps to I need to take to correct? Thank you.
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Shawn

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Posted 5 years ago

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Katelyn McDonald

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Hi Shawn! Thank you for your post! After your item repository is updated we will want to delete out the current items in the defaults and source the items in the defaults for the invoice again. In order to do this successfully, please complete the following steps:

1. Click on 'Preferences'
2. Choose 'Defaults'
3. Click on the form you would like to update
4. Click on 'Item' on the left side
5. Uncheck the 'Use Item Repository' box at the top
6. Click 'Save'
7. Complete steps 1-4 again, then click on the 'Use Item Repository' box at the top
8. Choose the '+' to source in your updated items
9. Choose 'Save'
10. The updated prices should show on the invoice

Please feel free to reference this Item Repository Video if you have any further questions, or respond to this post. Thank you!

Katie

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Shawn

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Thank you!

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