Using Chrome (there isn’t an easy way without extensions with other browsers), “Print” the saved search:

Select the destination as “Save as PDF” and save.

Now all of your images should still appear and it’s in a PDF.

Please vote the answer up if it works for you and let me know how you get on.

Expense reports are only used for “Expense” lines on the P&L. It’s not possible to add “Items” to an expense report (i.e. you would need to create items to then sell these on to your customers).

I suggest you create the sales employees as “Suppliers” too (you would need to create them separate from their Employee record). This way you can enter an Invoice against their ‘expense’ and create the Bill Payment against that Invoice to be paid back to them.

I might have misunderstood your request, so please let me know if this helps or not?

I understand you want to avoid price levels, but this is the way I would do it as it is the ‘cleanest’, uses no customisation (which means NS runs quicker) and is scalable (if there are more customers that you want to apply a 17% discount to, or a different % discount).

1. Create a new Price Level
2. Enter “-17%” into the “Markup/Discount %” field
3. Tick “Update Existing Prices”
4. Set the “Price Level” on the Customer Record (normally under the “Financial” tab)

Here are the advantages:

1. When you create a new order for this customer, it automatically applies that price level, no manual intervention needed.
2. Other customers can use that price level in the future
3. You can easily add other price levels for other customers with different discounts
4. If you change the price of the base price, it automatically updates the price levels

If you want the customer to ‘know’ that they are on a special discount level, you could add the price level name to the email/PDF template too (and you could call the price level “17% off” or something).

In theory you could do what you have asked for with a workflow. But because I suspect you have more than one SKU per order, I haven’t been able to get it to work (because I can’t add a “Subtotal” line via Workflow.

One other thing to try is when you get to the “Import Options” section, show the Advanced Options and tick “Overwrite Sublists”.

*WARNING* This could really mess up your data if done incorrectly, so I try to avoid it where possible.

If you have a NS Sandbox, I suggest you try this in there first. If you don’t have a sandbox, then try it on one customer only and make sure you import ALL of the current prices for that customer.

The “Overwrite Sublists” option will delete ALL sublist data and replace it with the data in the CSV import. So you must be careful with what you are importing along with these prices.

An example, might be updating one field on another sublist, but if you do not populate ALL of the fields on that sublist, the rest of the values will be wiped.

As far as I understand from NS Help you cannot completely wipe a sublist, so as long as you don’t include any field from a sublist on your CSV import, it will not touch that sublist. For example, if you do not include any Customer Address Sublist fields on the CSV import, it will not touch the Customer Address sublist.

The only other way I can think of is via a custom script, which is quite a bit of work.

Another option you might consider is creating new pricing levels on your items. Then you can assign various customers to various price levels (on the “Financial Tab”. This way you only need to update the price levels on the items (which is likely to be less work than via the customers) For example, if you have 1000 customers and 10,000 SKU, that is 10,000,000 values you need to update on the customer record. Whereas if you had only 100 different price levels (I doubt you would have this many, but let’s assume you did), that’s 1,000,000 (or a 10th) values.

You then don’t need to change the prices for the customer, only change their Price Level on the customer record, which is far easier and much quicker.

Let me know how you get on.

We don’t use pricing levels per customer, so I cannot test this, but you could try the following:

Add “Customer  Item Pricing > Customer Item Pricing 1” to the Field Mapping.

Set the Item, Currency and Price Level as normal. Set the Unit Price as “<NULL>” (remember to do this by clicking the pencil icon).

Let us know how you get on.