Once a Control Book has been created, you can add customers and items to it.

Adding Customers to a Control Book

To assign customers to a Control Book:

1. Locate the Control Book in the list.
2. Click Manage Control Book for that Control Book.

3. Under Add New Member, select the Customer Site.
4. Click Add.

Repeat this process for each customer site that should use the Control Book.

Removing Customers from a Control Book

To remove a customer from a Control Book:

1. Open Manage Control Book for the Control Book.
2. Click Delete next to the customer.

3. Confirm the removal when prompted.

Adding Items to a Control Book

To add items:

1. Under Maintain Control Books, select Manage CB Items for the Control Book.

2. Select the item from the dropdown list.

3. Enter the Retail LB or Retail EA price to display.
4. Select a Control Book Flag, if applicable.
5. Click Create.

The item will now appear in the Control Book.

Updating Prices or Flags

To update pricing or flags:

1. Locate the item in the Control Book.
2. Edit the price or flag.
3. Click Update to save the changes.

UPDATE IMAGE

Removing Items from a Control Book

To remove an item:

1. Locate the item in the Control Book.
2. Click Delete.

3. Confirm the removal when prompted.