Hello,
I am evaluating Zoho CRM currently for use in our organisation. I can import products and unit prices however I am unable to automatically generate the List price which is causing me a problem. I need to have 3 scenarios
1) at the very least we need to be able to automatically generate or import list prices when adding multiple products to a price book.
Ideally:
2) We need to be able to create a default pricebook that automatically applies a standard margin when creating a quote. This should be available without selecting. Can this be achieved?
3) We need to be able to automatically apply a % margin or markup to the unit price in the pricebook (volume discount is less important for us)
4) I need the option to select the pricebook at "quote create" level and automatically apply to line items, not just at line item level.
Appreciate if you could respond