Hello,
I recently created several price books in Zoho CRM and assigned products to each price book with special prices.
But I do not know how to assign the price books to contacts, invoices or purchase orders?
The best way would be to assign a price to a contact. So if i.e. a dealer has special price conditions the discount would be used in every invoice or purchase order.
Or am I completely wrong how price books work in Zoho CRM?
Thanks for help,
M.