Function #42: Show the actual rate of items on invoices

Function #42: Show the actual rate of items on invoices



Hello everyone, and welcome back to our series!

In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to an invoice, the default rate of the items gets updated on the invoice and these updated rates will be visible to you and your customers. However, if you also wish to view the default rates and the percentage of difference between these defaults and the updated rates, today's custom function is for you. 

Prerequisites: 

1. Create a Connection named "zbooks" to successfully execute the function. You can watch the GIF attached below to know how to create the connection.



2. Create a custom field called "Actual Rate" to be displayed in the item table of invoices. The default sales rate of the items will be populated in this field.



3. Create a custom field called "Difference Percentage" to be displayed in the item table of invoices. The percentage of difference between the actual rate and the updated rate will be calculated and displayed in this field.



Custom Function:

Navigate to Settings -> Automation -> Workflow Actions -> Custom Functions -> +New Custom Function > Add the function code from this GitHub link > Hit Save. 

Workflow Rule: 

Go to Settings -> Automation -> Workflow Rules -> +New Workflow Rule and set up the workflow rule as shown below:






In the final step of this workflow rule, associate the custom function you created and then hit Save.





If you found this function helpful, do share your feedback in the comments section. If you need any help with implementing this automation, don't hesitate to reach out to us via email at support[at]zohobooks[dot]com. We're here to help. 

See you all again with another useful function!

Regards,
Shireen Farhana
Zoho Books






                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner

                                                                      





                                                                      




                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now