Businesses operating globally often need to invoice in different currencies based on the customer's location. In such cases, maintaining item rates in multiple currencies becomes essential. This is where Price Lists come into play. Price Lists in Zoho Books let you establish custom rates for your items. You can adjust the rate of items based on a certain percentage or set different rates in various currencies.

Typically, when creating a customer in Zoho Books, you can link a Price List to their profile. Then, when creating a sales transaction for the customer, the assigned Price List is automatically applied to the transaction. Today's custom function automates the process of linking the Price List. Upon creating a new customer, the function checks the customer's currency and automatically associates the Price List created in the same currency with the customer.

2. Ensure that the Price Lists are named in the format:[Currency Code][Space]Price Listing. For example, USD Price Listing.

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

 

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