Standard Fields in Price Books
Following are the list of Zoho defined standard fields available in the Price Books module: Field Name Description Data type Maximum Limit Price book Owner Select the name of the user to whom the price book is assigned. Lookup - Price book Name* ...
Creating Price Books
In Zoho CRM, you can create price books by: Entering data in the price book details form: You can manually fill in the Price Book details. Importing price books from external sources: You can gather data through various sources and import CSV and XLS ...
Working with Price Books
Price Books are used for selling products at different prices, based on the agreement terms with a particular type of customer. For each customer you can sell the same product at different prices. There are two key prices in price books. One is Unit ...