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 Price and the other is List Price.
- Unit Price - It is a price fixed by the manufacturer for the product and which cannot be changed.
- List Price - It is the sellers' price. The manufacturer/resellers may sell the product with different prices to their resellers/customers. These variable prices for the same product are called as List Prices.
Access to the Price Books Tab that includes View, Create, Edit and Delete permissions.
- While creating a potential you can select products only from a single price book.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
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 ...Inventory Management
Zoho CRM extends beyond the traditional sales related functions and supports complete sales cycle management by integrating Inventory Management features. This allows businesses to manage their pre-sales and post-sales accounting activities in a ...Working with Quotes
Sales Quotes are legally binding agreements between a customer and vendor to deliver the customer requested products in a specified time-frame at a predefined price. Your customers can place orders within the stipulated period (validity date) that ...Creating Inventory Templates
With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...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* ...