Setting price margins within Quotes

Setting price margins within Quotes

My organisation is looking at ways of bringing their quoting to Zoho.

We currently buy a range of products from a range of vendors. We then apply a margin as a percentage to all products (barring labour), which varies quote-by-quote depending on whether the project is commercial, domestic etc. etc.

In moving this to Zoho, I've populated the product module with the prices we buy items at, and set up the quotes module. However, I can't seem to find a method to apply a percentage margin to certain products within a quote - or even a whole quote. The 'Product Details' section is completely inflexible as far as I'm aware.

Is there any way of changing fields within the Product Details section, or another way of achieving what is outlined above? It's pretty critical we have this facility - without it, moving this part of our business process to Zoho would not give any tangible benefits, as it would still require significant amounts of manual input and calculation.

Many thanks



      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________