CRM Help

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 files into Zoho CRM.

Note

  • Some of the standard fields may not be visible or editable depending on your organization's business process.
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

Create Price Books Individually

You can create price books individually by:

  • Filling in the details in the price book creation form.
  • Cloning the price book with a few changes in the existing price book details.

To create price books individually

  1. In the Price Books module, click New Price Book.
  2. In the Create Price Book page, enter the price information (Refer to the Standard Fields).
  3. Click Save.

Note

  • By default, the person who creates the price book owns it.
  • To change owner, click the Change link in the Price Book Owner field and select another user.

To clone price books

  1. In the Price Books module, click a particular record that you want to be cloned.
  2. In the Price Books Details page, click Clone.
  3. In the Clone Price Books page, modify the required details (Refer to the Standard Fields).
  4. Click Save.

Set up Volume Discounts

While creating price book information, you have an option to choose your Pricing Model based on your business requirement. You can choose from the following options:

  • No discount
  • Flat Discount
  • Differential Discount

To define the pricing model with no discount

  1. In the Price Books module, click New Price Book.
  2. In the Create Price Book page, enter a Price Book Name.
  3. Select Pricing Model from the drop down list.
    By default, the Pricing Model displayed is None.
  4. Click Save.

To define the pricing model with Flat or Differential discount

  1. In the Price Books module, click New Price Book.
  2. In the Create Price Book page, enter a Price Book Name.
  3. Select Flat/Differential discount from the drop down list.
  4. In the Pricing Details section, enter the From Range , To Range and Discount (%).
  5. Click Add to enter more slots of pricing details and discounts.
  6. Click Save.

The chart below shows a comparative study of the Flat & Differential discounts:

Associate Price Book with Other Records

You can create a 360-degree view of the price book to display all the associated details. In the Price Book Details page, you can update the following details:

  • Products: To add products.
  • Attachments: To attach documents.

Update List Prices of Multiple Products

You may have one Price Book that applies for more than one product. If you wish to update the list prices of products under one price book, you can update them either manually or by using the Import List Price option.

To update list price manually

  1. Click the Price Books module.
  2. Select the desired price book.
  3. In the Products related List, click the Edit All link.
  4. In the Edit List Prices section, enter the new prices manually.
  5. Click Save List Prices.

To use the Import option,

  1. Click the Price Books module.
  2. Select the price book for which you wish to update the list prices.
  3. In the Products related List, click the Import List Price link.
  4. In the Import Products wizard, select the file with the new list prices.
  5. The file formats accepted are XLS, XLSX, CSV and VCF.
  6. Select a value for Find Products by, either Product Name or Product ID.
  7. Map the fields and click Import.


    The Import Summary appears.

    The list prices are updated in the Price Books. These products will also be associated with the appropriate Price Books in the Products Related List as well.

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