Zoho Inventory

Help Docs

Price Lists

A Price List is a convenient way of customizing item rates in Zoho Inventory. It can be used to mass control/modify your item prices for a specific customer/vendor or transaction.

Scenario: Peter wishes to provide a 10% discount to his loyal customers on every purchase. However, it would be unfeasible to edit the prices of the items every time. To overcome this situation, he creates price lists and applies them to his contacts (customer or vendor) or transactions. The item prices will then be altered for those customers or orders automatically.

To sum it all up, a price list can be used to:


Enable Price List

To enable price lists:

Pro Tip: Enable the Apply price list to each item in a transaction option to assign price list to each item separately in a transaction.

Price lists enable

The Price Lists module will unravel under the Items module in the sidebar.

Price lists module under Items

Create Price List

To create a new price list:

Image showing the new price list button

Depending on the choice, the price list creation process will differ significantly.

Image of the new price list page

Choice 1 - Markup/Markdown by Percentage:

Choice - 2 Entering Item Rates Individually:

image of the new price list page - entering item rates individually

Volume Pricing

Volume Pricing allows you to define a unit price for an item based on the quantity sold or purchased. That is, you can set price breaks for items depending on their quantity. For example, if a customer purchases only 10 units of product A, each unit will cost $15; but if they purchase over 11 units, then the cost of each unit will drop to $13, and so on. This method helps you sell slow-moving or excess stock quickly.

To set the volume price for an item:

  1. Go to Items in the sidebar, then Price Lists.
  2. Click the + New Price List button on the top-right corner.
  3. Enter an appropriate name for the price list.
  4. Choose the Enter the rate individually for each item option.
  5. Under Pricing Scheme, choose Volume Pricing.
  6. Enter the Start Quantity, End Quantity, and Custom Rate across the required item. You can also search for an item from the list by clicking the Magnifier icon next to Item Details.
  7. Click + Add New Range to add another range. You can only add up to 10 price range per item.
  8. Click Save.

    Volume Pricing

Bulk Update

Alternatively, you can also enter the price range for several items simultaneously using the bulk update option. To do so:

  1. Click the Update Ranges in Bulk option on the top right side of the items table.

    Update ranges option
  2. Mark the checkbox near the items to select them.

  3. Click the Update Ranges in Bulk button at the top of the item table.

    Update ranges button
  4. Enter the Start Quantity, End Quantity, and the markup or markdown percentage.

  5. Click + Add New Range to add another range. You can only add up to 10 price ranges.

  6. Click Update, then click Save.

    Update button

When this price list is applied to a transaction, the item’s rate will be adjusted based on the quantity. If the quantity does not fall under any of the price range, the default price will be applied.


Apply Price List

You can associate a price list to:

To associate a price list to a customer or vendor:

Associate price list to a customer

To apply price list on a transaction:

Note: Default rates will be applied for the items that are not present in the price list.

Associate price list to a transaction

Pro Tip: If you have enabled the Apply price list to each item in a transaction option under item preferences, you will be able to assign price list to each item separately in a transaction.


Import Price List

Since we support two kinds of price lists- one for sales and one for purchase transactions, we have also provided separate import options for both. To import a price list:

image of accessing a price list import option

price lists import page price lists mapping fields page price lists import preview

In the preview page, you can view the status of price lists ready for import, no. of skipped records and unmapped fields.


Edit Price List

To edit a price list:

image of price list edit icon

Delete Price List

To delete a price list:

Image of deleteing a pricelist

Please note that this process is irreversible.


Export Price Lists

Similar to import, we have provided separate export options for sales and purchase price list. To export price lists,

image of accessing a price list export option

image of the price lists export page


De-activate Price List

You can make your existing price list active or inactive.

To de-activate a price list:

image of deactivating an active price list

To re-activate an inactive price list,


Configure Access Permissions

Zoho Inventory web page
Create customized pricing for your best customers and vendors with price list
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