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Price Lists in Zoho Books

A price list is a list of customized prices that you can map to a particular item when creating an invoice, estimate, sales order, credit notes or recurring invoices. A price list allows you to customize the standard rate and offer the products or services at a higher or lower rate for any specific customer when needed.

Managing Price Lists

Managing Price Lists

Create and manage customized price list for your items and associate it to individual customers or to the Invoices, Estimates, Sales Order or Credit Notes you create for them.

Why use a Price List?

A price list lets you have specific set of predefined prices for specific customers and have the normal pricing for the rest of the customers. Price for individual items can be changed even at the time of creation, but when there are multiple items being sold to multiple customers, and the price of each items has to be changed, a price list comes in handy. These specific set of prices can either be a lesser or a higher price. A price list can be used to:

Enabling Price Lists

Enable Price List

Creating a New Price List

Follow these steps to create a new price list for your business:

New Price list

Markup or Markdown the Item Rates by a Percentage

Price list - markup

Price List - Markup or Markdown

Price List - Round off

Enter the Rate Individually for Each Item

Price List - New Rate

Price List - Currency dropdown

Importing & Exporting Price Lists

You can now import price lists into your Zoho Books account from a CSV(Comma-Separated Values) or TSV(Tab-Separated Values) File and export price lists created from your Zoho Books account as a CSV or XLS file.

Importing Price Lists

Price List - Import

Import Price list - Select file

Import Price list - Select encoding type

Exporting Price Lists

Export Price list

Export Price list - Save as CSV

Export Price list - Save as XLS

Other Actions

You can also mark your price lists as Active, Inactive, Edit and Delete your price lists.

Price list - other actions

Price list - Mark as active

Price list - Delete

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