Price Lists:

Price lists are lists of prices of items on sale. They can be used to mass control/modify your item prices for a specific customer/vendor or transaction.

Guide Layout:

Why price lists?

To understand price lists better, lets see an example. Assume that you have 5000 items in your inventory, and you wish to give a 10% discount for Christmas or a summer sale. To do this, it would be unfeasible to edit the prices of all your items every time and overwrite your items.

You can overcome this situation using Price Lists. You can create price lists for each and every situation or case and apply them to your contacts(customer or vendor) or transactions and accordingly have your item prices altered for those customers or orders.

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

Areas of Application:

You can associate a price list to:


Unlocking price lists

To enable price lists,

Price lists unlock

Screen shot of Items in preferences


Creating a price list

To create a new price list,

Image showing the way to access price lists

Image showing the new price list button

Image of the new price list page - marking up or down by percentage

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

Choice 1 - Markup/Markdown by Percentage:

Choice - 2 Entering Item Rates Individually:

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


Creating a price list in foreign currency

In Zoho Inventory there are two ways in which a price list can be created -

Learn how to create price lists.


Importing a 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 showing the way to access price lists

image of accessing a price list import option

Image of the price lists import page

Image of the price lists mapping fields page

Image of the price lists import preview


Editing a price list

To edit a price list:

Image showing the way to access price lists

image of hovering the cursor over a price list highlighting edit icon

Image of edit price lists page


Deleting a price list

To delete a price list:

Image showing the way to access price lists

Image of deleteing a pricelist along with the pop up

Please note that this process is irreversible.


Exporting price lists

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

Image showing the way to access price lists

image of accessing a price list export option

image of the price lists export page

image of the price lists export page


De-activating & Re-activating a 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,

TOP