Items are the products or services that you sell to your customers. Create and manage the items you deal with in your business and also create price lists for specific clients.
A price list lets you have a set of predefined prices for specific customers while the rest of them would be charged at the normal rate. You can simply assign a price list to your first ever customer, for example, and offer to mark the prices of items down by 10% to show your gratitude. Similarly, you could also create a price list for your overseas customers, and charge your items in their local currency.
Price lists can be used to,
- Offer products/services regularly at a lesser price for a loyal customer.
- Offer products/services at a higher price for new or one time customers.
- Offer products/services at a different price to businesses in a particular country.
- Offer products/services at a much lesser price for valuable prospects.
Items & Price Lists
Creating a New Item
Create a list of products you sell or services you render to your customers.
Enable & Create a New Price List
This section will detail you about enabling price lists and creating a new price list in Zoho Invoice.
Managing Items & Price Lists
Here is a quick guide on how to make items or price lists inactive and delete them.
Importing & Exporting Items and Price Lists
Learn how to import and export data about items and price lists in Zoho Invoice.