How to add a Price List?

Prerequisite: You’ll have to enable Price Lists in Settings to create a price list.

To add a price list:

  • Go to Items in the left sidebar and select Price Lists.
  • Click + New Price List.
  • Enter a name for the price list.
  • Select the Transaction Type and Price List Type.
  • Enter Description for the price list, if required.
  • Select Markdown, if you’re entering a markdown percentage for the price list or select Markup, if you’re entering a markup percentage for the price list from the dropdown next to the Percentage field and enter the percentage value.
  • Select round off value from the Round Off To dropdown. If you don’t want a round off, select Never mind.

Round Off

If you select Price List Type as Individual items, you can enter custom rates for each item. Here’s how:

  • Once you select the Individual Items, select the currency for which you wish to create a price list.

Select Currency

  • Enter the custom rates for the items.

Custom Rates

  • Click Save.

Learn more about Price Lists in Zoho Books.

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