Price Lists in Zoho Books

A price list is a list of customised prices that you can map to a particular item when creating an invoice, estimate, sales order, credit note, purchase order, bill, recurring bill or vendor credit. A price list allows you to customise the standard rate and bid your products or services at a higher or lower rate for any specific customer or vendor whenever needed.

Managing Price Lists


Managing Price Lists

Create and manage customised price lists for your items and associate it to individual contacts or to the Invoices, Estimates, Sales Orders, Credit Notes, Purchase Orders, Bills, Recurring Bills or Vendor Credits you create for them.

Why should I use a Price List?

A price list lets you have a set of predefined prices for specific contacts 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 vendors based on the price they offer at different seasons, and apply them to transactions, instead of editing the item price.

Some examples of when a price list can be used:


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

Price list - markup

Markup or Markdown the Item Rates by a Percentage

Price List - Markup or Markdown

Price List - Round off

Enter the Rate Individually for Each Item

Price List - New Rate

Price List - Currency dropdown


Associating a Price List

There are two types of price list: Sales Price Lists and Purchase Price Lists, depending upon what you chose while creating a price list. You can associate a Sales Price List to a customer or to the Estimates, Sales Orders, Invoices or Credit Notes. You can associate a Purchase Price List to a vendor or to the Purchase Orders, Bills, Recurring Bills or Vendor Credits.

Associate a price list to a contact

You can associate a price list with specific items or markups to contacts by following the steps mentioned below:

Note: Only the Sales Price Lists will be listed in the Price List dropdown of customer contacts and only Purchase Price Lists will be listed in the Price List dropdown of vendor contacts.

Choose Price List in contacts

Now, when you create an Estimate, Sales Order, Invoice or a Credit Note for this customer contact, the price list will automatically be associated to the transaction.

And, when you create a Purchase Order, Bill, Recurring Bill or a Vendor Credit for the vendor contact, the price list will automatically be associated to the transaction.

Associate a price list to a transaction

You can directly associate sales price lists to sales trasactions and purchase price lists to purchase transactions. To associate a price list directly to a transaction,

Note: Only the Sales Price Lists will be listed in the Price List dropdown of sales transactions and only Purchase Price Lists will be listed in the Price List dropdown of purchase transactions.

Choose Price List in Invoice


Importing & Exporting Price Lists

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

Import Price Lists

Price List - Import

Note: You can download a sample file and cross-check if the file to be imported is of the same format.

Import Price list - Select file

Import Price list - Select encoding type

Import PL

Confirm Import

Export Price Lists

You can export the price lists in CSV or XLS formats from Zoho Books. To export price lists:

Export PL

Export Price list - Save

Other Actions

Edit, delete, mark as active or inactive

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

Price list - other actions

Price list - Mark as active

Price list - Delete

Filter price lists

There are three filters based on the type price list: All Price Lists, Sales Price Lists and Purchase Price Lists. All Price Lists is selected by default.

To view only the sales price lists or purchase price lists, then click the dropdown and select Sales Price Lists or Purchase Price Lists respectively.

Filters


Was this document helpful?
Thank you for your feedback!
TOP