## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Price Lists

**Note:** This feature is available only for certain plans of Zoho Books. Visit the [pricing page](https://www.zoho.com/books/pricing/) to check if it’s available in your current plan.

Businesses have different strategies to sell products, some of which include giving discounts to loyal customers, or providing seasonal discounts on products. With Price Lists, you can set custom rates for the items that you buy from your vendors, or sell to your customers. You can change the rate of items based on a certain percentage, or by setting custom rates.

## Enable Price Lists

To get started off with price lists in Zoho Books, you would have to enable them:

*   Go to **Settings** on the top left corner of the page.
*   Select **Items** under _Items_.
*   In the General tab of the Items page:
    *   Check the **Enable Price Lists** option under **Price Lists**. **(or)**
    *   Check the **Enable the option to select a price list at the line item level** option if you want to apply different price lists for each line item.
    *   Click **Save**.

![Enable Price Lists](/books/help/images/items/enable-price-lists.jpg)

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## Create Price List

In Zoho Books, price lists can be created for both sales and purchase entities.

The prices of items in a price list can be set based on two main factors:

*   **Percentage** - increase or decrease the item price by a percentage
*   **Price** - set a unique price for each item

To add a price list:

*   Go to **Items > Price Lists**  and select **\+ New Price List**.
*   Enter the **Name** of the price list.
*   Select the **Type** as **Sales** if you wish to apply this price list for your customers or **Purchases** if you wish to apply it for your vendors while creating transactions for them.
*   Select the **Item Rate** as **Markup or Markdown the item rates by a percentage** to create a price list based on **Percentage**.
*   If the price is to be increased based on the price list, choose **Markup**. If it is to be decreased, choose **Markdown**.

![New Price List](/books/help/images/items/new-price-list.png)

*   Select the **Item Rate** as **Enter the rate individually for each item** to assign unique prices for each item.
*   Enter the **Custom Price** of each item.
*   Click **Save**.

> **Note:**  
> Fields in red are compulsory, others are optional.

![New Price List](/books/help/images/items/new-pl-individual-rate.png)

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## Apply Price List

Once you have enabled and created a price list, you can apply it to various sales and purchase transactions.

![Apply Price List](/books/help/images/items/apply-price-list.png)

Price lists can also be assigned to your contacts. In this way, every time a transaction is created for them in Zoho Books, the price list will be applied automatically in it and new price is auto-calculated. 

You can assign a price list for your contacts while creating or editing them.

### Apply Price List on Billable Items

How price lists are applied to billable items in an invoice depends on your [preference to have option to apply price list](/us/books/help/items/price-list.html#enable-price-list) at the line item level.

If you had disabled the option to apply price lists at the line item level, then the price list will not affect the billable line item amount.

However, if you had enabled the option to apply price lists at the line item level, you can choose the apply the price lists on the billable items as well.

![Apply Price Lists on Billable items](/books/help/images/items/apply-price-lists-billable-item.jpg)

If the billable item amount was marked up, the mark up amount will be removed and the price list will be applied on the item amount.

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## Mark Price List as Inactive

If you are no longer using a price list, you can mark it as inactive instead of deleting it.

To mark a price list as inactive:

*   Go to **Items > Price Lists**.
*   Hover over the price list you want to mark as inactive.
*   Click **Mark as Inactive**.

![Mark as Inactive](/books/help/images/items/inactive-price-list.png)

To mark an inactive price list as active:

*   Go to **Items > Price Lists**.
*   Hover over the price list you want to mark as active.
*   Click **Mark as Active**.

![Mark as Active](/books/help/images/items/active-price-list.png)

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## Delete Price List

To delete any sales or purchase price lists that you might have created:

*   Go to **Items > Price Lists**.
*   Hover over the price list you want to delete.
*   Click the **Delete** icon next to it.
*   Click **OK** to confirm.

Sometimes, you might not want to use the price list currently but might want to use it later on. In such cases, you can mark it as [inactive](/us/books/help/items/price-list.html#mark-price-list-as-inactive).

**Note:** Deleting a price list will not affect any transactions on which you had applied it earlier.

![Delete Price List](/books/help/images/items/delete-price-list.png)

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## Import Price Lists

If you already have a list of sales or purchase price lists, you can import them into Zoho Books in **CSV**, **TSV** or **XLS** format.

To know the format of the import, i.e. the columns and data to be included in the import file, you can download the sample import file which we’ll be looking at in the steps below:

*   Go to **Items** > **Price Lists**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Import Sales Price Lists** or **Import Purchase Price Lists**.

![Import Price Lists](/books/help/images/items/import-pricelists1.png)

*   Click the **Choose File** button under **Upload file**. You can download a sample CSV file for your reference by clicking **sample file**.

**Insight:** The file size cannot be more than 1 MB.

*   Choose the **Character Encoding** and **File Delimiter** for your file.

**Insight:** Character Encoding is used to pair numbers with characters. By default, the Unicode Transformation Format (UTF-8) encoding is used which supports a wide range of characters that go beyond 8 bits.

**Insight:** The Field Delimiter is used to separate two values in a row. While importing price lists, the default file delimiter is comma (,).

*   Click **Next**.

![Select File Sales Price List](/books/help/images/items/import-sales-pricelists.png) ![Select File Purchase Price List](/books/help/images/items/import-purchase-pricelists.png)

*   Ensure that all the fields are mapped correctly in the **Map Fields** page.
*   Mark the box **Save these selections for use during future imports** if you want to use the similar import format next time.
*   Click **Next**.

![Map Fields](/books/help/images/items/import-pricelists2.png)

*   In the Preview window, click **Import**.

![Import Preview](/books/help/images/items/import-pricelists3.png)

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## Export Price Lists

You can export all the sales and purchase price lists in Zoho Books in the **CSV** or **XLS** format. Here’s how:

*   Go to **Items** > **Price Lists**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Sales Price List** or **Export Purchase Price List**.

![Export Price Lists](/books/help/images/items/export-pricelists1.png)

*   Enter the necessary fields.
*   Click **Export**.

![Export Template](/books/help/images/items/export-pricelists2.png)

Never run out of stock with Zoho Books, the accounting software with  [inventory tracking.](https://www.zoho.com/books/inventory/)

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