Create Price List  

Based on your pricing requirements, you can create price lists in Zoho ERP.

To create a new price list:

• Go to Items on the left sidebar.

• Click Price lists in the top Module bar.

• Click +New in the top right corner of the page.

• Provide a Name for your price list.

• Choose the Transaction Type of your price list,

  • Sales - Your price list will be available for sales transactions.
  • Purchases - Your price list will be available for purchase transactions.

• Select your Price List Type

  • All Items
  • Individual Items

• If you select the All Items option, enter the following details,

  • Add Description for the price list, if needed.
  • Choose Markup (Increases the price by the given percentage) or Markdown (Decreases the price by the given percentage) in the dropdown and enter the Percentage.
  • Select your Round Off To method for the pricelist.
    • Never mind – No rounding is applied; the value stays exactly as entered.
    • Nearest whole number – Rounds the value to the closest whole number.
    • 0.99 – Always rounds the value up to the next whole number.
    • 0.50 – Rounds the value up when the decimal part is 0.50 or higher.
    • 0.49 – Rounds the value down when the decimal part is 0.49 or lower.
    • Decimal Places – Enter the number of decimal places to which the value should be rounded.

• If you have selected the Individual Items option, enter the following details,

  • Choose the Currency for the price list.
  • Select the Round Off To method.

    • To apply the pricelist for items, navigate to Items tab,

    • Choose your Pricing Scheme.

      • If you have selected Unit Pricing, you can set a custom price for each item by,
        • Select the Pricing Method Markup, Markdown or Custom Rate.
        • If you have selected Markup or Markdown you can enter Percentage
      • If you have selected Volume Pricing, you can set the Custom Rate based on the quantity range.
        • Enter the Start Quantity, End Quantity, and Custom Rate across the required item. You can also search for an item from the list by clicking the Magnifier icon next to Item Details.
        • Click +Add New Range to add another range. You can only add up to 10 price ranges per item.

    • Check I want to include discount percentage for the items, if you wish to provide a discount for the items.

• Click Save