Price Lists Operations

Zoho ERP provides multiple operations that allow you to manage the price list module efficently. In this document you can learn the other actions you can perform on the price lists module.

Edit

Update the details of an existing price list, such as the name, currency, pricing rules, or item prices.

To edit a price list:

• Go to Items on the left sidebar.
• Navigate to Price Lists in the top Module bar.
• Hover your cursor over the preferred price list.
• Click the Edit option.
• Update the necessary information and click the Save button to finish.

Update Volume Pricing in Bulk

Alternatively, you can also enter the price range for several items simultaneously using the bulk update option. To do so:

• Go to Items on the left sidebar.
• Click Price lists in the top Module bar.
• Click +New in the top right corner.
• Provide the required details.
• Select Individual Items in Price List Type.
• Click the Update Ranges in Bulk option in the top right side of the items table.
• Mark the checkbox near the items to select them.
• Click the Update Ranges in Bulk button at the top of the item table.
• Enter the Start Quantity, End Quantity, and the markup or markdown percentage.
• Click + Add New Range to add another range. You can only add up to 50 price ranges.
• Click Update, then click Save.

When this price list is applied to a transaction, the item’s rate will be adjusted based on the quantity. If the quantity does not fall under any of the price ranges, the default price will be applied.

Import Price List

You can import two types of price lists,

• Sales Price Lists
• Purchase Price Lists

To import any of these price lists,

• Go to Items on the left sidebar.
• Navigate Price Lists in the top Module bar.
• Click the More icon in the top right corner and select Import.
• Choose the Import Sales Price List or Import Purchase Price List option in the dropdown.
• You will be redirected to the price list import page.
• To help you prepare your import file, please download the Sample File from this page and arrange your data according to this file.
• Click Choose File and upload your .CSV, XLS or .TSV import file containing your price lists.
• Select the Character Encoding as applicable. By default, the UTF-8 (Unicode) will be applied.
• Select the necessary File Delimiter(comma or semicolon).
• Click Next to the field mapping interface on a new page.
• Zoho ERP automatically matches similar fields between the app and the file.
• If needed, you can also manually match and map them.
• Check the option Save these selections for use during future imports to automate the future mapping process.
• Click Next to proceed.
• In the preview page, you can view the status of price lists ready for import, the number of skipped records, and unmapped fields.
• If you wish to make any changes, click Previous to edit.
• To complete the import process, click Import.

Delete

Permanently remove a price list that is no longer required. Once deleted, it cannot be recovered. To delete a price list:

• Go to Items on the left sidebar.
• Navigate to Price Lists in the top Module bar.
• Hover your cursor over the price list that you wish to delete.
• Click the Trash icon. This will be followed by a confirmation pop-up.
• Click Ok to delete the price list. Please note that this process is irreversible.

Export

Similar to import, you can export two types of price lists,

• Sales Price Lists
• Purchase Price Lists

To export price lists,

• Go to Items on the left sidebar.
• Navigate to Price Lists in the top Module bar.
• Click the More icon in the top right corner of the page.
• Choose either the Export Sales Price Lists or Export Purchase Price List option in the dropdown.
• This will trigger an export price lists pop-up bearing all the necessary fields.
• The Entity field will by default be Sales Price Lists or Purchase Price List based on your selection.
• Select the export file format accordingly - as .XLS, XLSX, or .CSV using the Export As field.
• To finish, click on the Export button.
• The file will be saved to your default downloads folder.

Mark Price List as Inactive

You can make your existing price list active or inactive.

To mark a price list as inactive,

• Go to Items on the left sidebar.
• Navigate Price Lists in the top Module bar.
• Hover your cursor over an active price list that needs to be deactivated.
• Click Mark as Inactive on the right of your price list.
• Now this price list becomes inactive.

Configure Access Permissions

You can configure the user access for the price list module by configuring their role in your organization. To do so,

• Click the Gear icon in the top right corner.
• Navigate to Organization Settings.
• Click Roles under Users & Roles.
• Next to the Price List label, select the permissions you’d like to provide the users associated with this role.
  • Full - Check this, to give all access.
  • View - User can only view all price list.
  • Create - User can only create a price list.
  • Edit - User can only create and edit a price list.
  • Delete - User can have a full access to view, create, edit and delete a price list.
• Click Proceed at the bottom.