Price Lists
Note: This feature is only available in certain plans of Zoho Books. Visit our pricing pageto check if it’s available in your current plan.
Businesses use various strategies to sell products, such as offering discounts to loyal customers or providing seasonal discounts. With Price Lists, you can set custom rates for the items you buy from vendors or sell to customers. You can adjust item rates either by applying a percentage change or by setting custom prices.
Enable Price Lists
To enable price lists in Zoho Books:
- Go to Settings, and select Items under Items.
- In the General tab, check the Enable Price Lists in the Price Lists section.
- Check the option Apply price list at line item level if you want to apply different price lists for line items in the transactions you record in Zoho Books.
- Click Save.
The price lists feature will be enabled in your organization.
Create Price Lists
The price list is created for an item based on two main factors:
- Percentage: Increase or decrease the item’s price by a percentage.
- Price: Set a unique price for each item.
To create a price list:
- Go to Items on the left sidebar and select Price Lists.
- Click + New Price List in the top right corner.
- In the New Price List page, enter the Name of the price list.
- Select Sales as the Transaction Type if you want to apply the price list to your customers, or select Purchases if you want to apply the price list to your vendors.
- Select All Items as the Price List Type if you want to apply the price list for all items included in a transaction.
- Select Markup in the Percentage dropdown and enter the required percentage if you want to increase the total cost of the items in a transaction.
- Select Markdown in the dropdown and enter the required percentage if you want to decrease the total cost of items in a transaction.
- Select Individual Items as the Price List Type if you want to apply the price list for line items individually.
- Select Unit Pricing as the Pricing Scheme to provide a custom rate for individual line items.
- Select Volume Pricing and provide a Start Quantity and an End Quantity in the Item Table. When an item is bought in this range of quantity, the price list will be applied to the line item.
- You can also update the item rates at bulk. To do this:
- Click Update Rates in Bulk below Customize Rates in Bulk.
- Select the line items you want to update.
- Click Update Rates in Bulk at the top of the item table.
- In the pop-up that appears, update the required fields and click Update. The items will be updated accordingly.
Note: You can update item rates at bulk only for Individual Items price list type.
- Select the Currency from the dropdown for which you want to apply the price list. The base currency of the organization will be selected by default. If no other currency is selected, the same price list will be applied to transactions that are recorded with a foreign currency.
- Check the option I want to include a discount percentage for the items to apply an additional discount percentage for the line item. This will be applied only if discounts are enabled at the line item level in a transaction.
- Provide a short Description if required.
- Click Save.
The price list will be created. When you apply it in a transaction, the costs of the line item will be updated accordingly.
Apply Price Lists
You can apply price lists to a transaction in two ways:
At Transaction Level
When you apply a price list at the transaction level, it is applied to all the line items associated with the transaction. However, you can also change the price list associated with a line item.
To apply a price list at the transaction level:
- Create a transaction and enter the required details.
- Select the required price list from the dropdown at the top of the Item Table.
The costs of the line item will be updated accordingly.
At Line Item Level
The price list is applied to individual line items and does not affect the other line items associated with the transaction.
To apply a price list at the line item level:
- Create a transaction and enter the required details.
- In the Item Table, select the required price list you want to apply for the line item in the Rate column.
The costs of the line item will be updated accordingly.
Mark as Inactive
If you no longer need a price list in your business, you can mark it as inactive. To do this:
- Go to Items on the left sidebar and select Price Lists.
- Hover over the required price list and click Mark as Inactive.
The price list will be displayed with the Inactive label. You can again mark it as Active to use the price list.
Delete Price List
To delete a price list:
- Go to Items on the left sidebar and select Price Lists.
- Hover over the required price list and click the Delete icon.
- In the pop-up that appears, click Ok.
The price list will be deleted.
Import Price Lists
To import price lists:
- Go to Items on the left sidebar and select Price Lists.
- Click the More icon in the top right corner and select Import Sales Price List or Import Purchases Price List from the dropdown.
- Click Choose File to upload the import file. You can download a sample file for your reference.
- Click Next.
- In the Map Fields page, check if the fields are correctly mapped with the headers of the import file.
- Click Next.
- In the Preview page, click Import.
The price lists will be imported.
Export Price Lists
To export price lists:
- Go to Items on the left sidebar and select Price Lists.
- Click the More icon in the top right corner and select Export Sales Price Lists or Purchase Price Lists from the dropdown.
- In the pop-up that appears, enter the required details:
- Select the Module you want to export.
- Select the Export Template in which you want to export the items. If you do not have a template created, click + New Template from the dropdown.
- In the New Export Template pop-up, enter the Template Name.
- Select the fields available in Zoho Books that you want to display in the export template. For each selected field, enter the name that will appear in the export file.
- Click Save and Select.
- Enter the Decimal Format of the amount that will be displayed in the export file.
- Select the Export File Format in which you want to export the file.
- Provide a Password for your export file, if required.
- Click Export.
The price lists will be exported.
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