I want to include a price book's list price for a product in a quote. How can I do this?
To include a price book's list price for a product in a quote, follow these steps:- Point your mouse to the List Price value and click the Price-book look-up icon.
- Choose the price book required and click Add.
The discounts and corresponding list price will be added to the product.
Related Articles
Creating Price Books
In Zoho CRM, you can create price books by: Entering data in the price book details form: You can manually fill in the Price Book details. Importing price books from external sources: You can gather data through various sources and import CSV and XLS ...
Working with Price Books
Price Books are used for selling products at different prices, based on the agreement terms with a particular type of customer. For each customer you can sell the same product at different prices. There are two key prices in price books. One is Unit ...
Standard Fields in Price Books
Following are the list of Zoho defined standard fields available in the Price Books module: Field Name Description Data type Maximum Limit Price book Owner Select the name of the user to whom the price book is assigned. Lookup - Price book Name* ...
How do I search for products while adding line items?
To create an order, invoice or quote for a product, you add them to the Line items. While adding a product you can easily find the desired product from the huge list by entering at least 1 character of the Product Name or Product Code in Choose ...
Where can I find the Unit Price, Quantity in Stock, and Total After Discount details in the line item?
Once a line item is added to the Quotes, Invoices, and Orders, the Quantity in Stock and Unit Price of the product can be seen by hovering over the Product Name/ Product Code in the line item. To view the Total amount after Discount in the line item, ...