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, hover over the Discount.
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How does the Stock Information of a product get updated automatically?
The sales reps need to be cogniance of the available stock in the inventory before confirming a booking with the customer. When a booking is done manually they can check and update the customer and the inventory management team if the stock is ...
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 ...
How do I add products to a quote, invoice, or order?
You can add Product details to a quote, invoice and order by adding line items to the records in these modules respectively. The products that are listed in the Products module will be displayed from where you can select the right product. You can ...
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 ...
Can I edit the tax or discount values for an item added to a product line?
Yes, you can. To edit tax or discount, point the mouse to the value and click on the Edit icon that appears on mouse over and change the values. Changing a product's value automatically results in the change of related values accordingly.