A Price Book in Zoho CRM is a custom pricing table that overrides the standard unit price of products for a specific customer segment, geography, or channel. Price Books allow sales teams to offer tiered or negotiated pricing without manually editing product prices on every Quote.
A Price Book defines a set of prices for a group of products that differs from the default price in the Products Module. Common Price Books include: Retail, Wholesale, Distributor, Export, and VIP Customer. When a rep creates a Quote for a wholesale buyer, they select the Wholesale Price Book, and the correct prices populate automatically.
Each Price Book entry can have a percentage discount or an absolute override price for each product. The standard price remains untouched; the Price Book is simply a lens applied at quote time.
Price Books support multi-currency. You can create a USD Price Book for export customers and an INR Price Book for domestic buyers, with each carrying the appropriate prices and applicable taxes.
A Price Book in Zoho CRM is a custom pricing table that overrides the standard unit price of products for a specific customer segment, geography, or channel. Price Books allow sales teams to offer tiered or negotiated pricing without manually editing product prices on every Quote.
A Price Book sets a predefined price list for a customer segment – applied at the point of selecting the book on a Quote. A Discount is a manual or rule-based reduction applied to individual line items after the base price is set.
Yes. Price Books support multi-currency. You can set up separate Price Books for different currencies, each with their own pricing, to handle export and domestic customers cleanly.
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