{"id":4097,"date":"2026-05-29T20:03:01","date_gmt":"2026-05-29T20:03:01","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4097"},"modified":"2026-05-29T20:03:01","modified_gmt":"2026-05-29T20:03:01","slug":"price-book-zoho-crm","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/price-book-zoho-crm\/","title":{"rendered":"Price Book"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}\n.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}\n.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">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.<\/div>\n<div class=\"gt-section\">\n<h2>What is a Price Book in Zoho CRM?<\/h2>\n<p>A Price Book defines a set of prices for a group of products that differs from the default price in the <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/products-module-zoho-crm\/\" class=\"sp-content-link\">Products Module<\/a>. Common Price Books include: Retail, Wholesale, Distributor, Export, and VIP Customer. When a rep creates a <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/quotes-module-zoho-crm\/\" class=\"sp-content-link\">Quote<\/a> for a wholesale buyer, they select the Wholesale Price Book, and the correct prices populate automatically.<\/p>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Currency Support<\/h2>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Manufacturing:<\/strong> A packaging material manufacturer maintains three Price Books: Retail (list price), Distributor (15% below list), and OEM (25% below list). When the sales team quotes an OEM customer, the OEM Price Book is applied and the discount tier is enforced without any manual calculation, ensuring margin protection across the team.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/products-module-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Products Module<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/quotes-module-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Quotes Module<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/quote-line-item-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Quote Line Item<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/cpq-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">CPQ<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/discount-cpq-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Discount (CPQ)<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\"><strong>What is a Price Book in Zoho CRM?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How does a Price Book differ from a discount in Zoho CRM?<\/strong><\/p>\n<p>A Price Book sets a predefined price list for a customer segment &#8211; 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.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can I use multiple currencies in a Zoho CRM Price Book?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Price Book | Zoho CRM Glossary","seo_description":"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 channe","seo_keyword":"price book zoho crm","seo_faqs":"[{\"q\": \"What is a Price Book in Zoho CRM?\", \"a\": \"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.\"}, {\"q\": \"How does a Price Book differ from a discount in Zoho CRM?\", \"a\": \"A Price Book sets a predefined price list for a customer segment at quote time. A Discount is a manual or rule-based reduction applied to individual line items after the base price is set.\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4097","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4097","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4097"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4097"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}