{"id":4187,"date":"2026-05-29T20:44:41","date_gmt":"2026-05-29T20:44:41","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4187"},"modified":"2026-05-29T20:44:41","modified_gmt":"2026-05-29T20:44:41","slug":"price-list-books-zoho-books","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/price-list-books-zoho-books\/","title":{"rendered":"Price List (Books)"},"content":{"rendered":"<style>.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}.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}.gt-section{margin:0 0 36px}.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}.gt-example-box strong{color:#2563EB}.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A price list in Zoho Books is a configurable pricing rule that adjusts item rates by a percentage or fixed amount for specific customers or transaction types, enabling tiered pricing, dealer rates, and promotional pricing without modifying the base item master.<\/div>\n<div class=\"gt-section\">\n<h2>Creating a Price List in Zoho Books<\/h2>\n<p>Go to Settings, then Preferences, and enable Price Lists first. Then go to Settings, Price Lists, and click New Price List. Name the list (for example, &#8220;Wholesale &#8211; 15% Off&#8221; or &#8220;Premium Customer Rate&#8221;), set the currency, and define the markup or markdown. You can apply the adjustment to all items (a flat percentage off the standard price) or configure item-specific rates for maximum flexibility. Save and assign the price list to customers who should receive that pricing.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Assigning Price Lists to Customers<\/h2>\n<p>Open a customer record in Zoho Books and find the Other Details section. Set the default price list for that customer. Now every invoice raised for that customer automatically uses the price list rates instead of the standard item prices. The customer-specific price shows clearly on the invoice line, and the standard price is shown as a reference. This eliminates the risk of forgetting to apply agreed discounts manually.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Price Lists and GST<\/h2>\n<p>Price lists in Zoho Books affect only the taxable value (the base price before tax). The GST rate itself is defined at the item level and does not change with a price list. If a price list reduces an item from INR 1,000 to INR 850, the GST is calculated on INR 850. The correct taxable value appears on the invoice, keeping GST declarations accurate.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>Industry:<\/strong> FMCG Distribution \u2014 A Mumbai FMCG distributor has three customer price lists: Retail (standard price), Distributor (-12%), and Modern Trade (-18%). When a modern trade account raises a purchase order, Zoho Books automatically applies the -18% price list on the invoice, ensuring every line item is priced correctly without manual calculation.<\/div>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/item-books-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Item<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/invoice-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Invoice<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/customer-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Customer<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/gst-zoho-books\/\" class=\"gt-related-pill sp-content-link\">GST<\/a><\/div>\n<div class=\"gt-faq-item\"><strong>What is a Price List in Zoho Books?<\/strong><\/p>\n<p>A price list in Zoho Books is a custom pricing configuration that adjusts item selling prices for specific customers by a percentage or fixed amount, enabling tiered pricing and customer-specific rates without changing the base item price.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How do I create a price list in Zoho Books?<\/strong><\/p>\n<p>Go to Settings, then Price Lists, click New Price List. Name it, set the markup or markdown type, and assign it to customers who should receive that pricing automatically on all invoices.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A price list in Zoho Books is a configurable pricing rule that adjusts item rates by a percentage or fixed amount for\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Price List (Books) | Zoho Books Glossary","seo_description":"A price list in Zoho Books lets you set different prices for different customer groups or volumes. Learn how to create and assign price lists.","seo_keyword":"price list books zoho books","seo_faqs":"[{\"q\": \"What is a Price List in Zoho Books?\", \"a\": \"A price list in Zoho Books is a custom pricing configuration that adjusts item selling prices up or down by a percentage or a fixed amount for specific customers or transaction types, allowing you to offer tiered pricing, customer-specific rates, or promotional discounts without changing the base item price.\"}, {\"q\": \"How do I create a price list in Zoho Books?\", \"a\": \"Go to Settings, then Price Lists, and click New Price List. Name the list, set whether it adjusts prices up or down by a percentage or absolute amount, and choose whether it applies to all items or specific items. Assign the price list to a customer record to apply it automatically on all invoices for that customer.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1246],"class_list":["post-4187","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-books"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4187","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=4187"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4187"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}