Price Books in Zoho CRM allow you to define different selling prices for the same product depending on the customer, contract, or sales context. Rather than maintaining a single fixed price per product, you can create multiple price books — for example, a standard retail price book, a partner discount price book, or a promotional price book — and apply them when generating quotes, sales orders, and invoices.
Price Books are particularly useful when your business sells to different types of customers at different rates. A reseller might receive products at a lower cost than an end customer. A long-term account might have negotiated preferential pricing. A promotional campaign might require temporary discounts. Price Books let you manage all of these scenarios within Zoho CRM without changing the core product record.
Once a price book has been created, you add products to it and specify the list price and any discount percentage applicable under this price book. Each product can have a unique price within each price book, overriding the standard unit price set on the product record. Products can be added manually one at a time, or imported in bulk using a CSV or XLS file.
When creating a quote, sales order, or purchase order, you can select a price book to apply. Once selected, any products added as line items will draw their pricing from the chosen price book rather than from the standard product unit price. This ensures that the correct contractual or promotional rate is applied automatically, reducing the risk of pricing errors.