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Part II · Zoho CRM · Chapter 25

Products and Price Books

102 words · preserved verbatim from the master reference

Products module:

  • Each product record includes: Product Name, Product Code, Unit Price, Product Active status, Quantity in Stock, Description, and custom fields.
  • Products can represent physical goods or services.
  • Products are associated with Quote/Order/Invoice line items via the built-in subform.

Price Books:

  • Price Books allow different pricing structures for different customer segments (e.g., retail vs. wholesale vs. reseller).
  • Can be applied to individual quotes/orders or set as default for certain customers.
  • Range-based pricing: define price per unit based on quantity purchased.
  • Discount configurations: flat, percentage, or slab-based.

Source: (Zoho CRM:Books Product Catalog overview video).