How to Import Item Specific Price Lists in Zoho Inventory скачать в хорошем качестве

How to Import Item Specific Price Lists in Zoho Inventory

In this tutorial, you'll learn how to create and import price lists in Zoho Inventory that apply only to specific items, rather than the entire catalogue. This is ideal for running targeted promotions, seasonal pricing, or customer-specific pricing where only selected products are discounted. ✅ When to Use Item-Specific Price Lists Seasonal Campaigns (e.g. Winter Specials) Customer-Specific Discounts for select products Vendor-Promoted Pricing for select SKUs Geographically Restricted Pricing for a subset of inventory 🔧 Step-by-Step Guide 1. Create a New Price List Go to Items | Price Lists and click New Price List Set a name like “Winter Special” Choose the type: Sales Apply to: All customers or specific customers Choose: "Enter prices manually for each item" You can now set prices one by one or bulk import them. 🔧 Step-by-Step Guide 1. Create a New Price List Go to Items | Price Lists and click New Price List Set a name like “Winter Special” Choose the type: Sales Apply to: All customers or specific customers Choose: "Enter prices manually for each item" You can now set prices one by one or bulk import them. 2. Import Your Price List Toggle the switch to enable Import from file First, export the item list template Open the file and update only the prices for the items you want included in the price list Leave other rows blank or remove them Save your file and import it back into Zoho Inventory This is a much faster method than manually entering each item. 3. Assign the Price List to a Customer Go to Sales | Customers Select the customer (e.g. Marine Systems) Edit the profile and apply the Winter Special price list 4. Using the Price List in a Sales Order Create a new Sales Order for the customer The system will automatically apply the Winter Special prices to eligible items Example: -- Item 5: Original price £500 → Now £250 -- Item 8: Updated to £400 in import file If an item isn’t on the price list (e.g. Widget), the default price will apply (e.g. £100) 🧠 Pro Tips Items not included in the imported list will retain their default pricing You’ll get a warning in the sales order if a selected item is not part of the price list Always test your import with a small dataset first Use the “Save as Draft” feature to double-check pricing before finalising 📈 Why Use This Feature? Precision control over customer-level pricing Fast updates to selected items without touching your full item list Ideal for dynamic businesses with frequent promotional changes Keeps your pricing strategy flexible and scalable 📩 For help designing import-ready templates or running bulk pricing campaigns in Zoho Inventory, contact us at support@goldstarit.com Please note: unless specified, all of our videos use randomly generated sample data. Any resemblance to real individuals is purely coincidental. Please note: unless specified, all of our videos use randomly generated sample data. Any resemblance to real individuals is purely coincidental. | More about Goldstar | At Goldstar, we believe in working with you and your business, getting to know you, your ambitions, and how we can help you realise them through technology and data-driven decisions. We’re all about making your life easier with our expertise and honesty, especially given the challenges of digital business transformation. As Zoho Advanced Partners and Digital Transformation specialists we understand the importance of technology, process, data and culture. Bringing all aspects together to offer CRM, transformational analytics, inventory management, finance, business intelligence and more, to your business. Based in Hastings, we have helped clients from East Sussex, West Sussex, Hampshire, London, Kent, Surrey and across the South East of the UK, transform their business with Zoho solutions. Delivering business transformation consultancy through our Discovery Workshop and Solution Design. Contact us today, to discuss how Goldstar Consultants can deliver Digital Transformation through Zoho solutions and launch your business to the next level. Visit us at www.goldstarit.com