LogixOne 'List Price' updater for Zoho CRM How to use.

LogixOne 'List Price' updater for Zoho CRM How to use.

About LogixOne Price Books Updater

LogixOne Price updater adds additional functionality to Zoho CRM 'Price Books'  Zoho Price Books allows you to create different price books and you can select these price books on line item by line item basis within a zCRM quote, Sales order or invoice.  The issue is that you need to remember which price book to use and you need to select the relative price book for each item leading to mistakes and inefficiency when quoting.

With LogixOne Price Books updater you are able to Select from within each of your zCRM Account the price book that you want to use.  You can do this on an Account by Account basis.  Then when you create either a quote, sales order or invoice for each account you can by the click of a button update all of the items pricing to match the correct price book.

Doing so means that your quotes, sales orders and invoices become more accurate and you can ensure that your sales team is always using the correct prices.


How to Video

The following video shows just how easy it is use LogixOne List Price Updater for Zoho CRM.


Steps to use 'Price Book Updater'

Step 1 - Create your Price Books using the Native Zoho CRM Price Books module.

This extension leverages the existing Zoho CRM price books module, please consult this Zoho KB Article on how to use: https://help.zoho.com/portal/en/kb/crm/manage-inventory/price-books/articles/price-books

Step 2 - Assign Accounts to Zoho CRM Price Book

 From within each Account select the Zoho CRM Price Book you would like to assign using the 'Price Book' field as shown in the image below


Step 3 -Create either a 'Quote, Sales Order or Invoice'

Create a normal Quote, Sales Order or Invoice and select the items you wish and save either the quote, sales order or invoice.  Please NOTE you just need to select the standard pricing that each item inputs in the Item Sub form, this is called the 'List Price' then SAVE the quote as normal.  Also you must select the correct Account.

Step 4 - Apply the appropriate Price List Changes

From either the Quote, Sales Order or Invoice select the buttons menu and click the 'Update Price List' button.  The extension will then look up the related 'Price Book' for the records Account and then update all of the prices selected to match.  Please Note:  IF you have a selected an item that does not have a corresponding item within the Accounts 'Price Book', the standard 'List Price' shall remain.







storiginalRemove

    • Related Articles

    • LogixOne Operator for Zoho CRM

      The LogixOne Operator plugin for Zoho CRM turns your Zoho CRM environment into a complete Field Service Management environment.  In this video we explain its features and how to use. ​

    • Introduction to the LogixOne B2B Portal for Zoho CRM

      The LogixOne B2B portal for Zoho CRM is designed to enable your wholesale customers to place sales orders at agreed pricing directly into your Zoho CRM and Zoho inventory environments. The three videos below detail the features and functionality of ...

    • Configuring the LogixOne B2B Portal for LogixOne and Zoho CRM

      Introduction The LogixOne B2B portal can be integrated into both LogixOne CRM and Zoho CRM and functions and features are shared equally across each platform. In this document we will refer to the CRM in general to be either LogixOne CRM or Zoho CRM. ...

    • How to Video 2 - A Brief overview of LogixOne Operator for Zoho CRM

      Getting Started with any platform may require some initial guidance. In this brief video, we help you get started with LogixOne Operator. Don't be afraid to send us a message via WhatsApp or submit a ticket, we'd be glad to help.

    • How to setup B2B Accounts within Zoho CRM

      How to create LogixOne B2B accounts within Zoho CRM. LogixOne B2B portal uses the native 'Accounts' module within Zoho CRM to create LogixOne B2B portal accounts.  It is in the Accounts record that you configure the following: NOTE: Configuring an ...