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Update list prices in a Zoho CRM price book
The Zoho CRM AI Assistant sets the list prices you give for products in one price book, and adds the products that are not in it yet. It writes the prices only after you approve.
Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.
the problem
The new price list is a spreadsheet
Prices change for next year and the new list arrives as a spreadsheet. Each product has to be found in the price book and its list price typed in, and the products that are new to the price book have to be added first. One mistyped figure goes out on every quote that uses it.
the solution
Give it the prices. Check the changes. Approve.
Name the price book and give the prices in your message or as an attached XLSX or CSV file:
In the Wholesale 2027 price book, set these USD list prices from the attached sheet. Add any product that is not in the price book yet.
It reads the price book and the products already in it, matches each row to a product by code or name, and shows each product with its current list price and the new one. Products not yet in the price book, and rows it cannot match, are listed separately.
Nothing is written until you approve. When you do, it sets the list price for each product in that price book and adds the missing products with their price.
- Reads the price book, its products and the file you attach.
- Writes list prices in that one price book only, and only after you approve.
- It does not change a product’s Unit Price unless you ask for that as well.
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use cases
Explore use cases
Find products with missing prices in Zoho CRM
“List active products with an empty or zero Unit Price, or with no Product Code or Tax. Show what is missing on each one. Leave Community Starter free.”
- Current use case
Update list prices in a Zoho CRM price book
“In the Wholesale 2027 price book, set these USD list prices from the attached sheet. Add any product that is not in the price book yet.”
faq
Frequently Asked Questions
Will it change my products?
No. It changes list prices inside the price book you name and adds products to it. The Unit Price on each product, other price books, quotes and orders are not edited unless you ask.
What does it read?
The price book you name, the products already in it with their list prices, your Products with their names and codes, and the file you attach.
Can it update the Unit Price too?
Yes, if you ask. It shows that change separately, with the old and new Unit Price for each product, and writes it only after you approve.
Can it remove products from a price book?
Yes, if you ask, after you approve. The product itself is not deleted, but its list price in that price book is lost; adding it again means setting the price again.
Can it be wrong?
Yes, when a row matches the wrong product, or a figure in your file is wrong. Match by product code where you have one, and check the list of changes before you approve.
Will it work on my Zoho CRM edition?
It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. Price Books may not be available in every Zoho CRM edition. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.
Want to ask something?
Write to the team at hello@zsetup.com.