Automatic assignment of price lists to clients
Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -
Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.
For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.
The system as it is currently setup, requires that you manually select a specific price list applicable for a specific client upon creating an invoice or sales order. This causes a lot of problems whereby the system user has to know which price list is applicable for which client and manually select it accordingly.
We operate a beverage industry. It is common within this industry for clients to have ON Trade Prices and OFF Trade prices. Meaning that if a bottle of water is sold to a bar (On Trade) the price would be xxx. If the same product is sold to the Off Trade, the price would be different.
Martin
shared this idea
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Anonymous
commented
There is already a solution for this. Go to Contact, edit and on the bottom you'll be able to asign a specific list to that client.
There's something missing though. If a new price list is created and the old one is deactivated, the system should ask something like: "do you want to re assign a specific list to all customers who had assigned this list you're about to disable"?.
Because now I need to go contact by contact re assigning the new list....
bye!