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Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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153 results found

  1. Show items on other Sales Orders as unavailable

    If another sales order has an item or composite item and the status is confirmed, show those items as reserved and unavailable. We would like to determine what orders we need to ship now with the current stock and what we need to order for future orders.

    6 votes
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  2. Integrate Zoho Inventory with mail server like Outlook or Gmail

    Hi, thought I'd already suggested this but can't find it in my suggestions. The facility to send estimates, acknowledgement, purchase orders etc through Zoho is great BUT we use MS Outlook (Office 365) as our mail server so currently when we send an estimate or other document we have to create it in Zoho Books, produce a PDF and send it as an attachment in Outlook. This creates a whole load of unnecessary work. Would be better if we could "point Zoho" at our Outlook and then we have once place to search for sent documents. Also, some of our…

    3 votes
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    1 comment  ·  Inventory  ·  Admin →
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  3. Add a tab Alias for Every name and item that we create , this will very helpfull

    Dear team,
    please add an tab name alias for item name and customer name, that will be helpfull to find the item by it,s code and alias

    2 votes
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  4. JOB WORK FEATURE NOT IN SOFTWARE

    SINCE ITS NOT PURCHASE HOW TO FEED INWARD MATERIAL FOR JOB PROCESS AND GENERATE BILL ONCE JOB IS OVER

    16 votes
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  5. hi

    SO shall be having facility to allocate qty so that that qty becomes reserve and untill unallocated shall not be available for other so

    8 votes
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  6. Goods received Note

    hi,
    many a times we have to receive defective material from our customers for and then later either deliver a new product or issue a credit note . A Goods recieved note which can be converted into a credit note or a delivery note will help a lot in this scneario.

    2 votes
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  7. STOCK TRANSFERS

    STOCK TRANSFERS 2 OR MORE GODOWNS

    1 vote
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  8. Items added to Sales Orders that are not maintained in Zoho MUST STILL be included on Packing Slips, PO, etc.

    Many many times companies sell products that they do not typically carry in stock or even have formally setup in their systems. These products are ordered from vendors who then ship to customers. When these Sales Orders are created, they are converted to PO and sent to the vendor. These products MUST show up on the PO. They must also show up on Packing Slips and it must be possible to print shipping labels for them. This is how business works. It's not good at all that Zoho doesn't show these items on PO's, etc.

    0 votes
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  9. Request for multi currency feature in ZohoBooks

    Dear Zoho Books,
    We would like to request to have multi currency feature in ZohoBooks. We are facing difficulties for not having this feature. We are doing international trading and very difficult to convert everytime as our purchase price currency and selling price currency is different. It will be very nice and convenient for international sales if we can have multi currency feature in zoho books. Please kindly consider this request.
    Thank you.

    7 votes
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    Not For Now  ·  2 comments  ·  Inventory  ·  Admin →
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  10. post bills against grni

    does any one want the bills to post against grni?
    good arrive
    dr: inventory
    cr:grni

    invoice arrive
    dr:grni
    cr:bills

    4 votes
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  11. Provide an audit trial option for ZOHO Books

    Provide an audit trial option for ZOHO Books

    8 votes
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  12. RMA & Vendor Returns

    would like Option to create RMA for customer for return, as well when return is taken we should have option to put item back to inventory or going back to vendor,

    24 votes
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  13. Fully and partially refunded sales orders

    Most businesses have goods that are returned either all of them or some of them. Zoho books allows for a credit note to be created and amount refunded to customer however Inventory continues to be counted towards fully or partially refunded sales orders and invoices. Additionally it remains open and shows under "Sales Orders for Packaging" section. These Sales orders should be marked as refunded and items refunded should be put back in inventory from there it can be adjusted as damaged stock etc...

    1 vote
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  14. Quantity Conversion for Item

    The customer wanted the ability to Track Inventory by Quantity and the corresponding measurement for it as well.. for example, if you're buying seeds at 1kg, but, selling it as 1 seed .. the system should be able to identify the difference and the reports should flow through accordingly as well... !!

    1 vote
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  15. Include "Positive Stock on Hand" as a drop down option for "View By" items.

    Having this as an option, you would be able to see what items you actually have on hand, not an entire list of all items ever added. This option would be extremely useful and should be easy to implement.

    4 votes
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  16. Create inventory packages in books

    Creating packages within books for both sales orders &/or Invoices would be ideal as it solves the problem of having warehouse staff seeing monetary figures (giving them access to packages only) & also saves the guys that enter details in books having to go into Inventory to do this !!

    4 votes
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    2 comments  ·  Inventory  ·  Admin →
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  17. Add an option to not allow a item to be in negative

    I would like to have an option to decide if I want to permit an invoice to be emited if I´m selling more than I have in my inventory,

    8 votes
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  18. Permit invoice same customer on many curriences

    Is really import permit generate an invoice in 2 or more curriencies for the same customer. Actually we have to create two different customer one in USD and other in other currency to can invoice them!

    4 votes
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  19. Canadian taxes (BC) based on SKU not customer

    In Canada (BC), our taxes need to be based on the item not the customer. For example, if we sell a laptop then we need to charge both PST and GST, but labour has only GST applied.

    1 vote
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  20. Stock Levels

    1) Can do a stock take and easily add stock levels for one supplier. (Not per product)
    2) Items show on order when on a PO
    3) $ and € in purchase details
    4) Cost price in GBP shown in product details.

    2 votes
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