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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.

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30 results found

  1. SALES ORDER

    Allow customer to create sales order using the access we have given to them, so far they can only see there invoices and make payment and it is one way relationship only

    1 vote
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    0 comments  ·  Sales Orders  ·  Admin →
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  2. As an online seller we only confirm and procure/produce items on orders after receiving advance from customer.

    Need to send payment link as part of email communication to the customer so that they can simple click and pay. Otherwise lot of reconciliation effort is needed as many times orders is in name of spouse paid by the other and we are left wondering who has paid. Or many customers only give first name and it is problem to find out which "Nita" paid.

    2 votes
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    0 comments  ·  Sales Orders  ·  Admin →
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  3. Sales order balance

    Balance quantity of each sales order should be available as a report. This can help me to keep a track on all items whatever is pending from my side from delivery to customer.

    17 votes
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    3 comments  ·  Sales Orders  ·  Admin →
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  4. Pending Sales Orders Customer and Item wise

    Please add report which can give us details of pending sales orders customer wise and also item wise with available stocks, so that we can make purchases if there are any short of items.

    7 votes
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    0 comments  ·  Sales Orders  ·  Admin →
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  5. Track link of orders and deals

    Currently we need to go order by order to see whether they are linked to a deal or not.

    In order to make this much easier please can we include this information in the export file of sales orders?

    The same would apply to Estimates and Invoices.

    Thanks

    3 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  6. Allow Zoho Sign for Sales Orders in Books. Absolutely insane that you can't do that. Who signs invoices?

    4 votes
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    1 comment  ·  Sales Orders  ·  Admin →
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  7. sale orders

    conert to invoice automatically

    1 vote
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    0 comments  ·  Sales Orders  ·  Admin →
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  8. Exception Approval for SO, Invoice or delivery without advance or full payment

    We have retail customer, our order to delivery would generally take from 1 week to 3 months or more, depending on the products our customers select. We deliver the products in different batches. Our policy is to have a minimum 50% advance payment to confirm the order. We collect payment in advance, please have an option to restrict creating or approving an SO for which the certain defined amount(50% in my case) is not available as advance. Upon invoice or delivery the remaining amount against the product delivered value would be collected. Top level exception approval has to be taken…

    1 vote
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    0 comments  ·  Sales Orders  ·  Admin →
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  9. UI

    Black-Green

    1 vote
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  10. Option to disable email auto populate in "Send To" field

    Would like to suggest an option to disable auto populate of customer contact (email) within the Send To field under Email function of Sales Order, as Sales Order is meant for internal in my company practise. We insert cost price and ordering details in sales order, with the email function available in sales order, it reduces the hassle by sending through the system. By disabling the email auto populated in Send To field, this can avoid the user to accidentally sending the email to external.

    1 vote
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