Zoho Books

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  1. Create PO from Invoice

    PO From Invoice - Not only from SO

    111 votes
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      Under review  ·  8 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
    • Create one invoice from multiple Sales Orders

      Many companies as mine have several orders from a customer during the month (I use the Sales Order function for these), but we invoice them one a month, so at the end of the month we take all the orders and make a unique invoice... will be amazing if we can just join several orders from the customer and convert into one single invoice...

      51 votes
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        6 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
      • Custumer makes orders from his Client Portal

        Will be fine to give the ability to customer to make his orders directly from his client portal and get it uptaed in notification and in SALES ORDERS in ZB .

        29 votes
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          1 comment  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
        • discount on purchase order

          Hello,

          We negociate discount for our order on a daily basis. The base price for the item is always the same, it is just the discount that we get that changes.

          Please add a discount box on purchase order, would make life so much easier..

          thank you

          28 votes
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            0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
          • Organization Address Format unique to each template type

            I'll explain scenario first, so you can understand the request.
            We are headquartered in Location A (e.g. Wyoming Corp)
            But we operate primarily from Location B (e.g. California).

            When generating PDF/Emails of *Sales* type statements (e.g Estimates, Sales Orders Invoices), we want to display Address A.

            When generating PDF/Emails of *Expense* type statements (e. purchase orders, Bills, checks, etc) we want to display Address B

            the PROBLEM is that when we setup a "Organization Address Format" for example within Sales Orders, it **forces** this format on all other types of Templates (Invoices, Purchase Orders, etc.). It seems the Zoho Books…

            18 votes
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              1 comment  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
            • Ability to Send Requests for Quotes

              It would be really nice if I could send Requests for Quote on items that I need built. That way I can always get the best price without having to email and manage bunch of people/inconsistent responses.

              This would be under:
              Purchases
              - Expenses
              - Recurring Expenses
              - Request for Quote
              - Purchase orders

              The template would be similar to a PO. It would just pull in my vendor contacts and my vendor part#. Then all I would need to do is attach a drawing then send it to a group of vendors. They could email me bids. Then when…

              16 votes
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                2 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
              • 16 votes
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                  0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                • Use Vendor information when creating a PO or multiple POs from a single invoice

                  There's another request to allow PO from Invoice (I agree with this)

                  Adding to that, in the CRM there are fields for Vendor Name and Vendor Code which are not carried over to Books. And in Books there is the cost of goods sold which does not carry over to CRM (unless I overlooked something).

                  All this information should carry over and should be used to generate as many purchase orders that are needed from a single invoice. A PO should be generated for each Vendor on an invoice and automatically carry over the Vendor name, Vendor Code (assuming this…

                  15 votes
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                    3 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                  • allow me to attach my Terms and Conditions PDF automatically to a Purchase order

                    Would love to have the ability to attach my PDF terms and conditions to a purchase order (to create a second page). instead of me having to upload a separate document within the email.

                    13 votes
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                      1 comment  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                    • Kindly make an option to have an Approval signature area under the content of Purchase Order

                      Kindly make an option to have an Approval signature area under the content of Purchase Order

                      12 votes
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                        2 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                      • Purchase Order approval process

                        Before a purchase order can be printed or mailed it has to be approved by a superior responsible for the expense

                        12 votes
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                          2 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                        • sku

                          Since Zoho forces the user to create a unique SKU for each item, we should be able to USE that SKU also. It does not show on REPORTS, PO's, INVOICES or anywhere else where it is ABSOLUTELY NEEDED. This is not a wish list item, it's a NECESSITY. If you have more than a dozen or so items, how are you supposed to identify them from invoices, reports or po's????

                          7 votes
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                            3 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                          • packing slip

                            Good day, most of our orders are drop ships. It would be really practical to be able to send a packing list to our supplier with the purchase order so they could send it with the shipment. Now the packing slip is only available at the invoise level. Thanks much and keep up the good work!

                            6 votes
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                              0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                            • Create a Template for Bills

                              Add Templates Function to Bills, I would to create my own template to this function.

                              6 votes
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                                1 comment  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                              • Copy Custom Field Information for Items from Estimates/Sales Orders to Purchase Orders

                                I have set up a number of custom fields for my items. As I would like to reduce human error I have made these fields mandatory.

                                When creating an estimate if I want to select a different option from the drop-down box I can do this and it will copy across to the sales order and invoice but not to the purchase order. This is very problematic when you are selling made-to-order products with customised variations.

                                Ideally the purchase order should take the manufacturer's item description and pricing but copy across any information from the custom fields in the estimate/sales…

                                6 votes
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                                  0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                • you add a report are for delivery date

                                  I think your report view should have the delivery date as a viewable option. This would be a tremendous help for following up on orders.

                                  6 votes
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                                    0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Landed cost

                                    Landed Cost is important to keep your accounting and invetory expense acurate.

                                    My business is importing products with different weight and cost and we divide shipping cost on the items cost. which this feature not in Zoho book.

                                    5 votes
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                                      0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Ability to use Items customs fields on Purchase Orders.

                                      I created a field for manufacturer. It works OK for Sales Order, but does not appear for Purchase Orders.
                                      Example: I created the Field called Manufacturer. The info I inserted on record Item, I can retrieve When I use this item on Sales Order and Invoice. Why it not available on purchase order? The item you buy is the same item you sell.

                                      Please make this available.

                                      5 votes
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                                        0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Purchase requisition

                                        It will be nice if you can add a feature to create purchase requisition to an specific department in the same company. So for example if a department needs to buy a new computer, then the manager of that department can create a purchase requisition or request to the procurement department and keep track of them. And after it's approved then we can create the Purchase Order to buy the item. Thanks!

                                        5 votes
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                                          0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Flagging PO's, invoices and estiamtes

                                          A way to highlight problem PO's that may need a claim filed with the vendor, invoices with issues or estimates that can not be modified. A simple red flag or star that can be seen when looking at the lists or individual PO, invoice or estimate.

                                          4 votes
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                                            0 comments  ·  Purchase Order  ·  Flag idea as inappropriate…  ·  Admin →
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