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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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145 results found

  1. Create PO from Invoice

    PO From Invoice - Not only from SO

    263 votes
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  2. 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…

    113 votes
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  3. 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 .

    79 votes
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  4. 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

    63 votes
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  5. discount by line on purchase order

    discount by line on purchase order
    discount should be able to be added by line item in the same way that it does for Sales Orders

    55 votes
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  6. 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!

    46 votes
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  7. 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…

    30 votes
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  8. approval workflow is required.

    we need workflow approval system, so that our employees will create purchase order, invoice, other data and they should take our approval before go live.
    please provide the option, otherwise it should be just like other excel software.

    29 votes
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  9. Purchases Orders (PO) from client portal

    Ability to client to make His purchases Orders directly from Client Portal and will be updated in Zoho Book

    28 votes
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  10. Be able to create multiple purchase order item wise / vendor wise from single sales order

    Should a sales order have multiple items that may be sourced from multiple vendors, then the system should generate multiple purchase orders based on item and vendor.

    24 votes
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  11. Create ability to set tax at vendor level so purchase orders template can be assigned with correct default tax.

    Our situation: Purchases from vendors in our country are taxed at one rate, while other countries are taxed at a different rate. It's too easy to create a purchase order with the incorrect tax rate on it, and it's extra work to have to select it for each item, when the whole purchase is taxed as the same rate.

    Idea: 1. In Contacts / Other Details, add field for Default Tax Rate (dropdown of Taxes from Settings/Taxes); 2. In Purchase Order template, pre-populate tax field with the Default Tax Field (from item 1).

    22 votes
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  12. 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…

    21 votes
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    Hi there.

    We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.

    This way you can customise it for each of your templates separately.

    Hope this helps.

  13. Linking Purchase order with sales order.

    It would be better if we can link the sales order with purchase order so that the money spend for the purchase will be shown in the the purchasing details of sales order.

    19 votes
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  14. Approval of purchase order based on the amount

    It would be very helpful if the approval could be based on the amount of the purchase order so not every purchase has to be approved if it's for a small amount of money

    17 votes
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  15. link purchase orders to projects

    With the recent update to integration between zoho projects and books.
    Is there now a way to link a purchase order and open/closed bills to certain tasks in projects

    16 votes
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  16. RFQ Module

    we need you to add RFQ Tab as part of the Purchase order

    15 votes
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  17. Consolidating multiple sales orders into one purchase order

    It would be extremely useful to consolidate numerous sales orders into one purchase order. As a wholesaler, we take multiple sales orders for the same item from different customers. We then would like to put this forward to the manufacturer as one complete purchase order that lists a grand total of all the items in all variations needed. The manufacturer can then easily see what they need to produce in total and wouldn't have to add up individual sales orders. It would also help and speed up the process of receiving and allocating goods back into inventory and matching up…

    15 votes
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  18. Amount based approvals

    Approval should be based on criteria. For example I will want purchase approval only above a certain amount in my organization

    14 votes
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  19. 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!

    13 votes
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  20. 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

    13 votes
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