Zoho Books
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145 results found
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Creating single PO for 2 Sales Oder
Creating single PO for 2 Sales Oder
1 vote -
1 vote
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Provision to feed/upload customer PO
Provision to feed/upload customer PO and OR Work Order which can be linked to the raised invoices on the work processed corresponding to the PO. That way the POs received can be stored in the system at one place, also easy to track the progress of the PO, link invoices generated with the PO quantities, track balance quantities, track P&L of the certain work/PO/Work Order and understand performance graph of individual order/customer/item to a specific period, get reports of orders in hand, balance order etc.
1 vote -
Stock item should be recorded when a purchase order is issued
Stock item should be recorded when a purchase order is issued
1 vote -
Landed Cost on PO
We cant do Landed Cost on PO. We raise PO on transporter. Transporter gives a bill. WE book the bill and allocate landed cost. Does Zoho thinks things happen differently in any company. Show me one.
1 vote -
Multi-level workflow approval BY GROUPS
I would like to create groups of approvers. Though it is possible to set up a multi level workflow approval, the system does not allow to do it by creating groups. i.e.
1) Sales representatives create purchase order which should be approved by sales manager (1st approver) and then to finance manager (2nd approver).
2) Marketing representative create purchase order which should be approved by marketing manager (1st approver) and then to finance manager (2nd approver).
4 votes -
Approval Process in Purchase
We want the approval process for purchase order only and not for all fields in purchase.
1 vote -
Custom Fields on Purchase Orders
It would be nice is we could add custom fields to purchase orders. There is a field for Shipment Preference however there is no field for us to input a tracking number. It would also be beneficial if there was a Purcahse Order date, Ship Date & Received Date.
6 votes -
To have different approve workflows for POs and for Bills
Currently, purchase approval is same for both PO and Bills. I recommend having a separate one in place, so that PO approval is done by one person, and bill when received is approved by another approver. Different workflow.
1 vote -
Tracking of Import Purchases (from outside country)
Hi Zoho team,
It would be useful if we have different purchase order format for tracking import (purchase from outside country) as the same would involve tracking of shipment from shipping liners, bill of lading number, ETA and Date of departure. Below are the pecularities of the import transactions.
a. One purchase order covering multiple shipments
b. Capturing of information such as bill of lading number, ETA, container type (20 ft, 40ft) , no of cartons per container. Tracking online the ETA from shipper portal (maersk, safmarine)
c. Capturing the partial shipments against one purchase order
d. MIS report on…4 votes -
Link purchase order to Poential in CRM (Deal)
Link purchase order to Poential in CRM (Deal) like with Invoices
1 vote -
Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders
Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders
1 vote -
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 -
(Payment in advance to vendor )make it track able!
We need to know for which PO we have paid in advance to vendor !
is there any way we connect the advance payment to vendor to PO then we register same when the bill is Ready?
something same as retainer invoice but for purchasing or any other way to track advance vendor payment !12 votes -
1 vote
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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 -
1 vote
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Better to add some information regarding discount in bills
Better to add some information regarding discount in bills
1 vote -
Composite items on Sales order become the single items on Purchase order as an option
When converting a Sales Order to a Purchase Order the composite items on the Sales Order should become the single elements of the composite item. An option on the composite items could switch this option on/off.
4 votes -
Show available stock when converting sales order to purchase order
A client is complaining that when he creates a purchase order directly from the sales order (via More - Convert to purchase order) he cannot see the available stock in the quantity column. However, the available stock is shown when he creates the purchase order from scratch. He creates almost all his purchase orders by converting them from the sales order, so he definitely needs to see the available stock. Could add that functionality, please?
4 votes
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