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Zoho Books

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.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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145 results found

  1. RFQ Module

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

    15 votes
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  2. custom status for purchase orders

    I would like to be able to have my Project Managers review their PO's before closing a job. Can there be custom statuses for PO's similar to the functionality that exists for Sales Orders?

    9 votes
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  3. Improve the deliver to selection process in Purchase Orders

    Make the delivery to selection like the Sales Order selection function. Reason, the information doesn't carry over from contacts or updates all of the time. Very cumbersome and timely. Sometimes have to delete the PO and start again. Would be nice to be able to change the information easily if needed.

    1 vote
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  4. Types of purchase order

    In the purchase order, is there is any option for the P.O received from the client, i am basically trader cum manufacture. where i use to get the purchase order from client, and i use to give purchase to my vendor, how i will differentiate this two purchase order.

    3 votes
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  5. Sales Order to Purchase Order

    Hi,

    if there was an option in sales order to segregate the items as per the Supplier will be very useful. Ex :Sales Order with 25 line items to 3 Suppliers, 9 Item to Supplier 'A', 11 Item to Supplier 'B' and 5 Item to Supplier 'C', apart from it If Purchase Order releases dates are different date as per the customer schedule. There might be a confusion for the person to see which item has to be released on whom and if he is new joinee, it will be more kiosk about suppliers and there will be duplication/confusion. I…

    1 vote
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  6. customer’s make order directly in his portal

    That is a good idea many of my customer ask for that. It will great to have this function rapidly…

    10 votes
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  7. 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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  8. 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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  9. Purchase Order Delivery Options

    When creating a purchase order have the option to deliver ORDER to another an existing VENDOR on file ............ can only select delivery to customer

    1 vote
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  10. 2 votes
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  11. 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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  12. purchase order items

    When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.

    So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.

    Thanks

    7 votes
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  13. 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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  14. Option to show the SKU after entering the item in the Purchase order

    During creation of a PO, user can enter the respective item via its SKU. However, when it comes to the editing of the PO, the SKU of the item is missing in the UI.

    It would be great if the SKU of the item can be seen during the editing of the PO.

    Thank you.

    6 votes
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  15. Add authorized signature in purchase order

    It will be nice if you add authorized signatory (signed document) in purchase order templates, since many vendors in UAE still insist a signed purchase order only.

    6 votes
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  16. 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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  17. 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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  18. Create PO from Invoice

    PO From Invoice - Not only from SO

    263 votes
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  19. 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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  20. Allow recurring purchase orders

    Please allow recurring purchase orders ASAP.

    Quickbooks and your competitors allow this.

    Why?

    In any business where the same people are billing you every month you need to track that they're billing you or enter there reported work: cleaning, tutoring, schools etc. there is huge application for this.

    We'd really like to stay with Zoho but this seems like a major oversight.

    Sincerely,

    Beethoven at Home

    4 votes
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