Zoho Books
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145 results found
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add an option to type in the delivery address on a purchase order for us for shippers!
We have customers with central purchasing departments so our customer is in one location but they want products delivered to any number of locations.
1 vote -
Discount column in purchase bill after the subtotal and then GST should be calculated
Discount to be deducted after the subtotal provided by the vendor in the purchase bill entry and then GST SHOULD BE CALCULATED
7 votes -
Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.
Make it possible to save a PO as a template to facilitate the repeat ordering of a list of parts.
1 vote -
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 votesHi 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.
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Enter a Purchuse order received from Customer
Create a facility of adding a PO received from Customers. Sometimes one gets a PO with the full details but one invoices from that PO over a said period of time.
3 votes -
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…
9 votes -
Customer makes orders from his Client Portal
As admin we can send and order to the customer to be accepted, Why the customer cannot make an order directly from his portail account
4 votes -
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.
11 votes -
Link the Bill to the PO
Can you please link the Bill back to the PO?
2 votes -
Total discount in purchase order
I suggest to add total percentage or amount in purchase order as well as it already done in estimate and invoices.
2 votes -
pricelist for purchase order
Sometimes, if you have to purchase goods for a special customer, you can purchase for a better price at your vendor. then it would be very handy to have a purchase price list.
This is also very needed if you work with resellers. If you have to purchase something for a reseller at your Vendor you mostly purchase for a better margin.
please have a look this this. it's 95% similiar to the pricelist for invoices
2 votes -
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????
10 votes -
Make Purchase Orders show up in Zoho CRM if the supplier is in the CRM as either an account or supplier.
It would be useful to have purchase orders associated with a sale show up in the associated Account, potential, sales order or invoice.
5 votes -
More details on customer drop down for Purchase Orders
We deal with quite a few customers that reside in different states, cities, or even countries that all have the EXACT same company name.
"ABC Store"
Imagine if you have 50 of those and you are creating a purchase order to be shipped to one of them. Because the drop down only shows the company name, we must go through all 50 one at a time until we find the correct store.
I'd rather not have to name each store uniquely. It would make more sense if the dropdown would include city & state next to the company name for…
1 vote -
Line # on Screen on Invoices and Purchase orders
The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...
0 votes -
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.
7 votes -
Purchase Order Creation
I want the purchase order generation process to be much more intuitive and fast.
- Reorder list to PO by selection
- Wishlist addition
- Vendor Portal so vendor can login to check the PO
- Auto reordering rule on certain items
- Purchase Intent (Request for Estimate or prices)
3 votes -
Add Complete Status on Purchase Orders
I would like to be able to have a Complete status option on purchase orders so once an order is complete they do not show up on a report.
I also need to have the ability to run a report of Purchase orders that shows multiple statuses (open, partially billed, etc.).
1 vote -
Exporting single purchase order in CSV/XLS
Hi all,
Today, many vendors uses online systems to record purchases and/or sells. Sending a purchase order in PDF is, of course, beautiful and clean, but when it comes to register a received PO as PDF in the system is long and risky of errors.
In Zoho we have the possibility to import one or more POs or to export all POs at once. We cant export ONE PO only (afaik), so when I send a PO to my vendor, it may be difficult for him to insert it into his system, specially when my POs concerns thousands of items.…
9 votes -
capture receipts offline
Hi,
it would be great option if we able to capture a pic of a reciept of purchase order or expense in offline mode in zoho books.
when they have WIFI we can sync it later.2 votes
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