Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
145 results found
-
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 -
RFQ Module
we need you to add RFQ Tab as part of the Purchase order
15 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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.
-
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 -
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 -
2 votes
-
Link the Bill to the PO
Can you please link the Bill back to the PO?
2 votes -
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 -
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 -
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 -
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 -
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
- Don't see your idea?