Zoho Books
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145 results found
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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
0 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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
1 vote
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Managing Procurement of same product from different vendors
Please suggest if there's an existing feature which helps us to add different purchase price for same product by different vendors
analyse procurement of same product from different vendors..
6 votes -
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 -
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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