Zoho Books

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  1. Stock & Warehouse management + sales commission

    1) different stock can enter the item list with expire date
    2) add shipping status
    3) sales commission features upon payment received.
    4) sales profile and commission rate linked to different items
    5) search of the items should be enhanced.
    6) add item category + sub-category

    360 votes
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      16 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

      Hi there,

      We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.

      https://www.zoho.com/in/books/help/items/advanced-inventory.html

      Regarding your requirements,

      1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html

      2- We have default shipping status based on the carrier in Zoho Inventory
      You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html

      3- You can use the custom function feature to calculate the sales commission.

      4- sales profile and commission rate linked to different items – We currently do not have this option

      5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com

      6- We are working on item category in Zoho Inventory and will definitely update you.

      If you have any further questions you can write to support@zohobooks.com

    • item search

      Would be nice if you can include a comprehensive search feature for Items specially. Example the items should be searchable with any word in the item description

      166 votes
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        14 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
      • Make the text box (where we type the item number) searchable

        When making an estimate, invoice or bill, the textbox where you type the item name or number is not searchable !! That means if you do not know EXACTLY the name of your article (or at least what is strarts with), then you have to leave that page, go back to the items page, find the exact wording or the items you want, copy it then go back to your estimate and paste it.... That's a waste of time, especially when items name are long and complicated..

        63 votes
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          10 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
        • Serial Number Tracking

          Allow items to have a serial number Entered in the System.
          1. Enter Serial of Items/Goods and dated purchased.
          2. Warranty Periods for Serial Numbered Items
          3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
          4. Being able to see Faulty Items when returned by customer…

          52 votes
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            2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
          • Items - Multi Currency Purchase Rates ?

            Hi,

            We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.

            Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.

            Rates in Exchange
            Where can we input the rates or exchanges on a daily basis on Zoho?

            35 votes
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              0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
            • Enable multi currency in item prices.

              We should create items in foreign currency purchase and sell prices.

              35 votes
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                1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
              • Price breaks by quantity

                Add the ability to set pricing based on quantity sold. Example:

                If I sell one item the price is $10 / item, if I sell 10 of these items the price become $8 / item.

                28 votes
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                  Not For Now  ·  3 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                • Add a tax component to a purchase item.

                  Please add a tax component to a purchase item to enable the item to be allocated a tax rate so when it flows through to a purchase order then onto a bill it has the tax rate allocated.

                  20 votes
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                    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                  • import items matched on SKU

                    When importing item, we need the ability to match existing items on the SKU or the hidden Zoho code. At the moment, you can only match on the Item Code (Name). This makes issues when trying to update item names.

                    18 votes
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                      4 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                    • item description

                      When looking at items, it only shows description/ SKU, but not both. Ideally I should have a field chooser, where I can choose which fields I need displayed to make my work easier. Right now I work with SKU, but am unable to see the description together. Please help.

                      Gagan

                      15 votes
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                        2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow users to view item prices across all price lists.

                        Need to see end user pricing, distributor pricing and our cost in the same view. We have over 200 items so have to use the csv export to make simple updates to a price list. This is ripe for errors and is a severe hinderance in Books. CRM does it right, please implement in Books.

                        13 votes
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                          0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                        • Automatic import of items from square register

                          Allow automatic importing from other apps, such as square register. So if items are already entered there they will import and sync daily to keep track of inventory that is sold.

                          12 votes
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                            3 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                          • Item Merge function

                            There should be a way to Merge Duplicate items, just like you can merge contacts.

                            12 votes
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                              1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                            • Account Titles Associated With Items

                              I just discovered that "Items" can only be associated with Income and Expense accounts only. If the user wants to associate the item with another account title, the user has to do it manually which is a great hassle especially if there are a lot of entries to create.
                              Let's take for example: Rent Sales Invoice
                              Rents require "Security Deposit" which is a Liability Account and not an Income Account. If we are going to reflect this in the invoice, we still need to add Additional Account which is a hassle especially if we have a lot of invoices to…

                              12 votes
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                                0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                              • Automatic assignment of price lists to clients

                                Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -

                                Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.

                                For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.

                                The system as it is currently setup, requires…

                                10 votes
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                                  1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                • Please add feature sale filter report by items for each sale person.

                                  Now i am experiencing difficulties in filtering the total sale for each item for sale person because in my company there are many sale person who sell services or products with different commission rate. So when I want to calculate/filter those sale persons, i cannot.
                                  Please help vote this features.

                                  8 votes
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                                    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                  • inactive item

                                    Please make another color for inactive item like red or etc....

                                    8 votes
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                                      0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Have new facility for Item Groups

                                      We have products that are made up of multiple items, for example a "Promo Pack" might include :
                                      10 x Leaflets
                                      5 x Posters
                                      50 x booklets
                                      It would be good if we could create a new "item group" that included could include multiple line items in predefined quantities that way we could add these groups with a single selection rather than having to enter each individual line.

                                      7 votes
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                                        0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Duplicate item - Copy item

                                        Need to be able to Duplicate or Copy an Items. Many items are built using a small variation of an existing item. To be able to copy 95% of an items info and just modify the relevant aspect that is changing is much less work than creating a completely new item. Of course you can import export and create duplicates in excel but this is not idea. Much more user friendly to be able to build an item inside the tool by copying an existing item.

                                        7 votes
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                                          1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                        • picture of item

                                          i am using zoho books, whle entering item, i need to have picture of the item, along with the item details, this feature must be added in it.

                                          if it is done it will make very easy what we bought last time or what we sold last time. like we have almost more than 5000 items, it is not possible to keep physical samples of all items, so keeping pictures with item description will give ease of work

                                          7 votes
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                                            0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
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