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

    426 votes
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    18 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

  2. 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

    250 votes
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    22 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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..

    72 votes
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    10 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  4. Enable multi currency in item prices.

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

    65 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

    57 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    49 votes
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    Not For Now  ·  6 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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?

    44 votes
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    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    29 votes
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    1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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

    18 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    16 votes
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    1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  11. Item Merge function

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

    16 votes
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    1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    14 votes
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    4 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  13. Item + subcategory with diferent unit and price

    Make an invoce or estimate with Items + subcategories, with diferent type of unit measurents and prices. For example:

    6 feet of wood frame (100$ per feet) + 1 service of framing (includes glass, foamboard) that measures in square feet (50$ per squeare feet).

    12 votes
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    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. inactive item

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

    11 votes
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    0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. add an additional option to add the items already having transaction to inventory asset

    in begining i made some mistakes i added items but forgot to add their inventory asset so i would like to suggest or demand this kind of option to add items in inventory account already having transaction of

    9 votes
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    2 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Closing Stock Option, So that in year end accounting profit and loss calculated according to that

    if we can add "closing stock value" at the year end that it will be more beneficial to Indian Accounting

    we can see our actual profit with this feature

    8 votes
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    4 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. be able to choose for an item to go into liability instead of sale or expense.

    We have to collect gratituity tips from customers and pay them out to workers but that money should be going into liability account not as income and i have to manually move it through journal entries and it's a pain. Most accounting programs let you add an item straight into liability.

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