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

    231 votes
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      11 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
    • 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

      57 votes
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        7 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..

        47 votes
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          7 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…

          35 votes
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            1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
          • Product groups / assemblies

            Ability to put products into multiple groups to create assemblies with estimated sales and purchase costs

            29 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?

              29 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.

                27 votes
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                  1 comment  ·  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 →
                  • 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 →
                    • 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.

                      11 votes
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                        1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                      • Bar Code Scanning on Items

                        1. Be able to sell goods using bar codes instead of having to enter or search the item name or number.
                        2. Use our mobile devices cameras to scan bar codes
                        3. Capture items from vendors using bar codes
                        5 Price look-up by bar code

                        10 votes
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                          1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                        • Inventory by location

                          Add a way to manage inventory by location:
                          units in warehouse location 1
                          units in warehouse location 2
                          units on order / in transit
                          Total units available

                          9 votes
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                            0 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.

                            8 votes
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                              0 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.

                              7 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 →
                                • 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 →
                                  • Change the way you handle price list

                                    Sorry to tell you that but the way you handle the price list and prices for items is not good at all...

                                    I am dealing with 3 currencies and exchange rates, Having to export my items to a cvs file then modify ONE FILE per currency is just a pain....

                                    Why dont you let us set the prices per item for all the currency and add a text box saying something like "Overwrite default exchange rate" or "use system currency exchange" to calculate the price.

                                    Working with CSV is really a pain especially when adding new items on a daily…

                                    6 votes
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                                      1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Option to add a web link to an item

                                      It would be great feature to have the option of adding a web link when creating any item. Since most invoicing has now become web based with very little printing, it would be useful to allow the customer to click on the item name and then be directed to any web page. This web page could be anything, you tube video of how to use the product, google drive folder with all brochures, MSD Sheets, warranties etc or even just single pdf brochures.

                                      I am sure customers will love such interactive invoices in a world where everyone just hates the…

                                      6 votes
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                                        0 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Role limitation

                                        Cost of item, price book and invoice able to limited to specific user. I don't want my sale person see my cost, dealer cost and other user invoice.

                                        6 votes
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                                          1 comment  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Sub categories / Group for items

                                          Enable sub categories for items. This will greatly assist in reporting sales / stats
                                          eg:
                                          Item Group :Pens
                                          sub: Black
                                          sub: Blue
                                          sub: Red

                                          Reporting to show total by item group and also by sub
                                          This way I can get a report on all pens and/or specific coloured pens

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