Zoho Books
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- 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
203 results found
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Need to create item groups (this will have multiple items in a group)
Items will be grouped into an item group and the item group needs to have the ability to have an price list adjustment as well. As of now you can only add price list to the whole contact account and not the individual item (or group)
5 votes -
inactive item
Please make another color for inactive item like red or etc....
13 votes -
Automated Recurring Invoice creation at the item level
Automated Recurring Invoice creation at the product level
There should be a way to define an item as a recurring revenue item in the item details pane in Zoho Inventory. When the item is sold, a recurring invoice should automatically be created based on the predetermined "repeat every" date.
3 votes -
items on sales order report
I would like to be able to get a report on items that are on sales order.
5 votes -
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
535 votes -
There should be option to enter multiple units for a single item. Alternate unit like 1 box = 4 Pcs.
my items come in a box pack and each boxes contain certain numbers. So sometimes a customer buys a box and sometimes loose pieces.
I use busy for my billing and inventory and it has options to add certain quantity as primary units and then the same as alternate units.
18 votes -
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.
74 votesHi there,
It is now possible to create Quantity-based Price Lists for items.
Please navigate to Price List creation page → select “Enter the rate individually for each item” option in Item Rate → click “Volume Pricing” in Pricing Scheme. (Refer the screenshot attached)
The Start Quantity and End Quantity will denote the range of item quantity and you can assign the Custom Rate per item for each range. A maximum of 10 ranges can be added for each item.
Once the price list is created and applied for transactions, the line items will acquire the custom rate based on the quantity entered.
Please do write to support@zohobooks.com for any further queries.
Regards,
Zoho Cares -
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-category482 votesHi 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.html3- 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
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Item Merge function
There should be a way to Merge Duplicate items, just like you can merge contacts.
23 votes -
Assign items to a vendor
Assign purchased items to a vendor. The purchase information can be entered for an item, but the vendor field is not visible. When the items are exported, the field is in the export.
8 votes -
Allow Supplier Item Pricing in a Different Curency
I distribute products from suppliers arounmd the world. Their price lists are not in my base but their local currency - USD, JPY, EUR etc.
I need to be able to enter supplier currencies for each item. At the moment their prices have to be converted into the base currency. This means that when a Purchase Order is created in their currency the pr9ices are always wrong (as exchange rates change) resulting in me having to manually update each price from a paper price list.
This wastes a lot of time and could be avoided.
9 votes -
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 -
Enable multi currency in item prices.
We should create items in foreign currency purchase and sell prices.
95 votes -
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.
19 votes -
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 -
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?50 votes -
In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items.
In the item view, allow the selection of multiple items, and then an action to generate a quotation from the items. This should be coupled with a better display of the items in the item list (e.g. description should be visible) as we use the name for the product code.
1 vote -
Sales Price range for Items
Should be able to give minimum sales price and maximum sales price for an Item
9 votes -
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.
32 votes -
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.9 votes
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