Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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229 results found
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disable inventory trackingfor items with transactions
Be able to disable inventory tracking for items with transactions like it is available to enable it in bulk through specific link.
4 votes -
Allow better reading of .csv information from quickbooks
Allow me to import all of my inventory data from quickbooks enterprise solutions.
-Item Name/Number
-Manufacturers Part Number (MPN)
- Unit of Measure (U/M)
- Description on Purchase
- Description on sales
- Cost
- COGS Account
- Preffered Vender
- Sales Price
- Income Account
- Asset Account
- Reorder Point (Min.)
- Max to order
- Quantity on handAlso easily editing multiple items at a time would be very helpfull. Like using an excel program within the item list.
4 votes -
Have the option to share items between different organizations under the same account
Have the option to share items between different organizations under the same account. This avoid the need to do duplicate work if both organizations provide the same items.
4 votes -
Balance Sheet
When we take Balance sheet in reports, Even Zero accounts are appearing. If the account balance is Zero no need to display. Please check.
4 votes -
Billable Item Markup or Margin
In the items section, Zoho has the ability to make it a two sided item (meaning it can be a sales item or a purchase item).
This would be great if the concept could be taken to its logical conclusion.
If we think of a single transaction going through all the stages, we see that
A quote can be converted a sales order, and it uses the sales side price.
A sales order can be converted to a purchase order, and the purchase side cost is used
A purchase order can be converted to a bill
But a bill cannot…4 votes -
SKU
I'd like to display the Sku on every documents that shows items (invoices, orders, etc.).
It would be great if CRM and Books could sync every fields they contains.
Tanks!
4 votes -
"Tax Inclusive" by default
In the settings there is an option, which we can choose (1) tax exclusive or (2) inclusive or exclusive. Now the GST has implemented and we are all supposed to raise tax inclusive invoices. So along with these two options, there should be an option which is always tax inclusive.
4 votes -
Sales Report
Grouping/sub grouping of Items, so that we can get reports of totals per group. Visible in a graph as expenses are shown in dashboard
4 votes -
4 votes
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ORDER STATUS BY ITEM
An order view based on status by item would be great. When you view the transaction section of an item it'll show open/closed for each order, but the order could be open due to a different item. The same problem applies when doing an advanced search by product and status.
4 votes -
Display quantity sold and received in return against and item
Items section should have fields showing QTY of an Item bought, sold and received back in return (not only show the final stock).
Same should be available in sale by item report(customisable).
It will also help analysing the best selling/low selling/satisfactory/Nonsatisfactory Item etc.
4 votes -
add a notes section on individual items
to be able to add notes for each individual item that does not show on invoices or purchase orders.
4 votes -
TO ADD UNIT
WHEN WE ADD UNIT VALUE OF A PARTICULAR ITEM SAY DOZEN OR KG BUT WANT TO SELL IN INDIVIDUAL PIECES OR IN MILI LITRES IN TERMS OF A LIQUID ITEM WHICH IS NOT POSSIBLE IN ZOHO BOOKS,I REQUEST YOU TO PLEASE MAKE UNIT COLUMN EITHER AUTOMATIC,FOR EXAMPLE IT SHOULD KNOW HOW MUCH PIECES A DOZ CONTAINS ETC.,OR PROGRAM IT IN A WAY WHERE USER CAN DO IT.
THANKING YOU
VISHAL JAIN4 votes -
edit item
Should be able to link a downloadable document from the documents folder to items. For example - we have items that when selected always require the same PDF to go out with the estimate. Would be helpful to be able to attach these to the item to save keep reattaching every time!
4 votes -
I'm a distributor for multiple companies, but here i'm unable to generate the reports of stock movement company wise
I'm a distributor for multiple companies, but here i'm unable to generate the report of stock movement company wise. when we check report all items are coming, we should have grouping of items.
4 votes -
Committed Stock
Our Items are part of Composite Items too. When we need to assess committed stock of an item, we are having to search at item level and then at each composite item. This causes efforts and delays.
We suggest that based on the committed stock of the related composite item, the committed stock of the item should include the committed stock of the composite item where it is going to be used.
For example, if I have a product named X which is in use in a composite item named Y. If I have 20 number orders for X and…
4 votes -
available for sale
in Custom View we can add "Stock on Hand"..
it would be great to add
- "Commited Stock"
- "Stock Available for Sale"We have many confirmed sales orders daily, and its difficult to know the Stock we have available for each item. The only way is to open each item one by one, and it is time consuming.
In an Spread Sheet, i'm able to visualize what is really available for sell, will boost productivity to make best decisions.4 votes -
Stock Journal
I am a manufacturer. Many different components are utilised to make one finished products. Tally has a feature called as Stock journal, wherein several components are clubbed to together for one finished product.
example : 1 cabinet, 1 pair of hands, 1 glass,1 movement,2 batteries, etc ( all procured from different suppliers) is converted into ONE WALL CLOCK.4 votes -
books customer portal can show items
from CRM customer portal , it can show products to customer
Do I need to provide 2 portals to the same customer
CRM portal from products, BOOKS portal from the transaction
In this case, the user experience is poor
4 votes -
make items searchable by transaction.
I need to be able to find invoices, estimates and bills by item number or description. being unable to edit items that have existing transactions, I would like to be able to search for the existing transactions that the items has been used for.
3 votes
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