Zoho Books
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202 results found
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Increase 1 MB limit of file import
1 MB is too small for uploading price list data. Our price lists with 40,000 and 145,000 line items, I have to break up into 5000 line item files to upload multiple times. It is just to tedious.
1 vote -
Improve search suggest of drop-down lists: i.e. items, customer names, and other lists
Drop-Down lists for items, customer names, etc. would improve entry time and accuracy if the field would use search suggest (type a few letters and match in any part of the results) instead of only searching from the beginning. For example:
I have the following products: Cloud Services, Cloud Applications, Cloud Consulting. It would save time if by typing "cons" I already see "Cloud CONSulting" as the only item, instead of typng "cloud" and pick from three options.
Same for customer names, I often forget the last name of my customers (customers show as LAST, FIRST), so I need to…3 votes -
be able to select which vendor (or user and role) has access to which items
I have 2 differents type of vendors :
- Classic
- TechnicoSome items are same for each type of vendors, some else ...not.
It would be nice for each vendors to have only choice of their items display in estimate and invoice.3 votes -
Required Comment Option For Items
There Is an Option Of Commenting On Any Of Transactions. Like Purchase Orders, Bills, Invoice Etc. We Need The Same Of For Items Level. Requesting To Discuss This With The Zoho Developer Team And Get The Feedback.
1 vote -
Adding one Bottom to go the last page of item list and one bottom to the first page .
We have more than 50 pages of 200 each page of items . it is time consuming to move from first page to last page by clicking next each time .
1 vote -
We want attachement option In items for attaching pdf document.
While having any kind of transaction we can able to attach attachments of pdf document. We want this feature on Item level. Currently, there is an only option of attaching images. We want the option of attaching documents. By this, we can able to attach any kind of technical details, drawings to the corresponding item.
3 votes -
customer wise part numbers
Need to give customer wise part codes / part numbers. ex Item ABC is billed to multiple customers. each customer will have their own part codes. customer 1 calls it as 'aaa' ; customer 2 as 'bbb' and customer 3 as 'xyz'. when the item is billed to a particular customer, the respective part code is picked up and shown in a particular custom field
2 votes -
Delivery note
Combine more than 1 invoice to 1 delivery note because in some occasions, we need to issue separate invoices for client but the stuffs will be delivered in one go.
Thanks.
1 vote -
In Setup, open view of users at active only
Right now in setup you see all users, active and inactive. This is not a preferred view of users in setup, as I see people that I've inactivated years ago. What use is it to see them now? Just clutters the screen. Your software needs to be able to allow us to look at a list of users with a default of active users only. There should also be a filter or checkbox to allow for the list to be or to include the inactive users, but this view should be secondary. This goes for everywhere users are located in…
1 vote -
Clients needs to submit order request based on quoted pricing
Once the estimate on pricing is accepted, the client needs to submit an order based on that item's pricing.
1 vote -
can you provide generation of barcode for item listed in zoho books or inventory. now a days barcode is compulsory.
can you provide generation of barcode for item listed in zoho books or inventory. now a days barcode is compulsory and at the time of sale of any item barcode of particular item is necessary. so please add this feature in inventory
6 votes -
Create Customer Groups with the ability to restrict item categories by customer group.
Create the ability to restrict items that can be sold to a Group of customers. Ex. not be able to sell wholesale items to retail customers.
Also, it would be helpful to restrict items by user roles. There are items we don't want some employees to see or be able to accidentally add to sales orders.
6 votes -
1 vote
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Items need to have both a Sku and a UPC code option for scanning out sales
Items need to have both a Sku that identifies them with the manufacture for Purchase orders. Items also need to have UPC codes as well.. Manufactures have both of these codes for items not just 1.. The barcode (UPC "Universal Product Code") would allow to you scan the item out and the sku is for reorder and product identification.
27 votes -
Provide option to limit sales persons to only using composite items
Provide an option in user roles to only allow the sales team to view/use composite items.
This way you can use normal items as inventory assets and composite items as finished goods. Zoho inventory will be able to effectively keep track of all types of inventory without having to burden the sales team with a long list of items
3 votes -
Customer wise item name
There should be an option where part code of customer could be printed along with the item name and description. For example, item name QQQ from our company could be billed as KKK to customer X and the same item could be billed as HHH to customer Y.
6 votes -
Seperate Price List for Customers
Add option to Make Seperate Price List for Customer
1 vote -
In templates don't insert page break in the middle of line item descriptions
Our line items' descriptions often have several rows with text and when viewing the estimate/sales order/invoice as pdf the page break doesn't take line items in consideration, the page can break in the middle of a line item which makes it very hard to read. Please have the automated page break take line items in consideration and break the page either before or after a line item's description.
6 votes -
add item code
Please add item code in items and it shoul be viewed and printed in invoice and delivery challan
3 votes -
UNITS FOR ITEMS
how to add units for items
1 vote
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