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Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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202 results found

  1. 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
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  2. 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
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  3. WE NEED MANUFACTURING GROUP

    WE NEED MANUFACTURING GROUP

    1 vote
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  4. Search with wildcards

    It should be possible to search with wildcards. We have a database with 12000+ items.

    Example: I want to add 'Stamp ABC 123 17mm' to a quote

    When I search for 'stamp' it gives me 400+ results
    Being able to enter 'stamp*17mm' or 'stamp%17mm' or 'stamp&17mm' and then narrowing the result list down to the matching results would really help!

    So please add a possibility to search for multiple parts in an item name description with one request.

    6 votes
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  5. Deleting inactive items / items involved in transactions

    I have lot of inactive items in inventory and i dont want to keep these data. So it is better to provide provision to delete inactive items with transactions involved. In most accounting softwares during year ending, the items that are inactive can be removed evenif transaction are involved. Even if it cant be deleted, it is better to hide inactive items by default. Right now, while searching all inactive items are popped which is very frustrating. If the option is provided in Settings page, to hide all inactive itemsby default, it would be very helpful. I know, it is…

    14 votes
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  6. 1 vote
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  7. kindly implement barcode system in zoho books

    kindly provide barcode system for items in ZOHO books to make easy business process for small retailer.

    9 votes
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  8. In Books/Inventory, please make the "Unit" optional.

    Not everyone has the need to describe the unit and it only takes up space on the invoice.

    3 votes
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  9. 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).

    15 votes
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    7 comments  ·  Items  ·  Admin →
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  10. zoho books items linked to vendor portal for instant purchase price and MSRP sync

    I would like to see an integration between zoho books items and vendor portal (example, ingram micro). Since prices of hardware and software tend to change from time to time, it would be nice if item prices sync with the vendor. The two main fields would be purchase price and selling price based on item vendor info. We have tested quotewerks that has the ability to sync items with multiple vendors.

    7 votes
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    1 comment  ·  Items  ·  Admin →
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  11. Purchase Location Map

    A map that tracks your sales by item and location of purchase.

    1 vote
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  12. 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
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  13. Allow the "Use In Future" option when editing Items in Invoices

    When I make an edit to in item in Invoice or Estimate It would be nice to have the option to "Use in Future" (Like you offer for notes) that would save the edited Item description for future use

    2 votes
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  14. Add a function to record sales items (i.e. photocopies)

    I need to invoice photocopies and the like at a fixed cost but the number varies. I need to allocate these to my projects and ideally the date (in much the same way as mileage is recorded). Presently there is no way to do this

    1 vote
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  15. Extra warehoue in zoho books for a nominal fee!

    Give 2 warehouse option inside ZOHO BOOKS for an extra nominal fee since people like me do not need your advanced Zoho Inventory subscription.. we only need 2-3 warehouse capability..!

    1 vote
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  16. Update SAC in item when we update it in bill

    Update SAC in item as well when we update it in bill

    1 vote
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  17. Near quantity add new column box, ctn, weight etc and it should count quantity automatically...

    Please add one more column near item for unit for box, ctn, weight etc and it should count quantity automatically. Eg if I have 24 quantity in 1 ctn, then when i write 1 ctn quantity 24 should come automatically...

    1 vote
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  18. How do I bring the sales and purchase accounts codes through from the item to the sales invoice?

    All the items have a different sales and purchase accounts on their record. However these codes are not reflected in the sales order/invoice or purchase order/invoice. As a consequence they have to be manually coded at time of invoicing which leaves huge room for error.

    1 vote
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  19. Item on sale - price override option

    Would it be possible to have a check box in the items sales information section, that would allow you to set a sale price which would then override any discounts or price lists set for an account.

    More detail: I have multiple price lists setup for different size customers. My inventory will be over 2000 sku’s, but if I set the sell price at a discount, then when I add the item to a customers sales order, it will automatically apply another discount. This would cause me to sell the item for less then cost. My sales orders could have…

    3 votes
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  20. Item addon

    Like you operate in Subscriptions, for both Goods and Services. I have an Item listed as 'Boiler Service', some boilers I service have an additional part attached to them and for this I offer an addon. When I raise an invoice for a customer and add 'Boiler Service' as a line item I then want to be able to select any number of appropriate addons associated with that 'Boiler Service'.

    3 votes
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