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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256 results found
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Composite Item or Bundle Item, Kitting
Item buy/sell individually as usual but when multiple item will form a bundle or combinations of multiple items then how do we manage in Zoho Books ? for example I am a shop owner, selling Tea, Biscuits & Snacks. If i want to form a Bundle item namely Tea Combo which will consist of Tea, Biscuit 2 types, sugar & Milk. and that too in a different price as a offer not as in all item price, also that should be refelect in inventory individually.
7 votes -
Easy Item Searcher
When we add items on invoices, the items should come even if we type its middle name. This make easy to add items which we search for.
1 vote -
Export items by category and/or item search
We desperately need the ability to export any item at any time without exporting the entire list of items. In other words, we need to be able to isolate the item exported by category sometimes and other times by search results.
For example, if I search blower pulley...then the only items that should come up to be exported are blower pulleys. This will allow me to more quickly reset pricing and/or shift information without having to extrapolate out of a master spreadsheet.
Also, we need to be able to export only individual categories. A simple drop down to export by…
9 votes -
Allow $0 price for a pricelist item
The pricelist does not differentiate between $0 and null. In some cases may need to include an item at a zero charge on an estimate/invoice.
When entering a $0 price, this is automatically wiped and set to null. Null and zero are not the same.
Currrently you need to remember and override this manually.
3 votes -
Items Prices linked to an Index
I sell items that have a cost/purchase/sell price attached to an Index. For example Aluminum, Zinc, Copper...
The Index at the London Metal Exchange (LME) for these materials changes intraday but for simplicity, I only need update my prices once a month.
If I could store the value of LME for Aluminum, Copper or Zinc in a single field and define that this or that Item is linked to that field, then I can drastically simplify the updating of prices.
For example: Item1 this month would be 'ALUMINUM LME' ($2) + Item purchase price ($3) = $5. Next month LME…1 vote -
Enable inventory tracking in basic subscription
Enable inventory tracking in the basic subscription. This is crucial feature and accessing it only on professional is too expensive for startups in Africa
3 votes -
Discount Feature For Fmcg Wholesaler Higher The Quantity Higher The DISCOUNT.
I want automatic discount function in invoices at Item level
I have 800 items in my warehouse. Every item has different discount function.Item (A)
basic rate 80
if customer buys 1 to 3 then I will apply 2% discount.
if customer buys 3 to12 then i will apply 5% discount
if more then 12 then 7% discountItem (B)
basic rate 200
if customer buys 1 to 8 then I will apply 10% discount.
if customer buys 8 to15 then i will apply 12% discount
if more then 15 then 15% discountItem (C)
basic rate 80
if customer…3 votes -
price list tax
They should add that in the price list it is possible to select which type of tax to apply automatically and thus it is possible to assign the type of tax to a specific customer, according to a given product, the same tax does not always apply to the same product or the same customer
1 vote -
I have a printing company. We print on different papers and it could be single side or doubleside. There rates for single side and dou
We are a printing company. We print on paper, it can be single side or double side. The item is the same paper but price varies from single side or doubleside. Currently we can't track stock, as we have to give 2different items but actually its the same item. We can't also use priceless as in one bill there could be 2 single side and 4 double side items. If we give price list all of it gets changed. We want a solution where we can club multiple items into a single inventory source.
1 vote -
Allow inventory tracking on purchased items
Presently all items created are listed if the sales check box is selected which provide the inventory and stock level. If the purchased check box is checked the item is not listed in the available items for sale which is useful if the item is not for resale but assemble. But you can not track the stock, which give a false business valuation
If the purchased option is check and the sales in not check there is no inventory option.
If we could have track the purchased items we can produce a simple manual assemble function, using the stock adjustment…
3 votes -
Editable Item Groups/Assemblies
We would love to be able to create groups of items (or assemblies) that we can actually view and edit while creating an estimate or invoice. Ideally this would include the ability to change the quantity and price for each line item in the group AND be able to hide the line item breakdown from the client.
For example, the client would see "Total Travel Expenses" and a price. While creating the estimate/invoice, we would see and be able to edit the mileage, meals, and lodging line items that comprise the total travel expense assembly/group.
Pretty please?!
6 votes -
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
Please advise your developer to add this functionality and they can let us know when it is available. We would like to be able to attach fil
1 vote -
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 -
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
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