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
256 results found
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Historic of sales and purchase prices of an item
When changing item price eiteir sale or purchase , it will be helpful to have the list of prices applied since it creation to evaluate the price trend for the item .
5 votes -
Add Closing Stock Option, So that in year end accounting profit and loss calculated according to that
if we can add "closing stock value" at the year end that it will be more beneficial to Indian Accounting
we can see our actual profit with this feature
40 votes -
Item PDF attachment & Order Revision Freeze
Greetings,
I would like to add a .pdf or .dxf/.dwg attachemnt to specific items
This would contain the 2D drawings for this item or the dxf aka 2D flat layout for laser cuttings for example.And a way to freeze the item if it's undergoing a 3D/2D model update/change, so it cannot be ordered while it's being altered.
This would be handy for ordering repeating custom parts without our engineering having to send the files afterwords in a seperate mail on each purchase order.
8 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 -
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 -
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 -
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 -
Ability to assign one/multiple product categories to Item and filter for same while searching for products
Ability to assign one/multiple product categories to Item and then ability to filter items by category while adding line item to order/invoice. This filter should be available both in web and phone apps.
This way those users can locate product items faster who have huge product list. Also user will see a short list of products if they are looking for specific category product only.
1 vote -
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 -
zoho app for scanning QR/Bar Code
For Inward & Outward of items, instead of typing, please add zoho app for scanning QR/Bar Code to quickly add in the Bills & Invoices through mobile camera/picture or web camera instead of using third party bar code scanners.
5 votes -
6 votes
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Automatic assignment of price lists to clients
Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -
Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.
For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.
The system as it is currently setup, requires…
17 votes -
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
551 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.
76 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-category488 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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