Zoho Books
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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
30 results found
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email insights for sales order
Enable email insights for sales orders, the same way it is for estimates and invoices. I want to be able to see if a customer has viewed a copy of their sales order prior to fulfilling it.
1 vote -
I have discussed with Zoho Support Agent and found that in zoho books comments section we cant tag to any user.
I have discussed with Zoho Support Agent and found that in zoho books comments section we cant tag to any user. Also we are unable to tag in Zoho Task Comments section.
3 votes -
Is there a way to filter a Sales Order view by a custom field that "is not empty"? I see an option for "is empty" but not for "is not empty"
It would be nice to filter a Sales Order view by a custom field that "is not empty". I see an option for "is empty" but not for "is not empty."
1 vote -
Option to consider an advance payment (partial or full) from the customer to a sales order rather than just invoice raised.
In Businesses like custom manufacturing and construction, customers are expected to pay an advance post-confirmation of the order from the customer to the vendor. If multiple projects are being done for the same project considering the advance paid for these projects starts becoming tricky without the option to consider the advance payments for specific orders. Hence, suggesting an option to tentatively consider the advance payment for a specific sales order which is still going on would be very helpful.
6 votes -
Allow a bank deposit transaction to be converted in to a Sales Receipt directly, with associated purchased items and GST payment.
Quick books allowed a Bank deposit transaction to be converted to Sales Receipt with just a drop down field, and allowed it to be itemized with line items and GST and category etc.. I am not able to do this in Zoho Books. This is critical because most customers for me are walk-in and pay using UPI/GPAY etc.. which becomes a bank deposit transaction in Zoho books
3 votes -
Order Import Files
Currently the import feature has restriction of only one set of saved fields. If I have different customers and the fields are different in nature, today we do not have that feasibility to select a saved field mapping for a specific customer. It will be good to have options to select one of the save field mapping to import sales order
1 vote -
Restrict the sales orders to be edited by the same user who has created.
Can we restrict the sales orders to be edited by the same user who has created ?
1 vote -
Add Restriction to edit the sales order to admin only
Currently we can restrict not to edit the sales order once invoice is created ?
can we have option this rule should be applicable to the users only and not to the Admin ?1 vote -
Field Created by in the sales order
Can we see who has created the sales order ? Please add the Field Created by in the sales order listing.
1 vote -
Reflection of Invoice No. in the sales order to track.
When Sales order is converted into Invoice, Invoice no. should be reflected in the sales order listing and reports to track.
1 vote -
Make Sales Estimates available in Zoho Inventory - not only Zoho Books
My sales people can do all of their work in Zoho Inventory EXCEPT create Sales Estimates. I have to give them access to Books just to do this. Why aren't these forms available in BOTH apps???
1 vote -
TOTAL AMOUT IN WORD IN THE SALES ORDER
We have started recording quotations using Sales Orders. But the total amount isn't appearing in words and the option to do so cannot be found in the template as well. We would like to suggest to add this option to the Sales Orders.
1 vote -
Client portal have ability to place an order by customer
Current client portal only provide historical and current transaction details. However, Client portal can be further advance where Customer should be able to place an order with their confirmation. This can seen in Sales IQ or Sales Pipeline. This help Sales person drive focus and cut some time on Data entry.
1 vote -
sales order placement from customers
It would be nice to allow customers to directly fill the sale order on their portal area, the order should then remain in a 'hold' status, until we confirm it with a delivery date for example, or with some price correction. I tried to do that using COmmerce, but doesn't allow to order more than 1.000 pcs. and I cannot figure out how to automatize this some way
1 vote -
Change in company name at Sales Order Stage
I think that changing the client name is something very common to have especially when they change it into their company name from their personal one.
So the client should be able to decide to change on whom he would like these invoices.
Since its not permeted to change the client name once its converted from ESTIMATE to SALES ORDER, to delete a sales order I need to Delete all the PACKAGE SHEETS done and shipments its a very complicated and time-wasting process.
Not to mention if three were changes from Estimate to SALES ORDER you will need to make…3 votes -
SO VOID RESTRICTION TO USER
SO VOID RESTRICTION TO USER
0 votes -
make a project be able to be created when creating a Sales order.
When creating a sales order, you need to be able to create a project linked to it.
This is the same function that is available when you are creating an estimate but is not available in Sales Order.
Normally you would not create a project until the Estimate has been accepted and you raise a Sales order.3 votes -
2 votes
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Serial Number Selection on Sales Orders
So serial number tracking was carried over from Zoho inventory which is awesome to not have to go back and forth between the 2 in order to add and manage serial numbers on products.
Would it be possible to add the ability to select serial numbers of an item on sales orders like you can when an item gets added to an invoice?
1 vote
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