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3 results found

  1. Create ability to set tax at vendor level so purchase orders template can be assigned with correct default tax.

    Our situation: Purchases from vendors in our country are taxed at one rate, while other countries are taxed at a different rate. It's too easy to create a purchase order with the incorrect tax rate on it, and it's extra work to have to select it for each item, when the whole purchase is taxed as the same rate.

    Idea: 1. In Contacts / Other Details, add field for Default Tax Rate (dropdown of Taxes from Settings/Taxes); 2. In Purchase Order template, pre-populate tax field with the Default Tax Field (from item 1).

    22 votes
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    4 comments  ·  Purchase Order  ·  Admin →
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  2. Organization Address Format unique to each template type

    I'll explain scenario first, so you can understand the request.
    We are headquartered in Location A (e.g. Wyoming Corp)
    But we operate primarily from Location B (e.g. California).

    When generating PDF/Emails of Sales type statements (e.g Estimates, Sales Orders Invoices), we want to display Address A.

    When generating PDF/Emails of Expense type statements (e. purchase orders, Bills, checks, etc) we want to display Address B

    the PROBLEM is that when we setup a "Organization Address Format" for example within Sales Orders, it forces this format on all other types of Templates (Invoices, Purchase Orders, etc.). It seems the Zoho Books…

    21 votes
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    2 comments  ·  Purchase Order  ·  Admin →
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    Not For Now  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there.

    We have a workaround for your current scenario. We would suggest you to add the organisation address details in the attention content of the template. You can uncheck the organisation address option.

    This way you can customise it for each of your templates separately.

    Hope this helps.

  3. Custumer makes orders from his Client Portal

    Will be fine to give the ability to customer to make his orders directly from his client portal and get it uptaed in notification and in SALES ORDERS in ZB .

    79 votes
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    Not For Now  ·  5 comments  ·  Purchase Order  ·  Admin →
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