Zoho Books
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145 results found
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ZOHO BOOKS - PURCHASE ORDERS MULTILEVEL APPROVAL WITH MULTI CRITERIA
Enhance multilevel PO approval with introduction of multiple criteria in the PO approval work flow. i understand this is already available in ZOHO EXPENSE.
for example - The approved PR (in EXPENSE) is converted into a PO (in BOOKS) and this PO is prepared by the Central Procurement department and approved based on delegated authority. The delegated financial power for example have following criteria:-
INR 0-2.0 Lakhs - approved by Manager CP
INR 2.0-5.0 Lakhs - to be approved by Director
INR 5.0-10.0 L - to be checked and recommended by above and approved by VP Finance
INR 10.0 L…1 vote -
Best Resort in Bali
A Village Best Resort in Bali Desa Seni is a leading eco resort, Nature art and yoga resort, organic resort, personal yoga retreats and personal yoga packages in Bali.
More info :- https://www.desaseni.com/
1 vote -
Fractions of bills with PO attribution.
No all bills are 1 to 1. Some bills are one to many. This would accommodate dispersal of POs across one bill. Shipping is a good example. Many deliveries on one one bill.
1 vote -
Online Shopping Experience
"Step into a world of style and comfort with Tvjackets Shopping Experience! Get ready to embark on a journey filled with unparalleled selection, fantastic deals, and friendly service. Discover the perfect jacket that not only complements your outfit but also elevates your confidence. Don't just settle for ordinary - choose extraordinary! With Tvjackets, your dream ensemble is just a click away. Let us guide you towards a shopping experience like no other. Start turning heads and radiating charm today!"
https://www.tvjackets.com/product/deadwind-henna-honkasuo-bomber-jacket/3 votes -
zoho books
Please create a new Zapier trigger:
Everytime a Purchase order is created on Zoho books,
than,
Create an event on google agenda
Thanks1 vote -
Export Purchase data to google sheets
Export Data under Purchase Module to Google Sheets
1 vote -
Custom Status for Zoho Inventory/Books Purchase Orders
We are an E-Commerce business, and Supply chain management has become very critical to us. Right now, in the Sales Order module, we can customize Statuses such as "Draft," "Initiated," etc. It would be super helpful if similar Status customization is also made available in the Purchase Orders module.
For example, a typical Purchase Order could go through following stages in our Organization.
Draft
Issued
Approved
Pending Inspection
Billed
Paid
Shipped
ReceivedI hope it is not a very difficult feature to implement, and I look forward to discussing further if needed.
3 votes -
Add Billed Quantity to Purchase Order
Please add a column to purchase orders to show how many have been billed. A use case would be ordering 4 of a product, only 2 arrives and should be paid. The accounting team pays for 2. It would be beneficial to show that there are 2 unbilled items remaining for that line on the Purchase Order.
2 votes -
Can the Transaction Posting Date be added to the UK version of Zoho?
Please add this into the UK version so we can account in the correct month of posting the transaction
1 vote -
catalogue management for procurement
Typically in an organization, there would be a rate contract for some items which would be purchased on a periodical basis. The trigger for the purchase would reorder level or value in some cases due to high volume. The standrard catalog process would generate a PO and send it to the vendor for supply. these are not high-value items. Open to looking at alternatives for a solution example recurring invoices with value or quantity for trigger. or other option
1 vote -
Show User on Purchase Order and allow filtering
Good Afternoon,
It would be great to have the Purchase Order show the user who created it.
Also, allowing a filter by USER so an employee could see only their POS.Thanks,
1 vote -
Add created by user column to Purchase Order list
Please add the user who created/submitted a PO to the purchase order Customize Column selection.
Thank you2 votes -
Price Comparison of a product from vendor
a price comparison option will be very helpful for Zoho user when they want to send PO, we know that particular item you can get it from different vendors and you are not aware of the price, hence if we have an option to save vendor price list compare the price at the time of purchase that will be very useful.
1 vote -
Set Discount Per Line Item as default
Allow Discount Type to be set as "At line item level" as the default setting.
7 votes -
Seeing pending items in PO
I wish to see pending items to be received in a particular PO ,i dont find that option here
3 votes -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
when creating purchase order from salse order then in customer detail should automatically add in bill in customer details option
if any purchase created through salse order-purchase order-bill
then if at the time of recording bill if mention customer name and after that make invoice either salse order will be pending or bill show to be invoiced1 vote -
1 vote
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Purchase return order
- Purchase return ( When we created purchase return order and Credit SMS to the vendor on Final approval ) . I wan to create a workflow rule for Purchase return order but the option is not getting in automation.
1 vote
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