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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148 results found
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Create PO from Invoice
PO From Invoice - Not only from SO
264 votes -
Ability to Send Requests for Quotes
It would be really nice if I could send Requests for Quote on items that I need built. That way I can always get the best price without having to email and manage bunch of people/inconsistent responses.
This would be under:
Purchases
- Expenses
- Recurring Expenses
- Request for Quote
- Purchase ordersThe template would be similar to a PO. It would just pull in my vendor contacts and my vendor part#. Then all I would need to do is attach a drawing then send it to a group of vendors. They could email me bids. Then when…
116 votes -
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 -
discount on purchase order
Hello,
We negociate discount for our order on a daily basis. The base price for the item is always the same, it is just the discount that we get that changes.
Please add a discount box on purchase order, would make life so much easier..
thank you
63 votes -
discount by line on purchase order
discount by line on purchase order
discount should be able to be added by line item in the same way that it does for Sales Orders55 votes -
Purchase requisition
It will be nice if you can add a feature to create purchase requisition to an specific department in the same company. So for example if a department needs to buy a new computer, then the manager of that department can create a purchase requisition or request to the procurement department and keep track of them. And after it's approved then we can create the Purchase Order to buy the item. Thanks!
49 votes -
Use Vendor information when creating a PO or multiple POs from a single invoice
There's another request to allow PO from Invoice (I agree with this)
Adding to that, in the CRM there are fields for Vendor Name and Vendor Code which are not carried over to Books. And in Books there is the cost of goods sold which does not carry over to CRM (unless I overlooked something).
All this information should carry over and should be used to generate as many purchase orders that are needed from a single invoice. A PO should be generated for each Vendor on an invoice and automatically carry over the Vendor name, Vendor Code (assuming this…
30 votes -
approval workflow is required.
we need workflow approval system, so that our employees will create purchase order, invoice, other data and they should take our approval before go live.
please provide the option, otherwise it should be just like other excel software.29 votes -
Purchases Orders (PO) from client portal
Ability to client to make His purchases Orders directly from Client Portal and will be updated in Zoho Book
28 votes -
Be able to create multiple purchase order item wise / vendor wise from single sales order
Should a sales order have multiple items that may be sourced from multiple vendors, then the system should generate multiple purchase orders based on item and vendor.
24 votes -
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 votesWe are really sorry but we will not be working on this immediately
Thank you.
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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 votesHi 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.
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Linking Purchase order with sales order.
It would be better if we can link the sales order with purchase order so that the money spend for the purchase will be shown in the the purchasing details of sales order.
19 votes -
Approval of purchase order based on the amount
It would be very helpful if the approval could be based on the amount of the purchase order so not every purchase has to be approved if it's for a small amount of money
17 votes -
link purchase orders to projects
With the recent update to integration between zoho projects and books.
Is there now a way to link a purchase order and open/closed bills to certain tasks in projects16 votes -
RFQ Module
we need you to add RFQ Tab as part of the Purchase order
15 votes -
Consolidating multiple sales orders into one purchase order
It would be extremely useful to consolidate numerous sales orders into one purchase order. As a wholesaler, we take multiple sales orders for the same item from different customers. We then would like to put this forward to the manufacturer as one complete purchase order that lists a grand total of all the items in all variations needed. The manufacturer can then easily see what they need to produce in total and wouldn't have to add up individual sales orders. It would also help and speed up the process of receiving and allocating goods back into inventory and matching up…
15 votes -
Amount based approvals
Approval should be based on criteria. For example I will want purchase approval only above a certain amount in my organization
14 votes -
packing slip
Good day, most of our orders are drop ships. It would be really practical to be able to send a packing list to our supplier with the purchase order so they could send it with the shipment. Now the packing slip is only available at the invoise level. Thanks much and keep up the good work!
13 votes -
Kindly make an option to have an Approval signature area under the content of Purchase Order
Kindly make an option to have an Approval signature area under the content of Purchase Order
13 votes
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