Zoho Books

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  1. 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-category

    360 votes
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      16 comments  ·  Items  ·  Flag idea as inappropriate…  ·  Admin →

      Hi 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.html

      3- 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

    • Integración with the moduls of "Products Details" of CRM

      In the integration between CRM and Books, the CRM Potential close win generate an invoice in Books, but the format of forms is not compatible between this modules.

      The integratión should enable to equivalent modules, I mean;

      *CRM quotes with Books estimates
      *CRM sales order with Books sales order
      *CRM invoice with Books invoice

      The idea that I propose is that the user can choose between the modules to integrate, if is an user the CRM estandar versión his only option is integration with potential module, but in CRM profesional o enterprise must be possible integrate with the moduls that…

      95 votes
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        Work In Progress  ·  9 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
      • allow for column width adjustment

        because some times column are too wide or too narrow, makes data break from line and go to next line.
        2336.00 is correct but it becomes
        2336.
        00

        9 votes
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          Work In Progress  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Delivery Challan

          Delivery Challan is mandatory in so many cases after GST implementation. It's a must in Zoho books. Can it be added, please confirm.

          3 votes
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            Work In Progress  ·  1 comment  ·  Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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