Ability to manually close sales orders
It would be excellent if we could have an option to mark a sales order as closed manually, in case it does not fall under the criteria zoho needs it to be to "close". Example if you dont hold inventory on an item, or have a line item that is not in the system - this will prevent if from showing as closed.
Anonymous
shared this idea
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Laurent
commented
I totally agree, I have contacted support many times, and we are still struggling with this part.
We lost total control of which sales orders are effectively open, and which sales orders are invoiced, but because one item was delivered as for example a guarantee case, it was not invoiced. So the sales order remains open.I do not understand why this is so hard.
I thought to have found a workaround with custom status, but this is not applicable on the closed status...Losing hope on this one.
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Clay Harryman
commented
When we imported transactions from a previous accounting system, all links between invoices and sales orders were broken, so the sales orders are all still open, even though they have been invoiced. The option to manually close sales orders will help us greatly.