Link SO, Invoice & POs with a common value
Linking Sales orders, invoices and purchase orders would enable easy tracking of the transactions between all three.
We'd like to see one common value that links all there and can be used as reference # for invoice and PO at the same time. This common value can be used by the "organization" to track related transactions between customers and vendors
Amy Bawden commented
This is really the same issue as Profit by Project. We need to be able to associate the income and costs on a given order. The Sales Order number is connecting both invoices and purchase orders, but there is no reporting at this time to be able to review them by Sales Order. Please work on this!
When I create an invoice from a sales order, the SO and the invoices are linked in the system (I can see which invoices were created for the sales order and which sales order the invoice belongs to). What i would need is the ability to link them in the system ex-post where the invoice and sales order already exist (because they have been created separately).
This would be very helpful. I would like to see this implemented asap.
Jayanta Mahato commented
Anibal Palacios commented
Very useful we could calculate the profitability of the deal, could be an extension of the "project" used today only for expenses
Linking sales orders and invoices for me here. That way when a customer calls and he gives me a reference number, doesn't matter if it's a sales order or invoice, I can pull it up quickly. I don't link purchases to the job within my company, as we order in bulk and don't buy on a per job basis. (Manufacturing Company).
This would be very helpful specifically for tracking the progress for services projects.
David LW commented
Would this not be the same as a different request which is to allow expenses to be allocated to Projects in the same way as time is currently allocated ?
Ryan Ghere commented
Being able to see what has been created against a Books Project Entry number would be helpful.
My CRM Potentials create an automatic Estimate which eventually becomes an invoice and a project. I assign a contractor to the project and send him a PO. I would like the PO to go against the Project(and I would like to be able to see, from Books, the Project in Zoho Projects that is assigned to the Potential. All linked together. I need to be able to track the profitability of projects.
Dan Kaufman commented
This would be immensely valuable. Right now we are using the Reference number because it's searchable, but it would be great to just search for the Reference number and have everything associated with that number come up in the search results.
Pat Stanford commented
I agree that this is needed. I have an internal project number that needs to track across everything. A possible work around would be to have the Reference from the Quote flow to the SO flow to the PO flow to the Invoice. Right now I am constantly jumping back to copy/paste the reference information. And looking bad when I forget.
I agree that this is a very useful idea, and can also go further into reporting to show profit/loss per order, for example since you can track PO / Invoice together for sales price and purchase price
Jon Towler commented
I agree the ability to add a specific job (auto or manual) number which would allow for us to tie up all paperwork both in Zoho Books and other software.