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The SO's Reference numbers (aka a customer's PO numbers) flow to your Invoices if you have your Invoice settings correct. And the SO number flows to your POs. And all of these are linked to each other in Books using hyperlinks.

I agree fully - the ability to link a Deal on the CRM to Estimates, Invoices, Payments would be amazing.

So Finance Team on Zoho books could see details about the Deal & related 'finance elements' while Sales Team could then see on the CRM all related Finance elements on the Deals record.

This is exactly what my clients are looking for

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.

+1

Jayanta Mahato

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.

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 ?

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.

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.

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

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.