Zoho Books
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30 results found
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Sales order balance
Balance quantity of each sales order should be available as a report. This can help me to keep a track on all items whatever is pending from my side from delivery to customer.
17 votes -
Pending Sales Orders Customer and Item wise
Please add report which can give us details of pending sales orders customer wise and also item wise with available stocks, so that we can make purchases if there are any short of items.
7 votes -
Option to consider an advance payment (partial or full) from the customer to a sales order rather than just invoice raised.
In Businesses like custom manufacturing and construction, customers are expected to pay an advance post-confirmation of the order from the customer to the vendor. If multiple projects are being done for the same project considering the advance paid for these projects starts becoming tricky without the option to consider the advance payments for specific orders. Hence, suggesting an option to tentatively consider the advance payment for a specific sales order which is still going on would be very helpful.
6 votes -
4 votes
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Track link of orders and deals
Currently we need to go order by order to see whether they are linked to a deal or not.
In order to make this much easier please can we include this information in the export file of sales orders?
The same would apply to Estimates and Invoices.
Thanks
3 votes -
I have discussed with Zoho Support Agent and found that in zoho books comments section we cant tag to any user.
I have discussed with Zoho Support Agent and found that in zoho books comments section we cant tag to any user. Also we are unable to tag in Zoho Task Comments section.
3 votes -
make a project be able to be created when creating a Sales order.
When creating a sales order, you need to be able to create a project linked to it.
This is the same function that is available when you are creating an estimate but is not available in Sales Order.
Normally you would not create a project until the Estimate has been accepted and you raise a Sales order.3 votes -
Allow a bank deposit transaction to be converted in to a Sales Receipt directly, with associated purchased items and GST payment.
Quick books allowed a Bank deposit transaction to be converted to Sales Receipt with just a drop down field, and allowed it to be itemized with line items and GST and category etc.. I am not able to do this in Zoho Books. This is critical because most customers for me are walk-in and pay using UPI/GPAY etc.. which becomes a bank deposit transaction in Zoho books
3 votes -
Change in company name at Sales Order Stage
I think that changing the client name is something very common to have especially when they change it into their company name from their personal one.
So the client should be able to decide to change on whom he would like these invoices.
Since its not permeted to change the client name once its converted from ESTIMATE to SALES ORDER, to delete a sales order I need to Delete all the PACKAGE SHEETS done and shipments its a very complicated and time-wasting process.
Not to mention if three were changes from Estimate to SALES ORDER you will need to make…3 votes -
As an online seller we only confirm and procure/produce items on orders after receiving advance from customer.
Need to send payment link as part of email communication to the customer so that they can simple click and pay. Otherwise lot of reconciliation effort is needed as many times orders is in name of spouse paid by the other and we are left wondering who has paid. Or many customers only give first name and it is problem to find out which "Nita" paid.
2 votes -
2 votes
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Serial Number Selection on Sales Orders
So serial number tracking was carried over from Zoho inventory which is awesome to not have to go back and forth between the 2 in order to add and manage serial numbers on products.
Would it be possible to add the ability to select serial numbers of an item on sales orders like you can when an item gets added to an invoice?
1 vote -
Reflection of Invoice No. in the sales order to track.
When Sales order is converted into Invoice, Invoice no. should be reflected in the sales order listing and reports to track.
1 vote -
Make Sales Estimates available in Zoho Inventory - not only Zoho Books
My sales people can do all of their work in Zoho Inventory EXCEPT create Sales Estimates. I have to give them access to Books just to do this. Why aren't these forms available in BOTH apps???
1 vote -
Client portal have ability to place an order by customer
Current client portal only provide historical and current transaction details. However, Client portal can be further advance where Customer should be able to place an order with their confirmation. This can seen in Sales IQ or Sales Pipeline. This help Sales person drive focus and cut some time on Data entry.
1 vote -
sales order placement from customers
It would be nice to allow customers to directly fill the sale order on their portal area, the order should then remain in a 'hold' status, until we confirm it with a delivery date for example, or with some price correction. I tried to do that using COmmerce, but doesn't allow to order more than 1.000 pcs. and I cannot figure out how to automatize this some way
1 vote -
Option to disable email auto populate in "Send To" field
Would like to suggest an option to disable auto populate of customer contact (email) within the Send To field under Email function of Sales Order, as Sales Order is meant for internal in my company practise. We insert cost price and ordering details in sales order, with the email function available in sales order, it reduces the hassle by sending through the system. By disabling the email auto populated in Send To field, this can avoid the user to accidentally sending the email to external.
1 vote -
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sale orders
conert to invoice automatically
1 vote -
Exception Approval for SO, Invoice or delivery without advance or full payment
We have retail customer, our order to delivery would generally take from 1 week to 3 months or more, depending on the products our customers select. We deliver the products in different batches. Our policy is to have a minimum 50% advance payment to confirm the order. We collect payment in advance, please have an option to restrict creating or approving an SO for which the certain defined amount(50% in my case) is not available as advance. Upon invoice or delivery the remaining amount against the product delivered value would be collected. Top level exception approval has to be taken…
1 vote
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