Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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149 results found
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allow me to attach my Terms and Conditions PDF automatically to a Purchase order
Would love to have the ability to attach my PDF terms and conditions to a purchase order (to create a second page). instead of me having to upload a separate document within the email.
13 votes -
Kindly make an option to have an Approval signature area under the content of Purchase Order
Kindly make an option to have an Approval signature area under the content of Purchase Order
13 votes -
(Payment in advance to vendor )make it track able!
We need to know for which PO we have paid in advance to vendor !
is there any way we connect the advance payment to vendor to PO then we register same when the bill is Ready?
something same as retainer invoice but for purchasing or any other way to track advance vendor payment !12 votes -
you add a report are for delivery date
I think your report view should have the delivery date as a viewable option. This would be a tremendous help for following up on orders.
11 votes -
RFQ to Vendors
Would like to request to please add the "RFQ" tab under "Purchases" that will be sent to Vendors before placing the order.
11 votes -
customer’s make order directly in his portal
That is a good idea many of my customer ask for that. It will great to have this function rapidly…
10 votes -
sku
Since Zoho forces the user to create a unique SKU for each item, we should be able to USE that SKU also. It does not show on REPORTS, PO's, INVOICES or anywhere else where it is ABSOLUTELY NEEDED. This is not a wish list item, it's a NECESSITY. If you have more than a dozen or so items, how are you supposed to identify them from invoices, reports or po's????
10 votes -
Copy Custom Field Information for Items from Estimates/Sales Orders to Purchase Orders
I have set up a number of custom fields for my items. As I would like to reduce human error I have made these fields mandatory.
When creating an estimate if I want to select a different option from the drop-down box I can do this and it will copy across to the sales order and invoice but not to the purchase order. This is very problematic when you are selling made-to-order products with customised variations.
Ideally the purchase order should take the manufacturer's item description and pricing but copy across any information from the custom fields in the estimate/sales…
9 votes -
Exporting single purchase order in CSV/XLS
Hi all,
Today, many vendors uses online systems to record purchases and/or sells. Sending a purchase order in PDF is, of course, beautiful and clean, but when it comes to register a received PO as PDF in the system is long and risky of errors.
In Zoho we have the possibility to import one or more POs or to export all POs at once. We cant export ONE PO only (afaik), so when I send a PO to my vendor, it may be difficult for him to insert it into his system, specially when my POs concerns thousands of items.…
9 votes -
custom status for purchase orders
I would like to be able to have my Project Managers review their PO's before closing a job. Can there be custom statuses for PO's similar to the functionality that exists for Sales Orders?
9 votes -
Advance Against Purchase order.
Need book Advance against Purchase order. kindly suggest a option in it.
8 votes -
Set Discount Per Line Item as default
Allow Discount Type to be set as "At line item level" as the default setting.
7 votes -
Discount column in purchase bill after the subtotal and then GST should be calculated
Discount to be deducted after the subtotal provided by the vendor in the purchase bill entry and then GST SHOULD BE CALCULATED
7 votes -
purchase order items
When converting a purchase order to bill, some items are not available at the moment so we subtract them during the conversion. Then later on if we go and make a new bill from purchase orders zoho will bring the pending items from the old purchase order.
So what would be really helpful for many reasons , would be a way to access all the pending items per vendor at any given time.
Thanks
7 votes -
Flagging PO's, invoices and estiamtes
A way to highlight problem PO's that may need a claim filed with the vendor, invoices with issues or estimates that can not be modified. A simple red flag or star that can be seen when looking at the lists or individual PO, invoice or estimate.
7 votes -
Option to show the SKU after entering the item in the Purchase order
During creation of a PO, user can enter the respective item via its SKU. However, when it comes to the editing of the PO, the SKU of the item is missing in the UI.
It would be great if the SKU of the item can be seen during the editing of the PO.
Thank you.
6 votes -
cXML, OAG or OCI support for Amazon Business website for orders
Please allow the integration with Amazon Business website by implementing the cXML, OAG or OCI standard.
6 votes -
assigned vendors only
Please make role for assign vendors only. The user without permission to access other vendors are not allowed to see the Purchase orders from other staff. It is dangerous for other buyer in a same dept to see all the PO of a company!!!!
6 votes -
Managing Procurement of same product from different vendors
Please suggest if there's an existing feature which helps us to add different purchase price for same product by different vendors
analyse procurement of same product from different vendors..
6 votes -
Ability to Create Purchase Order from a Quote and/or invoice!
Hi, when will we have this? I think this is 6th or 7th time I have requested this. And i see ALL kinds of other users requesting it.
And again -- we DO NOT use SO's nor do our customers.
6 votes
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