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Zoho Books

Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

Before posting, please ensure the following:
  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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142 results found

  1. packing slip

    Good day, most of our orders are drop ships. It would be really practical to be able to send a packing list to our supplier with the purchase order so they could send it with the shipment. Now the packing slip is only available at the invoise level. Thanks much and keep up the good work!

    13 votes
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  2. 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
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  3. (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
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  4. 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
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  5. 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
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  6. 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
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  7. 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
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  8. 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
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  9. 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
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  10. 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
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  11. Advance Against Purchase order.

    Need book Advance against Purchase order. kindly suggest a option in it.

    8 votes
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  12. 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
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  13. 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
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  14. Set Discount Per Line Item as default

    Allow Discount Type to be set as "At line item level" as the default setting.

    7 votes
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  15. 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
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  16. Make changing addresses easier in purchase orders....

    Make changing addresses easier in purchase orders.... badly needed. Quickly needed. Make it so that it works, like in estimates, sales orders, and invoices.

    6 votes
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  17. 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
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  18. 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
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  19. 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
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  20. Add authorized signature in purchase order

    It will be nice if you add authorized signatory (signed document) in purchase order templates, since many vendors in UAE still insist a signed purchase order only.

    6 votes
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