Zoho Books
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141 results found
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Make Bidding information for Auditing purpose
Like the Sales Order which starts with estimate, I would like to see a sub-module for bidding! Simply, prior to create a PO, we must create PR (Purchasing Request). Create PR, get it approved by a user role, then the PR would be converted to RFQ/RFP (Request for Quotation or Request for Proposal). When the vendors send their quotes, we enter their prices in the comparison sheet which creates one or several POs based on my choice following the lowest price and the best specs (best offer per quoted item).
This will make my life (and other ZoHo clients as…
3 votes -
How do I convert multiple purchase orders into one bill for the same vendor?
How do I convert multiple purchase orders into one bill for the same vendor?
3 votes -
client portal
it would be great if i could add custom items to customer specific portals so they could order directly from there and then i could go in and convert it to an invoice with the click of a button
3 votes -
PLEASE ADD DISCOUNT COLUMN FOR EACH ITEM IN PURCHASE ORDER BEFORE SUB TOTAL
ITEM WISE DISCOUNT COLUMN WILL BE HELPFUL BECAUSE ALL THE ITEMS MAY NOT HAVE SAME % OF DISCOUNT.............PLEASE TRY TO INITIATE IT.
3 votes -
Purchase order notification on Zoho before expiry
Option to add Purchase order on Zoho received from customers and get notified automatically before its expiry
3 votes -
Add pop-up reminders when a certain item is ordered the requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)
Add pop-up reminders - when a certain item is ordered that requires attention elsewhere. (when “xyz” is ordered - remember to fill out rebate)
3 votes -
Editar la plantilla de pagos realizados
Poder editar las plantillas de los Pagos realizados
3 votes -
Multiple PO from a single SO & PO cycle
We are a organization where a single SO are to be converted to many PO. As of now, there is provision of single SO converted to a single PO.
We need to maintain the cycle from raising the SO to PO. In the PO section, i am unable to see which SO has it be raised from. Need to give a read only feature in PO, where SO number is mentioned. Once clicked on it, the SO opens up directly, rather searching the SO in SO section,3 votes -
Toggle for OPEN instead of FINAL AMOUNT
In purchase order, it would be nice if there was a Toggle option to remove the Final amount completely in PDF and email. So when the receiver gets it. They can see the list of items and their respective values. But where the total is supposed to be it just says "OPEN".
Reason: When renting out equipment, the rates can change from month to month. So we prefer to send the PO with keeping the final amount as OPEN, so as to change it when the Invoice would come.
That would be a much appreciated option and our company requires…
3 votes -
Purchase Order Creation
I want the purchase order generation process to be much more intuitive and fast.
- Reorder list to PO by selection
- Wishlist addition
- Vendor Portal so vendor can login to check the PO
- Auto reordering rule on certain items
- Purchase Intent (Request for Estimate or prices)
3 votes -
Types of purchase order
In the purchase order, is there is any option for the P.O received from the client, i am basically trader cum manufacture. where i use to get the purchase order from client, and i use to give purchase to my vendor, how i will differentiate this two purchase order.
3 votes -
Allow Cancellation of Non received items from partially received purchase order
Some times we need to cancel some of the items from purchase order but zoho do not allow it for partially received purchase order.
Please allow to cancel the items from purchase order which are not yet been received from a partially received purchase order
3 votes -
Show available stock when converting sales order to purchase order
A client is complaining that when he creates a purchase order directly from the sales order (via More - Convert to purchase order) he cannot see the available stock in the quantity column. However, the available stock is shown when he creates the purchase order from scratch. He creates almost all his purchase orders by converting them from the sales order, so he definitely needs to see the available stock. Could add that functionality, please?
3 votes -
2 votes
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Total discount in purchase order
I suggest to add total percentage or amount in purchase order as well as it already done in estimate and invoices.
2 votes -
pricelist for purchase order
Sometimes, if you have to purchase goods for a special customer, you can purchase for a better price at your vendor. then it would be very handy to have a purchase price list.
This is also very needed if you work with resellers. If you have to purchase something for a reseller at your Vendor you mostly purchase for a better margin.
please have a look this this. it's 95% similiar to the pricelist for invoices
2 votes -
Allow more than 10 "ship to" vendors
I ship many semi-finished pieces to many vendors to complete the assemblies. I send them PO's that will have the next vendor to ship to on them. Why in the world is there a limit of 10 "ship to" addresses for PO's?
2 votes -
Link the Bill to the PO
Can you please link the Bill back to the PO?
2 votes -
capture receipts offline
Hi,
it would be great option if we able to capture a pic of a reciept of purchase order or expense in offline mode in zoho books.
when they have WIFI we can sync it later.2 votes -
Selecting un-billed Purchase Orders
Is it possible to have a new "Default filter" which can select all Purchase Orders that are currently not billed in the system.
When this Filter is selected, all the Purchase Orders current in the system with a grey/uncoloured dot come up in the new filter.
This can make it easier/clearer for the user to see what still needs to be billed. This can mean less Purchase Orders being missed.
2 votes
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