- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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 firstname.lastname@example.org
141 results found
Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders
Add sorting by STATUS and BILLED STATUS in Purchase Orders and Sales Orders1 vote
Link purchase order to Poential in CRM (Deal)
Link purchase order to Poential in CRM (Deal) like with Invoices1 vote
To have different approve workflows for POs and for Bills
Currently, purchase approval is same for both PO and Bills. I recommend having a separate one in place, so that PO approval is done by one person, and bill when received is approved by another approver. Different workflow.1 vote
Approval Process in Purchase
We want the approval process for purchase order only and not for all fields in purchase.1 vote
For Composite Items, when it is time to do a PO, can it breakdown all items under the "Composite Item" so we can do PO for each item?1 vote
Landed Cost on PO
We cant do Landed Cost on PO. We raise PO on transporter. Transporter gives a bill. WE book the bill and allocate landed cost. Does Zoho thinks things happen differently in any company. Show me one.1 vote
Stock item should be recorded when a purchase order is issued
Stock item should be recorded when a purchase order is issued1 vote
Provision to feed/upload customer PO
Provision to feed/upload customer PO and OR Work Order which can be linked to the raised invoices on the work processed corresponding to the PO. That way the POs received can be stored in the system at one place, also easy to track the progress of the PO, link invoices generated with the PO quantities, track balance quantities, track P&L of the certain work/PO/Work Order and understand performance graph of individual order/customer/item to a specific period, get reports of orders in hand, balance order etc.1 vote
Creating single PO for 2 Sales Oder
Creating single PO for 2 Sales Oder1 vote
Purchase return order
- Purchase return ( When we created purchase return order and Credit SMS to the vendor on Final approval ) . I wan to create a workflow rule for Purchase return order but the option is not getting in automation.
when creating purchase order from salse order then in customer detail should automatically add in bill in customer details option1 vote
when creating purchase order from salse order then in customer detail should automatically add in bill in customer details option
if any purchase created through salse order-purchase order-bill
then if at the time of recording bill if mention customer name and after that make invoice either salse order will be pending or bill show to be invoiced1 vote
Price Comparison of a product from vendor
a price comparison option will be very helpful for Zoho user when they want to send PO, we know that particular item you can get it from different vendors and you are not aware of the price, hence if we have an option to save vendor price list compare the price at the time of purchase that will be very useful.1 vote
catalogue management for procurement
Typically in an organization, there would be a rate contract for some items which would be purchased on a periodical basis. The trigger for the purchase would reorder level or value in some cases due to high volume. The standrard catalog process would generate a PO and send it to the vendor for supply. these are not high-value items. Open to looking at alternatives for a solution example recurring invoices with value or quantity for trigger. or other option1 vote
Can the Transaction Posting Date be added to the UK version of Zoho?
Please add this into the UK version so we can account in the correct month of posting the transaction1 vote
Export Purchase data to google sheets
Export Data under Purchase Module to Google Sheets1 vote
Please create a new Zapier trigger:
Everytime a Purchase order is created on Zoho books,
Create an event on google agenda
Line # on Screen on Invoices and Purchase orders
The system prints line numbers on purchase orders - but they do not appear on screen. When I have a large purchase order I need that...0 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.
Deny purchase order
Deny purchase order status - that will force a reason and put it back in the creator's inbox to redo the purchase order.0 votes
- Don't see your idea?