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

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149 results found

  1. 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
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  2. Custom Status for Zoho Inventory/Books Purchase Orders

    We are an E-Commerce business, and Supply chain management has become very critical to us. Right now, in the Sales Order module, we can customize Statuses such as "Draft," "Initiated," etc. It would be super helpful if similar Status customization is also made available in the Purchase Orders module.

    For example, a typical Purchase Order could go through following stages in our Organization.

    Draft
    Issued
    Approved
    Pending Inspection
    Billed
    Paid
    Shipped
    Received

    I hope it is not a very difficult feature to implement, and I look forward to discussing further if needed.

    3 votes
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  3. 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
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  4. 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
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  5. Purchase Order Creation

    I want the purchase order generation process to be much more intuitive and fast.

    1. Reorder list to PO by selection
    2. Wishlist addition
    3. Vendor Portal so vendor can login to check the PO
    4. Auto reordering rule on certain items
    5. Purchase Intent (Request for Estimate or prices)
    3 votes
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  6. Add placeholder or pipe-in options to "Terms & Conditions" field

    My Terms & Conditions need to specify each vendor name. In Zoho CRM POs, a placeholder ${Vendor Name} takes care of this automatically. I would like to see this in Zoho Books, as well.

    3 votes
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  7. Online Shopping Experience

    "Step into a world of style and comfort with Tvjackets Shopping Experience! Get ready to embark on a journey filled with unparalleled selection, fantastic deals, and friendly service. Discover the perfect jacket that not only complements your outfit but also elevates your confidence. Don't just settle for ordinary - choose extraordinary! With Tvjackets, your dream ensemble is just a click away. Let us guide you towards a shopping experience like no other. Start turning heads and radiating charm today!"
    https://www.tvjackets.com/product/deadwind-henna-honkasuo-bomber-jacket/

    3 votes
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  8. Enter a Purchuse order received from Customer

    Create a facility of adding a PO received from Customers. Sometimes one gets a PO with the full details but one invoices from that PO over a said period of time.

    3 votes
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  9. 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
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  10. Seeing pending items in PO

    I wish to see pending items to be received in a particular PO ,i dont find that option here

    3 votes
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  11. 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
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  12. 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
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  13. 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
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  14. 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
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  15. 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
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  16. Editar la plantilla de pagos realizados

    Poder editar las plantillas de los Pagos realizados

    3 votes
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  17. 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
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  18. 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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  19. 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
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  20. 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
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