Zoho Books
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10 results found
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Purchase Order approval process
Before a purchase order can be printed or mailed it has to be approved by a superior responsible for the expense
19 votesWe now have the option to approve Purchase Transactions.
Please take a look at this link to know more:
https://www.zoho.com/in/books/help/transaction-approval/Thank you.
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16 votes
Hi there,
When you create a bill and choose a particular vendor all the open bills for that customer will be listed in the item section of the page.
Hope this helps.
Thank you
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Landed cost
Landed Cost is important to keep your accounting and invetory expense acurate.
My business is importing products with different weight and cost and we divide shipping cost on the items cost. which this feature not in Zoho book.
8 votesHi there,
We now have the option to record landed costs in Zoho Books. You can refer this link to know more.
https://www.zoho.com/in/books/help/bills/#landed-costs
Good day!
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Create a Template for Bills
Add Templates Function to Bills, I would to create my own template to this function.
6 votesHi there,
We now have the option to create templates for bills. Hope this helps!
Regards.
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Ability to use Items customs fields on Purchase Orders.
I created a field for manufacturer. It works OK for Sales Order, but does not appear for Purchase Orders.
Example: I created the Field called Manufacturer. The info I inserted on record Item, I can retrieve When I use this item on Sales Order and Invoice. Why it not available on purchase order? The item you buy is the same item you sell.Please make this available.
6 votesHi there,
You can now create custom fields for items and make it available for both sales and purchase transactions. While creating the custom field you can choose this option.
Hope this helps.
Regards
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Add a "Save and Send" button to the PO just like you have with invoices and estimate.
Adding a "Save and Send" button to the Purchase Order section will ensure that the PO is sent and not overlooked.
5 votesHi there,
We now have the option to save and send in purchase orders.
Hope this helps.
Regards.
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Enable the PO to the IOS App
It will be nice to create the Purchase Order from the Phone (IOS/Android)
4 votesHi there,
We now have the option to create Purchase Orders in both iOS and Android applications.
Hope this helps.
Regards.
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Role for Purchase Manager and Sales Manager
Like there is a role for STAFF which allows access to only the timesheet, there should be a role for Purchase Manager who has access only to create vendors and to create purchase orders
Similarly a role for a Sales Manager who has access only to Clients, Estimates, Sales Order and Invoices.4 votes -
3 votes
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Approval process is a must.
This will be a great differentiator for Zoho Books because it will ensure proper checks and balances
1 voteHi,
Approval process is available for Purchase and Sales modules in Zoho Books now. Go to Settings→General→Preferences and Check the box to enable transaction approval for Sales Transactions or Purchase Transactions.Regards,
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