Zoho Books
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- 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
204 results found
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item search
Would be nice if you can include a comprehensive search feature for Items specially. Example the items should be searchable with any word in the item description
543 votes -
Stock & Warehouse management + sales commission
1) different stock can enter the item list with expire date
2) add shipping status
3) sales commission features upon payment received.
4) sales profile and commission rate linked to different items
5) search of the items should be enhanced.
6) add item category + sub-category484 votesHi there,
We now have a Zoho Inventory Add on option for Zoho Books. You can take a look at that. You can achieve a lot of these features using Zoho Inventory.
https://www.zoho.com/in/books/help/items/advanced-inventory.html
Regarding your requirements,
1- You can use the backtracking option to achieve this in Zoho Inventory. https://www.zoho.com/in/inventory/kb/sales-order/so-back-order.html
2- We have default shipping status based on the carrier in Zoho Inventory
You can refer this link – https://www.zoho.com/in/inventory/help/sales-orders/shipments.html3- You can use the custom function feature to calculate the sales commission.
4- sales profile and commission rate linked to different items – We currently do not have this option
5 – search of the items should be enhanced – For queries on this you can send us an email at support@zohobooks.com
6- We are working on item category in Zoho Inventory and will definitely update you.
If you have any further questions you can write to support@zohobooks.com
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Enable multi currency in item prices.
We should create items in foreign currency purchase and sell prices.
96 votes -
Price breaks by quantity
Add the ability to set pricing based on quantity sold. Example:
If I sell one item the price is $10 / item, if I sell 10 of these items the price become $8 / item.
74 votesHi there,
It is now possible to create Quantity-based Price Lists for items.
Please navigate to Price List creation page → select “Enter the rate individually for each item” option in Item Rate → click “Volume Pricing” in Pricing Scheme. (Refer the screenshot attached)
The Start Quantity and End Quantity will denote the range of item quantity and you can assign the Custom Rate per item for each range. A maximum of 10 ranges can be added for each item.
Once the price list is created and applied for transactions, the line items will acquire the custom rate based on the quantity entered.
Please do write to support@zohobooks.com for any further queries.
Regards,
Zoho Cares -
Serial Number Tracking
Allow items to have a serial number Entered in the System.
1. Enter Serial of Items/Goods and dated purchased.
2. Warranty Periods for Serial Numbered Items
3. Pick Items by serial number when doing customer invoices (it helps when items get faulty during their warrant period and to know where there goods where bought from and return to original supplier or manufacturer.) We are having look check the items if there are returns and start opening files to see where we bought from and is it still under warranty.
4. Being able to see Faulty Items when returned by customer…57 votesHi All,
Serial Number Tracking and bar code scanning are not planned in Zoho Books. I have some good news though!
We are launching a new product called Zoho Inventory. That will address your requirement. And what’s more Zoho Inventory and Zoho Books are tightly integrated.
Jump to below forum and vote to get an early access:
https://zohofinance.uservoice.com/forums/294735-zoho-inventory
Regards
Prashant -
Items - Multi Currency Purchase Rates ?
Hi,
We do International Trading and buy products in multi currencies. However the Items purchase rate is fixed as per company's base currencies and this does not suit us. This results in a false value to our stock and affects all our reporting.
Even if we convert the purchase rate into the base currency, this rate will never be accurate unless it's updated on a daily rate basis. This is not even an option.
Rates in Exchange
Where can we input the rates or exchanges on a daily basis on Zoho?53 votes -
Add Closing Stock Option, So that in year end accounting profit and loss calculated according to that
if we can add "closing stock value" at the year end that it will be more beneficial to Indian Accounting
we can see our actual profit with this feature
37 votes -
Add a tax component to a purchase item.
Please add a tax component to a purchase item to enable the item to be allocated a tax rate so when it flows through to a purchase order then onto a bill it has the tax rate allocated.
32 votes -
Account Titles Associated With Items
I just discovered that "Items" can only be associated with Income and Expense accounts only. If the user wants to associate the item with another account title, the user has to do it manually which is a great hassle especially if there are a lot of entries to create.
Let's take for example: Rent Sales Invoice
Rents require "Security Deposit" which is a Liability Account and not an Income Account. If we are going to reflect this in the invoice, we still need to add Additional Account which is a hassle especially if we have a lot of invoices to…27 votes -
Items need to have both a Sku and a UPC code option for scanning out sales
Items need to have both a Sku that identifies them with the manufacture for Purchase orders. Items also need to have UPC codes as well.. Manufactures have both of these codes for items not just 1.. The barcode (UPC "Universal Product Code") would allow to you scan the item out and the sku is for reorder and product identification.
27 votes -
Item Merge function
There should be a way to Merge Duplicate items, just like you can merge contacts.
23 votes -
add an additional option to add the items already having transaction to inventory asset
in begining i made some mistakes i added items but forgot to add their inventory asset so i would like to suggest or demand this kind of option to add items in inventory account already having transaction of
22 votes -
Allow users to view item prices across all price lists.
Need to see end user pricing, distributor pricing and our cost in the same view. We have over 200 items so have to use the csv export to make simple updates to a price list. This is ripe for errors and is a severe hinderance in Books. CRM does it right, please implement in Books.
19 votes -
There should be option to enter multiple units for a single item. Alternate unit like 1 box = 4 Pcs.
my items come in a box pack and each boxes contain certain numbers. So sometimes a customer buys a box and sometimes loose pieces.
I use busy for my billing and inventory and it has options to add certain quantity as primary units and then the same as alternate units.
18 votes -
item description
When looking at items, it only shows description/ SKU, but not both. Ideally I should have a field chooser, where I can choose which fields I need displayed to make my work easier. Right now I work with SKU, but am unable to see the description together. Please help.
Gagan
18 votes -
Automatic assignment of price lists to clients
Something very simple and VITAL is missing in Zoho Books which a lot of accounting systems have as standard, if you could implement it, I will gladly become a client: -
Price Lists created in: Items / Price Lists, should be able to be assigned to a specific client automatically if required.
For example, a new customer is created, an option should be available to automatically assign a specific price list to that particular client. If this optional feature is not selected, default pricing applies to the client when creating an invoice.
The system as it is currently setup, requires…
17 votes -
Item + subcategory with diferent unit and price
Make an invoce or estimate with Items + subcategories, with diferent type of unit measurents and prices. For example:
6 feet of wood frame (100$ per feet) + 1 service of framing (includes glass, foamboard) that measures in square feet (50$ per squeare feet).
15 votes -
Updating Price lists
In my company we have a lot of price lists, so when is time to update prices in the list we have to do so manually and it takes too much time for us.
It would be fantastic if you let us update the Price in the List through importing a excel file with the new prices. Actually this is impossible in Zoho Books because the system shows a message saying that it can't be upgrade because the List Price is already exists.
thank you14 votes -
Automatic import of items from square register
Allow automatic importing from other apps, such as square register. So if items are already entered there they will import and sync daily to keep track of inventory that is sold.
14 votes -
Deleting inactive items / items involved in transactions
I have lot of inactive items in inventory and i dont want to keep these data. So it is better to provide provision to delete inactive items with transactions involved. In most accounting softwares during year ending, the items that are inactive can be removed evenif transaction are involved. Even if it cant be deleted, it is better to hide inactive items by default. Right now, while searching all inactive items are popped which is very frustrating. If the option is provided in Settings page, to hide all inactive itemsby default, it would be very helpful. I know, it is…
14 votes
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