Zoho Books
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4 results found
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Duplicate item - Copy item
Need to be able to Duplicate or Copy an Items. Many items are built using a small variation of an existing item. To be able to copy 95% of an items info and just modify the relevant aspect that is changing is much less work than creating a completely new item. Of course you can import export and create duplicates in excel but this is not idea. Much more user friendly to be able to build an item inside the tool by copying an existing item.
11 votesHi all,
The option to Clone items is available now. Please go to the Item > More > Clone this item.
Regards,
Zoho Books team -
PLEASE ADD DISCOUNT COLUMN IN PURCHASE BILL
PLEASE ADD DISCOUNT COLUMN IN PURCHASE BILL
7 votesHi there,
A predefined discount column is now available in the total section of the bill.
If you have any further queries please feel to write to us at support@zohobooks.com
Hope this helps.
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Apply individual price list to specific items within an invoice
Although you can define many price lists and even establish a specific price for each item, it is required some times to apply special prices only to certain items in an invoice. Currently when you select a price list at an invoice creation step, the price list is applied to all items.
It would be more flexible being able to apply price lists at an item level rather than to the whole invoice.6 votesHi there,
We now have the option to enable price list at the Line item level while creating transactions in Zoho Books.
In order to enable/disable item level Price List in transaction creation please go to Settings→Preferences→Items.
Please note that this option will be disabled by default. You can enable it in preferences.
Good day!
Regards,
Zoho Books Team -
See the diferent prices of an item in item details page
It will be great to see the different prices applied to an item in the item detail page depends on pricelist , as actually there is no way to get this information in the product detail the only way now is to create an inoice and apply the pricelist !
4 votesHi there,
In the Item Overview page we now have the option to view the different prices of an item based on the pricelist that is selected.
In addition you will also be able to edit the price of an item in a price list in the Item overview page itself.
Please refer the screenshot to know more about this feature.
Good day!
Regards,
Zoho Books Team
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