mark received item on services or non-item
I have historical data from books where a PO has services or in some cases items which we did not create an item in books for and of course I cannot mark them as received. These PO's are hanging around as part received or not received although we have had them because it will not allow me to mark them as received. Main thing is they are obscuring the data of receivable items on the dashboard. Is there any easy way to tidy this up? Transactions are locked and deleting them from a PO where the bill has already been paid is not a nice thought..!
Richard Faulkner
shared this idea
The idea has been moved for development.
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Matt commented
It would be very helpful if Zoho revised the entire Receive/Receipt process. We should be able to edit a Receipt. We should be able to add items from multiple POs to a Receipt. We should be able to Receive a Bill (with Items from multiple POs). We should be able to add attachments to Receipts (scanned paperwork, photos of the items, inspections, etc.). I think it would be very useful if Zoho spent a little time rethinking the Receive/Receipt process.
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Richard Faulkner
commented
I would like to add to this, there seems to be a fundamental problem with service items:
1) On outgoing items, a delivery charge is a service item (in zoho books) It should not be required to package it or ship it. This creates an error on the package note to warehouse personnel as the total items is wrong by the number of delivery charges added.
2) On purchases, similarly a carriage charge is not a receivable item, The error massages politely inform us that the item is a service and hence cannot be received in the physical realm. However Purchases Orders then hang around the system as partially received because it is not recognised that it is a service that hasn't been received - frustrating!
Really would appreciate some feedback on this - I've now used my last vote on it!
Richard