I manage my clients through CRM. I generate quotes in CRM. I want to manage inventory and delivery with Inventory. Currently you cannot ta
I manage my clients through CRM. I generate quotes in CRM. I want to manage inventory and delivery with Inventory. Currently you cannot take a quote generated in CRM and export the data into inventory. You also cannot export the CRM quote data into a CSV file and thus there in no way to get the CRM quote data into Inventory unless you manually enter it. I have been in contact with your help staff via chat and they have no solutions.
This is troublesome and makes my staff do double work. A selling point of the ZOHO family of suites is interoperability between the various portions of the family of programs without double work.
I am happy to work with your developers to work out a solution.
Anonymous
shared this idea
Hi there,
We have now enhanced our Zoho Books- CRM integration. We have an option to have a Zoho Finance module in CRM. With this option you will have the Zoho Books quotes module in CRM, we would request you to use this to create quotes instead of creating the quotes in the default CRM Quote module.
zoho.com/books/help/integrations/crm-integr..
I would request you to take a look at this link.
Regarding having the quotes from CRM into Zoho Inventory module we currently do not have that option.
As a workaround we would suggest you to enable the Zoho Inventory add on in Books. Since have quotes in Books which are integrated with CRM it will help you have all your data in one place.
To know more about the inventory add on please refer this link:-
zoho.com/books/help/items/advanced-inventor..
If you have any further queries regarding this we would request you to write to support@zohobooks.com
Good day!
Regards,
Zoho Books Team
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Nik Vorfi
commented
Still waiting for this feature to be implemented, it's nearly a year since this was put on work in progress. We feel that the quote system on books should move over to inventory can't be that difficult - especially for companies that have integrated Zoho Books with Inventory.
We have the same problem, our stuff will have to move from Zoho books to CRM to Zoho inventory.