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Paul Van Anda

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  1. 27 votes
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    1 comment  ·  Zoho Books » Banking  ·  Admin →
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    Paul Van Anda supported this idea  · 
  2. 1 vote
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Paul Van Anda shared this idea  · 
  3. 30 votes
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    Paul Van Anda commented  · 

    This is a basic feature that has been offered in QuickBooks Enterprise for years and years! The bookkeeping/general ledger side of things is fairly straight forward. As it stands now with Zoho, you can't even update the invoice date after the payment has been made. I guess Zoho deems that a payment can not be made earlier than an invoice. This is just not reality. The payment should be booked as a liability until the goods are shipped and the invoice should be dated on the shipment date. I agree...at this point it's sloppy bookkeeping. If someone at Zoho would like to contact us about how QB Enterprise always booked these transactions, we are more than willing to help this along. It would be a huge step forward for what seems to be something quite simple.

    Paul Van Anda supported this idea  · 
  4. 482 votes
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    23 comments  ·  Zoho Books » Items  ·  Admin →
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    Hi 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.html

    3- 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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    Paul Van Anda commented  · 

    When will multiple packages per invoice be allowed in Zoho Inventory? The whole module is useless to us without this feature.

    A commission feature per line item would be great, but multiple packages per invoice is a must - for us!

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