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linda

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9 results found

  1. Convert Sales Order to Project

    41 votes
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    6 comments  ·  Zoho Books » Projects & Timesheets  ·  Admin →
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    linda commented  · 

    And how about being able to Convert the Sales Order to an Invoice WITHOUT having to leave CRM to do it???

  2. Link Sales Order to Invoice

    8 votes
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Released  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    Hi there,

    We now have the option to link stand alone sales orders to invoices.

    Kindly note that, the sales order number should be mentioned in the “Order Number” field of the existing invoice.

    Once you do this, on selecting this invoice in the list view you will get an option on the top saying " Link to existing Sales order(s)".

    When you select this option a link is established between this invoice and the corresponding sales order.

    Hope this helps.

    Good day!

    linda supported this idea  · 

  3. permission for template

    3 votes
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    0 comments  ·  Zoho Books » Invoices  ·  Admin →
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    linda shared this idea  · 

  4. Be able to save Terms & Conditions in different templates

    11 votes
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    3 comments  ·  Zoho Books » Invoices  ·  Admin →
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  5. sku

    10 votes
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    6 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    linda commented  · 

    Wharehouse folks also need either a SKU or a Mfg Code info to fulfill orders!

    linda shared this idea  · 

  6. po shipping

    20 votes
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    1 comment  ·  Zoho Inventory  ·  Admin →
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    linda shared this idea  · 

  7. Create a Packing List (needed for all imports/exports/customs)

    317 votes
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    Gathering Information  ·  27 comments  ·  Zoho Inventory » Feedback  ·  Admin →
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    linda supported this idea  · 

  8. Zoho CRM Sales Orders integration with Zoho Inventory Sales Orders

    89 votes
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    24 comments  ·  Zoho Inventory » Feedback  ·  Admin →
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    Not For Now  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    There was a confusion on the earlier comment. Zoho CRM Sales order and Zoho Inventory SO for now won’t integrate. With all existing capabilities and with more tax handling capabilities finance SO would be developed and Zoho Inventory would be made available from Zoho CRM interface.

    linda supported this idea  · 

  9. Item Management

    115 votes
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    Released  ·  11 comments  ·  Zoho Inventory  ·  Admin →
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    linda supported this idea  · 

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