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Jean-Michel

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  1. Carry Customer PO# from Sales Order to Invoice

    14 votes
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    2 comments  ·  Zoho Books  ·  Admin →
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    Jean-Michel commented  · 

    I need that too... Everybody does I guess... I enter my customers's PO number under "Reference#" but that field is not carried onto the Invoice...

  2. Possibility to convert the Estimate in a Sales Order

    4 votes
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    2 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Jean-Michel commented  · 

    I need that too. In my sales cycle, I quote a customer, then he proceeds with a PO that he sends me. I create a Sales Order and then, will invoice him when I ship the items.

  3. Backorder view/report at product level

    62 votes
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    7 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Jean-Michel commented  · 

    Two things (for me):
    1. When an invoice is partially invoiced, the invoiced items should be off the sales order (or in a shadow).
    2. When I partial ship, I need to show a Backorder quantity...

  4. shipping company

    6 votes
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    2 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Jean-Michel commented  · 

    I would need that as well. The same way we have the option of changing the "ship to" address when creating a Purchase Order, it would be nice to have to opportunity to keep "ship to" addresses for our customers when creating a Sales Order or an Invoice.

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