Skip to content

Anonymous

← Feedback Forum

My feedback

3 results found

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

    89 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    24 comments  ·  Zoho Inventory » Feedback  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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.

    Anonymous supported this idea  · 

  2. Inventory and crm sync

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Zoho Inventory » Feedback  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

  3. I manage my clients through CRM. I generate quotes in CRM. I want to manage inventory and delivery with Inventory. Currently you cannot ta

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Zoho Inventory  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not For Now  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    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…

    Anonymous shared this idea  · 

Feedback and Knowledge Base

(thinking…)