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Jason Lee

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  1. Create PO from Invoice

    264 votes
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    Under review  ·  26 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Jason Lee supported this idea  · 

  2. adding signature to invoice and estimate

    409 votes
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    31 comments  ·  Zoho Books » Invoices  ·  Admin →
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    Jason Lee supported this idea  · 

  3. Stock & Warehouse management + sales commission

    484 votes
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    26 comments  ·  Zoho Books » Items  ·  Admin →
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    Work In Progress  ·  AdminReshma (Community Manager, Zoho Corporation) responded

    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

    Jason Lee supported this idea  · 

  4. Payroll Options

    3,052 votes
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    169 comments  ·  Zoho Books » Expenses & Bills  ·  Admin →
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    Jason Lee supported this idea  · 

  5. Add User & Roles custom field placeholders for webhooks

    2 votes
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    0 comments  ·  Zoho Books » Customers  ·  Admin →
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    Jason Lee shared this idea  · 

  6. Allow us to see salesperson report in Zoho Books Mobile

    1 vote
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    0 comments  ·  Zoho Books » Reports  ·  Admin →
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    Jason Lee shared this idea  · 

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