Richard Faulkner
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An error occurred while saving the comment Richard Faulkner
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I would like to add to this, there seems to be a fundamental problem with service items:
1) On outgoing items, a delivery charge is a service item (in zoho books) It should not be required to package it or ship it. This creates an error on the package note to warehouse personnel as the total items is wrong by the number of delivery charges added.
2) On purchases, similarly a carriage charge is not a receivable item, The error massages politely inform us that the item is a service and hence cannot be received in the physical realm. However Purchases Orders then hang around the system as partially received because it is not recognised that it is a service that hasn't been received - frustrating!
Really would appreciate some feedback on this - I've now used my last vote on it!
Richard
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8 votes
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89 votes
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.
An error occurred while saving the comment Richard Faulkner
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Not for now?! This is really disappointing.
Do we have to face facts that Zoho CRM is now so far removed from any other Zoho product?
Its not just sales orders, the fact that the 'items' of Zoho Inventory (or Zoho books) can't even tell 'Products' of CRM how many items are in stock with the standard integrations tool. That is just one example of my frustrations with the lack of integration available from Zoho Inventory/ books to CRM.... CRM can dangerously dominate the finance (books) and warehouse (inventory) modules with incomplete/incorrect information, tail wagging the dog.....
So suggestions:
1) For Zoho Inventory/Books users, it would be useful that these modules can update CRM in a one way sync, rather than having the potential input errors of CRM allowed onto the all important Finance / Stock modules of Zoho Books/Inventory. At the moment the options are CRM only populates Books/Inventory, or sync both ways.
2) Expand the integrations options so ALL 'items' fields can be synchronised with CRM.
That would at least make the products section of CRM useful for Zoho Inventory and Books users.
3) Sales Order Processing (SOP) and Purchase Order Processing (POP) are fine with Zoho Inventory, much better than CRM. BUT we know we can't sync the SO's, PO's dispatches etc, etc....So my suggestion for these are off topic as relate to (probably) a complete re-think of how CRM works with other Zoho products.
My basic thoughts are that a lighter version of CRM is required . Books/Inventory have become 'higher authority' elements than CRM, and CRM is now needed to act as a more simple front end to link Books/Inventory/Reports/Mail etc. etc..I guess I am waiting for a Zoho suite which does all this in one package maybe, maybe...?
Richard
Richard Faulkner
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4 votesRichard Faulkner
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At the moment "Qty Available" which displays when entering an item onto a sales order is misleading as it is actually stock level. "Qty Available" should take into account "quantity in demand" from other open sales orders.
Seems the data field for "Qty in demand" is already there as it can be found via reports --> inventory summary. Problem is its a manual process and we have over 200 items. Does Zoho Inventory deal with this request?
My other point, should this be implemented, is that It should not be restrictive to Sales Order Processing. A further nice trick would be that a warning is displayed if:
New Sales order quantity entered > Stock Qty - Quantity in demand
from which we can view the SO's which are creating other demand for that item and an option to proceed so we can prioritise SOP and demand.
I think the original question is the same thing asked in a different way. We need New/Open SO's to do some kind of stock allocation (or at least consideration)