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Mike Gibson

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  1. Require Reference# on sales orders to be a unique number to prevent duplication of order entry.

    3 votes
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    0 comments  ·  Zoho Books  ·  Admin →
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    Mike Gibson shared this idea  · 

  2. allow us to convert a Purchase Order to a Sales Order

    4 votes
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    0 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Mike Gibson supported this idea  · 

  3. No option or report for batch tracking in zoho! Alas. Useless

    5 votes
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    2 comments  ·  Zoho Inventory  ·  Admin →
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    Mike Gibson commented  · 

    Agreed - thats the primary reason we track batches, the need to contact customers incase of an issue with a batch that has already been shipped to a customer.

    Mike Gibson supported this idea  · 

  4. Enable sending Packing Slips via E-mail to the Customer

    10 votes
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    Planned  ·  5 comments  ·  Zoho Inventory » Feedback  ·  Admin →
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    Mike Gibson commented  · 

    Agreed- this should be the same as invoices and sales orders, emails are sent upon package completion.

    Mike Gibson supported this idea  · 

  5. Allow entry of serial numbers for serialized items during packaging

    15 votes
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    2 comments  ·  Zoho Inventory  ·  Admin →
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    Mike Gibson commented  · 

    Please note there is another request for the same item with 49 votes, please transfer your votes to:
    "Batch and Serial Numbers Added on Packages and Receives...NOT Bills and Invoices!"

  6. Allow users to view item prices across all price lists.

    19 votes
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    3 comments  ·  Zoho Books » Items  ·  Admin →
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    Mike Gibson commented  · 

    This is another MAJOR FLAW in Zoho Books/Inventory.

    I find it almost unbelievable that I cannot see my different pricing levels for each item, nor can I export an ACTUAL PRICE LIST for my customers.

    Its like its the calculated pricing is a secret, only to be shown once the sales order is entered!

    As well, our purchase prices and sales prices change each year in January. The lack of the ability to make these simple changes is dumbfounding.

    Mike Gibson supported this idea  · 

  7. Batch and Serial Numbers Added on Packages and Receives...NOT Bills and Invoices!

    211 votes
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    20 comments  ·  Zoho Inventory  ·  Admin →
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    Mike Gibson commented  · 

    I fully agree- this current workflow for batch designation makes NO SENSE at all.
    Warehouse receive incoming orders, pack outgoing orders and make shipments.
    Accounts Receivable produces invoices after the shipment is sent.

    The batch designation needs to occur at the receipt of an incoming order by warehouse personnel, and at the time the shipment is packed and sent.

    How would our accountants in accounts receivable have any idea what batches were received or sent to customers?

    Mike Gibson supported this idea  · 

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