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Dave Owers

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  1. Estimate Revision

    7 votes
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    1 comment  ·  Zoho Books » Estimates  ·  Admin →
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    Dave Owers commented  · 

    Yes- many times during negotiation process the price may change, or sometimes a client removes parts of the estimate they don't need for now

    but if they decide to buy the parts later it is important to have a record of what was previously quoted.

    As it stands now when we update the estimate the previous information gets deleted, unless we clone the estimate and create a new one

    Dave Owers supported this idea  · 

  2. Transferwise system integration for Europe

    197 votes
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    44 comments  ·  Zoho Books » Payments  ·  Admin →
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    Dave Owers commented  · 

    There are lots of votes for this integration on the other community board and I dont think it is clear where we can vote for this- but anyone doing lots of international business would love to have this- I have also requested the integration from wise

    https://help.zoho.com/portal/en/community/topic/adding-transferwise-com-as-an-online-payment-method-9-7-2013

    https://help.zoho.com/portal/en/community/topic/zoho-books-partners-transferwise-resolut

    Dave Owers supported this idea  · 

  3. Flatten top level composite items to view consolidated BOM components

    80 votes
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    1 comment  ·  Zoho Inventory  ·  Admin →
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    Dave Owers supported this idea  · 

  4. Documents Option on Client Portal

    22 votes
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    2 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Dave Owers commented  · 

    Yes- we also need to be able to attach data sheets to estimates which we cannot do currently

  5. Ability to Send Requests for Quotes

    113 votes
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    11 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Dave Owers commented  · 

    Another vote for this- right now we solicit quotes by email but it would be much nicer to be able to to send RFQs, especially because then we could keep the price quoted information in Zoho and refer back to it later when it is time to purchase.

    We recently set up an RFQ template as another user suggested, and send out that template but save it as a draft PO. It seems to work, when I would rather have a separate section like estimates on the sales side.

    Dave Owers supported this idea  · 

  6. Editing Items within Composite WITHOUT unboxing

    12 votes
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    Released  ·  1 comment  ·  Zoho Inventory  ·  Admin →
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  7. Allow for multiple preferred vendors and cost for each Item

    9 votes
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    3 comments  ·  Zoho Inventory » Feedback  ·  Admin →
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    Dave Owers commented  · 

    A related idea would be to have a way to list the preferred and secondary vendor's part number (which could be different from our own SKU). We buy bearings from multiple vendors with the same specification but each vendor has a different part number for essentially the same item.

    Dave Owers supported this idea  · 

  8. RFQ to Vendors

    11 votes
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    2 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    Dave Owers supported this idea  · 
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    Dave Owers commented  · 

    this is a great idea- we have situations where we ask a few vendors to quote on an item, but there is no easy way to send RFQs.

    It would be similar to the Estimate tab

  9. RMA & Vendor Returns

    24 votes
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    0 comments  ·  Zoho Books » Inventory  ·  Admin →
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    Dave Owers supported this idea  · 

  10. Composite item report.

    2 votes
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    2 comments  ·  Zoho Inventory  ·  Admin →
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    Dave Owers supported this idea  · 
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    Dave Owers commented  · 

    until BOM are implemented we need to be able to print out the composite items as a pick list for our inventory people.

    This is required even if some of the items are out of stock because we put together partial kits

  11. Allow for BOMs - Bills of Material - .

    178 votes
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    Work In Progress  ·  17 comments  ·  Zoho Inventory  ·  Admin →
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    Dave Owers supported this idea  · 

  12. Create warehouse pick list from Sales Orders

    91 votes
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    Work In Progress  ·  15 comments  ·  Zoho Inventory  ·  Admin →
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    Dave Owers supported this idea  · 

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