Stefanie

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3 results found

  1. To convert an estimate or sales order into a purchase order

    25 votes
    5 comments  ·  Zoho Books » Estimates  ·  Admin →
    How important is this to you?
    Stefanie supported this idea  · 

  2. Work flow automation Estimate to Sales Order

    19 votes
    2 comments  ·  Zoho Books » Estimates  ·  Admin →
    How important is this to you?
    Stefanie supported this idea  · 
    An error occurred while saving the comment
    Stefanie commented  · 

    Every Estimate needs to be converted manually to Sales Order. Then every Sales Order needs to be converted manually to Purchase Order. It sucks to end up with more labor hours just do the manual conversion twice for each and every accepted estimate. Given so many customizability of Zoho apps, I could understand why Zoho Books won't include this automation ability.

  3. default items for Estimates

    4 votes
    2 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Stefanie shared this idea  · 

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