Request For Quotation (RFQ) module

• Topic Participants

• Tarren SIMPSON

• Madhan Gopal

  

• S ANNAMALAI

• Garett Thackeray

• operations

• Sticky Posts

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  Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

• Recent Topics

• Reporting Tags in Profit and Loss Reports Analysis

  Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,

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• What is the difference between "Reply" and "Public Comment" in a ticket?

  Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest

• Comments Vs. Replies

  I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!

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• Setting default From address when replying to request

  At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com. The first two are really internal address that should never be seen by the customer and

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• Add Payment Information (like Bank details)

  I am using the Free plan of Zoho Books. I need to add the bank details/ UPI details on the invoice. How can I do that. I have added the details in the Bank Section.

• Placeholders for Multi-Level Discount

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• Running Balance

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• URGENT: Stalled DC Migration >72 Hours - Records Locked [Ticket #: 167813877

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• Cash Recipt

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• Need to set workflow or journey wait time (time delay) in minutes, not hours

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• Concern Regarding Stock Validation in Inventory Management

  Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or

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• Custom Validation for On Duty

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• Integrating FaceBook Ads into MarketingHub

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• Shopify connector – product cost ("Cost per item") not synced, so COGS/gross margin can't be calculated

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• Cash Flow Statement : Direct Method

  I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.

• ZeptoMail is now Zoho CPaaS!

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• Button Display Conditions

  Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

• Cannot login to Zoho Mail on Mobile App

  Hi, I am the super administrator for our company's email account. I just created 4 new email accounts, and my users have downloaded the zoho mail app. However they are unable to login to their email on the app. It kept saying "User does not exist". Please help! Thank you.

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• In ZOHO Books, it appears that there is a maximum of 200 Shipping addresses.

  I am using ZOHO Books and what you call a shipping address, we use as a Service address. I have a couple of customers that have Many Many service addresses, I am starting to get an error saying too many shipping addresses. Additionally, is there a way

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• How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

  Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have

• Can't copy and paste from email in Zoho email client

  I don't know what happened, but I have lost the ability to cut and paste information from an email.

• Hide Inactive Social Sign-In Providers from Login Screen

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• How does Zoho handle the daylight savings time change in Alberta?

  Alberta has just made the decision to get rid of daylight savings. This means that as of November 1, 2026 we remain on UTC-6 year-round. We have timing errors in meetings scheduled after that For example, we scheduled meetings in late November at 9:00

• Shared Mailbox in iOS app

  Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

• Issues with Zoho Insights and email template web links

  Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...

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