I am hoping I am not the only one with this need but has anyone else notice the lack of integration between Zoho Desk and Zoho Inventory and eventual funneling into an Invoice in Zoho Books? As an IT service provider we very often will sell parts (items) along with services for installing said item(s). I have discovered that although you can integrate your Inventory Items into Desk as a "Product", it serves no real functionality. In fact, I found the concept confusing compared to how many Service Desk type solutions work.
I have coordinated with Zoho Desk support and they have told me that they do not currently have a way to bill for any items you sell directly on a service ticket being converting into an invoice. Yep, zilch. Nada. Nothing. This is a standard feature I would have assumed would be integrated into Zoho Desk as any services related industry needs this common and expected functionality.
Granted, you could add the parts to the invoice after the labor is pulled into Zoho Books but who has time to do that? Inevitability someone will forget to remind your accounting team to bill for a part.
Any one else dealing with this same restriction? If yes, how are you handling it? Sending two invoices to a customer for a single service call (parts used and labor provided) is not a good way to represent your company as a full service IT provider that has their act together.
Any one?
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