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Hi,

In Zoho Books you can assign templates of invoices,estimates... to customers and vendors and you can also assign transaction numbers to an specific Branch but Is possible to assign a template to branch? We need to use different templates in the same way we use different transaction numbers for each Branch.

Kind Regards,

3 users have this question.
14 Replies
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  • Zoho MVP
  • 1 year ago

Hi
,

As a Zoho partner, I can confirm that in Zoho Books, it is possible to assign templates of invoices, estimates, and other transactions to customers and vendors. However, currently, it is not possible to assign templates to specific branches in Zoho Books.

In Zoho Books, you can create multiple branches and assign different transaction numbers to each branch. This helps you to track and manage transactions of different branches separately. But, when it comes to templates, you can only create and assign them to customers or vendors, and not to branches.

One workaround could be to create different organizations for each branch in Zoho Books, and assign different templates to each organization. This way, you can use different templates for different branches, and also keep the transaction numbers separate for each branch.

I hope this helps

Please don't hesitate to ask if I can clarify anything or help further.


Best regards,

Abhishek

Seasoned Zoho Partner


Feel free to contact me if you have any queries

abhishek@encaptechno.com

  • 1 year ago

Hi Zoho, we also need this feature. We would like to associate documents templates to branches in Zoho Books.

  • 1 year ago

Hello there, 

Thank you for posting your requirement. We'll update here if we have news on assigning templates to branches in Zoho Books. 

Regards,
Divya R
Zoho Cares

Any update available for this? 

  • 1 year ago

Hello


This is not in our immediate plans, but we have taken note of it. If we have any developments on this topic, we will update this post. 

Regards,
Divya R
Zoho Cares

  • 1 year ago

Hi there,

Yes please enable this feature please; associate email templates to individual branches.
That would be a very good improvement for Zoho Books!

Thanks.

Lennart

Hello

to have default templates (on invoices, estimates. ..) for each branch is absolutely necessary 
Please add this feature ASAP
Thanks

Is there any timeline on this at all?  It is a really important feature.

yes\yaw

  • 1 year ago

Hello all, 


I'd like to share that the option to associate templates to branches is part of our future plans. It is not currently under active development, and we don't have a set timeline for its release. Please know that we have taken note of all your votes in favor of this feature and will certainly keep you informed of any notable progress in this regard.

Furthermore, we have a Custom Function available that allows you to automatically assign templates to your invoices based on the chosen branch in the transaction. If you believe this function could be beneficial for you, please refer to this post for detailed instructions on how to set it up.

Regards,
Shireen Farhana 
Zoho Cares

Many Companies will have different branches and the Mail associated with them varies. Please take up this requirement. It will help a lot of organizations

This feature is very much required especially different branches in different state has different GSTIN.  Please add this feature with priority.

Yes it must be added. To select each time template staff members are making mistakes.

Hello All,  

Thanks for posting on our forums.

With regards to your query, kindly note that the option to display the branch specific details like GSTN and the address is available by default in the templates, so whenever a branch is selected at transaction level the corresponding details will be picked up automatically. Kindly share with us if we are looking to update any other details based on branches so that we shall look into the same and assist you further.

If you have any further queries, please reach out to us. Happy to help. 

Regards, 
Naveen Promoth D
Zoho Cares.

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