customer catagories

customer catagories

Hi guys,

i have a small business and have played around with zoho invoice, with the hope of switching over - as i liked the android compatibly (i.e. i can invoice from my mobile phone)

the software has a very clean layout, is simple to use and has some great features. 
there are a few things though ive noticed, which are standard in other software and i find really usefull, and sure other business would too, that are missing in zoho invoice. i have listed them below. 
please let me know if any are in progress or likely to be implemented. Or if there is a way you can utilise these features, that i havnt found in zoho invoice.

THank you soo much.

- Customer catagories. By this i mean it would be handy to assign a customer to a category. This could be the region they are based in, which would be great for business selling to multiple cities/countries. You can then print a report on the sales for that city etc. but the real reason i like to have catagories, is because i have sales reps. i would like to group each of the customers that a particular sales rep looks after. For e.g. i might assign a customer to catagory  sales rep james, or sales rep luke etc. Similar to above, it would be great if you could assign a catagory to items. 

- This feature is a bit more advanced than the above, but nerveless is standard on free software such as apptivo. It is very handy for businesses based in sales who have sales reps. The feature is to assign a sales commission amount to each product. So each customer is assigned to a sales rep, and each product is assigned to a value for commission earned per sale. 
At the end of each month, a report can be printed which lists the customer sales and commision earned for each sales rep.

- it would also be good if the current sales reports were a bit more flexible. For example, you currently can only report sales by items or sales by customers. It would be great if you could define the products you would like a report on, rather than listing all of them. I need to send a report each month to my suppliers of their sales. i want to send them a report of just their items, dont want to show them all our sales figures for products which are not theirs etc. Another feature where catagories for items and customers comes in handy.

- This feature is a huge bonus for any business who warehouses / deliverers a product. Each day the delivery driver needs a run sheet (also called daily manifest), which simply lists for the deliveries which need to be done - fields are: customer name, customer address, number of items, delivery notes.
If we cant get this automatically via a report from the software, we need to type it all up in excel manually, which is a time consuming task. So it would be fantastic if there was an option, where you could select a date range / or an invoice numbers range, and print off a daily delivery list.

- Also, it would be great if you could customize what employees have access to. i understand their is a staff or admin level you can select. but there is no customization, or you cant change the privileges for these user roles - which is standard in ever business software i have used before including free ones.

There is some suggestions that i think would make zoho invoice a nice software to fantastic software!

We are a sales and distribution company, which im sure there are many companies of out there, that would find the above features very appealling and help them switch to zoho

CHeers

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner







                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ



                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Zoho mail admin panel not opening

                                                                                                                • Introducing SlyteUI : From Idea to a Working Interface in Minutes

                                                                                                                  Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming or exhausting. SlyteUI makes this possible by simplifying
                                                                                                                • Zia Agents in Zoho CRM: a better way to set up digital employees

                                                                                                                  Hello everyone, If you've been using Zia Agents in Zoho CRM, so far using Connections was the only deployment method you're familiar with. You create an agent in Zia Agents (define its objective, write instructions, use tools, add knowledge base) and
                                                                                                                • Canadian Banks ?

                                                                                                                  Can you advise which Canadian Banks can be used to fully sync credit cards and bank accounts? Thanks
                                                                                                                • Mass email from Report output

                                                                                                                  Hi, I'd like to send a mass email based on a report output. The report is pulling multiple information from linked modules. Each line of the report ends up with a contact name, email and multiple field values pulled from the linked modules (some are custom
                                                                                                                • Combined Tasks and Issues View (Jira-Style Unified Workload)

                                                                                                                  Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding task and issue visibility in Zoho Projects. Current Behavior: At the moment, Zoho Projects separates Tasks and Issues into different modules, each
                                                                                                                • Scale up your support with Zia actions

                                                                                                                  Hi there, Have you explored how Zia can help automate repetitive tasks? In customer support, every detail matters when delivering the right solutions to customers, and Zia is here to support you. This edition highlights how Zia can simplify and streamline
                                                                                                                • Disable Zoho Contacts

                                                                                                                  We don't want to use this app... How can we disable it?
                                                                                                                • Zoho CRM with Built-In MCP Support

                                                                                                                  Zoho CRM now provides built-in support for Model Context Protocol (MCP), enabling AI tools to connect and perform CRM actions using natural language. Zoho CRM MCP servers act as a bridge between AI agents and Zoho CRM, exposing CRM capabilities as callable
                                                                                                                • Allow Zia Agents using Zoho One Account

                                                                                                                  When I went to try Zia Agents, it forced the creation of a new, separate account. This seems counter-intuitive to me. I don't want to manage a separate account. Plus, aren't Zoho One users the ones most likely to adopt Zia Agents most quickly? It seems
                                                                                                                • My Zoho mail stopped receiving or sending emails about 3 hours ago

                                                                                                                  Its a pop 3 account. The emails get into the actual mailbox on the server and I can send emails directly from the server, but they are no longer in Zoho, in neither of my Zoho accounts. All green ticks under Mail Accounts under Settings
                                                                                                                • POP mailbox limits

                                                                                                                  If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?
                                                                                                                • SPF: HELO does not publish an SPF Record

                                                                                                                  I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?
                                                                                                                • Check out in Meetings

                                                                                                                  Why there is no check out in Meetings of Zoho CRM, very difficult to track
                                                                                                                • Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk

                                                                                                                  Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination
                                                                                                                • Zoho Show Keeps Crashing and Goes Down with the Data

                                                                                                                  Today, I am experiencing something unusual: Zoho Show keeps crashing and goes down with the data. When you try to reopen the same deck, you get that lovely "Presentation not found" error. This has happened today rather frequently with multiple decks.
                                                                                                                • Outgoing Mail Blocked – Suspicious Login Activity (Need Clarification and Solution)

                                                                                                                  Hello, I’m currently facing an issue where my Zoho Mail account has been blocked due to “suspicious login activity,” and outgoing emails are restricted. Here are the details shown: Block type: Outgoing mail blocked Reason: Suspicious login activity A
                                                                                                                • Escalate the tickets to the escalation team through email

                                                                                                                  Hi Zoho Team, I would like to ask if it is possible to escalate the tickets when the status changed to "Escalated" by sending an email to them. I have attached the snapshot from my Zoho desk where I want it to email to a certain group(escalation team).
                                                                                                                • Mailbox storage showing incorrect usage

                                                                                                                  My mailbox shows 4.99 GB used out of 5 GB. However, actual mailbox usage is only around 394 MB. Trash and Spam are already empty. IMAP/POP is not enabled. WorkDrive is not in use. This appears to be a storage calculation issue. Please help to recalculate
                                                                                                                • Google Fonts Integration in Pagesense Popup Editor

                                                                                                                  Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
                                                                                                                • Have to ask: WHY is Zoho Purposefully blocking Apple Reminders?

                                                                                                                  I just have to ask: Why is zoho purposefully blocking Apple reminders (CalDav). This is just strange... I just can't see a reason why this is done both within the Zoho calendar and mail calendar? These are both paid services. Why? This little simple feature is forcing me to leave Zoho. Our workflow depends on Reminders and after talking with an Apple engineer, they noticed theat Zoho is purposefully blocking this caldav port call. I just don't understand why. Thanks!
                                                                                                                • I am not able to check in and checkout in zoho people even location access allowed

                                                                                                                  This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.
                                                                                                                • Issue with attaching files to a task through the API

                                                                                                                  Hello! I've implemented a function that creates a task for every new bill that is created but I haven't been able to attach to the task the files which are attached to the bill. I have encountered multiple errors but the most common one is error 33003:
                                                                                                                • Printing receipts with 80mm thermal printer and Zoho Creator

                                                                                                                  I have a sales form in my Zoho Creator app and I would like to print receipts for customers. Question 1: From what I've read on this forum there's no way to submit and have the receipt print automatically, you'd have to go through the printer dialog,
                                                                                                                • Integrate with WooCommerce using Wordpress Plugin

                                                                                                                  We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless
                                                                                                                • Removing To or CC Addresses from Desk Ticket

                                                                                                                  I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results
                                                                                                                • When I schedule calendar appointments in zoho and invite external emails, they do not receive invites

                                                                                                                  Hello, We have recently transitioned to zoho and are having a problem with the calendar feature. When we schedule new calendar appointments in zoho the invite emails aren't being sent to the external users that we list in participants. However, this works
                                                                                                                • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                                                                                                  Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                                                                                                • Unable to send

                                                                                                                  Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being bloked by SpamCop.net Please help can somebody help me?
                                                                                                                • Errorcode 554

                                                                                                                  Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop. Please can somebody help me?
                                                                                                                • Spamcop

                                                                                                                  Have been trying to email several of our clients and many of our emails keep getting bounced back with an error that states: ERROR CODE :550 - "JunkMail rejected - sender4-op-o16.zoho.com [136.143.188.16]:17694 is in an RBL: Blocked - see spamcop.net/bl.shtml?136.143.188.16"
                                                                                                                • Emails being blocked / spamcop

                                                                                                                  Hello, I am unablr to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocked by SpamCop.net Please help on this.
                                                                                                                • Zoho IP blocked by SpamCop 136.143.188.16

                                                                                                                  Hello, I am unble to send any single email during the whole time due to the Zoho IP 136.143.188.16 being blocjed by SpamCop.net Please help on this.
                                                                                                                • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                                                                                                  After not using the domain rcclima.org.pe for some time, I'm trying to set up the free version of Zoho Mail. When I tried to validate my domain, rcclima.org.pe, I received the error message discussed in this thread: "This domain is not allowed to be added
                                                                                                                • 554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]

                                                                                                                  Here's your corrected text: Hello, I hope you are doing well. I was unable to send a message and received the following error: "554 5.1.1 – Mail sending blocked for the domain(s): [gmail.com]" I tried to send and deliver an email but got this error. I
                                                                                                                • Can I hide empty Contact fields from view?

                                                                                                                  Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be
                                                                                                                • Replying from same domain as a catch-all?

                                                                                                                  I have 2 domains setup on Zoho, both with associated email addresses. They look something like this: john@example.com (primary address) john@test.com (this domain also has a catch-all setup) I use the catch-all for test.com as a public-facing email address
                                                                                                                • Account and Email and Password

                                                                                                                  I'm signing up as a Partner so I can move my website clients across to a separate email server from their current cPanel one.. So I have a Zoho account and then I moved one of my emails across to that account to test the import process... So the question
                                                                                                                • Zoho CRM Copilot Connector

                                                                                                                  Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we
                                                                                                                • Approval Workflow for Purchase Orders Abrir

                                                                                                                  The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can
                                                                                                                • Next Page