Delivery note template

Delivery note template

We have some reasonable templates for sales docs but the delivery note one is very limited.

It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing financial details) & designating this as the default delivery note template to use for the default "Print Delivery note" menu under "More" on invoices ?

    Access your files securely from anywhere



      Zoho Campaigns Resources

            Zoho Developer Community

                Bootcamp
                Community
                Pricing
                Webinars
                What's New
                Integrations
                Contact Support
                Contact Sales

                  Zoho Survey Resources
                    Features
                    Survey Templates
                    Integrations
                    Community
                    iOS Mobile Surveys
                    Pricing
                    Android Mobile Surveys
                    Insurvey Blogs
                    Insight Blogs
                    Tips & Tricks






                                  Latest Feature Updates


                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day




                                          Zoho Marketing Automation
                                            Zoho SalesIQ Resources


                                                  Manage your brands on social media
                                                  Access Zoho Social

                                                    Zoho Pagesense Resources


                                                        Zoho TeamInbox Resources

                                                          Zoho DataPrep 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 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 Booking and CRM integration.

                                                                                                    We are using Zoho Booking wiht Zoho CRM in a custom module. Inside our module we use the option to book a meeting with the customer. This part works great we feed the field to the URL and everything work 100%. Now my issue is that I was not able to find

                                                                                                  • [Product update] Instagram Profile Integration with Zoho Analytics

                                                                                                    Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta will deprecate certain metrics from January 8, 2025 as per their announcement in this document. To ensure uninterrupted syncs in

                                                                                                  • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

                                                                                                    Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

                                                                                                  • When Email is sent, automatically have information be stored inside.

                                                                                                    Hi there, I just wanted to know if it was feasible to make it so that when i receive an email to a specific email, all of the information or contents would be filled up inside of leads. This will help me with another side of the process that im working

                                                                                                  • Zoho CRM - how to change SuperAdmin

                                                                                                    Hi there - I'm looking for current guidance on how to change the Zoho superadmin for our company - I'm transitioning out of my role and need to delegate to another adminisstrator

                                                                                                  • Translation support expanded for Modules, Subforms and Related Lists

                                                                                                    Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

                                                                                                  • Automatic Portal invite

                                                                                                    We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

                                                                                                  • Pass json to ZDK.Client.openMailer TO parameter

                                                                                                    Hello I try to make send emails to a list of emails with : ZDK.Client.openMailer({ from: 'example@zoho.com', to: details_output, subject: 'test Mailing List', body: 'Test Mailing List Body' }); where details_output is an array like : [{ "email": "testcarte18078@test.com",

                                                                                                  • Create a field in Leads that is displayed in Contacts and Accounts

                                                                                                    I am trying to set it up so that if I create a field "Deals" which I have set up in the Deals module, that any selection made in the Leads module when this is converted to Contact that the selection made under the Deals field in the Leads module will

                                                                                                  • Zoho Analytics in 2024: A look back

                                                                                                    Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.

                                                                                                  • Approval Processes Issue

                                                                                                    Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by different

                                                                                                  • Useful enhancements to Mail Merge in Zoho CRM

                                                                                                    Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents

                                                                                                  • Bulk create tasks - Zoho Projects API

                                                                                                    Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

                                                                                                  • Function Needed: Update Account or Contact Profile Image

                                                                                                    Hey there! Zoho doesn't have the ability to automatically populate company logo or contact images once a domain/email is added to a record. This can be done via Clearbit's Logo API: https://clearbit.com/logo  I would like to create a deluge script that

                                                                                                  • Whatsapp Limitation Questions

                                                                                                    Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

                                                                                                  • Mass Email and security

                                                                                                    When I send a mass email to multiple candidates, can they see each other's emails?

                                                                                                  • Context and convenience just got better with Zia's email intelligence

                                                                                                    Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several

                                                                                                  • Add home page or dashboard in CRM customer portal

                                                                                                    is it possible to add home page or dashboard in CRM customer portal?

                                                                                                  • Want to upload images to custom image fields using zoho crm api v2.

                                                                                                    Hi i want to upload image to my custom image field from third party application using zoho crm api v2 . Please tell me how i can do this? Thanks

                                                                                                  • Zoho mail stopped receiving emails

                                                                                                    My Zoho email addresses that are linked to a domain suddenly stopped receiving messages yesterday, even though I've been using Zoho mail without problems for 1,5 years. I receive this reply to test emails: "553 Relaying disallowed". Due to this, my SMTP

                                                                                                  • WebDAV / FTP / SFTP protocols for syncing

                                                                                                    I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.

                                                                                                  • Download all the Attachment From Document Section Zoho Project

                                                                                                    Hello Team, I hope this message finds you well. I am currently facing an issue while trying to download all the documents associated with a Zoho project. Here’s the scenario: We have more than 150 tasks in a single project. Each task may have documents

                                                                                                  • Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?

                                                                                                    Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named

                                                                                                  • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

                                                                                                    hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

                                                                                                  • Creating smart filters manually

                                                                                                    Hi Team, One of my colleagues accidentally deleted the Notification folder in Zoho Mail. Now all the emails are directing to spam instead of inbox. Is there any way to create the smart filter manually?. With Regards, Logeswar V

                                                                                                  • Change Last Name to not required in Leads

                                                                                                    I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                                                                                  • Auto-sync field of lookup value

                                                                                                    This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

                                                                                                  • Zoho Finance Limitations 2.0 #12: Can't sync Books System Fields (Item Category or Preferred Vendor) to CRM Products. Double entry required

                                                                                                    We add products to Books and sync them to CRM whenever updates are done. However I still have to do double entry because the Books "Item Category" and "Preferred Vendor" fields are not available as options to sync. Scenario Workflow I add a new product

                                                                                                  • Copy across spreadsheets in Zoho Sheet

                                                                                                    Now, you can copy your sheets to other spreadsheets or create a new spreadsheet with them. Not just sheets, copy a cell/range and paste it on any spreadsheet with formats and formulas unchanged. Copy cells/ranges Copy cells/ranges to same/different spreadsheets using Copy & Paste options, or Ctrl+C and Ctrl+V shortcuts. Copy sheet To the same spreadsheet The feature for creating a copy of a sheet in the same spreadsheet is now available as 'Duplicate'. Into a new spreadsheet Want to start a new spreadsheet

                                                                                                  • Rich-text fields in Zoho CRM

                                                                                                    Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

                                                                                                  • 100 record view limitation

                                                                                                    I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,

                                                                                                  • Used & Non used Inventories

                                                                                                    I have a list of used inventories with campaign names and creation dates. I want to show the count of used and non-used inventories in a dashboard with a date filter (like last 30 days, last 3 months). I’ve written a query for the count, but the date

                                                                                                  • How to search Locked Record?

                                                                                                    Hi， I have script like below, however seems this cannot search those locked record. what para I can add to search locked record? var invoice_info_list = ZDK.Apps.CRM.Invoices.searchByCriteria("(Sales_Order:equals:"+ so_record_id +")");

                                                                                                  • My Zoho Story #8 ネットワイズ フチーロさん：プロジェクト管理から顧客対応までをZoho One で実現

                                                                                                    こんにちは。Zoho コミュニティチームです。 「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。 今回ご登場いただくジェフリー フチーロさんは、ウェブサイト制作・デザイン、ウェブマーケティングを得意とするデジタルマーケティング会社、株式会社ネットワイズ（netwise）でオペレーションディレクターおよびZoho 運用責任者として活動されています。フチーロさんと同社がどのようにZoho

                                                                                                  • Kiosk Studio wrap-up | How our community used kiosks in 2024

                                                                                                    Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community

                                                                                                  • Limit excceding issue in zoho creator

                                                                                                    I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me

                                                                                                  • Getter error message Number of statement execution limit exceed Line:(216)

                                                                                                    Hi, this script is giving me error message "Number of statement execution limit exceed Line:(216)". Please advise htmlpage Pay_Period_Details(PayPeriodID,AgentID,ShowPrint,start_range,end_range) displayname = "Pay Period Details" content <%{ /* Get The current Pay Period Record */ Int_Pay_Period_ID = PayPeriodID.toLong(); Current_Pay_Period_Record = Pay_Period[ID == Int_Pay_Period_ID]; Previous_Pay_Period_ID = thisapp.Application.GetPreviousPayPeriodID(Current_Pay_Period_Record.ID); /* Checking Agent

                                                                                                  • How create deal with label added using api

                                                                                                    Hi, I am creating automations in n8n for Zoho CRM. I want to create a new deal with a label added at the same time. However, I keep getting an error. Using the API, I can create a deal successfully, but when I try to add a label during the deal creation,

                                                                                                  • Message as a bot to user now says: "The message recipient id sent in the API is your own user id. You cannot send messages to yourself."

                                                                                                    Hi   I used to be able to have a bot message myself in cliq when something happened . Now the connector Message as a bot to user gives me this error when testing: Zoho Cliq says "The message recipient id sent in the API is your own user id. You cannot

                                                                                                  • Can I Integrate ADP Payroll with Zoho Books?

                                                                                                    Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?

                                                                                                  • Next Page