Help! Zoho crm, books (time tracking), and expenses
Hello,
We want to use zoho crm to track our customers and "deals" (jobs).
We are going to link zoho books & expenses & to the crm.
We do septic repairs so for example if we are going to install a new tee:
- there would be a "deal" in zoho crm with an invoice which we can create through zoho crm and it will sync with zoho books
- we will have an inventory of parts so like 2 tees in storage, 1 tee on a truck.
- when we make the invoice with a line item "install a new tee", we want to take one out of inventory, and mark it as an expense attached to that crm deal
- there is also labor for this service so we want to be able to add time in zoho books and have it linked to the "deal" in crm
Writer
Get Started. Write Away!
We want to use zoho crm to track our customers and "deals" (jobs).
We are going to link zoho books & expenses & to the crm.
We do septic repairs so for example if we are going to install a new tee:
- there would be a "deal" in zoho crm with an invoice which we can create through zoho crm and it will sync with zoho books
- we will have an inventory of parts so like 2 tees in storage, 1 tee on a truck.
- when we make the invoice with a line item "install a new tee", we want to take one out of inventory, and mark it as an expense attached to that crm deal
- there is also labor for this service so we want to be able to add time in zoho books and have it linked to the "deal" in crm
Is this possible and if so what do i need to do to make it work?
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
office manager
Abhishek - Zoho Partner
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________
New to Zoho TeamInbox?
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 Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー