See a list of related Purchase Orders on Sales Order records
As a business owner keeping track of transactions is very important to me and I need to see the big picture of how my data is connected and what is holding up closure of a record.
I've noticed that when you create a Purchase Order from a Sales Order in Zoho Books, it is not referenced on the Sales Order record. This is very frustrating as I may have multiple POs to fulfil a SO and it's not possible easily understand which POs are delaying the completion of my SOs.
If you click the the Comments and History link at the top right of the record you can see that POs have been created but this does not give the full picture and it's quite hidden.
I would like to see a list of related POs on each SO record and for this also to be visible in the CRM through the Finance Suite integration.
Thanks for listening!
Pleas up-vote if you agree :)