While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
I'm afraid we do not yet have a specific timeline for its implementation. Please know that including the option to view profit margin at the transaction level is part of our plans, and we'll ensure to keep you informed of any developments through this thread.
We understand your concern on knowing the profit while creating Quote in Zoho Books. Please be assured that this functionality is in our future enhancement roadmap and we will keep you posted on the progress of the same. Currently we do not have any timeframe regarding the same and we shall keep this space posted on the updates.
We appreciate your patience and understanding in this matter.
Feel free to get in touch with us for any further queries, we are happy to help!
Unfortunately, due to other priorities, we have not been able to work on this feature yet. However, we do plan to implement this enhancement and will keep this space updated with any progress.
This feature is a basic requirement for quotes, and invoices module. What I learned that, there is a workflow automation (custom function) available in https://github.com/zoho/zohofinance-automation-samples . Can you advise how to execute this in Zoho books. I tried but shown errors and escalated the error to Zoho team and no response received.