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Hi,

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 .

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  • 1 year ago

+1

same here!
we all need to calculate the profitability for a deal

please let us know when you going to do it?

maybe zoho is maybe not meant for us in the end?  

  • 1 year ago

Hello all,

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.

Regards,
Shireen Farhana
Zoho Cares

6 years old thread. Noone believes you anymore, Zoho Cares (really "Zoho cares"???)

  • 11 months ago

This needs added ASAP. I cannot conduct business without knowing my profit margins! 

  • 6 months ago

Any update on this ?? is there a way to add a field or to know the purchase value and the profit while creating the quote or estimate ?

Thanks
Sandeep K Sharma

  • 5 months ago

Hello @Sandeep Kumar Sharma,

Thanks for posting on our Forums!

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!

Sincerely,
Sai Prasadh S
Zoho Cares.

Any updates on this?

  • 12 days ago

Hello Martin,

Thank you for using our forum.

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.

Regards,
Basil Roy
Zoho Cares

  • 11 days ago

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.  

  • 4 days ago

Hello James,

We hope your request has been addressed. If not, could you confirm whether you have emailed your concern to 'support.usa@zohobooks.com'?

If you haven’t, please send us an email at this address, and we’ll be happy to assist you further.

Regards,
Basil Roy
Zoho Cares

  • 3 days ago

I haven't received any response from Zoho team and sent a mail to support.usa@zohobooks.com today. Please expedite. 

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