Hi,

I have tried to wrap my head around Quotes, Invoices, Sales Orders, Products and Pricebooks but I can’t get them all to work well for our business.

We are a printing company that sells printing and websites. We have weekly newspapers and sell advertising in both the body of the paper and classifieds (I would want these as separate products), and offer inserts for businesses to put in our papers.

The different newspapers the ad goes into, size of the ad, colour, features, position, special deals all determine the price of an ad in the classifieds and body of our papers. Some clients are on different special rates. These products does not rely on stock and there are no set sizes.

The printing cost is defined by material, size, quantity, colour, labor. The quantity and size rely on stock (but I am not fussed if tracking stock isn’t a part of our CRM)

Websites are priced accordingly by many factors (Too many to list)

For all of these products we need Quotes to be created, which can be easily converted to Sales Orders, which can be easily converted to Invoices. All of these pages will be linked to appropriate Accounts.

I understand the basics of Zoho CRM, but I have had major difficulty setting this part up as it appears Zoho CRM was/is designed primarily for businesses that sell set tangible goods.

I don’t want an alert to tell me we have no stock left for ads, and I either want the price to be calculated automatically from information input or to be left completely blank to be worked out manually.

Please help us with this confusion without linking me to pages of the User Guide which I have already read.

Thanks in advance,

Adam