Tracking product & invoice margins and costs

Tracking product & invoice margins and costs

We currently use Zoho Invoice and looking to understand how other people manage their product costs, margins, reporting etc.  How do you know how much a particular job/invoice has made you and the costs involved? 
We have over 100,000 SKUs so not sure how easily they can be brought in (and regularly updated in terms of price updates etc and additional variations).

How would you manage the above?

    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner




                                                            • Sticky Posts

                                                            • Zoho Invoice Will Soon Discontinue Support for Older Browser Versions

                                                              Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
                                                            • Bulk Printing now available in Zoho Invoice

                                                              Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma   
                                                            • Introducing the iPhone App for Zoho Invoice

                                                              Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Introducing Forms in Zoho Sheet

                                                                                                              We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you
                                                                                                            • What's New in Zoho Inventory | January - March 2025

                                                                                                              Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for
                                                                                                            • Overdue payments pending approval max

                                                                                                              I needed to validate update the email to pay for goods sold out, travel expenses and cars and vehicles for office, office supplies, properties purchase etc
                                                                                                            • How do I mass edit time entries?

                                                                                                              Since you can not filter or sort time entries by what has and has not been invoiced (you can only see the icon but not separate invoiced from non-invoiced), I would like all time to initially be entered in as un-billable and I can change to billable as I bill them. (since you can see this separation)  So my question is HOW do I mass edit this? Can it be done?
                                                                                                            • Zoho Booking Page Footer

                                                                                                              Is there any option available to add social media, like LinkedIn, on the Zoho Booking page?
                                                                                                            • Custom SMTP is now available in Zoho Sign

                                                                                                              Hi there! Want to send Zoho Sign emails from your organization's or personal email server? Look no further! Zoho Sign has introduced custom Simple Mail Transfer Protocol (SMTP) for Enterprise users across all data centers. By enabling custom SMTP, you
                                                                                                            • Help with SEO

                                                                                                              Hi There, I have recently published a site and added some Keywords in the SEO settings. Searching Google I currently don't find my site though. When do these settings take effect? In the SEO settings there is also a section "Sitemap" I can change settings for "frequency" and "Priority" What do these settings do? Kind regards
                                                                                                            • Report Level Button

                                                                                                              Currently I couldn't find a way to add a report level button I think currently we can only add buttons/actions for records, but having custom report level button would be really beneficial Usecases Click to import/sync Data from On Prem Systems Click
                                                                                                            • Create collection from start integer to end integer

                                                                                                              I want create some ticket number. Starts at 1 and end at 10. I want the result to be a string 1 - 2 - 3 - 4 - 5 - 6 - 7 - 8 - 9 - 10. Trying something like this but need the correct way write the start and end part. start = 1; end = 3; sequence = List();
                                                                                                            • Importing Subform Data is Removed in Zoho Creator 6

                                                                                                              Previously It was possible to import Data to the Subform in Creator 5 This basic and mandatory Feature was completely removed from Creator 6 with no Timeline to add support for it How are we supposed to add our data if we want to use Creator? Manually?
                                                                                                            • Function #50: Send Mass emails to your customers

                                                                                                              Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining
                                                                                                            • Smart Document Automation:: From Zoho Projects to Zoho Writer – Merge, Edit, and Share

                                                                                                              Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
                                                                                                            • Zoho Desk - Cannot Invite or Register New User

                                                                                                              Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
                                                                                                            • How to remove an Instagram post on Zoho Social?

                                                                                                              Hi there, I wanted to delete yesterday's post on all social platform and managed to do so for Twitter and Facebook. I couldn't for Instagram as there is no option for delete. How can I delete successfully?
                                                                                                            • 【開催報告】東京 ユーザー交流会 Vol.2 2025/6/13 CRM Plus/Formsの活用におけるポイントやおすすめ機能を紹介

                                                                                                              ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 6月13日(金)に東京で「ユーザー交流会 Vol.2」を開催し、16名の方にご参加いただきました。ご参加くださった皆さま、ありがとうございました。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひご覧ください。 ユーザー活用事例セッション:マーケ・営業・サポートをつないで顧客体験を向上させる!Zoho CRM Plusのおすすめサービス活用事例 Zoho Champion
                                                                                                            • No Real DANE Support

                                                                                                              The issue in https://help.zoho.com/portal/en/community/topic/will-zoho-implement-dane was closed today claiming DANE was implemented. You never implemented DANE correctly, even if you think you did. DANE requires DNSSEC to work properly, you never added
                                                                                                            • Applying Price List to All Customers

                                                                                                              I just created a new price list as we have several items that have volume price breaks. To create my price lists, I followed the instructions in this article: https://www.zoho.com/us/inventory/help/items/price-list.html When it comes to applying my price
                                                                                                            • What's wrong with this deluge code to create a Bill?

                                                                                                              I know that all the data in the map is correct. The line items are pulled directly from a purchase order. // Add the purchase order ID to the bill billPOIds.add(poID); // Retrieve and merge the line items poLineItems = purchaseOrder.get("line_items");
                                                                                                            • 2 Ideas, Clone timesheet entry from monthly view and Notes in Weekly view

                                                                                                              While i love timekeeping I am finding some things slow me down.  Slow to the point of considering writing my own API call to do this. It would be so useful to be able to clone a timesheet entry from the monthly view.  It is somewhat painful to have to
                                                                                                            • Zoho Workdrive API call to find public external Link for a Folder

                                                                                                              Hi all, I can create new external share links for a WD Folder using this API call https://workdrive.zoho.com.au/api/v1/links . This works fine, however if there is already an external link created for a given folder, trying to create a new one fails (which
                                                                                                            • Converting Sales Order to Purchase Order

                                                                                                              Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
                                                                                                            • Accessing and Using Formula Field

                                                                                                              Hi There, I created a formula field called 'Day of the Week' in the Leads module that takes the record created time and transforms it into the day of the week. The formula field returns the correct values. However, I am unable to find or use the field
                                                                                                            • 🇺🇸 🇨🇦 🇲🇽 Ask the Experts: A Live Q&A Session

                                                                                                              Session Closed Thank you to everyone who participated in this Ask the Experts session! Your questions, insights, and engagement made it a valuable discussion for the entire Zoho Recruit community. The comment section is now closed, but feel free to browse
                                                                                                            • Request For Quotation (RFQ) module

                                                                                                              Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a
                                                                                                            • Ability to Append or Prepend specific signer name field to all documents in an envelope

                                                                                                              We use templates regularly and have a need to be able to rename the individual pdf documents contained in an envelope, such that a signer's name is appended or prepended (e.g. Form1 - SignerName). This is critical for us, because of how we process documents
                                                                                                            • Export an email as an HTML file?

                                                                                                              How do we export an email in Zoho Marketing Automation as an HTML file? We have an advertising partner that needs our campaign email as an HTML file. We can't find any way to do this. If this is not possible, please explain why. It doesn't make sense
                                                                                                            • Function #30: Display list of associated PO on SO details screen

                                                                                                              Hello everyone, welcome back to our series! Imagine having the ability to effortlessly access and view details of all purchase orders linked to a sales order directly from the sales order itself. Well, today's script is designed to do just that for you.
                                                                                                            • Custom Print Button in Page/Stateless Form

                                                                                                              [Zoho Creator] Unable to Add Custom Print Button to Page or Stateless Form We need the ability to add a custom print button on a page or stateless form in Zoho Creator to print a templated or formatted output (e.g., appointment confirmation, summary slip).
                                                                                                            • Page Variable Not Passed from Report to Form

                                                                                                              [Zoho Creator] Page Variable (Resource) Not Passed from Report to Form in Appointment Module We are facing a limitation in our Appointment Module related to the handling of page-level variables. We are using a page variable to select a resource, which
                                                                                                            • MS Teams Meeting to Zoho CRM

                                                                                                              Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just
                                                                                                            • Creating Layout Rule With Formula Field

                                                                                                              By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?
                                                                                                            • Combine / merge multiple invoices into master

                                                                                                              Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending and
                                                                                                            • Free Webinar Alert! Productivity Hacks that you don't want to miss on June 24

                                                                                                              Hello Zoho Community! Want to work smarter and get more done with Zoho Mail? We’re here to help! Join our interactive webinar to explore powerful Zoho Mail features that can boost your productivity. Watch live demos, learn helpful tips, and take part
                                                                                                            • Web Clipper cannot save to collections

                                                                                                              With the recent update that added collections, i am unable to use the web clipper to save to a collection
                                                                                                            • sort by name is always z to a

                                                                                                              I typically keep my notes in alphabetical order. Suddenly they are all backwards - z to a. They stay that way whether I select a to z or z to a. Is there a way to fix this?
                                                                                                            • Project Management Bulletin: June, 2025

                                                                                                              Our project management suite's representatives have been busy socializing with global customers in the USA (Zoholics) and Australia (roadshows). We also had multiple stop overs at our customer’s establishments and were glad to see the efficiency our products
                                                                                                            • Agenda For Zoholics Benelux & Nordics 2025

                                                                                                              Dear Zoho Benelux community, We are pleased to announce the agenda for Zoholics Benelux & Nordics 2025 on September 23-24 at NBC Congrescentrum in Nieuwegein. The topics of the presentations are: Zoho innovations in the region and worldwide The introduction
                                                                                                            • How to query Deal "Stage" "Is Open" in Analytics SQL?

                                                                                                              How do I query this "field" in Analytics? What is going on? It seems like there is another 'mapping' somewhere but that it is inaccessible with raw sql??? If I query "Stage" Like '%Won%' I get a wildly different number than I do when I manually filter
                                                                                                            • Enhanced Candidate Portal: Now Featuring Federated Login, Passwordless Access & MFA

                                                                                                              You can now enhance your Candidate Portal experience with Federated Login, Password less Sign-in and Multi-Factor Authentication (MFA). These features offer greater flexibility and control—allowing seamless sign-ins through trusted platforms and adding
                                                                                                            • Custom View and Custom Fields

                                                                                                              Hi We have custom fields that we need in the Sales\Customer module and we would like to have the fields available to view in the Bills module so that we can add them to a custom view, is that possible? That way we can look at the Bills screen to see what
                                                                                                            • Next Page