Verkoop marges weergeven in Zoho Finance Suite/CRM

Verkoop marges weergeven in Zoho Finance Suite/CRM

We maken op dit moment gebruik van Zoho-One en zijn over het algemeen tevreden met de mogelijkheden die worden geboden. Echter missen we een heel belangrijk onderdeel in het offerte en facturatie traject.

We zouden graag van elk item of toch op zijn minst van alle items samen een verkoop marge willen terug zien. Op dit moment kunnen we enkel items toevoegen met een tarief dat aanpasbaar is. Maar we kunnen niet de kostprijs terug zien en daarmee de marge uitrekenen. 

Op zich toch een belangrijk aspect bij het opmaken van een offerte en nu een enorm gemis.

Hier een voorbeeld van wat voor ons ideaal zou werken.
https://www.youtube.com/watch?v=yTN1zEoefe4

Daarnaast zou het handig zijn om te werken met subtotalen. We maken namelijk veelal offertes op die zijn opgesplitst in verschillende groepen. Denk aan een groep voor audio hardware en een groep voor verlichting die we moeten plaatsen op een specifieke locatie. 

Mochten er binnen deze Nederlandse community mensen zijn die een oplossing kunnen aanreiken dan hoor ik het graag. Dank alvast voor het meedenken.

MVG Patrick Slots

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