Z Books ability for customersto enter their own orders?
Currently we are using brand X, quickbooks but are looking at moving to zoho books. We use zoho office and CRM and email and INvoice
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If we use Z Books, can we set it up so each of our customers/dealers has a login which gives them limited functionality of Z books, but does let them enter their orders, and print out the orders as they are entered? Currently everyone enters their orders into their own software of choice (excel to scrawled and faxed paper, to an email) which we then have to re-enter into our system and then send out confirmations.
If they could not only enter their own orders but also view orders on file, that would be incredible!
Or- can Zoho invoice send invoices to zoho books? I know customers can look at their orders and payments in Z invoice through the customer portal. But what is needed is a way for that customer to enter their own orders. And a method for the customers to export a list of their orders (csv format?) for their own use.
Greg Aanes
2109 Queen Street
Bellingha WA USA
Greg Aanes
2109 Queen Street
Bellingha WA USA
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