Zoho Finance Limitations 2.0 #14: If you have multi-warehouse enabled, you can't select them for different line items.
We have multiple warehouse feature enabled and transfer goods between them. An order can frequently get filled from multiple warehouses. For example: our main warehouse and the sales rep inventory.
It's not possible within CRM for a sales rep to select which items are coming from his warehouse and which items are from the default warehouse.
It's possible in Books and in Inventory to do this but not the Finance Integration.
In books
- When entering order, you can change the warehouse for a specific line item.
In CRM Finance
- You can only select a warehouse from the whole order.
Workaround
- Have the sales rep notate on each line item that it should be filled from their inventory. A terrible solution but the only option with this "seamless" integration!
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Perspective: using Zoho finance integration from within Zoho CRM which adds a new module that pulls in Zoho books data.
Original Zoho Books / CRM limitations post by Gaurav Sethi
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