Customer Assets - List of all Items Sold for an Account

Customer Assets - List of all Items Sold for an Account

Hello, we are soon going live with Zoho Inventory and are needing Items/Products to automatically populate into the Account in CRM when Invoices are finalized. Over the lifetime of having a customer, they purchase products from us for than once. Many times over time. Having a list of products sold helps tremendously especially when they contact us for support related questions with products that include warranties. We don't have the time to hunt and peck through each invoice to know everything they have purchased from us.

When viewing an Account in CRM, we need a "Customer Assets" list displaying everything that Account has purchased from us over time, that would include for following columns:

Invoice Number (with link)
Invoice Date
Product/Item Name (with link)
Quantity Purchased (for non-serialized items)
Serial Number (with link to purchase order, sales order, and invoice)
Vendor Name (with link)
Manufacturer
Model

If we have product/item custom fields, it would be great to select which of them we want to include as additional columns on the list.

We also need a Status and Status Date column should an Asset Item ever be:
Returned
Replaced (due to an RMA)
Exchanged
Inactive
Transferred
Stolen

Is this currently possible in any way?

We are using Zoho One. Is CRM the best place for a Customer Assets to live as Invoices are finalized in Zoho Inventory?

Any advise is appreciated.

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          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




                              ご検討中の方