Hello, Zoho Community,

Excited to join you all! Our business specializes in building materials trading, and we're currently transitioning from Tally to Zoho Books and Inventory, with existing Zoho One licenses.

We're facing some challenges, particularly in tracking orders and invoicing, detailed as follows:

Pending tracking by item :

• We send multiple Purchase Orders (POs) to vendors, each containing over 50 items.

• Vendors partially fulfill these orders, leading to partial invoices.

• We're struggling to track pending items (items ordered but not yet invoiced or shipped by the vendor).

• We need a report featuring Item Name, Ordered Quantity, Received Quantity, Pending Quantity, PO Number, Date, and Vendor Name, allowing us to filter by vendor or date.

• The case is same for Sales order as well.

We're unsure if we're missing something in our workflow or if there's a better way to manage these processes within Zoho.Could fellow users and Zoho experts share insights or advice on how to efficiently handle these scenarios?

Thank you for your time and assistance.