Major problem regarding the lack of contacts in sales orders, deliveries and invoices.
We are working on a number of Zoho One implementations where the customer wants to use the logistics components of Zoho Inventory/Books.
They have been migrated from an environment where a contact person can be linked to an address type (visiting address/shipping address/billing address) and this is automatically used as default for the order confirmation/transport information/invoice.
The customers who provide the order have several contact persons and information about the order (order confirmation), shipment (transport information) and final payment information (invoice) must therefore be sent to three different contacts/email addresses.
At the moment you can only select the main contact person automatically when sending the invoice, but that means that the order confirmation and the transport details are automatically sent to this e-mail address.
That is completely unworkable! Does anyone have the same experience or a solution?
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Zoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
Celebrating our Zoho Community SuperBuds
The SuperBud program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs andZUG leaders, have stepped
Authtoken Deprecation for Zoho Inventory APIs
UPDATE (7 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate API calls is being deprecated on 30 August 2021 across Zoho's Finance suite of products,
ZOHO Inventory - Early Access
https://twitter.com/zoho/status/646715717849493504
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
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.