Hi,
forgive me, this is a crossposting from Zoho One Forum. I wanted to put it here, but obviously did not, sorry about that.
I am using Zoho One, and as part of this, books and inventory (and some other things, not relevant at the moment).
I was very pleased when I saw that in Zoho Inventory can now pull the orders from Woocommerce.
They
are now fed in Inventory as Sales order and with choosing convert
invoice as Instant Invoice I am getting the exact data as they appear in
Woocommerce.
These invoices now also appear in Books, which is just what I needed!
However,
as I can only use Instant Invoice manually, the invoices all have the
date on which I am doing this and not the actual date of the sale. That
is a bit of a bummer, but, well, not much I can do . The other option of
converting invoices always results in rounding problems as Zoho
rounding seems to be different from Woocommerce rounding.
I now have the following questions regarding books and inventory:
1. If I go to settings- general I see that I can tick a box for an Inventory Add-on
currently,
I have not ticked that box. what will happen if I do? Will there be any
changes in the invoices or items which I have currently in books? I am
really scared that it will mess up everything.
The full
use of inventory is sth. I will look at once I have finished setting up
books with last year's data (which is not that easy as one may think, I
have a lot of corrections and adjustments to make still)
2. the shipping fee
is there a way that the shipping fees can always have the standard rate of 20% ?
While
I am correcting the invoices I have added from last year I noticed that
the vat for this never shows (although it was in the .csv file, as did
the discounts, fees and other stuff which did never show once uploaded)
3. scanning of receipts etc.
I read somewhere that the scanning is now free? Does that include scanning of documents/invoices?
Edit: I know now that the free scanning is only as part of expenses and for books I would need to buy an add on. Still, is the price per document or per line scanned?
I am still in the process of moving from Xero. As I have to do it all on my own, I have still not finished, which is quite annoying....
Kind regards,
Sabine