Zoho Analytics: Determine profits from invoices and purchase orders https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html
03 November 2022
"PO Item ID", poi."Item Name" AS "PO Item Name", poi."Item Price (BCY)" AS "PO Item Price", poi."FCY Tax Amount" / if(poi."Quantity" = 0, 1, poi."Quantity") AS "PO Item Tax", poi."Quantity" AS "PO Qty", poi."FCY Tax Amount" AS "PO Line Tax",...
Type: Article
Author: Joel Lipman
Category: Zoho Analytics
Language: *
ZohoAnalytics & ZohoBooks: Custom Related List from Analytics https://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html
09 July 2024
poi."Item Name" AS "PO Item", poi."Item Price (BCY)" AS "PO Item Price", poi."Graded Score" AS "PO Item Grade", poi."Quantity" AS "PO Item Qty", poi."Quantity Billed" AS "PO Item Qty Billed", poi."Quantity Received" AS "PO Item Qty Rcved", po."Total...
Type: Article
Author: Joel Lipman
Category: Zoho Books
Language: *
Zoho CRM: Update a custom field in line items / product details using REST API v2.1 https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html
17 May 2021
Zoho had recently introduced the ability to have custom fields in your line items, alongside the product name, list price, quantity, tax, etc. In the example below, we have added a column called "Group Name" in the CRM Quote module as per the following...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho Books / Inventory: Get Item Rate from a Price Book/List https://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html
23 May 2024
m_BooksItem = ifnull(r_BooksItem.get("item"), m_Blank); v_BooksItemRate = ifnull(m_BooksItem.get("rate"),0.00); v_ThisQuantity = ifnull(m_LineItem.get("quantity"),1); info "Line Item Rate: " + v_BooksItemRate; info "Line Item Quantity: " +...
Type: Article
Author: Joel Lipman
Category: Zoho Books
Language: *
Zoho CRM: Updating a CRM record Custom Line Items using API v7 https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-updating-a-crm-record-using-api-v7.html
18 December 2024
m_NewLineItem.put("Product_Name",m_LineItem.get("Product_Name")); m_NewLineItem.put("Quantity",m_LineItem.get("Quantity")); m_NewLineItem.put("List_Price",m_LineItem.get("List_Price")); l_NewLineItems.add(m_NewLineItem); } } } // // if there is reason...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho Deluge: Associate/Link an Invoice to a Sales Order https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html
10 March 2020
for each r_NewLineItem in r_NewSoDetails.get("line_items") { v_NewSoItemID = r_NewLineItem.get("item_id"); v_NewSoLineItemQuantity = r_NewLineItem.get("quantity").round(0); v_NewSoLineItemRate = r_NewLineItem.get("rate");...
Type: Article
Author: Joel Lipman
Category: Zoho Deluge
Language: *
Zoho Creator: Button on Report for Merging Multiple Selected Records https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html
06 December 2020
v_LineItem_Desc = r_QuoteDetails.Product_Description; v_LineItem_Price = r_QuoteDetails.Product_List_Price; v_LineItem_Quantity = r_QuoteDetails.Product_Quantity; v_LineItem_TaxAmount = r_QuoteDetails.Product_Tax_Amount; // v_LineItemTotalExclVat =...
Type: Article
Author: Joel Lipman
Category: Zoho Creator
Language: *
Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html
21 October 2021
Product Line Items) If I call my subform "Quoted Items" and specify this having the fields "Ref, Item, SKU, Description, Quantity, RRP, Discount, Total". Add the subform to your document and ensure that none of the fields have a slightly transparent red...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Function https://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html
01 April 2025
= o_ThisLineItem.Purchase_Price; o_NewLineItem.Purchase_Price_Euro = o_ThisLineItem.Purchase_Price_Euro; o_NewLineItem.Quantity = o_ThisLineItem.Quantity; o_NewLineItem.Sub_Total = o_ThisLineItem.Sub_Total; o_NewLineItem.VAT1 = o_ThisLineItem.VAT1;...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoCRM & Xero: Function to pull most recent invoices https://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html
09 October 2025
m_CrmLineItem.put("List_Price",m_XeroLineItem.get("UnitAmount")); m_CrmLineItem.put("Quantity",m_XeroLineItem.get("Quantity")); v_DiscountPercent = ifnull(m_XeroLineItem.get("DiscountRate"),0.0); v_DiscountAmount =...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoCRM & Xero: Function to pull most recent quotes https://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html
13 October 2025
} m_CrmLineItem.put("List_Price",m_XeroLineItem.get("UnitAmount")); m_CrmLineItem.put("Quantity",m_XeroLineItem.get("Quantity")); l_CrmLineItemTax = List(); m_CrmLineItemTax = Map(); v_ZohoLineItemTaxPercent =...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Calculating Percentage https://www.joellipman.com/articles/else/e-commerce/calculating-percentage.html
20 May 2010
Sell * 100 = Gross Margin Percent eg. ( 75 - 50 ) / 75 * 100 = 33.33% Margin Percentage With Discount Applied: ((( Sell * Quantity ) - Discount ) - ( Cost * Quantity )) / (( Sell * Quantity ) - Discount ) * 100 eg. ( $100 * 1 ) - $20 - ( $50 * 1 ) / (...
Type: Article
Author: Joel Lipman
Category: eCommerce Systems
Language: *
Zoho Deluge - Modify the product line items in an invoice module https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html
22 August 2019
[ { "product": { "Product_Code": null, "Currency": "USD", "name": "Test Product", "id": "1642130000000104087" }, "quantity": 1, "Discount": 0, "total_after_discount": 0, "net_total": 0, "book": null, "Tax": 0, "list_price": 0, "unit_price": 0,...
Type: Article
Author: Joel Lipman
Category: Zoho Deluge
Language: *
Zoho Creator: Add a subform while creating a record https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-add-a-subform-while-creating-a-record.html
14 July 2021
for each m_LineItem in l_QuotedItems { r_Row = Quotes.Line_Items(); r_Row.Product = m_LineItem.get("Product"); r_Row.Quantity = m_LineItem.get("Quantity"); r_Row.List_Price = m_LineItem.get("List_Price"); r_Row.Tax = m_LineItem.get("Tax");...
Type: Article
Author: Joel Lipman
Category: Zoho Creator
Language: *
Zoho Books: Get Invoice Payment Terms via API https://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html
06 July 2023
m_SOLineItem.get("item_id")); m_InvoiceLineItem.put("rate", m_SOLineItem.get("rate")); m_InvoiceLineItem.put("quantity", m_SOLineItem.get("quantity")); l_InvoiceLineItems.add(m_NewLineItem); } m_InvoiceDetails.put("line_items",l_InvoiceLineItems); // //...
Type: Article
Author: Joel Lipman
Category: Zoho Books
Language: *
ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters https://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html
18 September 2023
m_BooksLineItem.put("description",r_CrmLineItem.get("Description")); m_BooksLineItem.put("quantity",r_CrmLineItem.get("Quantity")); m_BooksLineItem.put("rate",r_CrmLineItem.get("List_Price").toDecimal().round(2));...
Type: Article
Author: Joel Lipman
Category: Zoho Books
Language: *
Zoho Creator: Render to PDF with margins and page numbers https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html
07 May 2024
ZIP1 +44 (0)1234 567890 info@mycompany.com www.mycompany.com QUOTE Quote For: Quote Date: Quote By: Item Description Quantity Unit Price Unit Discount 0) { v_LineItemTotal = 0.00; v_ThisQuantity = ifnull(c_Quote.Quantity,1).toLong(); v_TotalQuantity =...
Type: Article
Author: Joel Lipman
Category: Zoho Creator
Language: *
Zoho CRM Client Script: Map Quote to Invoice https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html
09 October 2025
o_NewLineItem.Discount = o_ThisLineItem._Discount; o_NewLineItem.List_Price = o_ThisLineItem._list_price; o_NewLineItem.Quantity = o_ThisLineItem._quantity; o_NewLineItem.Tax = o_ThisLineItem._Tax; // going to create a new set of line items...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Xero API: Send Multiple Invoices https://www.joellipman.com/articles/else/fintech/xero/xero-send-multiple-invoices.html
15 August 2021
NOT ACTION) 1", "DueDate": "2021-09-13", "Date": "2021-08-13", "LineItems": [ { "Description": "My expensive product #1", "Quantity": 1, "UnitAmount": 240, "TaxType": "OUTPUT2", "TaxAmount": 48, "AccountCode": 3610, "DiscountAmount": 24, "Tracking": [ {...
Type: Article
Author: Joel Lipman
Category: Xero
Language: *
PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU https://www.joellipman.com/component/content/article/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html?catid=45&Itemid=165
12 March 2022
do this might be different for you depending on the components of your PC. So here's a list of what I used: Type Component Quantity Price (GBP) Reused components Monitor Acer K242HL 2 ~@£100.00 (at time of purchase) Monitor Dell U2414Hb 3 ~@£250.00 (at...
Type: Article
Author: Joel Lipman
Category: Articles
Language: *