Search - Joel Lipman .Com

1. Zoho Analytics: Set Up a Widget Displaying Sales Person: / Zoho /; ... deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading the page that a widget has clearly defined values based on the filters ...; Created on 24 October 2022
2. Zoho Books: Display Sales Order Shipping Address on Package Slip: / Zoho /; What? I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? ...; Created on 07 October 2021
3. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; What? An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...; Created on 30 August 2021
4. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; What? This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books. Why? Because it ...; Created on 15 May 2020
5. Zoho Deluge: Associate/Link an Invoice to a Sales Order: / Zoho /; What? This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, ...; Created on 10 March 2020
6. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... a client who uses their purchase orders and sales orders as part of a logistics solution where items are purchased from a supplier, sent to another supplier for grading, and then sent on to the end user/customer. ...; Created on 09 July 2024
7. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... price book rate post saving a record in Zoho Deluge would fail because it was making too many function statements. How? I have this code triggered in a workflow when the sales order is created to ...; Created on 23 May 2024
8. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; What? An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person ...; Created on 14 May 2024
9. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... repeats the header on every page. The key here is the HTML attribute zcpage-headerhtml: My Company Ltd Test Street, Test County TEST1 ZIP1 +44 (0)1234 567890 sales@mycompany.com ...; Created on 07 May 2024
10. Zoho Books: System Values Maps: / Zoho /; ... Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: ...; Created on 07 November 2023
11. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... Team", and "Sales Team". Save and Close Setup: Specify Pipeline Options Login to ZohoCRM as a system administrator > Go to Setup > Pipelines Using the "Standard" layout, let's simply create ...; Created on 16 October 2023
12. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... adding label because -3 often displays "Net 56" instead. m_InvoiceDetails.put("payment_terms_label","Due end of next month"); // // loop through line items and populate for each m_SOLineItem in l_SalesOrderLineItems { ...; Created on 06 July 2023
13. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
14. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... article link above), we're going to use the GetOrders call for order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries eBay for all orders for a specified year ...; Created on 29 March 2023
15. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; What? A quick note here on how to connect to the DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, ...; Created on 21 March 2023
16. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; What? An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this ...; Created on 28 February 2023
17. ZohoCRM: Import Attachments: / Zoho /; ... that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a backup): Watch the spinning ...; Created on 16 January 2023
18. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or ...; Created on 03 November 2022
19. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... to Settings > Automations > Custom Functions > Select the function > Execute the function against a paid invoice - check the fields updated. Go to Sales > Invoices > Select an invoice > Click on "Comments ...; Created on 17 August 2022
20. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered. How? Here's a code snippet that works for me. It ...; Created on 14 July 2022