Zoho Analytics: Determine profits from invoices and purchase orders
- Joel Lipman
- Zoho
- Hits: 1645
An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks.
Why?
We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order.
I'm writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution.
How?
Disclaimer! 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 missing associated purchase orders altogether.