Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 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 = v_TotalQuantity +...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Calculating Percentagehttps://www.joellipman.com/articles/ecommerce/calculating-percentage.html

20 May 2010 at $10 is an increase of 25% eg. ($8 - $10) * 100 / $10 = -20% ie. selling a product at $8 when it usually costs $10 is a discount of 20% eg. ($7,562.50 - $8,281.80) * 100 / $8,281.80 = -8.69% To determine the amount given the percentage and total...

• Type: Article
• Author: Joel Lipman
• Category: eCommerce Systems
• Language: *

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 "Invoice Ref", MAX(inv."Invoice Status") AS "Invoice Status", MAX(invitm."Buy Price") AS "Invoice Item Cost", MAX(invitm."Discount Amount (BCY)") AS "Invoice Item Discount", MAX(invitm."Item Name") AS "Invoice Item Name", MAX(invitm."Is Discount Before...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 m_NewLineItem.put("Description",m_LineItem.get("Description")); m_NewLineItem.put("Discount",m_LineItem.get("Discount")); m_NewLineItem.put("CUSTOM_FIELD_1",m_LineItem.get("CUSTOM_FIELD_1"));...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 { "Product_Code": "TEST1", "Currency": "GBP", "name": "My Test Product", "id": "123456789012345678" }, "quantity": 5, "Discount": 0, "Tax": 0.99, "list_price": 0.99, "total": 5.94, "product_description": "My Test Description", "line_tax": [ {...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge - Modify the product line items in an invoice modulehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

22 August 2019 { "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, "quantity_in_stock": 0,...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 = m_LineItem.get("Quantity"); r_Row.List_Price = m_LineItem.get("List_Price"); r_Row.Tax = m_LineItem.get("Tax"); r_Row.Discount = m_LineItem.get("Discount"); r_Row.Total = m_LineItem.get("Line_Item_Total"); c_LineItems.insert(r_Row); } // // create...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

08 February 2022 my Zoho Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client wanted the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the decimal because...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 m_BooksLineItem.put("rate",r_CrmLineItem.get("List_Price").toDecimal().round(2)); m_BooksLineItem.put("discount",ifnull(r_CrmLineItem.get("Discount_Percent"),0) + "%");...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 = o_ThisLineItem.Cost_Line_Item_Total; o_NewLineItem.Description = o_ThisLineItem.Description; o_NewLineItem.Discount1 = o_ThisLineItem.Discount1; o_NewLineItem.Discount_Line_Item_Total = o_ThisLineItem.Discount_Line_Item_Total;...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 "payment_terms": 30, "salesperson_id": "345678901234567890", "line_items": [ { "item_id": "456789012345678901", "discount": 0, "quantity": 1, "description": "A test product description" } ], "shipping_address": { "address": "Test Street", "street2":...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 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 background...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *