Assuming sales is required, the following 33 results were found.
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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. I had to break this down into several...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 took me so long to find out how to do this even after reading the official...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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on how to read a table from ZohoAnalytics. Why? My use-case here is that we have 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,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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, I needed a way to programmatically link the sales order to the invoice. Why? The documentation...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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for a query that amalgamated all the 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 I select on a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books would be enough: {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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? It took me a while of playing about with the placeholder...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 to assign the sales person. How? So after an hour or so...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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- Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created: 2025-01-30 (Joel Lipman) - Initial release Date Modified: ??? ??? More...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID numbers. How? Using the REST...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the ability to have custom...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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: - Outputs: - Date Created: 2021-09-24 (oel Lipman) - Initial release Date Modified:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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a billing street 2 and shipping street 2 from the Account module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and don't use the invoice module (that's for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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? I'm storing this here as a reference and taking the bits that I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hire Team", and "Sales Team". Save and Close Setup: Specify Pipeline Options Login to ZohoCRM as a system administrator > Go to Setup > Pipelines...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these are by using the API and deluge function invokeURL rather...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 do some further calculations based on a surcharge rate held in a custom module. The custom module...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How? The quick answer is buried in Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to follow and learn as a quick point of reference. Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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hour, I'd like to document 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 is triggered when a user ticks...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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