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 dataset, then use these as pseudo-subqueries. The first task was to determine the cost of each item purchased; including shipping and tax. The second is to associate these to the invoiced items and work out the profit. The third is to group by the sales...

• 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 An article to 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...

• 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 Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM...

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

Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://www.joellipman.com/articles/crm/zoho/zoho-books-display-sales-order-shipping-address-on-package-slip.html

07 October 2021 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: *

GDPR Privacy Policyhttps://www.joellipman.com/static-items/gdpr-privacy-policy.html

14 February 2019 proceedings or otherwise. Site Policies, Modification, and Severability Please review our other policies, such as our Shipping and Returns policy, posted on this site. These policies also govern your visit to JoelLipman.com. We reserve the right to make...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *

Is it a scam? Gumtree.com's warning signshttps://www.joellipman.com/hardware/is-it-a-scam-gumtreecoms-warning-signs.html

12 October 2010 items/rent/job. They’ll then ask for the surplus money to be returned to them or a third party, for example ‘to pay for shipping’. The cheque will clear into your bank account, only to be refused weeks later. At this point, the bank/building society...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map 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...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 - Resolved fix of inventory adjustment level (Error:9205:Insufficient Stock) - Resolved fix of overpaid amount (Include Shipping Cost in SO) Date Modified: 2023-03-16 (Joel Lipman) - Resolves issue of SO / Invoice / Package / Shipment / Payment not...

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