We create quotes using Zoho CRM. When a client agrees to a quote, we create a Sales Order for internal use.. The default Zoho Sales Order only has a column for List Price. We need to add two columns for cost and gross margin.
We also need to create Purchase Orders so we can order the parts from vendors. From a single Sales Order, we need the ability to create multiple purchase orders as the products may be available only from different vendors.
All the information needed is already in the system but the standard templates don't allow us to create the Sales Order and the Purchase Orders the way we want them.
Is this something you can do? If so, let me know and I can send you additional details for a quote. Maybe we can do a screen share to better understand the project.
16 freelancers are bidding on average $9/hour for this job
Hello, could you please tell what level of subscription at Zoho do you have? Because allowed functionality is dependent on this. In case of any questions feel free to chat. Thanks and have a nice day.
Hi we are ZOHO crm certified implementation partner, we have done similar projects like this before. Let us know if we can help you out in this. LinkedIn: https://www.linkedin.com/in/piyush-singhal-☁-94333524