Create Sales Invoice Zohobooks

Status: Closed · Asked by deshmukhashay on · 0 views

deshmukhashay — Question ·
Task History ID: IjU3NjUwNTZlMDYzZjA0M2Q1MjZjNTUzMDUxMzIi_pc

I have to create sales invoice using automation process.

But while creating multiple item order placed from Shopify invoice only display single item in invoice and also I have to avoid security deposit amount calculation for GST applied.

deshmukhashay — Reply ·

Pleas check my workflow I have to create for exit customer and non existing customer for invoice creation

deshmukhashay — Reply ·
Hey @deshmukhashay

Could you clarify whether the tax rate will remain consistent for all products or if it will vary based on the specific products?


It basis on all products but We have create item for security deposit which will not applicable for tax.
deshmukhashay — Reply ·

How will create sales invoice using multiple products.

manthan — Reply ·

Hey @deshmukhashay

To include multiple products, you should capture advanced responses by closing the simple response button. Then, utilize the Line Itemizer. This method allows you to create invoices for multiple products.
Please refer to the link provided below for detailed information on the Line Itemizer. Additionally, you can view the attached screenshot for reference.

youtube.com/watch v=GqaiQO_ekUQ

Can you clarify if the security amount will be uniform for all products, or if it will vary depending on the specific product

deshmukhashay — Reply ·
Hey @deshmukhashay

To include multiple products, you should capture advanced responses by closing the simple response button. Then, utilize the Line Itemizer. This method allows you to create invoices for multiple products.
Please refer to the link provided below for detailed information on the Line Itemizer. Additionally, you can view the attached screenshot for reference.

youtube.com/watch?v=GqaiQO_ekUQ

Can you clarify if the security amount will be uniform for all products, or if it will vary depending on the specific product?


It Varies from product to product
deshmukhashay — Reply ·
Hey @deshmukhashay

To include multiple products, you should capture advanced responses by closing the simple response button. Then, utilize the Line Itemizer. This method allows you to create invoices for multiple products.
Please refer to the link provided below for detailed information on the Line Itemizer. Additionally, you can view the attached screenshot for reference.

youtube.com/watch?v=GqaiQO_ekUQ

Can you clarify if the security amount will be uniform for all products, or if it will vary depending on the specific product?


We are trying to do this but we need for this zohobooks . Shopify to Zohobooks once new order placed by user
deshmukhashay — Reply ·
Hey @deshmukhashay

How do you differentiate or recognize the security amounts associated with various products?


Hi, we have specified the deposit rates for every product. I'll share a screenshot for your easy reference.

Attachments

IMG-20231212-WA0008.jpg
IMG-20231212-WA0007.jpg
deshmukhashay — Reply ·
Hey @deshmukhashay

The security amount is not apparent in the provided screenshots.


The second screenshot specified security deposit amount.

Security Deposit Rates for each product in Zoho

deshmukhashay — Reply ·
We are trying to do this but we need for this zohobooks . Shopify to Zohobooks once new order placed by user

Please let me know about this also
deshmukhashay — Reply ·
Hey @deshmukhashay

Can we schedule a Google Meet call to discuss this further?


Yes when please share time for tomorrow
Arshita — Reply ·

Hey @deshmukhashay

Can you please confirm your availability for tomorrow at 12:30 PM IST? This will allow us to schedule a Google meeting to address and resolve your concerns.

deshmukhashay — Reply ·
Hey @deshmukhashay

Can you please confirm your availability for tomorrow at 12:30 PM IST? This will allow us to schedule a Google meeting to address and resolve your concerns.


Ok we are available Please schedule meeting and share link
manthan — Reply ·

Hey @deshmukhashay

You can streamline the process by adding all Shopify products as Line items in Zoho Books, using the exact same names as they appear on Shopify. Maintain the item prices in Zoho Books according to your MRP (after deducting the security deposit). When setting up the integration in Pabbly Connect, in the action step for Zoho Books, refrain from mapping any data in the Line Item Rate field. This way, you'll only be sending the product name and quantity to Zoho Books, and the system will automatically use the price you entered for the respective item during item creation.

deshmukhashay — Reply ·
Hey @deshmukhashay

You can streamline the process by adding all Shopify products as Line items in Zoho Books, using the exact same names as they appear on Shopify. Maintain the item prices in Zoho Books according to your MRP (after deducting the security deposit). When setting up the integration in Pabbly Connect, in the action step for Zoho Books, refrain from mapping any data in the Line Item Rate field. This way, you'll only be sending the product name and quantity to Zoho Books, and the system will automatically use the price you entered for the respective item during item creation.


Can you please explain in detail or share some link reference.
deshmukhashay — Reply ·
Hey @deshmukhashay

Would it be possible to schedule a call for tomorrow?


Yes 2 PM.
deshmukhashay — Reply ·

Please Share meeting link

deshmukhashay — Reply ·

Ok

Hey @deshmukhashay

Can we do it at 3:30 pm?

deshmukhashay — Reply ·
Hey @deshmukhashay,

Sure, here is the Google Meet link for the scheduled meeting for today at 3:30 pm IST

Tuesday, December 19 · 3:30 – 4:00 pm
Time zone: Asia/Kolkata
Google Meet joining info
Video call link: https://meet.google.com/tgj-xwkw-krf


Ok.Will available
deshmukhashay — Reply ·

@manthan any update

Arshita — Reply ·

Please allow us some time. We will update you shortly.

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