🚀 Streamline Vendor Purchase Orders Without Leaving Zoho CRM

Managing vendor relationships and purchase workflows can be tedious—especially when switching between Zoho CRM and Zoho Books. To solve this, we’ve developed a custom Zoho CRM widget for the Vendor module that allows you to handle purchase orders (POs) quickly and efficiently—right inside CRM.

🔑 Key Features

✅ 1. Create Purchase Orders Instantly

From the vendor record in Zoho CRM, users can:

• Click “Save as Draft” to create a draft PO in Zoho Books.
  
  
• Click “Send PO” to create and immediately submit the PO for approval.
  
  

This eliminates double entry and saves time by keeping everything in one workflow.

📄 2. Upload Attachments to POs

Users can upload documents like quotes, vendor agreements, or receipts directly to the related PO in Zoho Books—keeping everything accessible and organized.

🗂️ 3. View POs and Related Bills with Year Filter

The widget lists all existing purchase orders for the vendor.

• Users can expand a PO to view related bills, giving full financial visibility.
  
  
• A year filter helps narrow results for easier navigation and analysis.
  
  

➕ 4. Add Line Items or Use Descriptions

PO creation is flexible:

• Click the “+” icon to launch a popup where users can create a new item in Zoho Books. After it’s created, it’s automatically added as a line item to the PO.
  
  
• Alternatively, just enter a description if the PO doesn’t require itemized entries—ideal for service-based purchases.
  
  

🎯 Who Is This For?

• Procurement teams creating and managing vendor POs
  
  
• Finance teams needing PO and bill transparency
  
  
• Any business using both Zoho CRM and Zoho Books
  
  

✅ Why It Matters

• Centralized PO creation and visibility
  
  
• Fewer steps, less switching between systems
  
  
• Seamless item creation and documentation
  
  
• Flexible for both structured and simple purchase needs