Zoho Books - Organize your Vendors List! скачать в хорошем качестве

Zoho Books - Organize your Vendors List!

Here's what I'm doing in my own Zoho Books to better organize my Vendors module. I put so much care into categorizing our Customers in our Zoho Books and Zoho CRM, yet neglected giving our Vendor records that same attention. I was getting frustrated looking at my list of Vendors and seeing random places due to one-time purchases. Gas stations, restaurants, hotels, even that landscaper we used once and never saw again... Yep, all are Vendors in my Books. So here are the actions I am taking: Add custom dropdown field to Vendors for "Vendor Type". Select and update all of my Vendors into a Vendor Type category. Create custom views for each Vendor Type One action I am also considering: Create a generic "One-Time Vendor" record and link all one-time random Bills to this vendor, keeping the details in the notes of the Bill transaction. I think this is a good way to clean up the clutter. What do you think?