Price Management - Zoho Books

Closed Posted 3 years ago Paid on delivery
Closed Paid on delivery

Hi,

Please quote on writing a custom function and follow up UI for the following.

Pricing management does not exist in Zoho. We need some sort of control over when prices change on goods received via a bill to be notified and given opportunity to amend selling prices.

I have created 4 custom fields in our items file.

Last Cost Price

Average Cost Price

Last Date of Purchase

Suggested Mark-up

When we receive items on a bill, I need the Last and Average cost prices to be updated automatically. This will then be used to do sales price management.

1) Last Cost - landed price of items in Bill

2) Average Cost Price - Current Avg price of stock on floor, recalculated to include new purchase.

3) Last Date of Purchase - Date Stamp of last bill processed with this item.

Just by doing above, will already go a long way, as I can see these fields when doing a quote or estimate. At least will have guidance or last cost structure.

Next step will have to be some sort of pricing management app or fuction.

Each time prices are updated by above, need to keep track of it and then be able to go into a UI where I can calculate new selling prices and update these to the item file.

Not sure what the effect will be, maybe at this stage also have the option to update the Purchase Rate of an item in the item file. (Not sure what Zoho does with this rate, but currently it never gets updated)

CRM PHP Project Management Xero Salesforce.com

Project ID: #24727196

About the project

11 proposals Remote project Active 3 years ago

11 freelancers are bidding on average $664 for this job

yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Z More

$778 USD in 15 days
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Alphawizz

Hello, I have gone through the details Please quote on writing a custom function and follow up. Please open a chat window for more discussion I will share with you my previous work to get more confidence and we will More

$500 USD in 20 days
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waqarali277

Hi there, Hope you are doing well. Thank you for sharing requirements here. I am a Certified Zoho Developer. I have done many projects on Zoho. Let me know your feasible time to discuss further. Thanks & Regards, Waq More

$300 USD in 3 days
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mastermind26

Hi there! We are new at Freelancer.com but having well experienced as working since 15 years as software engineers with a strong background developing Website & Software development I read your project description ca More

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imastpvtltd

Hello, Greetings of the day! I have read your job description very carefully, and I am sure that i can make it. Please come over chat, Let's discuss more and I will start to work immediately and deliver it as soon as More

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alimujtaba928

I am accounts & finance professional, holding Masters in Finance, with more than 10 yrs of diversified experience in same.

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lorhanaamaral

Hello, Good afternoon. I believe that I can help you. Please, talk to me more about your job. Thank you.

$740 USD in 1 day
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riyashah2701

I am working with ZohoBooks and ZohoInventory for year as an accountant in a company and know well that which price is affecting which account. I can help you to maintain your books up-to-date and can give the best pe More

$256 USD in 5 days
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