Zoho CRM Sales Record

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  • Proposals: 1
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  • #672973
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Bashirul Haque F. has already sent a proposal.
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Experience Level: Intermediate

I require a "sales record" functionality in Zoho CRM, (we are using the professional subscription)

This solution is for retail customers who buy items in our shop.

I want the ability to records quickly each sale item on a new line in a list view customer's account. This will allow us to see shop customers transactions at a glance. We would also need to be able to print off a receipt for the customer too.

This would bypass the quote/sales order/invoice workflow which we use for other aspects of our business.

It would record the following information. However I would be happy to design the fields if you can set up the core funtionality.

Customer Details

Account Number: Auto generated number taken from Account module or auto generated at account level if creating new account
Account Name - linking to customers account or creating a new one.
Email Opt in?
Source: Pick List: Walk In,Social Media, Email Marketing,Phone Enquiry,Web Referral,Advertising

Transaction Details

Transaction no: Auto Generated number
Transaction Date
Transaction Type: Pick list: Straight Sale,Web Sale,C2W,Finance,Xmas
Department: Pick list: Road Bike,MTB,Hybrid,P&A,Clothing,Repair,2nd
Item description ability to include more than one item. (unit price)
Sub Total
Discount amount
Grand Total.

Can you please confirm if this is something you can do and if so the cost/timescale and if you require any additional information.

Kind regards,


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