Here's what I did about it. And you can too!
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 Books and 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:
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?
