Article Read Time:

2 Min

Search

Subcribe :

Train Your Team:

Our Extensions:

Join For FREE:

The CRM Zen Show Episode 239 – Club Z Comes Full Circle

Zoho News

New Features
Zoho CRM Updates
Other App Updates

Implementation of the Week

  • ZAnalytics/ZInventory For Composite/Component Item Sales Reporting
    • In ZInventory, we can use Composite items to create sellable SKUs that are made up of a combination of other SKUs
    • That being said, the ability to report on these items natively through ZInventory is relatively limited
    • In this implementation, we leveraged ZAnalytics to “unbundle” the sales and purchase data from the Composite level to the Component level
    • This allows us to provide reports that distribute sales and cost values down to the Component level, even if sales/purchases were recorded for the Composite item

Code Share of the Week

  • Creating A Date Reference Table In Zoho Analytics 
    • Sometimes you need to represent every day over a time period if you are combining data sets that use different dates, or if you are trying to create a dashboard with a filter to show you a snapshot of what metrics looked like on a particular day/week/month.
    • Here is a process for creating such a table to whatever your specifications may be.

This Week’s Read

New On Zenatta

Tips and Tricks