Vendor Credit Preferences

Let’s have a look at the various settings you can configure for the Vendor Credits module in Zoho Books.

To configure preferences for the Vendor Credits module:

• Go to Settings on the top right corner of the page.
• Select Vendor Credits under Purchases.

Approvals

You can configure approvals for vendor credits. You can choose from No Approval, Simple, Multi-Level, and Custom Approval types based on your business requirements. Learn more about Approvals.

Fields

You can create new fields for the Vendor Credits module and assign different data types for each of them. Learn more about Fields.

Buttons

You can create new buttons in the Vendor Credits module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about Buttons.

Related Lists

You can view data from both the app and third-party services with Related Lists, making it easy to cross-reference information from different sources. Learn more about Related Lists.

Related

• Overview - Vendor Credits
• Basic Functions in Vendor Credits
• Functions in Vendor Credits
• Manage Vendor Credits
• Other Actions for Vendor Credits

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