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Import invoice values

invoice customer value import

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#1 michaelpop84



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Posted 06 December 2016 - 02:03 PM

Dear Zurmo community,


I am changing from Vtiger to Zurmo due to the fact that Vtiger open source seems to get deprecated. One thing I miss in Zurmo (but maybe there is a solution) is the possibility to import invoice values from the ERP.

Basically, our activity is production, and the sales can be on projects (Opportunities in Zurmo), but also Business as Usual, where customers just send a order sheet, we prepare it and send the goods. As some customers send 2-3 orders per week, I would NOT want to create opportunities for each Business as Usual because it would make no sense to have all the work, and it's irelevant, because it's actually not a project. BUT when analyzing a customer value or the total sales amount, I would, of course, want to have the whole image of sales, meaning what came through projects (opportunities) + what came through "Business as usual". I don't want to import invoices with all line details, but just the value.

Any solution on this?

Best regards,


Also tagged with one or more of these keywords: invoice, customer value, import

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