Custom Modules
Custom Modules allow you to create new modules, each with its own fields, tables, records, and workflow, to store information that cannot be recorded in the existing modules of Zoho Procurement.
Scenario: Zylker Manufacturing uses Zoho Procurement to manage its procurement process. When materials arrive from vendors, the warehouse team performs quality inspections. To record these details in Zoho Procurement, Brandon, the QA Admin at Zylker, creates a custom module named Quality Inspections. In this module, users capture details such as inspection status, defects, and remarks. Based on the inspection outcome, the procurement team decides whether to accept the materials or take corrective action with vendors, helping maintain consistent quality standards across all purchases.
Create Custom Modules
Blueprints
- Terms to Remember
- Create Blueprints
- Publish Blueprints
- Execute Blueprints
- Other Actions for Blueprints
- Other Actions for Transitions and States
Manage Custom Modules
- Edit Custom Modules
- Configure Field Access
- Edit Fields
- Mark Fields as Inactive
- Mark Fields as Active
- Delete Fields
- Custom Module Permissions
- Create Custom Views
- Export Custom Modules
- Delete Custom Modules
Manage Custom Module Records
- Edit Records
- Clone Records
- Download Records as PDF
- Print Records
- Send Records via Email
- Sort Records
- Customize Columns
- Refresh List
- Delete Records
Custom Modules in Vendor Portal
- Show Custom Modules in Vendor Portal
- Update Custom Field Preferences
- Manage Portal Preferences for Custom Modules
- Hide Custom Modules From Vendor Portal
- Approve Records Submitted by Your Vendors
- Delete Records Submitted by Your Vendors