How to Install a Marketplace app?

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Introduction

Adding apps from the Zoho Marketplace can supercharge your Zoho CRM experience. Whether you want to integrate third party tools or improve workflows, installing Marketplace apps with Single Sign On (SSO) is straightforward. This guide walks you through installing an app in Zoho One, setting up SAML for secure access, and managing user visibility.

Step by Step Instructions to Install a Marketplace App in Zoho CRM

 

Before You Begin: Prerequisites

Make sure you have:

  • An app account that supports Single Sign On (SSO)
  • Permission to configure SSO in that app
  • SAML setup configured in Zoho One

Installing the App

  1. Log in to Zoho One and click Directory in the left menu.
  2. Go to the Marketplace and click Browse Applications.
  3. Search for the app you want and click Install.
  4. Give the app a name and fill in any required details (such as domain, subdomain, or ID). Refer to the app’s documentation for help.
  5. If you want to test the SAML configuration first, uncheck the Display app to users.
  6. Click Add.

Configuring Single Sign On (SSO)

  1. After adding the app, click Single Sign On.
  2. Click Service Provider Details to check and edit if necessary.
  3. Click Identity Provider Details and download or note the details you’ll need for the app’s SAML setup.
  4. Sign in to the app and enter or upload these Identity Provider details in its SAML (or SSO/Authentication) settings.
  5. Save your changes.

Key Difference:

  • Ordered Quantities: Includes all items from the PO in the bill—even if they haven’t arrived.
  • Received Quantities: Only bills what’s received. If you try to bill before delivery, Odoo will show an error.
  1. Set a Custom Bill Control Policy per Product

Need different settings for certain products? You can override the global policy:

  • Go to Purchase app → Products → Products
  • Open the desired product
  • Under the Purchase tab → Vendor Bills section
  • Select the preferred Control Policy
  • Save your changes

This flexibility is useful when some products require prepayment, while others are billed upon delivery.

  1. Enable 3-Way Matching for Safer Payments

3-Way Matching ensures vendors are paid only after receiving the products. It compares:

  • Purchase Order (PO)
  • Vendor Bill
  • Receipt

To activate:

  • Go to Purchase app → Configuration → Settings
  • Under Invoicing, enable 3-way matching
  • Click Save

Note: 3-way matching only works with Received Quantities.

 

  1. Create Vendor Bills with 3-Way Matching
  • Go to Purchase app → Orders → Purchase Orders
  • Open a PO that hasn’t been billed yet
  • Click Create Bill

Now you’ll see a draft Vendor Bill. Under the Other Info tab, find the Should Be Paid field:

  • Yes – Items are received; bill can be processed
  • No – No items received yet
  • Exception – Something changed in the bill (e.g., quantity or price edited)

To process the bill:

  • Enter a Bill Date
  • Click Confirm
  • Click Register Payment → then Create Payment

Once payment is made, the Should Be Paid field updates to No, indicating the bill has been settled.

  1. Track Billing Status on Purchase Orders

You can easily check a PO’s billing status:

  • Go to Purchase app → Orders → Purchase Orders
  • Select a PO → Click Other Information tab
  • Look for the Billing Status field

 

Billing Status Guide:

Billing Status

Ordered Quantities

Received Quantities

Nothing to Bill

PO confirmed

PO confirmed; nothing received

Waiting Bills

PO confirmed

Items received; bill not yet created

Fully Billed

Draft bill created

Bill created for all/received products

Tips

  • Use Received Quantities + 3-Way Matching for greater control and fewer billing errors.
  • The Should Be Paid status updates automatically but can be changed manually if needed.
  • Customize per product to fit different supplier requirements.
  • Avoid billing before receiving goods to prevent payment issues.

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