【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"

【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。

11/21(金)に名古屋 ユーザー交流会 を開催しました。
本投稿では、当日実施したセッションの様子及び投影資料をお届けします。
会場にて参加できなかった皆さまも、ぜひご参照ください。
（Zoho 社員セッションの登壇資料については、11/28(金)開催の東京回の開催報告で共有いたします）


今年2回目の開催となる名古屋 ユーザー交流会では、株式会社エンツナクリエイト 野末さんによる
Zoho Analytics / Inventory の活用事例セッションのほか、「Zoho で”見える化”した / したい自社のデータ」を
テーマに参加者同士でZoho の活用方法を共有し合うグループワークを行いました。

登壇いただいた野末さん、そして参加いただいたZoho ユーザーの皆さん、ありがとうございました！

ユーザー活用事例セッション：Zoho Inventoryでは見えない未来を、
Zoho Analyticsで描いた話 〜構成部品の在庫推移と”仕様の壁”を乗り越えて〜

株式会社エンツナクリエイトの野末様に、工場向け設備の製造販売を行うクライアント企業の
在庫管理（部品の仕入れから商品の製造・販売まで）をZoho Inventory / Analytics で実現した事例についてお話しいただきました。

 
1. 業務課題をZoho で解決
クライアント様は、Zoho 導入前はExcelでの在庫管理をしていましたが、部品点数の増加により運用を続けることが困難な状態でした。
具体的には以下キャプチャの通り5つの要望があり、それらをZoho Inventory / Analytics に
置き換えることで、業務改善に繋がった話を共有します。




2. 具体的なZoho 活用法
2-1. Zoho Inventory の活用
Zoho Inventory では、以下の機能を活用して在庫管理を実現しました。

商品登録機能
  1. 売上価格と仕入れ価格の両方を登録可能
  2. 先入れ先出し法、移動平均法などの在庫計算方法に対応
  3. 期首在庫数と基準在庫数の設定によるアラート機能
組み合わせ商品機能
  1. 部品の組み合わせによる商品作成が柔軟に設定可能
  2. 各部品の使用数量と金額の詳細設定が可能
受発注管理
  1. 取引先ごとの価格パターン設定
  2. 発注書・受領書・支払依頼書の帳票展開機能



2-2. Zoho Analytics ：将来在庫推移表の作成
Zoho Inventory だけでは実現できなかった「将来的な在庫予測」について、Zoho Analytics を活用して解決しました。

Zoho Analytics で作成したレポート： 将来の在庫推移予測表を作成し、以下の項目を表示できるようにしました。
  1. 部品名・組み合わせ商品名
  2. 基準在庫数
  3. カスタムフィールド（必要納品数、SPQ（最小発注単位）、MOQ（最低発注数））
  4. 月別の出荷予定・入荷予定・在庫調整・在庫残数
技術的な実装： 在庫変動イベント（受注・出荷、仕入れ・納品、在庫調整、バンドル出荷、仮想出荷）を
統合したテーブルを作成し、全月・全商品の組み合わせテーブルと結合することで、動きのない月も含めた在庫推移を表示できるようにしました。
※実装にあたっては、Zoho Analytics の制約事項（ジョイン制限、NULL値の扱い、レポート列数制限など）を考慮した設計が必要でした。





まとめ

今回の取り組みにより、将来的な在庫見通しが可能になり、発注漏れが大幅に減少したと
クライアント様から高い評価をいただきました。 今後は発注数量などと在庫が連動してアラートを表示するなどの設計を進めていきたいと思っています。

野末さん資料：


グループワーク：Zohoで"見える化"した / したい、自社の数字

Zoho を活用して、自社で見える化したデータ・今後したいデータについて、参加者同士で共有していただきました。

共有内容 一部抜粋：
・Zoho PageSense: ヒートマップ等を利用して、サイト行動の可視化
・Zoho Social: 自社SNS投稿の反応を確認

最後に

今後のコミュニティイベントは、以下の通りの開催を予定しています。
枠に限りがありますので、参加を希望される方はお早めに参加登録をお願いします。

12/18（木）14:00～　ユーザー同士で課題解決！ Zoho ワークアウト オンライン

今後取り扱ってほしいトピックや、今回参加した感想などについて、本投稿のコメントにいただけると励みになりますのでぜひお願いします。
SNSハッシュタグ：#Zugmeetup

今後ともZoho コミュニティをよろしくお願いいたします！

ゾーホージャパン　コミュニティチーム


    • Sticky Posts

    • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

      「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/

    • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント！Zoho サービス相談会/情報交換会もあります

      こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日（金）16:00から、今年最後のMeetup(ユーザー交流会)を開催します！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM

    • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

      先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します！ 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 ＞＞申し込みはこちら：‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時：6月29日(火) 17:00~

    • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

      こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日（金）16:00~ 開催いたします！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください！

    • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

      Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか？ Zoho Japan Communityでは、今年最後のオンラインMeetup（ユーザー交流会）を開催いたします！以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー ＜日時＞2020年12月17日(木) 16:00-18:00 ＜参加費＞無料 ＜開催方法＞オンライン ＜概要＞ 前半（16:00〜17:00）  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」（ゾーホージャパン株式会社　コミュニティチーム）

    • Recent Topics

    • [Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator

      Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator

    • Unattended - Silent

      How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?

    • Importing into Multiselect Picklist

      Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

    • Text snippet

      There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

    • Marketing Tip #18: Make your online store mobile-friendly to improve traffic

      Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps

    • [Need help] Form closed. Please contact your form administrator for further assistance.

      https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this form

    • Zoho People. Updating TabularData

      I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Unable to Send Different Email Templates for Different Documents in Zoho Sign

      Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

    • Reminder needs 0 minute choice

      I most use 0 minute reminders.  Every other calender service has this choice.  If I create an event in my Android calendar with 0 minute reminder it will change to 5 minute.  Please ad 0 as a reminder choice, this should be a 5 minute fix.  Thanks.

    • Customer ticket creation via Microsoft Teams

      Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

    • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

      Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

    • How to update task start date when project start date changes?

      Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project

    • Issue with Picklist Dropdown Not Opening on Mobile

      Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite

    • using the client script based on the look up filed i wnat to fetch the record details like service number , service rate

      based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form

    • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

      Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

    • Zoho Commerce - How To Change Blog Published Date and Author

      Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.

    • Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.

      We have Zoho One Enterprise and yet we can't create widgets on inventory.

    • ZMA shows as already connected to Zoho CRM, but integration not working

      When I try to connect ZMA with Zoho CRM, it shows as already connected, but the integration doesn’t seem to be working. I’ve attached the screen recording for reference.

    • Automatic Email Alerts for Errors in Zoho Creator Logs

      Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is

    • Workflow Rule - Field Updates: Ability to use Placeholders

      It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etc

    • Password Assessment Reports for all users

      I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. Monitor

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Setting certian items to be pickup only

      How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller for

    • Using gift vouchers

      We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

    • Automatically updating field(s) of lookup module

      I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

    • Zoho Commerce and Third-party shipping (MachShip) API integration

      We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

    • Adding custom "lookup" fields in Zoho Customization

      How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

    • Can you import projects into Zoho Projects yet?

      I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • Automation #10 - Auto Assign Ticket based on Keywords

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing

    • Automate attendance tracking with Zoho Cliq Developer Platform

      I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

    • Reusable Custom Functions Across Department Workflows

      Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.

    • Don't Allow Customer to Edit Values After Submitting Ticket

      After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.

    • Analytics <-> Invoice Connection DELETED by Zoho

      Hi All, I am reaching out today because of a big issue we have at the moment with Zoho Analytics and Zoho Invoice. Our organization relies on Zoho Analytics for most of our reporting (operationnal teams). A few days ago we observed a sync issue with the

    • text length in list report mobile/tablet

      Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

    • Automation #4 - Auto Delete Tickets based on Rules

      This is a monthly series in which we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Unwanted tickets spamming

    • Zoho Community Digest — Enero 2026

      ¡Hola, comunidad! 🌟 Aquí os traemos las novedades más interesantes de Zoho durante este mes de enero, incluyendo actualizaciones de productos, integraciones y un recordatorio sobre los workshops certificados que vuelven a España. 🎓 Eventos y Comunidad

    • Automation #3 - Auto-sync email attachments to tickets

      This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

    • Automation #11 - Auto Update Custom Fields with Values from Emails

      This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize

    • Next Page