What's New in Zoho Inventory | August – October 2025

What's New in Zoho Inventory | August – October 2025

Hello customers,

The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory operations. From advanced multi-level approvals to better warehouse management, and critical integration updates, we hope these updates and enhancements to empower your business. Let's dive in and explore the updates for the month of August, September, and October.

You will learn about the following features:
  • Revamped Inventory Dashboard
  • Advanced Control & Customization
    • Custom Approval for Inventory Adjustment and Transfer Order
    • Custom Modules in Customer and Vendor Portal
    • Custom Buttons & Related Lists
    • Lookup Custom Fields for Locations
    • Custom Field Inherit Value Support
    • Simple Approval for Purchase Receives
    • PDF File Name Customization
  • Location Operations & Fulfillment
    • Serial Barcode Bulk Generation
    • Picklist Custom View Support & Column Customization
    • Import and Export Replenishments
    • Batch Details in Picklist PDF
    • Dimensions and Weight in Items List view
    • Scan Items option in Transfer Order and Sales Receipt
  • Reporting & Data Visibility
    • Dedicated Inventory Reports
    • Picklist Reports
    • Assembly Detail Report Enhancements
    • Enhanced Batch Details Report
    • Export Bin Location Detail Report
  • Integrations & Ecosystem
    • Email Translations
    • Kit Item Support in Sales Channel Integrations (Early Access)
    • WhatsApp Notification for Purchase Orders
    • PayNow Payment Method - Stripe
    • GST 2.0 Rate Rationalization & HSN/SAC Bulk Validation
  • Mobile Updates 

Revamped Inventory Dashboard 

As part of our 10 Years of Zoho Inventory milestone which we celebrated on October 23rd, we’ve revamped the Inventory Dashboard to deliver improved insights, enhanced visibility, and a smoother you experience. The new dashboard introduces smarter widgets such as Top Selling Items, Top Stocked Items, Sales by Channel, Sales Order Summary, Top Vendors, Receive History, and more, offering a complete overview of sales, purchases, and stock performance. You can quickly identify top selling items and top-stocked products, track sales across channels, monitor vendor performance, and manage pending actions like orders to be picked, packed, or shipped all from a single view. The Recent Activities section provides a snapshot of your actions in your organization for quick tracking. These changes apply for iOS as well.

Advanced Control & Customization 

Custom Approval for Inventory Adjustments and Transfer Orders

Introducing Custom Approval for Inventory Adjustments and Transfer Orders. This enhancement allows you to design approval flows tailored to your specific business requirements, offering greater flexibility and control over transaction approvals.
You can create multiple custom approvals within a module and define their priority order. When a transaction meets the criteria of more than one approval rule, the system will follow the priority set by you to determine which approval flow to trigger first. Additionally, the Auto Approve and Auto Reject options let you automate decisions based on set conditions to help your streamline routine approvals and reduce manual effort.
To set custom approvals:  Go to Settings > Inventory Adjustments or Transfer Orders > Under Approvals tab, select Custom Approval.

Custom Modules in Customer and Vendor Portal

You can now show Custom Modules in the Customer and Vendor Portals. This enhancement enables your customers and vendors to view, create, and manage records from custom modules directly within their respective portals. Admins can define record-level visibility, set permissions, and control actions such as view, edit, comment, and draft, ensuring precise access management. Once configured, the selected modules will appear in the portal's left sidebar. Your customer or vendor with permission can create, edit, and save records as drafts, which are listed under Portal Draft. Submitted records will then be reflected under Portal Submitted, where they can be reviewed and approved. Note that Preferences can be edited or disabled anytime.
To configure: Go to Settings > Custom Modules > Module > Preferences, click Enable and Configure, and set your lookup field, permissions, and display criteria. 


Custom Buttons & Related Lists in Modules 

We have introduced Custom Buttons and Related Lists for Transfer Orders, Purchase Receives, and Sales Returns. With this enhancement, you can now create and manage custom actions and related data views within these modules. This update lets you streamline operations by automating actions, linking relevant records, and enhancing visibility directly within othermodules.
To create custom buttons and related lists:, Go to Settings > Inventory > Transfer Orders > Custom Buttons/Related Lists > + New


Lookup Custom Fields for Locations

Lookup Custom Fields are now supported in the Locations module. You can now use lookup custom fields for Locations in both Custom Fields and Custom Modules. Earlier, this functionality was limited to Warehouses. With this enhancement, support is now extended to Branches as well. For organizations migrating from Warehouses to Locations, all existing custom fields will automatically be migrated to the new Locations module.
To do this, go to Settings > Sales > Invoices  > Field Customization > + New Custom Field


Custom Field Inherit Value in Transactions

We have introduced support for Inherit Value across various transactions to ensure smoother data flow and reduce manual entry. Custom field values will now be automatically carried forward between linked transactions as follows:
  1. Package: Inherits values from Sales Orders
  2. Shipment: Inherits values from Packages
  3. Sales Return: Inherits values from Sales Orders
  4. Purchase Receive: Inherits values from Purchase Orders
  5. Credit Note: Inherits values from Sales Returns

Simple Approval for Purchase Receives

We’ve introduced Simple Approval for Purchase Receives.Admins and approvers can Save and Approve, Approve, or Reject transactions, while non-approvers can only Save and Submit. Once approved,  you can mark the transactions as In Transit or Received. 
To enable this feature: Go to Settings > Purchase Receives > Approvals > Set up notifications to alert you when transactions are submitted, approved, or rejected.

PDF File Name Customization

You can now customize PDF File Name, giving you more control over how your exported documents are named. Previously, PDF exports followed a fixed format based on the module number. With this enhancement, you can now customize file names using supported placeholders, and even add prefixes or suffixes..
To customize invoice file names for example: Go to Settings > PDF Templates > Invoices > Configure Export File Name.


Location Operations & Fulfilment 

Generate Bulk Serial Barcodes for Printing

We’ve introduced Add in Bulk and Autofill options when selecting and printing serial numbers from the Items and Composite Items details pages. With this enhancement, you can now paste or autofill multiple serial numbers at once, eliminating the need to select them individually.
To do this, go to Items > Serial Item > In the details page, click Generate Barcode

Picklist Custom View Support & Column Customization

We’ve made enhancements to the Picklist module, bringing greater flexibility and control to how you can view and manage your data. With this update, you can now customize columns by adding, removing, reordering, pinning, and adjusting text display (clip or wrap). You can view the custom fields in the list page by marking  them in the Customise Columns section  . We’ve also introduced Custom View Support, allowing you to create and manage personalized views.

Import and Export for Replenishments

We’ve introduced importing and exporting options for Replenishments. With Import Replenishment, you can now upload replenishments in bulk. A sample file is also available for reference to ensure proper formatting. Duplicates are identified based on Item Name and its Location Name and can either be skipped or overwritten. You need to map the fields during import. If there are any errors, they will appear in the preview with the related item and location details. With Export Replenishment, you can export data using customizable export templates. Specific fields can be selected for export, and the export file can be password protected.
To import or export replenishments, go to Inventory > Items > More > Import/Export > Import/Export Replenishments


Batch Details in Picklist PDF

We’ve introduced Batch Details such as Batch Reference Number, Quantity, Manufacturer Batch Number, Manufactured Date, and Expiry Date in the picklist PDF. You can customise the details you want to displaye from  the Items Customization section of the PDF. If multiple batches are linked to the same line item, their details will appear within the same placeholder, separated by spaces.
To enable batch details in picklists pdf: Go to Settings > Customization > PDF Templates > Picklists > Edit a template > Table

Dimensions and Weight in Items List View

You can now display Dimensions and Weight columns in the Items List View. You can enable these columns through Column Customization to view the item measurements and weight details directly from the list view page.
To do this: go to Items > Customize Columns > Check the Dimensions and Weight box


Scan Items Option in Transfer Order and Sales Receipt

You can scan the items to add them directly to line items in Transfer Orders and Sales Receipts. This option was only available in Invoices previously. When multiple units of the same item are scanned, the quantity automatically increases in the existing line item. For advanced tracking enabled items such as Serial or Batch tracked items, both the item and its tracking details can be captured. 

Reporting & Data Visibility 

Dedicated Inventory Reports (Inventory Adjustment & Replenishment)

We’ve introduced three new dedicated inventory reports to help track and analyse stock movements and adjustments more effectively.
Replenishment Task Details Report
This report provides detailed insights into past and ongoing stock replenishment tasks. You can track replenishment trends, monitor the total stock replenished or pending, and group data by items, locations, vendors, or source locations. The report supports column customization, scheduling and saving as a custom report, advanced grouping and filters
To access this report: Go to Reports > Inventory > Replenishment Task Details

Inventory Adjustment Reports
Two new reports have been added for better visibility into inventory adjustments:
  1. Inventory Adjustment Summary: Gives an overview of all inventory adjustments within a chosen date range with support for customizable columns, filters, and grouping.
  2. Inventory Adjustment Details: Offers item-level insights into each adjustment, with options to customize columns, group data, apply filters, schedule, and save reports.
To access this report: Go to Reports > Inventory > Inventory Adjustment Summary/Inventory Adjustment Details

Picklist Reports

We’ve introduced the Picklist Summary Report and Picklist Details Report to provide clear insights into picklist operations and performance. The Picklist Summary Report gives a consolidated view of all picklists within a selected date range. It helps you analyse picking activity efficiently with options to customize and organize the data. The Picklist Details Report provides item-level details for each picklist within the chosen period. Key highlights of this report are customizable column visibility, advanced filters, multi-level grouping, export support, custom report creation, and scheduling capability.
To access this report: Go to Reports > Inventory > Picklist Details Report/Picklist Summary Report

Assembly Detail Report Enhancements

We have enhanced the Assembly Detail report to provide deeper insights and improved data flexibility. The report now supports additional fields such as SKU, Manufacturer, Brand, UPC, ISBN, EAN, MPN for both assemblies and their associated components. You can also view the custom fields for assembly items in the Show/Hide Columns section. Advanced filters have been introduced for the mentioned fields, allowing you to refine your analysis more precisely. Additionally, the report supports grouping  by Item SKU or Component SKU.

Enhanced Batch Details Report

We’ve enhanced the Batch Details Report to supports full column customization, including show/hide options, and displays warehouse or location-level stock. Multi-level group-by and advanced filters are also available, along with custom report creation. Now we have support for XLSX, CSV and Export to Zoho Sheet along with the existing formats i.e., PDF and XLS. You can sort key columns such as Item Name, SKU, Batch Number, Expiry Date, and Manufactured Date.

Export Bin Location Details Report

You can now export the Bin Location Details Report across all warehouses and locations. This new option is available under the Export section of the report, enabling you to generate a consolidated export for easier analysis and reporting.

Integrations & Ecosystem

Email Translations

We’re excited to introduce Email Notification Template Translations, making multilingual communication effortless. Until now, you had to create separate templates and workflows for each language. With this enhancement, all translations can now be managed in one place. The email template edit page now includes a tab-like interface to switch between languages easily and manage translations. Each template supports multiple language versions, all displayed neatly on the templates list page. The Portal Language field has been renamed to Customer Language in organisation profile settings, which determines the default language for each customer.
To configure your preferred languages, go to Settings > Organization Profile > Communication Languages. 

Kit Item Support in Sales Channel Integrations [Early Access]

We have introduced support for kit items in sales channel integrations including Shopify, Etsy, Amazon, and eBay. kit items can now be mapped to sales channel items that have inventory tracking enabled. Once mapped, when an order is synced from the channel, the associated components will automatically be populate based on the mapped quantities. For manual mapping, ensure that the sales channel item does not have existing stock or synced orders. Stock availability for kit items will now be dynamically calculated based on the stock levels of their associated components across the organization at the location levels. Stocks will be automatically updated whenever transactions occur for the kit item or any of its components.
Note: FBA items cannot be mapped with kit items.

WhatsApp Notification for Purchase Orders

WhatsApp notifications are now supported for Purchase Orders. You can now create and manage WhatsApp templates for Purchase Orders, send notifications individually or in bulk, and track message delivery and responses through comments, history, and dedicated reports. These notifications can also be included in the workflows to automate alerts and updates. 
To configure this feature: Configure your WhatsApp number under Settings > WhatsApp > enable Purchase Orders.


PayNow Payment Method via Stripe

We’ve introduced PayNow as a new payment method through Stripe integration. PayNow enables customers in Singapore to make instant payments using bank or financial apps. Your customers can complete payments by scanning a QR code, with transactions recorded instantly upon confirmation. You can collect payments in SGD from any location, but the connected Stripe account must be registered in Singapore.
To enable PayNow: Go to Settings > Online Payments > click Edit Settings in Stripe > pencil icon > enable PayNow

GST 2.0 Rate Rationalization & HSN/SAC Bulk Validation [India Edition]

Following the GST Council’s 56th meeting, the GST structure has been simplified to 18% (Standard), 5% (Merit), and 40% (Sin/Luxury), effective September 22nd. To support a smooth transition, in-app assistance is now available to update GST rates across items, plans, add-ons, and recurring profiles based on configured HSN/SAC codes. Additionally, we’ve introduced HSN/SAC Bulk Validation to help identify and fix invalid codes across items and recurring transactions. You can validate in bulk, track update history, and reschedule the migration if any corrections are made ensuring full compliance withGST 2.0.

Android Mobile Updates 

We’re excited to announce the latest updates and improvements in the Zoho Inventory Android app, bringing better performance, usability, and feature parity with the web version.
  1. Feature Update:
    We’ve implemented Kit Item enhancements to display associated kit components in Sales Receive, Sales Return, and Transaction Details screens for improved visibility and accuracy.
  2. Enhancements:
    We’ve added Custom View support in the Package and Shipment modules and enhanced external scanner handling for smoother Stock Counting operations.
That’s all for now, folks! We hope these updates make your inventory management smoother and more powerful. Do try these features out and let us know what you think in the comments below. If you have any questions, feel free to reach out to us on support@zohoinventory.com.

Best regards,
The Zoho Inventory Team.


    • Recent Topics

    • Use Zoho Creator as a source for merge templates in Zoho Writer

      Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

    • Tagged problem !!!

      Damn it, we're one of dozens of construction companies in Africa, but we can't link purchasing invoices to projects. Why isn't this feature available?

    • Syntax for URLs in HTML Snippets

      What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to

    • The Social Wall: June 2025

      Hello everyone, We’re back with June Zoho Social highlights. This month brought some exciting feature updates—especially within the Social Toolkit—to enhance your social media presence. We engaged with several MSME companies through community meet-ups

    • Make panel configuration interface wider

      Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.

    • Tip 7: How to fetch data from another application?

      Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use it

    • The Social Wall: May 2025

      Hey everyone, We're excited to share some powerful updates for the month of May! Let's take a look! Reply to your Instagram and Facebook comments privately through direct messages Are you tired of cluttered comment threads or exposing customer queries

    • Sub-Form Fields as Filters for Reports

      Hi, I would like to use the Sub-Form Fields as Filters in Reports just like we do for Main Page Fields. Thanks Dan

    • Zoho CRM Formula - Current Time minus Date/Time field

      Hello, I am trying to prevent duplicate emails going to clients when more than 1 deal is being updated. To do this, I would like to create a formula to identify if a date/time field is >= 2 hours ago. Can someone please help me write this formula? Example:

    • Billing Management: #7 Usage Billing in Telecom & Internet Service Provider

      Telecom and Internet Service Providers operate in markets where usage varies drastically from one customer to another. While flexible, usage-based models align revenue directly with consumption, they also introduce operational challenges like real-time

    • Zoho Sprints - Q3 updates for 2025

      The updates for the third quarter of 2025 are out. A few significant features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Manage tags and cluster tags Record and maintain project

    • Kaizen #208 - Answering your Questions | Functions, AI and Extensions

      Hello Developers! Welcome back to a fresh week of Kaizen! We are grateful for your active participation in sharing feedback and queries for our 200th milestone. This week, we will answer the queries related to Functions and Extensions in Zoho CRM. 1.

    • Zoho CRM still doesn't let you manage timezones (yearly reminder)

      This is something I have asked repeatedly. I'll ask once again. Suppose that you work in France. Next month you have a trip to Guatemala. You call a contact there, close a meeting, record that meeting in CRM. On the phone, your contact said: "meet me

    • Creating Restaurant Inventory Management on Zoho

      Hi,  We run a small cloud kitchen and are interested to use Zoho for Inventory and Composite Item tracking for our food served and supplied procured to make food items.  Our model is basically like subway where the customer can choose breads, veggies,

    • To Zoho customers and partners: how do you use Linked Workspaces?

      Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is

    • Zoho Forms to Zoho CRM : First/Last Name to just Name ?

      When integrating a Zoho Form into the Accounts menu of the CRM I'm having trouble with how names are formatted ; In Forms the data is available as First Name or Last Name In the CRM there is only one field called Name How can I ensure that "John" "Smith"

    • This festive season, offer discounts with coupon code support in Stripe Checkout

      Hello form builders! It’s the festive season, the perfect time to spread joy and great deals! Now, with Zoho Forms’ latest enhancement for Stripe Checkout, you can do exactly that with coupon codes! Your payment forms integrated with Stripe Checkout can

    • Cómo creo una factura negativa o de abono?

      NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite

    • Power of Automation::Streamline log hours to work hours upon task completion.

      Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

    • CRM : Function to add user name to text field

      I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field

    • Zoho CRM - Restrict Login based on work hours

      Hi there, I'm wondering if we can restrict users to login during works - For example the users would be able to login from 8am to 5pm. I have seen the IP address restriction - the only downfall is what if the customer has dynamic IP. thanks Jiri

    • Tips and Tricks #46: Customize themes and templates using Show's Master View

      Hi All!  Let's say you want to revamp your presentation and make changes to its visual design. You can do this easily using the Master Slide and its associated layouts. The Master Slide stores information about all the layouts used in the presentation.

    • Sheet View in CRM portal

      Hi, When will it be possible for my CRM portal users to edit/add records with Sheet View? George

    • What's New in Zoho Invoice | July - September 2025

      Hello everyone! We’re back with the latest updates and enhancements we’ve rolled out in Zoho Invoice from July to September 2025. Here’s what’s new this quarter: Introducing the Singapore Edition in Zoho Invoice Share Invoices through WhatsApp GST 2.0

    • Alert: Audio Call Support to be discontinued for Old Live Chat Widget from December 31, 2025

      Action Required: Upgrade to the New SalesIQ Live Chat Widget We're reaching out with an important update regarding the SalesIQ Live Chat Widget that requires your immediate attention. Effective December 31, 2025, audio call functionality will no longer

    • multiple contacts for one account

      We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner. However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a

    • Rich text Merge field - Not using font specified in HTML

      I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

    • ヒートマップ詳細設定について

      はじめまして マーケティング担当の浅田です。 PageSenceのヒートマップ設定について質問です。 単一ページ毎の設定は上手くできるのですが 詳細設定にて、トップページのURLを含ませ全体のヒートマップを計測できないか試したところ お知らせ：データを受信していません。と表示されてしまいます。 トップページURLで始まるページの条件も試しております。 全頁を反映させたいと思い、詳細設定を上手く設定できたらと考えております。 どなたか詳しい方がいらっしゃいましたら、教えて頂けませんでしょうか 宜

    • Automatic category assignment

      Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category

    • Experience with Zoho Vertical Studio

      I'm considering Zoho Vertical and would love to hear from some devs who've been using it. The Zoho ecosystem is pretty solid, so I assume the experience has been pretty good, but sometimes Zoho has its quirks. Overall, has your experience been positive?

    • LinkedIn Chrome Extension

      Hello - I believe it is a known issue that the LinkedIn extension Resume Extractor has stopped working and they are working on potential fixes. Wondering how others users are finding this issue and if there are any better workarounds for this issue? It

    • Advance PDF creation from CRM data

      I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want

    • Sub-Form Padding in CSV Export

      Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

    • More Formula Functions

      Hi, I would like for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current

    • File upload size limits

      I am designing a contact form in Zoho Creator with File upload facility. I am not sure where and how to set the following properties for the same: Allowed File Types Maximum Size of the Attachment Number of Attachments

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.

      Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.

    • Exclude Segment from Campaign Recipients

      I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

    • Reschedule Multiple/Mass Calls at Once

      When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.

    • Option to Empty Entire Mailbox or Folder in Zoho Mail

      Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

    • Next Page