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

    • Allow Resource to Accept or Reject an Appointment

      I have heard that this can be done, is there any documentation on how?

    • Create new Account with contact

      Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?

    • How To Insert Data into Zoho CRM Organization

      Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.

    • Where can I get Equation Editor por Zoho Writer?

      I need to use Math Formulas in my document. Thank you.

    • Filtering repport for portal users

      Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the

    • 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

    • BUTTONS SHOWN AS AN ICON ON A REPORT

      Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • RFQ MODEL

      A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

    • Will zoho thrive be integrated with Zoho Books?

      title

    • Product Updates in Zoho Workplace applications | August 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary

    • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

      Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

    • Want to use Zoho Books in Switzerland. CHF support planned?

      Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

    • Celebrating Connections with Zoho Desk

      September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism

    • Adding Overlays to Live Stream

      Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,

    • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

      I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 

    • Zoho Flow - Update record in Trackvia

      Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to

    • Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

      Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current

    • Zoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more

      Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support

    • Rename Record Summary PDF in SendMail task

      So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this

    • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

      in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder

    • Estimates with options and sub-totals

      Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks

    • Optional Items Estimate

      How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....

    • Important Update : Zendesk Sell announced End of Life

      Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,

    • Zoho Sheets

      Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.

    • Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques

      La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement

    • Top Bar Shifting issue still not fixed yet

      I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling

    • Power of Automation:: Automate the process of updating project status based on a specific task status.

      Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer

    • Billing Management: #3 Billing Unbilled Charges Periodically

      We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the

    • No bank feeds from First National Bank South Africa since 12 September

      I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect

    • Citation Problem

      I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was

    • Failing to generate Access and Refresh Token

      Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get

    • Zeptomail 136.143.188.150 blocked by SpamCop

      Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150

    • Apply transaction rules to multiple banks

      Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

    • How to bulk update records with Data Enrichment by Zia

      Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?

    • How do I split a large CSV file into smaller parts for import into Zoho?

      Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller

    • Client Script Payload Size Bug

      var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":

    • lead convert between modules

      Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the

    • Flow Task Limits - How to Monitor, Understand Consumption?

      So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,

    • Cross References Do Not Update Correctly

      I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including

    • Next Page