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:
- Package: Inherits values from Sales Orders
- Shipment: Inherits values from Packages
- Sales Return: Inherits values from Sales Orders
- Purchase Receive: Inherits values from Purchase Orders
- 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:
- Inventory Adjustment Summary: Gives an overview of all inventory adjustments within a chosen date range with support for customizable columns, filters, and grouping.
- 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.
- 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. - 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
Created Date/Invalid Fields
Since Saturday we have suddenly had issues with our webhooks and data retrieval from CRM. Specifically how Created Date is handled. It appears there was some sort of change within CRM that broke a lot of our code that has been in place for several years.
Revenue Management: #9 Revenue Recognition in Media & Publishing
Media & Publishing industry has evolved in recent times. It offers subscriptions, bundles digital and print access, runs sponsored content, and sometimes even sells ad spaces. If you run a media or publishing business, you will always get into a situation
Zoho CRM Community Digest - July 2025 | Part 2
Hello, Everyone! We’re closing out July with a can’t-miss highlight: Zoholics Europe 2025! Happening from September to October, it’s your chance to level up your CRM skills, covering everything from automation and CPQ to dashboards and advanced workflows.
How can I trigger a flow action only once while updating contact?
Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The
Copy a Record Template from one Form to another
I have a Creator application with several forms. I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?
Tip of the Week #70 – Create common team signatures for your shared inboxes
Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead
Enhanced data export features: XLSX format, custom character encoding, and selective record export
Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to
Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'
Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,
Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
Ticketbai! en el Pais Vasco
Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas
Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload
Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
Zoho CRM Plain Text Template: Line Breaks and Formatting Issue
Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template
Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
Important updates to your connectors
Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
Create, collaborate, and manage agreements with Zoho Sign
Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users
Function #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
hiding a topic from all but one segment (or list)
My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters
How do I set up this automation correctly?
When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If
Function #62: Display associated Quote on Invoice details screen
Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
Desk x CRM Integration
Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need
Issue with Save & Share Link – Works for Others but Not Creator
I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is
Save the pdf report from a registration form in a Folder
Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already
zoho forms integration to zoho work drive
Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:
Zoho Forms to Zoho CRM Integration failed - can I restart it?
The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?
insert an equation, but in document, it shows an image not available.
I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles
Zoho Desk Android app update - Swipe action customization
Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening
Import KB template OR Export template for zoho desk?
Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
XML format to import knowledgebase into Zoho Desk
Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.
Arranging Ticket Templates
Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical
What they mean with "Portal"?
I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don't
favorites no longer listed
Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!
Notecards Disappeared
Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.
Table Errors
Hello, I'm new to Zoho Notebook and using it on several Mac/Apple devices. My question is regarding tables: Why do they become broken, and how to fix the error without retyping all my data? (Please see the screenshot attached.)
Online Calculator with Zoho Forms?
I'd like to build a custom calculator on my website. Zoho Forms seems to offer all the fields for basic calculations performed live without pressing any "Calculate" buttons. Unfortunately, there is still that "Submit" button at the bottom. There is nothing
Zoho Tables instead of Zoho Creator Spreadsheet reports <3
That would make my day for sure. Zoho Creator is create, but miss data entering as AirTable/Spreadsheet can. Seeing Zoho putting effort in this makes me think maybe one day we could see a similar interface for Zoho Creator spreadsheet reports. B.
Notebook Stack
Hi Everyone I Hope you´re fine, I´m sorry if this idea was posted before (I made a search but I haven´t find anything related). So, Having the possibility of stacking notebooks would be an interesting way to order notebooks that correspond to the same
Writing on sketch cards is bugged when zoomed in
When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.
Swipe between notes on iPhone
It'd be convenient if I could move from one note to the next in a notebook simply by swiping left to right.
Sales IQ chat is not working in signed android apk
I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but
COQL order by COUNT not working
Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "select
Next Page