What's New in Zoho Inventory | January - March 2025

What's New in Zoho Inventory | January - March 2025

Hello users,

We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. 

Email Insights for Sales Orders

We have introduced the Email Insights feature for Sales Orders in Zoho Inventory. With this feature, you can track emails sent for Sales Orders and view when the email was opened. The 'Client Viewed' filter allows you to find Sales Orders that have been viewed via email by the recipient.
​

​

Stock Availability Filter in Stock Counts

We have added a Stock Availability Filter to Stock Counts. This  filter allows you to filter and add items to a stock count based on their stock availability, making the counting process more efficient.

View and Customize Stock Status in Transactions

When creating a transaction, you can now see both the Stock on Hand and the Available for Sale quantity for each item. The displayed quantity will depend on the selected View option.



Export Bin Locations Report

You can now export the Bin Locations Details Report and Bin Location Transaction Summary Report in your preferred format such as PDF, XLS, or XLSX. This enhancement makes it easier to analyze your bin-level inventory data.
​​​
To export a bin locations report, go to Reports > Bin Locations Details Report under Inventory

Add Dropshipping Address in Sales Orders

You can now add a dropship address in your Sales Orders. This address is used exclusively for the specific transaction and will not be saved to the customer's additional address list. You can also view and copy addresses from existing customers when setting the dropship address.

To add a dropshipping address, go to Sales > Sales Orders, edit/create a sales order, and click + Dropshipping Address.



New & Improved Zoho Inventory Reports

Introducing enhancements to Inventory reports for better control and visibility. The Stock Summary Report now supports custom reports, amount columns, and a stock tracking mode filter. Bulk export is available for up to 500,000 records (based on your plan) for key reports like Inventory Summary and FIFO Cost Lot Tracking. Purchase Order Reports now offer detailed columns such as Quantity Ordered, Received, In Transit, and Late By Date. Custom reports, Show/Hide Columns, and advanced filters are now supported across various reports including Inventory Aging, ABC Classification, Committed Stock, Product Sales, Valuation, Landed Cost, and Active Purchase Orders. The Sales by Item Report adds a Report Basis filter, while the Sales Return History Report gets a complete revamp with status tracking, return reasons, grouping, customizations, and scheduled exports. The Inventory Valuation Summary includes a new Stock Account column with filters, and you can now exclude transfer orders in Inventory and Stock Summary reports. These changes will provide a more flexible and insightful reporting experience.


Display Type for Lookup Custom Fields

We now support different display types for lookup custom fields. You can choose between a List view and a Dropdown view. This feature is currently available for specific lookup modules, like items, vendors, purchase orders, and customers.

Generate Serial Numbers in Inward Transactions

Introducing support serial number generation for inward transactions. You can set a starting serial number and specify the required count to ensure precise inventory tracking and save time. 
Note: The starting serial number must always end with a numeric value.

To generate serial numbers, select an item from the item table, click Add Serial Numbers, then select Generate Serial Numbers. Enter the starting value and count, then click Generate.

​


Batch Tracking Enhancements 

Batch Tracking just got more powerful and flexible with some major enhancements. You can now create and edit batches directly from the item details page, making management easier. A new return option allows items to be returned to the same sold batch, improving stock accuracy. You can also use the same batch across multiple line items in purchase transactions. Batch status control lets you mark batches as Inactive, keeping them out of transactions while retaining them for reports. Plus, all batch activity including creation, edits, restocks, and transfers is now visible in the Audit Trail report.

Item Description for UPS Line Items

We have improved the UPS Paperless Invoice feature by introducing the ability to add and edit item descriptions and unit prices individually for each line item within a package. Previously, a single description was applied to all items in a package, limiting the level of detail you could provide. With this update, you now have more control and flexibility.


Enhanced Shopify Integration 

We have improved the shopify integration. You can now set sync frequency and mapping options for each store separately. Item sync runs every 24 hours by default, but you can also set it up manually if needed. Non-taxable items are now created with the correct tax exemption. When setting up Sales Order sync, you’ll pick a start date and can set how often it runs. Each store can now sync independently. You can also decide if sales orders should be fetched to Zoho Inventory under a single customer or create new customers using fields like email or name. Now, sync history includes filters for sync type and status, making it easier to show both successful and failed sync. 
​
To integrate Shopify with Zoho Inventory, go to Settings > Integrations & Marketplaces > Shopify

Pin Columns in Transaction List Page

You can now pin up to two columns in the transaction list page in both default and custom views to keep key information visible while scrolling. This feature is available when a view contains more than eight columns.

To pin columns, go to any module, click the Customize Columns icon, hover over the fields, click the Pin icon, and then click Save.
​

Edit Etsy Orders

You can now edit orders fetched from Etsy with ease. Previously, Etsy orders were imported with non-editable details and tax. Now, you can edit these orders and override the tax applied based on the tax rate configured at your organization level.
To integrate Etsy, go to Settings > Integrations & Marketplaces > Etsy

Clone Delivery Challans

You can now duplicate delivery challans by cloning the existing ones, thereby saving time.

To clone a delivery challan, go to Delivery Challans, select a challan, click the More icon, and select Clone from the dropdown.
​


Enhanced Export and Print Preferences for Reports

We have added new customization options for report exports and print preferences. You can now set custom file names for exported reports, display column headers on each PDF page, and organize report data into separate pages based on the group by field.

Multi-Factor Authentication (MFA) for Portals


We are improving security by adding Multi-Factor Authentication (MFA) to both Customer and Vendor Portals. This extra security step requires users to enter a Time-Based One-Time Password (TOTP) along with their login credentials. 

Admins can turn on MFA in the Customer Portal settings, making it mandatory for customers and vendors to set it up using an authenticator app. Once enabled, users will need to enter a TOTP code each time they log in. If needed, admins can reset MFA for users. 

Note that even if MFA is disabled later, users that have already set it up will still need to enter the TOTP code. If they lose access to their authenticator app, they should contact an admin for a reset.

To enable multi-factor authentication for your customers and vendors, go to Settings > Preferences > Customer Portal. Check the Enable multi-factor authentication (MFA) option.
​

Import Move Orders and Putaways

We have introduced import option for the Move Orders and PutAway modules. You can now seamlessly import data for these, making bulk updates and record creation faster and more efficient.

To import move orders and putaways, go to Transfer Orders/Putaways under Inventory > Click More in the top right corner > Import Transfer Orders/Putaways.

Attach Documents in Purchase Receives

You can now upload, attach, and manage documents directly from the Purchase Receive creation and edit page.

To attach a document in purchase receive, go to Purchases > Purchase Receives > + New > Upload File.



Print & PDF Support for Purchase Receives

You can now generate and print or download your purchase receives. We have also supported a standard template with​​​ which you can view the PDF of your purchase receives to simplify record-keeping. 
​
To print or download a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and click PDF/Print.

To view the PDF of a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and enable the Show PDF View option on its details page.



Filter Lookup Custom Fields

You can now filter your lookup custom fields by using custom views and setting criteria. The records will be shown based on the chosen custom view and the rules set by you, making sure all the conditions are met.


Leave Organization Option

We have introduced the option to leave an organization from the Manage Organizations page. However, if you are the admin who created the organization or the only admin, you will need to delete the organization instead. Additionally, before you leave, ensure the integrations are disabled, if any. 


That's all for now, folks! Try these new features and share your feedback. If you need assistance, reach out to us at support@zohoinventory.com.


Best Regards,
The Zoho Inventory Team

    • Recent Topics

    • Sync specific Zoho Inventory Warehouses to Zoho Commerce

      As said in the title, we would want to only sync stock from one warehouse of Zoho Inventory to the Zoho Commerce item stock. We have a 2 warehouses in different countries and the way that Zoho Commerce works (It takes stock from ALL WAREHOUSES EVERYWHERE

    • Weekly Tips : Automatically clean clutter with Junk cleanup interval

      If you regularly receive many unwanted or spam emails, your Spam folder can quickly fill up and start taking up valuable storage space in your Zoho Mail account. Instead of manually clearing it every few days, you might find it helpful to enable automatic

    • Any solution for getting portal users list in deluge or in widget

      Hi Team, Has anyone able to find the solution to get portal users list in deluge or in zoho creator widgets? Thanks, Payal

    • The Grid is here!

      Hey Zoho Forms Community! 👋 We’re thrilled to announce the launch of a feature that’s been on your wishlist for a while: Grids What is Grids? Grids let you place form fields side by side in multiple columns to create a more concise and organized form

    • Steuerberater der Zoho benutzt in Deutschland

      I write in English because the issue is related to German regulations. Wir sind ein Unternehmen, welches aktuell keine Pflicht zur doppelten Buchführung hat. Aktuell bucht unser Steuerberater jeden Beleg, auch unsere Auslagen. Wir würden dies gerne selbst

    • GraphQL in new Send Webhooks feature

      Hello, is it possible to use GraphQL apis in the new Send Webhooks feature?

    • # 2 Why do we need a billing system when accounting covers billing?

      In today's evolving financial tech stack, businesses use a mix of tools to manage their day-to-day operations, from invoicing to full-fledged accounting. While accounting platforms typically come with built-in invoicing features, specialized billing systems

    • How to insert an Excel/Zoho Sheet table in a chat?

      Hello, is there a way to paste an excel/zoho sheet table to a conversation without loosing table lines. I tried to paste a piece of a table and all the columns and rows were gone. How to easily paste a table without a need of sending a file? Katarzy

    • Mass Update Application Status

      How to update application statuses of Multiple Applications at once? Is that possible? If not then why please consider adding it It can save hours of manual work Thats the only Option I see

    • Free webinar: Streamlining customer service paperwork with the Zoho Sign extension for Zoho Desk

      Hi there! Wondering how to bridge the gap between digitized customer service and business paperwork? Attend our free webinar to learn how you can do this by connecting Zoho Sign, our digital signature app, with Zoho Desk, our online customer service help

    • Mail Search Not Working

      Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

    • Cannot Send Email to a Gmail Account

      Hello, I have a zoho-hosted email account, alex@chirochannelnetwork.com that has trouble sending to gmail accounts.  But not all gmail accounts, only some of them. I've tried to figure this out with clients, and they don't appear to be going into their

    • Unblock ME

      info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage

    • The Social Wall: July 2025

      Hello everyone! July has brought some exciting new updates to Zoho Social. From powerful enhancements in the Social Toolkit to new capabilities in the mobile app, we’ve packed this month with features designed to help you level up your social media presence.

    • Cannot Print Landscape with Zoho Sheet

      I am noticing that when using the Zoho Sheet desktop for Mac, that even when selecting landscape as the print option, once you choose "Print", a second system dialog opens that automatically makes the view portrait again, and does not allow printing in

    • Power of Automation : Enhancing custom date field calculations by excluding Weekends and Holidays

      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:

    • Stock count by bin location

      Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards

    • Temporary Outage in Zoho Cliq Affecting US Users – July 23, 2025

      We experienced a service disruption in Zoho Cliq that impacted core functionality for users in the US region. The issue occurred between Jul 23, 2025, 06:54:00 PM IST and 07:13:13 PM IST, lasting approximately 19 minutes. To restore service stability,

    • portal.assignUserInProfile - Não esta adicionando

      Estou encontrando problema com este comando portal.assignUserInProfile Não esta incluindo o usuário no portal Alguém pode me dizer o que pode ser thisapp.portal.assignUserInProfile("teste@gmail.com","Customer");

    • CRM emails vs Campaigns

      Please help me understand this. I am having a difficult understanding of "Campaigns" sent through CRM (real emails) or Zoho One (blast "potentially junk" emails) This is what I currently think emails sent via CRM are "real" emails sent through linked real personal email accounts and therefore are more likely to get delivered.  We use this for critical updates for our "Approved " accounts and certain other preferred statuses emails via Campaigns are sent through the Zoho server (like MailChimp, Campaign

    • Setting up property management in Zoho Books

      Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool

    • Reverse proxy

      We have a web application in the creator platform. When I launch a particular DNS, I would like that DNS to redirect to the web page of the application in creator app. Has anyone achieved it and if yes, please share how to do it.

    • Still client need to download .exe?

      Hello, the client for use zoho assist need everytime download .exe file and launch it?

    • Splitting a ticket's entire thread

      Hi, When you split a ticket it only splits the individual reply that you clicked "Split as new ticket" on. Is it not possible to split the entire ticket thread from that point into the new ticket (every reply from the split point forward)? Or is there

    • Editing the text on the Help Center home page

      Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.

    • WHMCS for Zoho Flow

      Can we use WHMCS for Zoho flow?

    • Online meetings through Calendar Booking form with options

      This is great to see and particularly for those users who don't have Zoho BOOKINGS. The shame of it all though is that it could have been better. Why do we have to set up separate booking forms for each type of meeting and for each online conferencing

    • Agents permission per department

      Hi Team, can I setup permission for each agent what they can do in each department, for example I want account department agents to only have view access to support department tickets and not allowed to assign or reply to clients. I am sure this would

    • CRM notes

      I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • Function #8: Add additional charges to invoices

      Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

    • Alternative / optional Position

      How do you create an alternative position or an optional position (article) in offers?

    • جمود في الصفحة عند حفظ عمل

      عندما اقوم باضافة ايقونة الى صفحة النموذج تجمد الصفحة ولا تعمل وتصبح مثل المظلة احدث الصفحة لا تعمل انتظر قليلا لا تعمل اقوم بنسخ رابط الصفحة والصقه في الرابط فيعمل

    • ZOHO Books Canadian payroll Integration

      Hello, I know ZOHO books doesn't have Canadian payroll and I dont believe its coming anytime soon. My question is there a Canadian payroll software that could be integrated with Zoho Books? Thank you HD

    • Create a draft in reply to an email via Emails API

      Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

    • Zoho Desk Time Tracking and the Salary Privacy Issue

      Hello colleagues, Just wondering if anyone did hit the same wall? In the Desk, when the agent-specific hourly rates are enabled (Zoho Desk → Setup → Time Tracking → Billing Preferences), these Time Entries are being displayed in the Ticket History tab.

    • How to Delete, Disable, or Remove Streams from the Mail App?

      Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

    • Delay in MX updates

      Hi, I set MX Records 12 hours ago, and I am receiving email normally, but I still get notification MX record is not pointing correctly. Error: The MX records of your domain is not yet pointed to Zoho Mail. Why there is a delay in detecting MX records,

    • Bigin iOS and macOS app update: Link email messages to pipeline records.

      Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated

    • make.com integration

      Just wondering if anyone on Zoho One account connecting apps to Make.com We're on Canadian server (.com) and when connecting to Make.com, it keeps having error of Invalid Client ID. I have contacted both Zoho and Make and both sides said it's not an error

    • Next Page