Zoho Inventory - Gestion des produits

Zoho Inventory - Gestion des produits



Les articles sont soit des articles que vous achetez à vos fournisseurs et que vous vendez à vos clients, soit des services que vous fournissez et pour lesquels vous êtes payé. Dans Zoho Inventory, vous pouvez ajouter ces articles facilement et gérer leur inventaire de sorte que, chaque fois que vous créez une demande d'achat à votre fournisseur, le stock augmente et lorsque vous vendez les articles, le stock diminue automatiquement.

Produits dans Zoho Inventory

Zoho Inventory vous permet d'ajouter trois types de produits

Les produits individuels

Comme son nom l'indique, vous pouvez ajouter un type de produit ou de service à l'inventaire. Par exemple, shampoing.

Les produits en groupe

Un groupe d'articles dans Zoho Inventory, contient des variations du même article de base. Ce sont des articles similaires, sauf qu'au moment de créer un article, vous pouvez facilement en créer plusieurs. Par exemple : un t-shirt de différentes tailles et couleurs.

Les produits composites

Un produit composite dans Zoho Inventory est un produit unique qui est composé de deux ou plusieurs articles et/ou services. En utilisant des articles composites, vous pouvez créer des collections et les vendre à des tarifs personnalisés, ainsi qu'effectuer des assemblages de base pour créer des produits finis. Par exemple : shampoing, savon, gel douche, nettoyant pour le visage, lotion pour le corps au parfum fraise.


Créer les produits individuels

  • Dans le panneau à gauche, allez dans le module "Articles" sous "Inventaire".
  • Ici vous pouvez ajouter les détails de produit comme le nom, SKU, l'image, la taille, le poids et la catégorie.



  • Pour créer les catégories, accédez à Paramètres >> Préférences >> Articles >> Personnalisation de champs.

  • Également, vous pouvez saisir les détails des ventes et des achats.

  • Détails du suivi des stocks - l'activation de cette section dans Zoho Inventory vous permet de suivre un produit. Vous ne pouvez pas désactiver le suivi des stocks une fois que vous avez enregistré des transactions pour un article.
  • Lorsque vous avez activé l'option "Suivi de stock avancé" pour votre organisation, choisissez si vous souhaitez suivre vos articles par numéro de série ou par numéro de lot. Si vous ne voulez suivre ni l'un ni l'autre, choisissez "Aucun".
  • Définissez le point de re-commande et ajoutez un fournisseur privilégié de votre choix pour cet article.
  • Saisissez les détails de l'entrepôt pour savoir où le produit doit être réapprovisionné.

Conseil : Le champ SKU est l'un des identifiants uniques d'un produit. Vous pouvez y stocker les informations relatives au code-barres de votre produit, afin de pouvoir le scanner et le récupérer lors de la création de transactions.

Créer les produits en groupe

  • Depuis le panneau à gauche, allez dans le module "Groupes d'articles" sous "Inventaire".
  • Comme indiqué ci-dessus, saisissez les détails comme le nom du groupe d'articles, l'unité, la taxe, la marque et la catégorie.
  • Ajoutez les attributs et les options pour ce groupe d'articles. Sur la base du nom et des attributs du groupe d'articles, une combinaison de noms de variantes sera générée automatiquement.
  • Les attributs sont des propriétés utilisées pour décrire un élément. Par exemple, un T-shirt peut être décrit par sa couleur, sa taille et sa marque. De même, il peut y avoir de nombreuses variantes de ce type. Zoho Inventory génère toutes les combinaisons de variantes basées sur les attributs et options donnés.


Génerer SKU pour un groupe d'articles

Certains groupes d'articles peuvent avoir de nombreuses variantes et la saisie de la SKU pour chacune d'entre elles risque de prendre beaucoup de temps. Vous pouvez plutôt créer un modèle de SKU avec les attributs de votre choix et l'appliquer à toutes les variantes du groupe. Cela vous permettra de gagner du temps en évitant la saisie manuelle et de créer des SKU significatifs pour vos articles.
  • Vous pouvez configurer le SKU selon les produits.


  • Vous pouvez également ajouter des textes personnalisés à la SKU. Cliquez sur le menu déroulant "Valeur de l'échantillon" et sélectionnez l'option "Texte personnalisé". Saisissez le texte dans le champs ci-dessous. Visualisez les modifications que vous apportez à la structure de la SKU dans le champ "Aperçu de la SKU". Ce champs est en mode lecture seule. Vous ne pouvez pas modifier directement ce texte.


Créer les produits composites

  • Pour activer cette fonctionnalité, allez à Paramètres >> Préférences >> Articles >> Articles composites.


  • Depuis le panneau à gauche, allez dans le module "Articles composites" sous "Inventaire".
  • Comme pour les articles individuels, saisissez le nom, le SKU, l'unité et la catégorie.
  • Associez les produits ou services qui composent le produit composite et configurez sa quantité. Un produit d'un composite existant peut faire partie d'un nouveau produit composite.
  • Saisissez les autres détails demandés tels que les informations sur les ventes et les achats.
  • Activez "Suivi du stock avancé", saisissez les détails entrepôts et enregistrez.


Bon à savoir

  • La définition d'un niveau de réapprovisionnement vous aide à réapprovisionner les articles avant qu'ils ne soient épuisés.
  • Le stock d'ouverture désigne la quantité que vous avez en main avant de commencer à suivre l'inventaire de l'article.
  • Vous pouvez également ajouter des numéros de série aux articles composites.
  • Le champ SKU servira d'identifiant unique pour un article. Vous pouvez y stocker les informations relatives au code-barres de votre article, afin de pouvoir le scanner et le récupérer lors de la création de transactions.

Merci

L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.
    • Recent Topics

    • Transaction Locking with the dynamic date

      Is it possible to dynamically update dates on transaction locking. We want to lock transaction x days from today
    • Zoho Devops

      We have a Zoho one account which we have integrated with an SAS educational product, sold on a subscription model, using webhooks and API calls. We make some use of custom fields and cross module lookups and relationships. We utilize CRM, Books and billing
    • Fuel up your sales with the Zoho SalesIQ + Bigin integration

      Hi everyone! We’re happy to bring you the all-new Zoho SalesIQ + Bigin integration. With this, every prospect from your website instantly becomes a contact in Bigin, complete with transcripts and follow-up tasks, so you never lose a lead again. Let's
    • Introducing AI-powered Assessments & Zoho's native LLM, Zia

      We’ve shipped a cleaner, faster way to create assessments in Zoho Recruit. 🚀 Instead of manually building question banks or copying old templates, you can now generate ready-to-use assessments in just a few clicks, all tailored to the role you’re hiring
    • Ability to Reset Visitor Fields During an Active Chat Flow

      Hello Zoho SalesIQ Team, We hope you are doing well. We would like to propose a feature enhancement to Zoho SalesIQ regarding the management of visitor fields within Zobot flows. Use Case: Our bot asks the visitor to provide information about a 3rd person
    • External ID in Zoho CRM

      Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
    • Some emails are not being delivered

      I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and
    • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

      With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find
    • Template modifiactions

      Hello, I am struggling with the templates in ZOHO Books. Especially with the placement of some items, like company address, ship to, bill to etc.  For example: One item I like from template X (placement of ship to and bill to next to each other in the
    • Aggregating the First Value in the Group By of a dataset

      Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.
    • Admin Control Over Profile Picture Visibility in Zoho One

      Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
    • Track Zoho Campaign and Workflow sales impact

      I am attempting to measure the performance of our marketing workflows and campaigns by comparing the date each campaign was sent to a contact with the purchase date of the contact. For example, if Contact A was sent Email A on 9/1 and made a purchase
    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
    • What is a line break code for zoho?

      Hi, I am archiving data by adding values from a single line field from one form to a multi-line field in another form. So I need a code/function that starts a new line on that multi-line field so it does not just keep adding it on the same line. Example, doing something like this means that it will be on a same line. archive.field1 = archive.field1 + input.Field1 I need a code so the input.Field1 can just start on the next line. Instead of "value 1, 2,3,4,5" It will be: "1 2 3 4 etc.".  something
    • Automatic Project Owner change

      Is there a way to change Project Owner automatically once a specific Milestone in a project is marked as completed. Different Teams are working on projects in our Org, they have their own Milestones to complete and so we transfer the project from team
    • Button to add product to cart

      Is there a way to have a button on a page, that when clicked, will add Qty 1 of a product to the cart?
    • Problem with Submit Button Design

      I have made a template to apply to my forms and under the button controls, I have it set to "standard" and yet it's still filling the container. This is super frustrating and looks weird. Why do we not have full control over button size? How can I fix
    • Zoho CRM- Authorize your Microsoft Teams account issue

      Hi, I tried to link Zoho CRM with Teams and I got the following message: Clicking "Authorize now" sent me to the following page, Microsoft tried to start a session but, after 3 seconds the page closed and nothing happened. I get the same message each
    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
    • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

      My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some
    • Bank charges are applied. Please select a bank account.

      Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown
    • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

      Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests
    • Présentation de SecureForms dans Zoho Vault

      Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans
    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to
    • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

      Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
    • Sales order & purchase order item links for item details

      This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,
    • Zoho Workdrive - Communication / Chat Bar

      Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague
    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
    • Kaizen #190 - Queries in Custom Related Lists

      Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within
    • Need the ability to have read only fields on a form.

      There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user
    • Reverse payment on accidentally closed invoice.

      An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?
    • New integration: Track booking page appointments in Google Analytics 4

      Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. What
    • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

      Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that
    • Zoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses

      Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work well
    • ERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.

      Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.
    • Can Zoho Flows repeat Actions more than once?

      I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions
    • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

      Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
    • customer data security

      We are exploring ways to enhance our within Zoho CRM. Our Goal: We want to fully integrate RingCentral with Zoho CRM to enable click-to-call functionality for our sales team. However, to comply with data privacy regulations and protect customer contact
    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
    • Sync CRM inventory data with Zoho Books

      I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thought
    • Next Page