Invoice and sales order update
Is it possible to automatically update a linked draft invoice when we add for instance an item, shipping cost, item quantity to the linked sales order? Thanks!
Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
Wholesaler: "Ship To" Company Name Field Missing for Carrier UPS labels
We are a wholesaler, so we ship orders for our retailers directly to their customers. In zoho we enter the retailer as our Customer and add their customer as the "ship to". The problem is: when we create the UPS Carrier shipping label, zoho pulls the
Provide a way to enter package delivery/received date
Good day, Currently, the Packages module provides the means to enter a shipment date, as well as mark the package as delivered. However, there is no way to enter the date the package was delivered to/received by the customer--at least not for manual shipments.
How to manage stock location in Zhoh inventory
Hello, We are a small retail company. We have items at one of the below locations: 1. Shop warehouse 2. Sales person for demonstrations 3. Costumers warehouse for consignment stock 4. Customers for POC and testing I want to keep track of items location. Do we need 4 deferment warehouse for this operation? I will be happy to avoid this option, as it will cost a lot more to add more then 1 warehouse on Zoho system. Thanks.
Zoho Inventory Packages: UI/UX Nightmare when you have multiple packages for an order
Our big problem with packages is when we have to edit an item on a package (for example: unpack) When you have many packages this is a nightmare You have to click into every package and scroll to find the item (you can't open in a new window either!)
Shopify Order Sync Issues - "There is a mismatch between the tax total calculated in Zoho Inventory and the tax total from the saleschannel."
Does anyone know how to resolve this issue with orders being synced over from Shopify to Zoho. This error only occurs when a sale item is on the order. The order it's self comes from a platform called Faire Wholesale and I did notice a couple of things
Update the shipping order custom field with api
Hi I create two mandatory custom field for shipping order but I don't know how is it possible to change the value of those with API. I add this information to JSONString but it seems that custom fields do not support for shipping order. "custom_fields": { "value": "22:AD:53:34:AE", "index": 1 },
trigger a draft invoice creation
Hello, Context: Zoho Inventory is used to manage orders, invoices and payments. Sales channels are: -Zoho Form that triggers unpaid sales orders creation in Zoho Inventory -Zoho Commerce that triggers paid sales orders creation in Zoho Inventory -Manual
Multiple Branches & Warehouses
Currently, when one enables multiple branches and multiple warehouse : it is mandatory to link a warehouse to a branch and no warehouse could be associated to more than 1 branch. Effectively, what it does to prevent from changing warehouse for a line-item.
Issue with 'Item search' when adding an order
Hi, I'm having issues with searching for an item when preparing a Sales Order, both from the web or the app. I have a big list of items, whose names are in the format: ABC|EFG|583|PQR. When trying to add a 'Line Item', i search for, e.g., EFG. But it
Archival of Delivered Records
I find it hard to search or look for records with all the delivered records being shown on SO and Invoices. it would be great if we can have a rule like if the status of a SO is delivered move to Archived and if I need will go into the archived section
Force enable tracking on New Shipments in Zoho Inventory/Books
Hi - I just successfully built a flow to bring the tracking # and carrier information from Shopify over to Zoho Inventory and create a shipment for that item with that tracking # once fulfilled from Shopify. We use aftership for tracking and it is working
Zoho inventory needs to step up BIG TIME
Hello everyone, If your interested lets get these features a priority to zoho developers The updates that are made on zoho are so minute. Im new to Zoho Inventory and Commerce, but already see a lack of several important feature to us and most probably
Leading Zeros for UPC/EAN Codes?
Why are leading zeroes deleted for UPC and EAN codes? EAN-13 type is literally a UPC with an extra leading '0' - why not just change the data type from Integer to Text or something similar that will support the data as required? I did connect with support
Bundling Stacked Composites
Suggestion for a feature. Could we get a button to bundle all of the child composites within the parent composite at the same time? It would help prevent accidentally missing a bundle.
Tracking - Job Work Orders - for outsourced manufacturing
Hi With increase in outsourced manufacturing - Business owners would buy (Electronic) components and send them to Jobworkers for Manufacturing an assembled Board (Semi-finished). This requires: - Shipping components to Jobworker - under a Delivery CHallan
Expected Shipment Date - Sales order
How to make the "Expected Shipment Date" in the sales order as field mandatory ?
item categorization based search
i have a carpet business with different carpet designs, and with different sizes (categories) for design A, i have 6 meter carpet, 9 and 12 meters. i have categorized them by custom field called size. for example : item number 1: A Design 6 meter, item
item categorization based search
i have a carpet business with different carpet designs, and with different sizes (categories) for design A, i have 6 meter carpet, 9 and 12 meters. i have categorized them by custom field called size. for example : item number 1: A Design 6 meter, item
Using Purchasement only
hi is it possible that i can delete all of sales system in zoho inventory management? since im only need use of purchasing and stocking inventory other than that is not functioning for my bussines
No Placeholders Listed in New E-mail Template Window for the Transfer Order Module.
In Zoho Inventory, I am trying to set up an automated e-mail to go out when a Transfer Order is initiated to notify the recipient. When I go to set up an new e-mail alert under "Automation" and select "Transfer Order" as the module, after I get into the
How to import item images to Inventory or is there any ftp access
Dear Zoho Its ridiculous to upload 1 by 1 to zoho inventory. Please find a solution, I have more than 1000 individual item images. Atleast IMAGE GALLERY to upload in bulk and create folder in that gallery. This can solve the issue Please check this
Amazon FBA integration with Batch Tracking
We currently use batch tracking and batch entry preference is set to 'Packages, purchase receives & return receives'. With the Amazon FBA integration, sales orders come in as ‘force-fulfilled’, meaning that we cannot create a package for this order and
Some Items not showing up in Composite Item selection Process
Hi, I've created about 35 items and now I'm creating about 10 composite items from this, but some (about 7) of my items aren't showing up when I try to add them to my composite item... Any thoughts about why some things might not show up while most do?
Amazon FBA integration with Batch Tracking enabled in Zoho
We currently use batch tracking and batch entry preference is set to 'Packages, purchase receives & return receives'. With the Amazon FBA integration, sales orders come in as ‘force-fulfilled’, meaning that we cannot create a package for this order and
Available to Sell Inventory
I am hoping someone from the community can help me out because at the moment, it doesn't seem like inventory/books/CRM system can actually show items availability to sell information quickly and I am a bit baffled. I am new to Zoho, tech-aware but like
Unable to Authorize and authenticate calls.
I was trying to consume Zoho APIs but it seems that the authentication is not working and we are unable to get the access token. I have followed all the steps as mentioned in the below documentation , but the postman call is not returning the access token.
Purchase vs Consumption Unit of Measure Conversions
I'm new to Zoho but I'm not new to ERP systems and I have a new small business i'd like to use Zoho for CRM and Inventory primarily. I'm piloting some initial master & transactional data to see how the system works and I'm having trouble mapping a few
Shipping Confirmation Email
Is there no way to generate an email to the customer with their tracking information when their order has shipped? Been looking for this and can't find it - it's a very important feature for us and we are otherwise about ready to switch to Zoho Inventory (from Quickbooks Online) even though it seems very "new" yet.
Sales Order
Hello I am using Woocommerce Zoho Plugin with inventory I cant send woocommerce order data to zoho sales order i am facing this error code 3008 message The Customer field can neither be blank nor be incorrect. Please enter a correct customer. Reference
Want to change country in Zoho Inventory
Hi, When we configuring our organization profile, we mistakenly set the country as our "Branch" location. But we are not aware of that time, the country will not be changeable at all. Invoices, Dashboard and everything in Zoho Invoice, Zoho Books and
I need to create list and have a pick list associated with each item on the list
I need to create this type of field set up in leads and deals. The item list can be fixed but a user must be able to enter the quantity for each item. Item Type Quantity Item 1 1 Item 2 3 Item 3 2 Item 4 0 Item 5 0
Bigcommerce - Zoho Inventory integration
Hi, are there any plans for for a Zoho Inventory - Bigcommerce integration. I see there is a 3rd party connector via Kloud Connectors, however wondering if there are any plans for a direct connection like there is for Shopify?
Attention Content Character Limit Issue
Hello, I am trying to customize/format the content that is shown on an invoice sent to my customers, and use custom fields in this content. However, there is a 255 character limit set on the text you put into the "Attention Content" field on an invoice.
Deleting invoice (not syncing with Xero)
If I delete an invoice or Bill in Zoho Inventory, it doesn't sync with Xero. So my Xero accounts are not correct. Whats the point of being able to delete a transaction in Zoho if it doesn't sync to my accounting package? How can I do this?
Custom Sections for Custom Fields
I use a fair number of custom fields for Inventory, and they serve many different purposes. Right now, they're just all crammed together in one section at the very top when the user edits an Item (as an example) in the native interface. Everything is
How do we print a work ticket, or bundle request?
We are attempting to move from Sage 50 to Zoho Books / Inventory. We are struggling alot with the bundles. How do we print a bundle request for a different department to assemble? For Example: Office needs 5 of widget A bult. Office will print a work
Mark Item Received When Saving Bill
Hello, please implement a feature to mark an item received when saving a bill, it cuts out the unnecessary steps when marking an item received. Thank you
AfterShip No Longer Supporting Royal Mail
I discovered this morning that Zoho is no longer supporting Aftership tracking for Royal Mail. I am annoyed as I received no advanced notice of this and have just wasted a lot of time working out why Royal Mail is no longer listed as a carrier. This is not the way to treat loyal customers Zoho.
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