Creating Invoice and Package from sales order API
Hey there, I simply need a way to create an invoice and package from a sales order. I tried already the API endpoint "invoices/fromsalesorder" but using this is always chaning my sales order status to "fulfilled". How can I solve that? Can I manually change the status or conntect invoices/packages with sales orders? Is there a way to create a package from a sales order, too? Thanks for your help
Workflow rule for packages/shipments - In app notifications/emails
Hello, Id like to create emails or in app notifications for packages and shipments. Anyone know if this is possible? Scenario: Sales team create sales order for immediate invoice/payment and collection. Ideally would like a in app notification to be
Connect to API using OAUTH from a webserver
I am able to generate the code from step 2, but not the access token from step 3 https://www.zoho.com/inventory/api/v1/oauth/#overview I tried with self client and server-based applications Here is my call to obtain a access token : https://accounts.zoho.com/oauth/v2/token?client_id=*CLIENT
Workflow on Zoho Package module
Hi Team, I am wondering about the workflow availability for the Packages module for Zoho inventory/Books. I didn't find the packages module in the drop-down option while creating a new workflow rule. Is that with a different name? and if we cannot create
Amazon Sales Tax
We have our Amazon store set up to collect and pay the sales tax, but when the Sales Order comes through to Zoho from Amazon it also includes the tax, in it's own Amazon jurisdiction. Is anyone familiar with this situation or know how to resolve?
Can you create your own sales order and invoice templates?
I've looked at the options for custom templates in Inventory however they appear to only allow you to customize existing templates, not create your own templates. Is it possible to create you own templates and install them to Inventory like you can with
Composite items Stock/Boxing
My company uses zoho as its primary business engine, and all data from zoho is farmed out to our sales channels, such as eBay and Magento 2. We make quite extensive use of the composite item feature, we sell many variations and combinations of items,
Adding weights for items
Hi all, I'm a new user and am a manufacturer. We sell our products wholesale. We currently use a couple of different couriers that don't integrate with Zoho and a few different box sizes. Currently, I raise the SO, Invoice, Packaging slip etc. in Zoho
Zoho Inventory Integration With Xero
Hi all, We're just trying to sort out our Xero Integration with Zoho. I've used Xero for several years, but we've never had to deal with stock/inventory before, so I'm on a bit of a learning curve. My problem at the moment is that when I receive inventory
Can I get a list of transactions by warehouse?
We have multiple warehouses set up. When I check inventory transactions for an item, it lists all transactions across all warehouses. Is there a report or a feature that allows me to get transaction history separated by warehouse?
Inventory Integration With Yoco For Online Payments Same As Books
Hello, you'll have integrated Books with Yoco payment gateway for online payments, can it be done for Inventory as well? Books and Inventory are quite similar so I'm assuming integration of Yoco with Inventory should be possible? Having at least 1 South
Search Suggestion on Sales Order
Hello, When we prepare a sales order and we must add the name of our customer, the search box is quite clumsy, if the customer's name is "The Big Store" and you only write "Big Store" it does not appear even as a suggestion. The same happens with items.
Packages
Can we please get a "Expected shipment date" column in the list view & the same in the kanban "Sort by" selector. Ideally I'd like to see the expected shipment date in the kanban list rather than the package date. This is very important for those of us
Amazon FBA - Not Getting Sales Orders
Sales orders are not being synch to Zoho Inventory. Any ideas how to resolve? Products are being sync'd. Just not sales orders. Dale
BUNDLE ITEMS TEMPLATE
Hi Zoho Team, We are struggling regarding the Bundle Items PDF Template in zoho. The cost/unit price of each associated items are not showing in the pdf File. There is edit option in the bundle module as well. When we want to edit, we need to delete and
AmazonCA sales Tax sync with Inventory
Hi, We recently activated the integration with AmazonCa. We ship from our warehouse. Being in Canada, we have different provinces with different tax percentage/province. The orders coming in from Amazon shows and names the tax as followed "Amazon Sales
Default Client in documents
Hi, I wanted to know if it is possible to set a default customer when I manually create a document such as a customer order or invoice? A cashier-type customer that allows me not to enter the customer manually every time.
Different numeration of the documents in Zoho inventory
I wanted to ask if there is a possibility to link the series of document numerators to different users, so that different users use different numerators. For example, vendors in physical stores use a numerator for invoices, while online operators use
"Shopify sales Tax" keep coming up
Hi there, anyone know a solution on "Shopify sales tax" both on shipping area and (GST) area. Shopify order synced to zoho inventory will have this all the time and can not be default to "GST", it can be changed manually, but next order comes with the
Single Purchase Order with different warehouses in Zoho Inventory
It is strange that Zoho Inventory dose not allow multiple Warehouses for a single PO record. Though there is a Warehouse field on the record header details area and that gets propagated across all the line items. However, this is not practical to receive all the items to just one warehouse. It shows the warehouses and their stock levels but as greyed. Alternatively there is no confirmation too on Purchase Receives that the goods are delivered on which warehouse, it is just blindly goods received
Amazon fba orders
Hi there , we have an account that does 300+ amazon orders a day currently we have been told there is no workflow to automatically confirm and ship fba orders, this is not good at all and very time consuming
Backorder vs. Bundle - Out-of-Stock Composite Items
When a Sales Order is ready for Packaging, if an Item is out of stock, there's a warning asking if the user wishes to backorder the item: This is very nice. However, in my company, every product sold is a Composite Item. If something on the Sales Order
Report to Show Items billed but not yet received and Items Sold but not yet shipped?
Dear All- Is their a report that can show what we have purchased and been billed for but not received? As what has been sold on a Sales Order, but not yet shipped?
Custom Statuses - Can You Do Anything With Them?
As far as I can tell, one really cannot do much with custom statuses. I created a new custom status for sales orders called "Customizing / Hold". This is for sales orders that have the Confirmed status. The use case here is that, as an e-commerce company,
Sales Return of Serialized Items - Serial Number(s) Should be Listed
Hello, when I go into a Sales Order where we sold serialized items and create a Sales Return due to one or more of the serialized items are being returned, when clicking "Add Serial Numbers" as shown in the images below, the system is not displaying a
URGENT Zoho Inventory and WooCommerce integration 3 year stall
Please can you help me? I was just reading up on a ticket from 3 years ago, of someone experiencing the same problem I am having today, and I'm wondering when this issue will be resolved My company has an online sales platform using woocommerce and aZoho
Zoho Inventory integrated shipping modules.
Hello, what is the timeline on Fedex integration being fixed and able to function? Additionally, the UPS integration with envia is quite lackluster and I have found it roughly as time consuming to input the data for shipments manually in our existing
Paiement par carte bancaire Zoho Inventory
Bonjour, Nous rencontrons un problème lors du paiement par carte bancaire via Stripe. Lors de l'affichage de la fenêtre du bouton "paiement par facture", la page reste fixe avec un fond grisé qui ne part pas et empêche la saisie de la carte. Ce problème
Commerce and Inventory Sync
Hello Zoho support, I wanted to delink my inventory with Commerce. When the sales department create a lead for a product that is not on the website....They have to create a dummy product which automatically appears on the website without the pictures.
Printing Item Pricing and exporting Priclists
Hi, I am looking for two things: 1) A report, which shows me the item, item Qty on Hand and item pricing information 2) Print price-lists. When I export price lists, I get a list of the price lists, not the price list How can I solve my problem? Regards
Item Group Attributes Related
I created a new item group and added attributes in it. I added 3 attributes OD, Thread, Type. By entering the value slash icons is by default separating them. I want to replace those symbol with my own. For example, group name is 'male connector' and
How to do so that only certain items under "Composite item" items showed in a sales order?
I am selling gift pack to client. For example, I pack a cup using a paper wrapper, I pack tea leaves using tea bag, and I create the package under "composite item". But, all the items (cup, paper wrapper, tea leaves and tea bag) in the package will appear
Week numbers
I can see that this basic feature was proposed a couple of years ago. For a lot of people in Europe planning by means of week numbering is an essential calendar feature. It should not be difficult to implement; and there is even an ISO standard for this. Erik
Item importing errors
hi team Please need your support i got an issue while i tried to import items to the Sys . It shows the below error even though I used the same data sample file in zoho inventory nothing is being changed still i couldn't import it. I appreciate your soonest
Price of an item
Can we freeze the prize of an item so that it cannot be changed at the time of making a sales order or an invoice. Nitin
Payment subscription failed
We have registered with company name PT.Dari Visi Teknologi. We have try for 7 days, and now we want to subsciption to 1 year. But the payment unsuccesfull and i got I got the alert message saying "Payment subscription failed". what is going on ?
PO Receive: Save as "In Transit" - Consequences?
My bookkeeper brought to my attention that the new default for saving a purchase receive is to "Save as In Transit". I realize that one can use the arrow to save as received, but I'm wondering: a) What does this new option mean? When would one use it,
"Valuation Exceeds the Operation Limit" Error
I'm trying to make some Inventory Adjustments and do some Bundling operations for January 2023 (it's April 2023 as I write this), and I'm getting an error I've never encountered before: 80678643 What's the deal here? I need to be able to make these sorts
Add option to mark Customer pick up at a warehouse
I have a use case where some of the customer will go and pick up the product in our warehouses. Right now, I cannot find a way to reflect those customer that are picking up a package since the next step is a shipment. I created a shipment carrier named
Can one item be in multiple categories?
I am trying to determine how an item can be in a vendor group for PO entry and ease of ordering from them, and then another group to populate a customer invoice? Do I need to use categories for one of these and group for the other?
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