Batch Expiry Management
We deal in pharma products and use batch tracking. The issue we are facing is that the expired batches are shown in Saleable inventory. As a workaround we can transfer expired stock to a new Warehouse (virtual). We would like to automate this task so
Automatically confirming orders
We are new to using Zoho and we think we may have come across an issue. We have many customers that pay on a proforma basis and we have noticed that the stock is only allocated to a sales order once the invoice is confirmed. We can see that this could
Filter Items to Show in Sales Order Item selection
Hi there, I have different types of Items in my inventory. Some item is not for sale. So, I don't want to show them in the item selection list of Sales Order page. Whenever I create a sales order, in the section of the "Select Item field" all created
Email sent from Zoho land in Spam folder
Hi, I have configured the TXT record on my DNS settings as below but emails sent from Zoho inventory always land in my customers' spam folder which is causing us a huge problem: v=spf1 include:zoho.com include:_spf.google.com include:spf.sendinblue.com
how to manage damaged stock?
I have products (laptops and cellphones) damaged in my inventory, and I want to sell them in parts (screen, memory, etc). Which is the proper way to write-off the inventory and record the parts that we salvage?
How to attach document(s) to Purchase Order via API?
Is it possible to attach a PDF/document (say of a signed document) to a Purchase Order using the API, Deluge or any other method programmatically? For example: In the code snippet below, the purchase order has a documents array. How can the zoho inventory
Easy way to connect to the API?
Hello I'm a bit stuck with the API. While I generally love the system, connecting to the API is very hard! ... well I haven't managed to get it working yet and I'm using make.com to abstract the connection to Zoho Inventory. This is a bit a bummer. Since
Zoho Inventory Report
Hello – I am looking for a report in zoho inventory that I can’t seem to find. Below is what I need the report to do: Calculate the average cost of all quantities purchased for each item using the amount from the BILL paid This should include the
Unit - Drop-Down Field
Hello everyone, As far as I know, you can add a unit while creating or editing the Item in the Items module and ZOHO is forcing you to choose any of the units of measure. In our company we have different quantities of item's pieces and we find this feature
Possible to export Sales Order line items to CSV?
Is it possible to export a sales order by line item to a csv file? Would a custom function be able to do this?
Change Multiple Prices on One Screen
Is there a way to change prices when items are listed on the page instead of having to click on each individual item, edit, and change the price?
Filter Zoho Inventory API Contact List
I am trying to query the Zoho Inventory API to list all contacts that have been modified since a specific date and time. I am sending a GET request to the following endpoint: https://inventory.zoho.com/api/v1/contacts?last_modified_time_greater_than=2020-09-22T06:44:08-0400
Related Lists for Composite Items
Composite items really need to have related lists available, just like regular items. It might be even more important for composite items. The pressing use case here is for people who are using the Zoho ecosystem for manufacturing. One of the shortcomings
Manually Backorder Sales Order and/or Change Sales Order Status
Is there an option to manually 'backorder' a sales order, or otherwise change it's status? In some cases, we receive orders for products that are out of stock, but we already have issued POs to our suppliers for replenishment. Ex- we created a PO on
How to issue BOM and track its cost?
We are struggling with Zoho inventory as it doesn't allow any materials to get out unless it is sold, but we are a cabinet makers. and when we get the design from the showroom, we prepare the BOM and send it to the warehouse, who cannot find any option
API Key Support for Inventory or Books
Could someone tell me if Zoho supports API Keys for either Inventory or Books? I can't find documentation regarding that. I can see OAuth support but what I need is more like 2-legged OAuth to connect my backend to Zoho. There is no browser or actual
Zoho Inventory to Zoho CRM - Option to either link by SKU or Product Name
We have multiple Shopify sites we want to link to inventory, but the product names we have on the sites are different although the SKU is the same. We need to be able to link by SKU not product name into the CRM for our CS agents to see product inventory
Woocommerce Integration
Has anyone else used another platform apart from kloudconnectors to connect Woocommerce and Zoho Inventory?
More Flexible Search, Especially "is empty", and/or Sort Options
Here are some use cases and examples: We have a custom field with a date column that lists the date the item was created/imported. It would be really nice to simply be able to search for instances where that field is empty, but only date fields can be
Drop ship inventory throwing books off
I have Zoho Inventory synced with my Shopify website, it pulls data for stock availability for both stock we hold and stock that is held and drop shipped by the supplier. When that data syncs with Books opening balance, it is showing all the drop ship
Amazon FBA to Zoho Inventory troubles
Hi We have been working for a few months trying to move parts for our business over to Zoho (we went with Zoho One) and have been having a really hard time with getting Zoho Inventory working smoothly. Been working with support but been about a month
How do I setup SERVICES in ZOHO Books and ZOHO Inventory
We have an Appliance business. We offer many services that do not include physical items, but we need to add them to Sales Orders. For example: -We offer Curbside/Garage Delivery Service. -We offer Delivery & Installation Service. -We offer
Inventory - Items: Exports do not include serials numbers or batch numbers (even not when I chose "Include Serial Numbers") ?
When I export items (by showing all active items, and selecting "Export Items" in the hamburger-menu), I can chose the export to include Batch Numbers and/or Serial Numbers. But the field "Serial Numbers" in both the CSV-file or XLSX-file is always empty,
Item wise Commited Stock
We need Item wise Committed Stock Report, right now in inventory reports, sale order wise a committed stock report is available, Let me how it is possible to get that report...
Default addresses reverting when cloning sales orders
When a Books or Inventory contact has several addresses and we clone a sales order with an additional address, it reverts to the default shipping address. Either we have to check the address again to change or sometimes this is missed by our staff and
Backorder tracking
We are a wholesale company import from different countries. We get shipped by ocean containers. It takes up to 3 to 4 months for shipment arrival. At least half of the items we order is non inventory items because it’s custom made for particular customer.
How to Integrate Zoho Inventory with 3rd party app (PHP website)
We are an authorized partner with Zoho and we have a client, who wants to integrate their PHP website with the Zoho Inventory and Books. We tried hard but couldn't achieve success. We want to integrate the Zoho inventory with the PHP website (2-way sync)
cost of goods sold
Dear team, Where can I find the cost of goods sold per month?
Zoho Inventory - Purchase order imports are case sensitive
Hi, I have imported my inventory items. When I import Purchase Orders, the system creates new items when item SKU is not exactly the same 'Case' eg. If item SKU is "ABC". I import "Abc", then a new item is created Is there a setting to turn off Case
Zoho Inventory - Set status to paid
Hello I have Zoho Inventory setup to import WooCommerce orders. Now all of my orders are already paid in WooCommerce. My current workflow is (it's all automated): - Create a package - Ship package - Set status to closed But I think what is missing is
Authentication API for Inventory
I'm trying to create an integration with Zoho Inventory but am hung up on the way the OAuth requests work. If I use Postman, no problem. But if I try to use python (because I don't want to manually interact with the API). I'm stuck on the first few steps
Disconnect Zoho Inventory and Zoho Books
This may be an uncommon request, but is there a way to disconnect our Zoho Books and Zoho Inventory accounts, so that invoices in Zoho Inventory do not automatically get created in Zoho Books? I cannot find any way to disconnect them from the integration
Zoho Suggestions
Hello, please consider the following Allocating a salesman to a particular business customer Giving users the option to commit stock or not because many customers request a quote then never buy, so if a salesman does not follow up the stock remains committed.
Custom Button to change Sales Order template and print
Hello, Is it possible to create a custom button (or function to call somehow) for Sales Orders that will update the template applied to the Sales Order and bring up the print preview screen with that changed template? We'd like to create 2 or 3 custom
Expense by warehouse
We sell our products directly from our houses located in different cities. There are different sorts of expenses occur for each warehouse. For example, Rent, food, automobile, electricity and internet bills. Is there any way to know the expenses generated
"You do not have sufficient stock to create out-transactions..."
Hello, I received this error, trying to convert SO to invoice: "You do not have sufficient stock to create out-transactions for the item CMP 6. Please restock the item and try again." But I DO have stock... Noticed that if this Composite item is bundled
Change how a variable displays when executed within a custom module
I have the following code for a custom button within a new custom module I'm building: record_name = cm_returns.get("record_name"); cf_dealer = cm_returns.get("cf_dealer"); cf_item = cm_returns.get("cf_item"); cf_item_2 = cm_returns.get("cf_item_2");
How to update the status of an inventory package in deluge?
I'm trying to update the status of an inventory package from "not_shipped" to "shipped". The problem is that whenever I try to update the package, it's still listed out as not shipped in inventory. Here's my deluge code. packageUpdate = Map(); packageUpdate.put("status","shipped");
What's New in Zoho Inventory - March 2022
Hello customers, We've been working towards bringing you new features and updates to improve your experience with Zoho Inventory. Here's what's new for March: Incoming Webhooks Incoming Webhooks are used to execute custom functions in Zoho Inventory based
SKU on Purchase Order
Hi all, Does anyone know how to have the SKU show up in the Purchase Order pdf version, it seems it only shows when adding the products to a PO. Thanks in adavance
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