Report for items actually invoiced in a certain period
How can I create a report to show which items I have actually invoiced in a certain period. So not sales order, sales by item as that only shows how many ordered- but invoices. Why ? I hear you ask. I want to see how many of a certain. item I have actually
Looking for a Picking Android App
Hello, I want to ask all the community what solution are they using to do the picking process in their warehouses with Zoho. The Zoho Inventory App is too limited to do this: the workflow is too slow to be efective and is a no for our end. Does anyone
Hiding or Conditional Formatting of Lines within Sales Order templates
Hello, Is there any way to hide line items from a Sales Order when a custom Sales Order template is chosen? We have manually created line items with no inventory ID that we would like to hide when choosing a specific template for our Sales Order printing.
How Do I Add an item(s) that has multiple attributes?
I am trying to figure out how to add an inventory item(s) that has multiple attributes. For example, I am a florist and I want to track roses. A rose is bought based upon color and stem length. I added custom fields (color and stem length). I was
Sales by Salesperson Report
Am I an idiot, or is the Salesperson Name field not available for running the 'Sales by Sales Person' report? I've looked under the customize section, and it's just not available. I can't fathom why this would be or how this report is the least bit useful
Emailing a picklist
Has anyone found a convient way to email a picklist? We use multiple warehouses and email our picklists to each of them. Anyone have a solve? .. the process to get from a approved estimate to a sales order to multiple piclists (one per warehouse) is
The ability to pull tracking numbers from Inventory to the Zoho Books module in CRM
I know that there are a lot of moving parts and integrations for this, but it would be amazing if our sales team could view the shipping status / tracking number for their Zoho Books module sales orders. All of the shipping information for these orders
Reoccuring Purchase Order & All Expected deliveries on specific date
Does Zoho Inventory support a reoccurring purchase order? For example, I have a standard order of specific list products from a supplier that is delivered every week for the entire year of 2022. Am I able to input that into zoho inventory without having
How to change the product stock when a sales order is marked as "shipped"
In my Zoho inventory, when a sales order is created, the committed stock goes up by 1 and the available stock goes down by 1. In the sales order, there's an option to mark the order as shipped and when that happens, I want the committed stock to go back
How does CartRover map to Zoho Inventory composite items?
Hi, we are currently connecting ShipStation as a cart to Zoho Inventory as a WMS via CartRover. Most orders have come over fine but we are getting issues with some of our bundle SKUs. We have identified one specific SKU item as being the likely culprit
Accessing Custom Field values within Deluge, using Map and List functionality
Hello, I am looking to create a custom function which will pull the placeholder and value data for each custom field for each line item on a Sales Order in order to make calculations with this newly created Map. I have not found a way to directly reference
Best plugin to sync WooCommerce to Zoho Books and Inventory or Zoho Apps?
Hello, we are building a business to business store in woocommerce. What is the best plugin to sync our products in woocommerce to Zoho? Thanks
Major problem regarding the lack of contacts in sales orders, deliveries and invoices.
We are working on a number of Zoho One implementations where the customer wants to use the logistics components of Zoho Inventory/Books. They have been migrated from an environment where a contact person can be linked to an address type (visiting address/shipping
Zoho Inventory Bug: On Custom Sales Order Templates, the item "Serial" displays the item line # instead of Serial #
I have custom templates enabled in my system. The Item Serial is an available option however it shows the line item number instead of the actual item serial number. I want to be able to view allocated Serial Numbers for each item on the sales order when
How do I take pre-orders?
I want to take pre-orders for a set number of items that in production right now. ability to capture payment info would be great but not a must.
Item Line Number
Is there a way in Zoho Inventory's Sales order section to add sequential line numbers to a sales order, packing slip, and invoice? We work with customers who order a large number of SKUs. Often when we are working with them they ask how many different
Packages
Please, please, can we have a sales orders to pack filter & Kanban showing the same. The ability to print these out is also essential for the warehouse guys to take out into the warehouse for picking !.....
Custom field update from Deluge custom function giving permission error
Hello, We are trying to create a custom function which will sum the total quantity of all line items on a Sales Order and output this to a custom field on the Sales Order. We have a custom field called "Sum of Line Items" which is a Number type and is
how to display subproducts detail of a product bundle in my sales order template?
how to display subproducts detail of a product bundle in my sales order template.. please let me know..
Shopify Interface - New UK VAT rules on shipping
Hi, Following a recent update on Shopify to meet the UK VAT regulations on shipping, all orders with a VAT inclusive item and shipping are failing on the Shopify interface. You get the following error: There is a mismatch between the tax total calculated
Zoho Inventory API gets 401 error
Hi, I have been trying to connect through the inventory API using the self-client authentication generated codes and I keep getting error 401 Unauthorized access. I am trying to connect from Excel VBA with the codes below(replaced all credentials with
Zoho Books category API
Hello everyone! Are there any API calls to manage items categories?
CRM Products don't sync as inventory trackable items
Hello Support, We haven't been able to use the finance suite within CRM because we have too many features we use in CRM Quotes and Sales order that finance doesn't offer. I tried creating a deluge to send CRM Sales Orders to Books. My goal was to then
Update purchase scheme in sale scheme
I want to update purchase scheme in sale scheme … like i purchase 100 quantity of item A and got 10 quantity free it should be automatically update in sale also for that item like when i sale 10 quantity of item A - it should pick 1 quantity as free ..
Integration with Etsy seems spotty
Hello all, I'm not which end is messed up, or if we did it, or if there's a bug, or what. Our integration with Etsy is not working correctly. Sales orders and inventory are not regularly pulling in from Etsy, and tax calculation on 2 of the orders that
How can I create standard items - a specific product that I purchase from multiple vendors?
We have standard items that we purchase from multiple vendors, example “Bath Towels”. We will purchase this item from 5 or more vendors. The product is very similar regardless of the vendor. We want to be able to commingle the product in our physical
Endpoints and params for package and sales order details (Zoho Inventory)
In order to get the details of packages and sales orders, our app is now making at least 2 requests to Zoho API server. Our clients sent us the suggestion from Zoho team about retrieving item details: Request URL: https://inventory.zoho.com/api/v1/itemdetails?item_ids=<item-id-list>&organization_id=<organizationID>
I import cases of bottles and sell as individual bottles and also cases, inventory is not tracking bottles correctly. Why?
I am an importer and I always buy cases of product, usually 6 bottles in a case. I set up the Individual Items in Zoho and also Composite Items as made up of 6 individual bottles. I created my Purchase Order for the cases, example 100 cases of 6 bottles
Export shipping address
Hi guys, I'm looking for a way to export shipping address as CSV. There is a way to do this?
Shopify integration not syncing with Zoho Inventory
This started happening on Monday. I've reauthenticated the integration. I've made adjustments to the unsynced orders and resynced them but they still aren't syncing.
Warehouse address cards only reflect Street 1, despite the settings permitting two Street lines.
Hello, The displayed warehouse addresses only show the first line, despite there being two street address lines that can be assigned in the warehouse settings. While it's not the end of the world, it is able to lend itself to confusion. Thanks, Bryan
Batchwise Report
When we fetch Batchwise Report from Zoho and if we apply date filter. If considers the date of Creation of transaction and not date of Transaction. For Example, one Bill was created on 20th December 2021 and date of Bill is 15th October, Zoho considers
Batchwise stock availability
If my Batch no. comes into existence in December 2021 (For Example 20th December 2021) through Bill. If I try to make sales transaction of November 2021 I am able to use abovementioned Batch. This is really error on Zoho programming level. Because in
Sales by Customer
Hello, I am trying to run the Sales by Customer report on Zoho Inventory but it says "There were no sales during the selected date range.". This situation is really weird as the Sales per Item report runs just fine and I just used Sales by Customer report
Using Inventory To Manage Company Equipment
Hello, Inventory can be used to also manage company equipment but with work arounds Invoice - check out Return - check in Can I suggest using Inventory as a base to build an equipment management solution or an add on module to Inventory so that you'll
Unable to add several fields in a custom view
Hello, Several fields are unavailable to be displayed in a item list custom view. In particular, fields like item weights, dimensions, and units are simply not available, and it begs the question why every field isn't available in the custom view? I
Copy from one field to another using Custom Functions
Hi, I have attempted to write the following function to copy the purchase price to sell price when the purchase price is updated on an Item. Once I have solved this I then need to draft a function to update the purchase price from the most recent purchase
Changes to How You Navigate Zoho Inventory
Hey everyone! As we've added new features to Zoho Inventory over the years, the number of modules accessible from the left sidebar has increased as well, requiring you to scroll to get to the bottom of the sidebar. So, we've decided to declutter the
Multi Warehouse - Reg
Is it possible to assign a particular warehouse to a user.User need not have access to all the warehouses in the organisation. Which one is better for doing invoicing in zoho books or zoho inventory???
Estimates or quotes in Inventory
Our pottery wholesale business is heavily inventory based. We are planning to switch from Quickbooks to Zoho Inventory which will be a great improvement on the "sales" side for in-house sales and salesreps. The only thing we are missing in Zoho Inventory
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