Best way to start zoho inventory with bulk openning stock
We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)
Tracking Non-Inventory Items
We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we
Alphabetically
How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master
How to setup pricing in Zoho
Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
Best practice importing items and matching assemblies
Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine
New User - Opening Stock Aging Report
I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory
Shipment
I have 70 shipments Out of which 40 delivery date are updated( since it is live tracked) 30 numbers i need to update manually. How to do it in bulk?
arabic not printing
Qatar has a legal requirement to have invoices in English and Arabic. When writing invoice fields in Arabic, they don't print. Why?
Upload Zoho Inventory Item Image by API
itemID = item.get("item_id"); organizationID = organization.get("organization_id"); resvp = zoho.inventory.getRecordsByID("items",organizationID,itemID,"zoho_inventory_conn"); info resvp; image_file = invokeurl [ url: "https://t4.ftcdn.net/jpg/03/13/59/81/360_F_313598127_M2n9aSAYVsfYuSSVytPuYpLAwSEp5lxH.jpg"
Category to Alert
Hi I am looking for help on how to solve an issue. We use the Category field for all items. We also use Composite Items. We would like to create an email alert when a Sales Order is created, however it would need to look at the Item to identify the category
Route Optimizer
Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you
Need warehouse listed on packing slips
We ship from several locations, and have a separate warehouse set up for each location in Zoho. I need the warehouse related to each SO to show up on the packing list. How do I make that happen?
Print PO receipt
Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
Incorrect Closing Stock Amount value
Act as Zoho Inventory Expert. We are a construction company, OVAL Projects Engineering Limited. We started using Zoho Inventory for Stock Management.I have multiple warehouses. I have encountered a problem while generating custom warehouse wise inventory
Handling Returns for Dropship/Force fulfilled orders
My company dropships the goods from vendor directly to customers. So we used dropship feature to do that. When it comes to sales return, we don't return them back to vendor but it goes to our warehouse. Now the problem is, I can't create sales return
How to List All Sales Orders in Zoho Inventory with Pagination
Introduction: While working with the Zoho Inventory API, I encountered the limitation of retrieving only 200 records per API call. To overcome this, I implemented pagination by tweaking a solution initially built for Zoho CRM. Below is the solution I
How to generate 1 Purchase Order for Items on multiple Sales Orders
Hello, if I have 10+ open Sales Orders that are ready for the items to be ordered from the Vendors, I cannot find a way to multi select 2 or more Sales Orders from the list view and convert them to a Purchase Order, similar to being inside a Sales Order
Zoho Inventory - Consignment
I am interested in using Zoho Inventory for one of my businesses.We do accept goods on consignment from vendors. We pay for these items when the item sells. Does Zoho Inventory offer a way for me to handle consignments? If so, please describe as I am
Process involved in Batch Tracking in Zoho Inventory.
Hello Team. Anyone Please explore the batch tracking process in Zoho Inventory.
Subject: Custom Function Request - Adding a Free Item to Estimates for a Limited Time
Dear Zoho Inventory Team, I would like to request a custom function that allows me to automatically add a specific free item to estimates for a defined period. Currently, I have to manually add this item to each estimate, which is time-consuming and prone
Search function for items on Sales Orders is weak compared to searching items in the Items Module.
How can I fix the search function to find items when creating Sales Orders. Items are easy to find when searching Items in the Items Module appear easily. Using the same search terms in the item field on a Sales Order often fails to find the item. It
How to integrate Zoho Inventory and Xero - Create a new invoice
Hi, This is a short description of how you can set up an integration between Zoho Inventory and Xero by using Zapier. To use this integration you need a paid plan with Zapier. Trigger: Zoho Inventory - New invoice First action: Find or create contact
Tip #1 Automating online sales order to invoice conversions in Zoho Inventory
Hello, Hope the day is treating you well. We've been getting more than a few requests from online sellers who use Zoho Inventory to help them automate invoice generation for all online orders that drop into Zoho Inventory automatically from a sales channel or a shopping cart that they have integrated. Are you an online seller like them? Then we've got some exciting news for you. You can do it with the help of a few simple things that we'll see here today. So how do we go about this? If you have
Customer & Vendor Numbers Are Available
Hello, I stumbled upon customer and vendor numbers, not sure if there were any announcements, but you can activate under Settings > Preferences > Customers and Vendors. A suggestion, please word Customer Number as Customer Account Number Thank you
Lot Traceability for Assembled Items
My company produces food and skin care products out of raw ingredients. The system that we're using now is quite hefty and were hoping that Zoho would help cut down on a lot of things for us. However, I'm having a hard time pinpointing the workflow and
How to show the stock quantity of Committed Stock and Available for Sale in the Item Overview view?
Hello Zoho Community, I am testing the Zoho Inventory app now and so far I am satisfied with it. However, I would like to see if I can at a glance on the Item Overview page to know how many quantity of stock is committed to sales order, and how many is
Correcting Zoho Inventory
Hi Zoho Community! Looking for some advice - My Zoho Inventory isn't matching correctly with what's actually on hand. I know why - but I don't know how to fix it. This is a bit of a long post... sorry... Back Story: Close to 2 years ago, we switched over
Accounting Stock and Physical Stock
Good morning I would like to ask this community whether they have ever encountered a request on how to issue the Accounting Stock and Physical Stock quantities [found on the Item Card] via a report or custom view. If yes, how did you go about it (because
Tips & Tricks/Workflow Category On Inventory Community
Hello, please create a category for Tips & Tricks/Workflows on this community chat so that we can share with others. Thank you
Workflow Reminding Staff To Close Open SO
Hello, can someone assist me in making a workflow to inform staff to close open SO after 48 hours? Thank you
Inventory Management for Raw Materials
Product A has 5 raw materials that make it. Let's say a lotion. We create a batch of lotion that makes 500 individual lotions. How is this entered correctly info Zoho Inventory and the tracking of that product handled? I see how to create a composite
Using Zoho Forms & Zoho Inventory? Import All SKU's and Current Stock Level to Zoho Form?
Hey All- Has anyone used Zoho Forms for end of month inventory counting? If so, how did it work? Are you able to upload active SKU's and current stock level into a Zoho Form and then add the counted stock?
Best tool for tracking services
I'm using Zoho One and currently everything I do through CRM and books is manually calculated and entered for the cost of a service drone survey for example as they vary based on time. I'd like a better way to manage and streamline the billing. I was
Create Multiselect Record Button ZOHO Inventory
#Tips & Trick - Zoho Inventory How we can create a Custom Multiselect Button inside the Zoho Inventory, Please see the below. -> Setting -> Preference -> Select Module -> Create Custom Button Example Button in Expense organizationID = organization.get("organization_id");
Tip #4.1 Auto-creating package and shipment records for your offline sales orders
Hello, Hope this post finds you in good health. Last week we saw how we could automate item weight calculation for your orders. This week we will go a step further and see how you can automate the process of creating packages and shipments for your sales orders. To make it easier for the reader, this post has been split into two. Part 1 or tip #4.1 will tell you how you can auto-create package and shipment records in Zoho Inventory for your offline orders while tip #4.2 or part 2 will tell you how
Tip #6.1 Notify vendors whenever you receive goods automatically
Hello, Hope you are doing good. Last time, we saw how we could automate the process of giving discounts at item level to customers based on the total number of items per item group on a sales order. Today, we are going to see how we can send out email notifications to vendors whenever purchased items reach your store or warehouse. This post has been divided into 2 parts. In this part, we will only talk about delivery notifications. In part 2, we will tell you how you can send reminders to vendors
[Newbie] Integrate local Shipping services to Zoho Inventory
Hi guys, I am newbie with Zoho, I come from Vietnam I am getting a request from my customer. He want to integrate some Vietnamese Shipping Vendors to Zoho Inventory for some purposes. So, please help me some advices to do this. (*) Assumption our Shipping
Managing Multi Retail Store
I am trying to use Zoho since a long time ,,, and I faced a lot of troubles some of them solved ,,, some still not I need to track two stores ,, I need to track the sales and the stock also I need restriction that each user can access only his store
Tip #9 Invoice level weight calculation
Greetings to all ! We are glad to inform you that using this custom function you can meet the scenario where in you have to calculate the total weight of all the items in the invoice taking into account the individual item weights. Prerequisite: 1. Create
PRINTING
Hello, I would like to seek a guide on how I can print any type of receipt on a one-page slip using a thermal printer on Zoho Inventory. I have tried all I know I can do but all receipts printed comes out on separate pages. So, if I had to print a very
Next Page