Comment gérer vos colis et expéditions dans Zoho Inventory

Comment gérer vos colis et expéditions dans Zoho Inventory



La logistique a évolué afin de permettre l'optimisation des commandes à travers la planification et l'exécution - de la réception de la commande à la livraison.
Un système de gestion des colis présente plusieurs avantages.
  • Livraison dans les délais prévus
  • Des possibilités de tarification compétitive en fonction de critères tels que l'origine-destination, les services du transporteur et les modes de transport.
  • Intégration aux systèmes de l'entreprise pour exécuter de manière transparente, les expéditions à partir de n'importe quelle opération, qu'elle soit automatisée, manuelle ou quelque part entre les deux.
  • Une meilleure expérience client.
Dans Zoho Inventory le module "Colis" vous permet de créer et d'attribuer des codes d'emballage aux articles de vos commandes et de suivre vos expéditions.

Workflow des colis

​

Créer un colis

Il y a deux façons de créer un colis dans Zoho Inventory.

Méthode - 1

  • Passez à l'onglet "Colis" depuis le panneau à gauche.
  • Zoho Inventory vous fournit deux vues, la vue liste et la vue fiche.


  • Pour créer un nouveau colis, sélectionnez "+ nouveau".
  • Saisissez le nom client depuis la liste déroulante.
  • Vous pouvez choisir le commende client attribué à partir de la liste déroulante. Sélectionnez pour laquelle vous souhaitez créer un package. Ainsi, tous les articles de la commande client seront automatiquement intégrés dans le nouveau colis.
  • Remarque : Il est impossible de créer un colis sans établir une commande client. Seuls ceux qui sont confirmés seront affichés dans la liste déroulante. Si la commande client est en version brouillon, convertissez-la en commande confirmée avant de créer un colis.
  • Saisissez le numéro du colis et sélectionnez la date. Par défaut, le numéro de colis est généré automatiquement. Pour personnaliser, cliquez sur "Paramètres" à côté de ce champs et sélectionnez l'option "Je les ajouterai manuellement à chaque fois".
  • Saisissez des remarques internes pour référence et enregistrez.


Méthode - 2

  • Créer un colis à partir d'une commande client
  • Passez à l'onglet "Commandes client" et sélectionnez pour une commande qui a des articles à emballer.
  • Sélectionnez "Nouveau Colis/ Colis".
  • Saisissez le numéro du bordereau de colis et la date d'emballage.
  • Si vous avez activé le suivi avancé des stocks, vous pouvez sélectionner les numéros de série/de lot pour les articles.
  • Passez à "Sélectionner les numéros de série / de lot sous la quantité.
  • Sélectionnez les numéros de série/ de lot des articles à emballer et enregistrez.

 

Expédition

La fonctionnalité d'expédition peut intégrer votre organisation avec une multitude de fournisseurs de services d'expédition, vous permettant d'obtenir des tarifs d'expédition, d'expédier vos marchandises emballées à votre client, de suivre vos expéditions et de gérer vos livraisons à partir de Zoho Inventory.

Conditions préalables

  • Pour les envois manuels, il suffit d'avoir un compte Zoho Inventory.
  • Pour les expéditions via un transporteur, vous devez disposer d'un compte d'expédition valide auprès du fournisseur de services d'expédition avant de configurer votre intégration avec Zoho Inventory.
  • Vous pouvez créer l'expédition uniquement pour les commandes clients mises en colis.

Créer des expéditions

  • Accéder à l'onglet "colis".
  • Sélectionnez le colis à livrer. Sous l'onglet "Expédier, choisissez parmi les différentes méthodes d'expédition - "Expédier manuellement" et "Expédier par transporteur". 


Expédier manuellement

  • Cette méthode d'expédition est utilisée souvent pour réaliser des commandes hors ligne.
  • Comme le nom indique, la plupart des informations sont saisies manuellement.
​


Expédier par transporteur

Lorsque vous choisissez cette méthode d'expédition;
  • Choisissez le transporteur.
  • Par défaut, l'adresse de départ sera l'adresse de votre organisation et l'adresse d'arrivée sera celle de client que vous avez enregistré dans vos contacts.
  • Enregistrez et vous passerez à la page des détails d'expéditions.
  • Dans cette section, des informations telles que la date/le jour de la livraison, les frais d'expédition de votre transporteur, la taille du colis sont ajoutées.
  • Enregistré ces informations et voici un ordre d'expédition et une étiquette d'expédition sont créés.


N'hésitez pas à poser toutes vos questions et suggestions en commentaire.

L'équipe Zoho France.

 

 

 

 


    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Clone a Module??

      I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

    • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

      I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?

    • Updating Subform Record from other Form

      Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No

    • Zoho Books - Hide Convert to Sales Order if it can't be used.

      Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive

    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

    • Cross-Data Center Collaboration and / Or allowing users to choose DC

      Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data

    • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

      I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link

    • Send / Send & Close keyboard shortcuts

      Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

    • Is it possible to register webhooks in Zoho CRM using API?

      Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that

    • Calls where the local audio is shared, have echo

      When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?

    • Update application by uploading an updated DS file

      Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?

    • Markdown support, code cells...

      Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!

    • Minimise chat when user navigates to new page

      When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.

    • Zoho Projects app update: Voice notes for Tasks and Bugs module

      Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching

    • zurl URL shortener Not working in Zoho social

      zurl URL shortener Not working in while creating a post in Zoho social

    • In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh

      Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom

    • Zoho Bookings know-how: A hands-on workshop series

      Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.

    • Custom report

      Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different

    • Zoho Journey - ZOHO MARKETING AUTOMATION

      I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable

    • Custom Fields in PDF outputs

      I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select

    • How to create a Service Agreement with Quarterly Estimate

      Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include

    • Zoho Social - Post Footer Templates

      As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running

    • Allow to pick color for project groups in Zoho Projects

      Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for considering

    • Zoho Books - Quotes to Sales Order Automation

      Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow

    • Can't find imported leads

      Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them.  1. There are no filters applied  2. They are not

    • Custom Button Disappearing in mobile view | Zoho CRM Canvas

      I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button

    • The connected workflow is a great idea just needs Projects Integrations

      I just discovered the connected workflows in CRM and its a Great Idea i wish it was integrated with Zoho Projects I will explain our use case I am already trying to do something like connected workflow with zoho flow Our requirement was to Create a Task

    • Zoho Projects MCP Feedback

      I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially

    • email template

      How do I create and save an email template

    • Enhancements in Portal User Group creation flow

      Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From

    • blank page after login

      blank page after logging into my email account Thanks you

    • Always display images from this sender – Is this feature available?

      In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

    • Zoho Notebook Sync problem

      I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!

    • Cant Save Gauge on Creator Page

      How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0

    • Apply Advance option not shown in report

      We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting

    • Auto Capitalize First Letter of Words

      Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

    • Follow-up emails via Workflow Automation not staying in the same thread

      Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

    • Client Script refuses to set an initial value in Subform field

      I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.

    • Help Center IFrame Issue

      I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty

    • Comment Templates

      Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses

    • Next Page