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

    • Why passwordless authentication should be your top security project for 2021

      Hello users! We know that nobody likes to remember passwords, yet they form an indispensable part of our lives. Many of us working with any kind of technology today manage numerous passwords for personal and business accounts. With the widespread adoption

    • Free Webinar: See why Zoho Vault is the best alternative to LastPass

      When LastPass was acquired by LogMeIn in Oct 2015, we expressed our genuine concern about how this would change the LastPass business model and how customer trust would transfer from one company to another. As we suspected, LastPass doubled their pricing

    • Managing cyber threats when working remotely | A Customer Survey Report

      The nearly universal adoption of remote work has changed the way businesses function. Globally, enterprises continue to work to find new ways to make life easier for employees working remotely. However, a commonly cited concern has been the lack of cybersecurity

    • World Password Day: 5 interesting facts about passwords

      It's World Password Day: that time of the year when we talk about password hygiene and the importance of safe password management. World Password Day is observed on the first Thursday of every May, and this year, we'd like to talk about some of the most

    • Free Webinar: Go passwordless in 2022 with Zoho Vault

      Passwords have long been the preferred authentication method, largely due to their universal appeal. While they're easy for people to use and implement, they're also convenient for hackers to exploit. Reports from 2021 state that weak and stolen passwords

    • Myki has announced EOL for its services | Learn why Zoho Vault password manager is the best alternative

      Hello Myki users,   Myki has announced end-of-life for its Teams, MSP, and GUARD services, after being acquired by JumpCloud. In their recent announcement, Myki stated that they will be removing their apps and extensions from the respective stores, turning

    • Join our exclusive meetup with Zoho's Real Estate community

      Hey there, The Zoho Vault team is conducting a meetup for all real-estate users from Zoho. During this session, we will be discussing the need for secure password management and how Vault can help you and your clients safely protect passwords and other

    • Free webinar: A quick walkthrough of Zoho Vault and major updates in 2023

      Managing passwords is crucial for all businesses. You can securely store, share, and manage passwords effectively from anywhere with Zoho Vault. We have introduced several new features in 2023 to offer the best online experience for our users. Join our

    • Free webinar: Why a password manager is a “must-have” for everyone in 2024

      In the past decade, we've witnessed numerous cybersecurity breaches globally, with a significant portion resulting from the "it won't happen to me" mindset. Shockingly, in 2023, 86% of breaches involved weak and stolen passwords. Password hygiene is crucial

    • Zoho Vault - Webinars 2023 - Video Recordings and Slide Decks

      Hello, We wanted to offer a consolidated list of Zoho Vault webinar resources from 2023. Therefore, we're putting together a list that includes links to our webinar recordings and slide decks for easy access. Webinar Video recording Slide deck Getting

    • Free webinar: ‌Focal point: Building a financial ecosystem with Zoho Vault and Zoho Workplace

      Hi everyone! Cyber threats against the financial sector are escalating. In the last two decades, nearly one-fifth of reported incidents targeted financial institutions, causing $12 billion in direct losses. Cybercriminals are becoming more sophisticated,

    • New features in Zoho Vault

      We’re thrilled to introduce a wave of powerful updates in Zoho Vault, designed to enhance security, streamline workflows, and improve your overall experience. Let’s dive into what’s new! Folder creation restrictions Limit who can create folders in your

    • Join our World Password and Passkey Day expert Q&A 2025

      Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?

    • Dashlane discontinued its free plan: Here's why Zoho Vault's free plan is worth the switch

      Hey everyone, Dashlane password manager has officially announced that its free plan will be discontinued starting September 16, 2025. This change means that current free users will need to either upgrade to a paid subscription or export their data and

    • Introducing SecureForms in Zoho Vault

      Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

    • Clickjacking: Zoho Vault's Response

      Issue: Password manager browser extensions are found to be vulnerable to clickjacking security vulnerabilities that could allow attackers to steal account credentials, TFA codes, and card details under certain conditions. Reported by: Marek Toth, Independent

    • Free webinar: Security that works: Building resilience for the AI-powered workforce

      Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

    • Free webinar—Redefining workforce security with Zoho Vault: Passwords, passkeys, and multi-factor authentication

      Hi everyone! Did you know that in Q2 alone, 94 million data records were leaked globally? Behind every breach is a combination of poor password habits, phishing attacks, privilege misuse, and simple human error. The fallout—including reputational damage,

    • Fill Colors

      Hello, Just curious, is it possible to manage the Used and standard colors in the fill drop down menu ? I would like to change/edit them is possible to colors I frequently use. Thanks for you reply, Bruce

    • Is there a way to generate a virtual meeting for a group service in Zoho Bookings?

      Are virtual meetings not supported for group services/meetings? I have integrated Zoom with one-on-one services, but I need a way to create an online group meeting. Thanks

    • Items Below Reorder Point Report?

      Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

    • Client scripts for Zoho Books ?

      Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

    • Fillable template with dynamic tables?

      Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

    • Invoicing multiple expense items as a single line item

            My client would like me to invoice them for multiple expense items on a single line item on an invoice.  Can this be done?  I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them

    • Zoho Books | Product updates | November 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital

    • Tables improvement ideas / features

      Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

    • Announcing offline payment modes for event tickets

      Hello everyone,   Collecting ticket payments from prospective attendees can be a tricky part of event planning. While Zoho Backstage has always allowed you to collect payments online as people buy tickets from your event microsite, we have now enabled

    • Gmail is ramping up its email sender policy from November 2025

      Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we

    • Deluge Error Code 1002 - "Resource does not exist."

      I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via

    • Item images

      Can we get an "On hover" expanded image for items please ?

    • Ability to Create and Manage YouTube Video Chapters in Zoho Social

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that would allow users to create and manage YouTube video chapters directly within the platform. Currently, Zoho Social does not support manually adding chapters

    • What happens to my current site SEO if i opt for zoho creator?

      I have an existing website and I need to use Zoho creators for the rapid creation of my webpage creation. Currently, my IT team is creating the web pages, but I am concerned about the SEO of my current website if I shift to zoho will i loose it all?

    • Automatic Portal invite

      We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

    • Preview Emails with Merge Fields before sending

      Hello, Are there plans to preview an email with merge fields before sending out? Currently, all you see in the preview are the merge field values, but before I send out the email I want to make sure the merge is working. Also, the saved emails only show

    • User Filter not selecting All Items

      We are encountering 2 issues when using the user filter. When users are trying to search using the filter option, the OK button is grayed out. Users have to unselect or make a change before it filters properly. 2. When filtering and the OK button works,

    • Support Nested JavaScript Variables in PageSense Pop-up Targeting

      Hello Zoho PageSense Team, I hope you're doing well. I’d like to request a feature enhancement for the PageSense pop-up targeting functionality. Current Limitation: Currently, PageSense pop-ups can be triggered using simple JavaScript variables. However,

    • Cannot Invert Axis for Rankings

      Hi there I want to be able to create a ranking graph in Analytics/BI, with 1 at the top of the Y axis, but I am unable to invert the axis. Super simple example in Excel below. Higher rankings need to be higher up on the graph to give the correct visual

    • How to copy value from a single line field into a picklist field within a module's subform?

      Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflows

    • Committed Stock and To Be Received Stock via API?

      Is it possible to retrieve Committed Stock and/or To Be Received Stock for an Item via the API? I want to use this information for calculating the amount of inventory needed to be purchased.

    • Creating Email template that attaches file uploaded in specific field.

      If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

    • Next Page