Query in Analytics for tracking Physical Available For Sale from Books

Query in Analytics for tracking Physical Available For Sale from Books

Need: a query in Analytics on which we can build reports related to Physical Stock from Books items. 

In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selected Physical Stock. 

However, there is a note that says "Irrespective of your preferred mode of stock tracking in Zoho Inventory, the integrated Zoho Books organization will always track stock based on Bills and Invoices." 

In Zoho Analytics, it is relatively easy to build reports based on the Accounting stock. Because no matter which 'Mode' you choose for tracking, the report structure is based on Accounting stock. 

We have a need to track by Physical stock. We have developed a query that works 90% or more of the time. We have contacted Zoho about this and requested them to either review our query and provide solution, or to just start over and provide a new query that they build. We have been waiting so far 30 days for a meaningful response or delivery of a query, including the past 6 days with no response at all. 

One challenge is the Stock In Flow table has 4 Quantity fields and the Stock Out Flow table has 2 Quantity fields. It's not clear how these fields work, when they are used or not used, how the interact with each other. We have not been able to find any documentation explaining it. A simple pivot view shows there is some logic to how these fields are used, but it is not consistent enough for us to understand without any other information. For example, what is the different between 'Quantity In' and 'Quantity Physically Tracked'? Why is one used sometimes and not other times? Why is one used for a certain type of entry, but not all entries of the same type? 

I have included the queries that we have created below. A specific case where this query failed was due to one item which had the quantity tracked in the 'Quantity In' column instead of 'Quantity Physically Tracked'. This entry was also of the type 'Credit Note'. However not all entries of 'Credit Note' used 'Quantity In' some of them used it and some used 'Quantity Physically Tracked'. 

The first query is a summary query which is used to build reports on. The second query is the detail query which underlies the summary query. This is the one that actually merges all the different tables and attempts to create a current snapshot of the Physically Available stock for each item. 

Any help is greatly appreciated!

--Summary Query--
SELECT
StockLevelDetail."Product ID" AS 'Product ID',
Items."Item Name" AS 'Item Name',
StockLevelDetail."Quantity" AS 'Stock on Hand',
StockLevelDetail."Direction" AS 'Direction',
'Item' AS 'SourceEntity'
FROM  "Stock Level For Estimates Detail Query" AS  StockLevelDetail
LEFT JOIN "Items" AS  Items ON Items."Item ID"  = StockLevelDetail."Product ID"  
WHERE StockLevelDetail."Product ID"  NOT IN
(
  SELECT CompositeItem."Item ID"
FROM  "Composite Item" AS  CompositeItem 
)
 AND LOWER(Items."Item Name")  NOT LIKE '%digital%'
 AND LOWER(Items."Item Name")  NOT LIKE '%online%'


--Detail Query--
 SELECT
  'In Stock' AS "Direction",
  'StockInFlowTable' AS 'Table',
  StockInFlowTable."Stock In Flow ID" AS "Key",
  StockInFlowTable."Product ID" AS "Product ID",
  StockInFlowTable."Transaction Date" AS "Transaction Date",
  StockInFlowTable."Quantity Physically Tracked" AS "Quantity",
  /*IF(StockInFlowTable."Quantity Physically Tracked">0,StockInFlowTable."Quantity Physically Tracked",StockInFlowTable."Quantity In") AS "Quantity",*/ StockInFlowTable."Total (BCY)" AS "Total"
 FROM  "Stock In Flow Table" AS  StockInFlowTable 
 UNION ALL
  SELECT
  'Out Stock' AS "Direction",
  'StockOutFlowTable' AS 'Table',
  StockOutFlowTable."Stock Out Flow ID",
  StockOutFlowTable."Product ID",
  StockOutFlowTable."Transaction Date",
  (-1 * StockOutFlowTable."Quantity Physically Tracked") AS "Quantity",
  (-1 * SUM(FIFOMappingTable."Total (BCY)"))
 FROM  "Stock Out Flow Table" AS  StockOutFlowTable
 LEFT JOIN "FIFO Mapping Table" AS  FIFOMappingTable ON FIFOMappingTable."Stock Out Flow ID"  = StockOutFlowTable."Stock Out Flow ID"  
 GROUP BY 1,
  2,
  3,
  4,
  5,
    6 
 UNION ALL
  SELECT
  'In PO' AS "Direction",
  'PurchaseOrderItems' AS 'Table',
  PurchaseOrderItems."Item ID",
  PurchaseOrderItems."Product ID",
  PurchaseOrders."Date",
  (PurchaseOrderItems."Quantity Received") AS 'Quantity',
  SUM(PurchaseOrderItems."Total (BCY)")
 FROM  "Purchase Order Items" AS  PurchaseOrderItems
 LEFT JOIN "Purchase Orders" AS  PurchaseOrders ON PurchaseOrders."Purchase Order ID"  = PurchaseOrderItems."Purchase Order ID"  
 GROUP BY 1,
  2,
  3,
  4,
  5,
    6 
 UNION ALL
  SELECT
  'Out SO' as "Direction",
  'SalesOrderItems' AS 'Table',
  SalesOrderItems."Item ID",
  SalesOrderItems."Product ID",
  SalesOrders."Order Date",
  (-1 * SalesOrderItems."Quantity"),
  SUM(SalesOrderItems."Total (BCY)")
 FROM  "Sales Order Items" AS  SalesOrderItems
 LEFT JOIN "Sales Orders" AS  SalesOrders ON SalesOrders."Sales order ID"  = SalesOrderItems."Sales order ID"  
 GROUP BY 1,
  2,
  3,
  4,
  5,
    6 
  
  
  

    • Sticky Posts

    • What’s New in Zoho Analytics – September 2025

      Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

    • Invitation-Based User Access in Zoho Analytics

      Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

    • Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience

      Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you

    • [Webinar] Evolving BI & Analytics in the Age of AI

      Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations

    • Recent Topics

    • Billing Management: #1 Billing a Universal Business Routine

      Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

    • Show/ hide specific field based on user

      Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

    • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

      No idea what this is. Can't see what it is explained anywhere.

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

    • Zoho Calendar not syncing correctly with personal Google Calendar

      Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Customer Parent Account or Sub-Customer Account

      Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

    • need a packing list feature

      In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

    • Workdrive 5.0 / API Documentation Workflows

      Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

    • How to keep track of bags, cans, drums of inventory?

      We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

    • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

      Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

    • How many ZOHO-Sites does the ZOHO-One Suite allow for?

      The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

    • Replace Lookup fields ID value with their actual name and adding inormation from subforms

      Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

    • Webhook from Zobot to Zoho Flow fails

      I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

    • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

      Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

    • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

      I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

    • DKIM cannot be enabled for the domain as no verified default selector present

      Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

    • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

      Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

    • Insert auto number from main form into subform rows

      Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

    • Dark Mode - Font Colors Don't Work

      When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

    • Integrate Bunq with ZOHO Bookes

      We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Access Denied

      I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

    • Using Zoho Desk to support ISMS process

      Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

    • Bin Locations

      Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

    • TaxJar vs Avalara

      Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive

    • How to check Leads with no Task (open activity)

      Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

    • What can we do on our end to improve the Answer bot answers?

      Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

    • Taxes for EU B2B Transactions

      Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.

    • How to upload file to Connect using API?

      Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

    • Items Landed Cost and Profit?

      Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

    • Group Tax in Service Line Items

      Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

    • FSM Improvement Idea - Show an Import button when there is no data

      I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,

    • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

      I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.

    • Access token generate from the refresh token not working for API

      Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • Limiting search or dependencies with an asterisk "*".

      I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields

    • Improved RingCentral Integration

      We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

    • Cross Data Center Support for 1:1 Chats with External Users

      Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this

    • Next Page