Hello, users!
We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new:
Customer and Vendor Portal Domain Change
We are updating the Customer and Vendor Portal's default domain from inventory.zoho.com/portal to inventory.zohosecure.com/portal for enhanced security. Starting June 5, 2024, users will automatically be redirected to the new domain. This change will not affect your users' data on the portal, including transactions, comments, and more. They will be able to access their portal as usual.
UPS v2.0 Shipping Integrations
We're excited to announce the new and improved UPS v2.0 integration, which leverages OAuth 2.0 for a more secure and seamless user experience in authentication. We've already started migrating our existing integration users to ensure a smooth and uninterrupted transition. UPS will stop providing new licenses starting from June 6, 2024.
Manually Push E-Invoices [India Edition]
You can now manually push your e-invoices to the IRN. If you wish to make any changes to the manually pushed e-invoices, you can delete the e-invoice from IRN, make the changes to the transaction in Zoho Inventory, and push it again. Once the associated e-invoice details are deleted from the IRN, the transaction's status will revert to Yet To Be Pushed.
Note: You can only delete e-invoices that are manually pushed.
Klarna Payment Method for Stripe [Global Edition]
Introducing Klarna, a global payment method now available in Zoho Inventory through Stripe. With Klarna, you can make payments immediately or split them in instalments. This offers your customers greater flexibility and convenience in managing their payments.
To enable Klarna: Navigate to Settings > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, select the Edit icon next to Payment Methods, and choose Klarna from the list of payment methods.

Alipay Payment Method for Stripe [All Editions except India]
Alipay, a popular digital wallet in China, is now available as a payment method for Stripe payments in Zoho Inventory. With Alipay, you can securely make payments online. You can collect payments in Chinese Yuans from any location. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD.
To enable Alipay, navigate to > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, select the Edit icon next to Payment Methods, and choose Alipay from the list of payment methods.

UPI ID Option for Invoice QR Codes
We have introduced the UPI ID option for your invoice QR codes. You can include your UPI ID as a QR code in the PDF of your invoices. This allows your customers to scan the QR code with their device and make payments directly to your UPI ID.
To use this feature, go to Settings > Sales > Invoices > General and select UPI ID as the QR code type in the Invoice QR Code section.
WhatsApp Integration
You can now link your WhatsApp to your Zoho Inventory organization, which enables direct notifications of payments and sales transactions to your customers. You can customize it for marketing and sales templates for each module to send notifications, as well as directly initiate conversations with your customers from your Zoho Inventory organisation
To enable WhatsApp for your customers: Navigate to Sales > Customers, select a customer, and edit their Primary Contact or Contact Person details on the overview page. Then, mark WhatsApp as their Communication Channel.

New Unique Quantity Codes for Items
We have added two new unit codes to the Unique Quantity Codes: BAL (Bale) and TGM (Ten Gross). A Bale refers to materials packaged together, while Ten Gross represents a quantity of 1,440 items. These units are especially useful for businesses dealing with wholesale goods.
To access this option: Click Configure Units from the Unit dropdown in the Item creation or edit page.

Bulk Export Option for Two Reports
We have introduced a bulk export option that allows you to export over 50,000 rows of the Inventory Aging Summary and Inventory Valuation Summary reports. You can choose to export the report in sections or as a full report. These reports are in early access and available only in the Premium and higher plans. You can contact
support@zohoinventory.com to enable it in your organisation.
Send Item Identification Codes for Electronic Invoicing [Mexico Edition]
You can now include unique codes, such as the Stock Keeping Unit (SKU), when sending item details to SAT for e-invoicing. By default, no code will be shared with SAT, however, you can configure it under item setting when needed. Once configured, the code will be visible in the item table of the transactions. Additionally, you can choose to send a single code for all items in your organization.
You can also include codes such as the Universal Product Code (UPC), European Article Number (EAN), International Standard Book Number (ISBN), and Manufacturer Part Number (MPN).
To configure this preference: Go to Settings > Taxes & Compliance > Electronic Invoicing> Edit icon next to Item Information.
Additional VAT Treatment Options [UK Edition]
We've introduced VAT Exempt and Out of Scope VAT treatment options for items. These options are available only for customers whose VAT treatment is set as United Kingdom or Overseas Customer. VAT Exempt can be applied only to items that are classified as services.
Safaricom M-PESA Integration [Kenya Edition]
The Safaricom M-PESA integration is now available in Zoho Inventory. M-PESA is a digital mobile payments service in Kenya that lets you seamlessly process payments using e-wallets. You can set up the integration and receive payments in Kenyan Shillings from your customers.
To enable Safricom M-PESA: Go to Settings > Payment Gateway > Alternate Modes > Set Up Now near Safricom M-PESA.
Give these features a try and let us know your thoughts in the comments section below. If you have any queries, send an email to
support@zohoinventory.com. We'll be happy to help.
Regards,
The Zoho Inventory Team
Recent Topics
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
Where to integrate Price Book and Product List Price
Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
Pending Sales Order Reports
Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.
All new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses
How to export project tasks, including the comments
Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
Zoho Mail SMTP IP addresses
We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
Migrate Your Notes from OneNote to Zoho Notebook Today
Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
Meet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
Deluge sendmail in Zoho Desk schedule can't send email from a verified email address
I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
Zoho Campaigns - Why do contacts have owners?
When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
First day of trying FSM in the field.
What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
Bigin Android app update: User management
Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
Importing data into Assets
So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
Email Integration - Zoho CRM - OAuth and IMAP
Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
One Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
End Date in Zoho Bookings
When I give my appointments a 30 minutes time I would expect the software not to even show the End Time. But it actually makes the user pick an End Time. Did I just miss a setting?
Choosing a portal option and the "Unified customer portal"?
I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
Zoho Commerce
Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
email forwarding not working
Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
Google Ads Conversions Not Being Tracked in Zoho CRM
We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but
Zoho Desk KB article embedded on another site.
We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
Need help to create a attach file api
https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
Can a Zoho Sites page be embedded into another website (outside Zoho)
Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
Support new line in CRM Multiline text field display in Zoho Deluge
Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
Enable Locations for Expense
Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
Currency abbreviations
Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
Losing description after merging tickets
Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books
in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID
Generate a link for Zoho Sign we can copy and use in a separate email
Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
Syntax for URLs in HTML Snippets
What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to
Rate Limiting in Zoho Flow (OpenAI API)
Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
Placing a condition before converting the LEAD
Hi, I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead. For example: up until the certain status's doesn't equal "green" don't allow to convert lead. I tried creating this using
it is possible to open a widget via deluge script function
I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution
Creator - Portal Custom Domain
I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to). Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong. Some datapoints Domain name itself unimportant, can be a string of numbers. I need to know what registrars are working for you because GoDaddy does NOT. Do I need hosting? I've tried both ways and nothing works. I pushed through Cloudflare
Translation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
Transitioning to API Credits in Zoho Desk
At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give
steps and options to change Domain DNS/Nameservers settings
Please share the options or steps to change Domain DNS/Nameservers settings
Unable to explore desk.zoho.com
Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
Employees in Leave Policy exceptions
In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
Searching customer field
Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words
Next Page