Workflow for serial number items

Workflow for serial number items

We do not enter serial numbers for inventory because we do a lot of on demand orders and shipping. However when processing an order we do need to enter the item serial numbers for those which have a serial, and enter the tracking information. 

I turned on the inventory module and advanced to add serial support but I cannot get my head around how to enter serials when processing the sales order when those serials not in inventory. Is there a custom button that we can use to automate adding them or something? Just looking for a process flow that works.

    • Recent Topics

    • Task Start and Due dates

      Hi, I am trying to find a way to autopopulate Start and Due dates for tasks in a project. I want to assign the same dates that are found in the Start and End dates of that project. I tried the automatic workflow but it seems that Project information is

    • UNABLE TO RECIEVE EMAIL WITH ATTACHMENTS

      Hi , Iam unable to receive any emails with attachment from others even email with small attachment is coming through and also sender is not receiving undelivered notification. kindly help

    • Agent password reset

      Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards

    • Creator - Portal users management

      Setting up users in Portal at the moment reqires the following steps in sequence: Invite new email/login/user configure reports visibility accept the invitation in email set password If a login or multiple logins are created to assign reports visibiliity

    • Spell check sucks

      Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

    • One time offer in Zoho Campaigns

      Hello! I have an idea to improve my sales. I would like to make a "one time offer" in Zoho Campaigns with a clock that will count down the bid validity period.  Is it possible? Regards.

    • User already specified message / Can't check email through client

      This issue has been noticed since at least Monday the 11th, (although the last mail I have in my inbox is from the 8th of Nov, 2024). When I check mail (POP) through Thunderbird as it has been configured for the last 10 years with no issues, I receive

    • "Number of statement execution limit exceed" error

      Hi everyone. I know that this is a already discussed topic, but I want to express my discomfort with wasting a lot of time solving this pseudo error instead solving real client problems. I hate introducing changes in the code to manage this error.

    • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

      I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

    • SMTP access authentication failed

      smtppro.zoho.com port 587(tls) My account don't use Two Factor Authentication. My account：noreply@laifaka.top

    • Zoho Mail : Email Outgoing Blocked

      I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able

    • Single use booking

      Hello everyone! It would be very interesting to be able to generate unique booking links. Once a booking is made through that link, it will no longer work. Calendly has something similar: https://help.calendly.com/hc/en-us/articles/1500001292022-How

    • Instagram Messenger and CRM integration

      Hi, We are using CRM+ and love the integration with Zoho Social. However we are very heavy on Instagram and we lack the message feature and the integration with CRM.  I have been told that there is focus on Instagram, is there any way of knowing if above is on the roadmap? If so when can we accept it to be implemented? Thank you, Per Tattoocyn

    • SENDING EMAIL BLOCKED

      I have been blocked from sending emails, I am sorry for going against your policy, Please help me lift the block and I will keep to your policy strictly and never go against them. Please forgive me. My email address is u.a.e.connect@emirates-nbd-sta

    • Unable to create same email after migration to Zoho

      Hi, I recently migrated from hostinger email to zoho email. After verifying all TXT fields, I'm able to create new email ID and send/receive emails from this email. However, I'm trying to create the same email ID that I was using in Hostinger but I'm

    • Can't submit ticket when connected

      Hi team I hope you're doing well I have a problem that I haven't been able to find the answer to among the many topics. The context is as follows: We have a help desk for each of our departments, support for our company and support for another company.

    • Account Settings

      If the email I receive is system@aimeni.com, can I reply to the other email address I created? Also, can I add other domain names to the same account? If so, is this account shared or calculated separately?

    • Changing Domain

      I mistakenly miss spelt the word "Realtor" and wrote Relator.. I would like to correct it please . I have also change my payment card

    • Mail Search Not Working

      Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

    • Allow customers to choose meeting venue and meeting duration on booking page

      My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

    • Workspace and CRM Contact Sync Updates

      Dear Marketers, We are delighted to bring you a fascinating update this holiday season. An update which will help marketers like you increase their focus and enhance contact management. These new features are designed to streamline your workflow, enhance

    • Bank feeds broken again.

      Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.

    • Période de Congés

      Pour l'indemnité de congés payés la référence est du 1er juin au 31 mai alors que pour les RTT la période est une année calendaire. Comment gérez-vous ces différentes périodes dans Zoho People?

    • Looking to Auto-Merge Duplicate Tickets

      Hi guys, I need the option to auto-merge duplicte tickets and i dont see this option available in automation , Can this be done? And if so how, Cheers

    • Issue with zDesk Notifications

      Hi Zoho Team, Please check on this issue our team currently experiencing. Logging in and out was done but issue persis.

    • Set print area

      Is there a way to set the print area like I can with Excel

    • Bulk export of uploaded files

      I've seen a few very old questions about this in the forum, but I'm wondering if Creator offers a solution that allows users to bulk export the contents (or at least the url) of an "upload file" field in a report. It's tedious to have to export/download

    • How can a customer modify their invoice amount to include a 3% processing fee?

      I understand that Zoho is not prioritizing automatically a fixed credit card processing fee, but is there functionality that I can use now to allow my customer to calculate this fee for themselves and "overpay" my invoice to account for the credit card

    • Unformatted text on dropdown menu

      Has anyone encountered this problem? My dropdown fields are showing unformatted text, like what you see below This is happening to all my dropdown fields across all my apps. I tried the different language options under "localization", but that doesn't

    • How to delete a bank transaction

      I keep looking and looking and cannot figure out how to delete an erroneous bank transaction, which is throwing off my balance...how do you do this? I don't see a delete button anywhere and there's no obvious way to select it (like a box next to it).

    • Zoho CRM Create Client script using Custom Buttons

      Client script has become quite sophisticated and it's really useful. There is a missing simple functionality: To create script should be able to be called in the details page using a custom button. If we have this feature for Field Event, shouldn't we

    • Insufficient Privileges to perform this operation. Contact your Administrator.

      I am using the admin account which having the permission for google ads, but i have the error when try to hit Get Started in google ads tab. "Insufficient Privileges to perform this operation. Contact your Administrator". Already check the profile permission,

    • How to check my email?

      Hello. everyone I am a newbie. I have tried to check it by myself but couldnt really find it. How can I check or send email? Ive tried to sign in to ZOHO and couldnt find any checking and sending email area??? How do I send or check my email? these are

    • Calendly One-way sync- Beta Access

      Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there have

    • A task can be closed by a person whom the task is assigned to without the permission of the creator.

      While i was using zoho tasks i found that a task could be closed by an assignee without the permission of the creator of the task.

    • Read Time Email Notification

      I need to read emails in the background to process some activity. for that purpose i'll use the REST APIs. But i don't want to keep polling remote servers for new emails. Looking for a solution or service which triggers a webhook on any new message delivery

    • API Credentials Can Be Reused To Access Any Organization Including Dev & Sandbox

      When an application is created in the API Console, the client ID & secret can be used to access every single type of CRM: main (production), developer edition & any sandboxes. These credentials can be used to generate an access token for any of these

    • IMAP NOT CONNECTING ON IMAPSIZE APP

      I am using an application (IMAPsize) that makes it much easier for me to create backups of my emails. However, Zoho blocks its connection. I use it for my clients who use Gmail, Outlook, Hotmail, Yahoo, and several others, but only in Zoho is the connection

    • Ensure Consistent Service Delivery with Comprehensive Job Sheets

      We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

    • Implement full RTL support in Zoho Cliq, including text alignment and character positioning, regardless of the interface language.

      Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to the current RTL language support within Zoho Cliq. Currently, while Zoho Cliq allows users to input text in RTL languages, the text alignment remains LTR, resulting in

    • Next Page