How to integrate Zoho Inventory and Xero - Create a new invoice
Hi, This is a short description of how you can set up an integration between Zoho Inventory and Xero by using Zapier. To use this integration you need a paid plan with Zapier. Trigger: Zoho Inventory - New invoice First action: Find or create contact
Zoho inventory, record payment, Paid Through
Hi. When recording a bill payment in inventory, there is a "Paid Through" field with accounts. Is there a way to edit this list?
Introducing Batch Tracking on Zoho Inventory!
Ever wanted to track the expiry dates of your products so that you may be able to sell every item that arrived in a batch? Ever wanted to curb the instances of selling defective units to your customers? Well, your wait is over! We have something that would help you do all these things and more. Zoho Inventory is happy to announce the release of its much-awaited feature, Batch Tracking! What is Batch Tracking? The term Batch Tracking, in its primal form means, to track a group of items with similar
Multiple Purchase Receives with one Bill ?
Hello, On many occasions, our supplier may only deliver part of the PO and bill us for the whole order. How do we manage the PO with multiple purchase receives and only one bill? Currently, im unable to merge 2 purchase receives into one bill? Any
Different reports for different payment terms
Hi all. Can you please advise me, I need to display reports for invoices issued in Zoho Inventory. My boss wants different reports for different payment terms. We have two types of payment terms - prepayment and deferred payment 30 days. Can you tell
Integration With Takealot & Bobgo of South Africa
Hello, please integrate with South African marketplaces such as Takealot and Bobgo. Takealot is by far the biggest and there are others such as Makro, and Amazon is expected to launch soon. We have to manually enter each Takealot sale on Inventory which
Sandbox for Inventory?
Does Zoho have any plans to introduce a developer sandbox (like Zoho CRM) or environment for Zoho Inventory? I find myself working in inventory frequently for the last few months part of my development work sees me working with Deluge, Flow and the Inventory
I want to export items with pictures How to do it?
I want to export items with pictures How to do it?
'I have received payment' checkbox UI quirk
Hello On the invoice creation screen in Zoho Inventory/Books, there is the option to select 'I have received payment' down below the item table and record the payment there rather than as a separate step, a feature we have been using lately particularly
where do I get the correct OrgID?
Hi everyone. I decided today to try to solve a problem using Deluge function. For this I need to get all the products that lie in the sales order on which the trigger in Flow was triggered. This is the line where the error occurs: inventoryOrder = zoho.inventory.getRecordsByID("SalesOrders",XXXXXXXXXXXXXXXXXX,MySO_ID);
Customer Assets - List of all Items Sold for an Account
Hello, we are soon going live with Zoho Inventory and are needing Items/Products to automatically populate into the Account in CRM when Invoices are finalized. Over the lifetime of having a customer, they purchase products from us for than once. Many
Paramétrer TVA dans les factures automatique
Bonjour, Je suis nouvelle sur Zoho Books et inventory. Auparavant j'étais chez quickbooks, mais le logiciel a fermé en France. Je me suis tournée vers Zoho Books car je cherche un moyen d'automatiser ma création de facture via ma plateforme de vente Etsy.
Multiple Suppliers for a single product
What is the best way possible to have a single product listing powered by multiple suppliers? For example, we get potatoes from several farms, but the customer does not need to know this information to make a purchase and we do not want to list potatoes
Price Managment
I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
Limit on number of shipping addresses
We have some B2B customers whose business partners place orders on us. These orders are billed to the B2B customer, but we will add a shipping address for the business partner who places the order, to whom we ship the order. In the course of transactions
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from inventory.zoho.com/portal to inventory.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected
customizing the Inventory dashboard
Hey, everybody. I am dealing with Zoho Inventory right now. In the dashboard of the application, there is a report of top selling products. Is there any way to customize the appearance of the report? If for example I want to view it in tabular form? I
Tip #1 Automating online sales order to invoice conversions in Zoho Inventory
Hello, Hope the day is treating you well. We've been getting more than a few requests from online sellers who use Zoho Inventory to help them automate invoice generation for all online orders that drop into Zoho Inventory automatically from a sales channel or a shopping cart that they have integrated. Are you an online seller like them? Then we've got some exciting news for you. You can do it with the help of a few simple things that we'll see here today. So how do we go about this? If you have
Manufacturing Support
WE like to see the process manufacturing support to create recipes , routers , work order, production completion and product cost.
How are people handling estimates with Zoho inventory?
We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing
Merge Inventory - Same item, slightly different SKU
I have an issue and not sure how to solve. I have multiple selling platforms. I use Zoho just for inventory control. On certain sites I have had to add a digit to the SKU, so for example the SKU is R2000 and on certain sites its R2000a. Can I link / merge
Ship labels are incorrect
Please please help our shipping labels are not formatting properly. It is pulling the sold to company name and it flips the address 1 / address 2 lines each shipment - so all our labels ar looking backwards and we have to sharper black out the company
Salesperon PlaceHolder
Hello, I want to add the salesperson in an invoice email notification but salesperson is not listed as a placeholder. How can we get this done? Thank you
How Organize Items
Hi. I'm new to Inventory and fiddling how to use it for our business and sales process. Could somebody please push me in the right direction? Almost everything we sell consists of ready-made individual parts that we buy in, upgraded with parts we produce
How can I import product images into Inventory?
I have over 2000 product images to import. Can this be done in bulk? Doing it manually will take far too long. John Legg Owner: The Debug Store
Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.
I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/
Adding VENDOR SKU to PURCHASE ORDERS
how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
Record Payment At Invoice Creation
Hello, I'm certain I was able to record a payment on the invoice creation page but I no longer see it. How do we get this working again? THank you
Need to Add Warehouse Outside India
You can't create a warehouse in a state or country different from your organization's location. I need to add Warehouse outside India. It shows the error as mentioned above
HS Codes and Country of Origin placeholders
Hello It would be helpful if there could be a placeholder under items whereby we can insert the HS/Tariff Code and Country of Origin. Currently, I use the placeholder EAN for the HS/Tariff code and the MPN as Country of Origin, as these placeholders pull
Website stock on hand
Hello, We are a small manufacturer that is looking for a way to show our stock levels on our website. We do not currently do online sales just want our distributors to be able to see stock levels without having to call. We looked at using Zoho Commerce
Retail Setup
I need to setup a retail application. I need one software where i have multiple warehouses and and i have a POS system. I generate invoices through POS and my inventory get deducted. I should be able to move my inventory between warehouses. Further i
How can I sell Composite Items manufactured on just-in-time basis
This really relates to manufacturing which I know does not exist as a module in Zoho however... As Inventory stands it has the "beginnings" of a Bill of Materials however as it is only partially implemented and Zoho use its own terms for describing how
How to send purchase receipt automatically after purchase is successful/ payment status is paid in Zoho Inventory (using the payment receipt email template)
Is there a setting in Commerce or Inventory which will allow me to enable this action? Or if there is a deluge code / API we can use to enable this functionality of sending customers a payment receipt email automatically upon successful purchase using
Notifications Page, with filters and options to turn on/off by type.
The notifications are not overly helpful as we are swamped with unnecessary ones. There are so many success notifications, we miss the failures. In an ideal world, clicking the icon would give the option to go to a notifications page. From there, notifications
Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"
Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items
Composite Items & Purchase Orders
The Composite Item is great way to bundle different products and services into a single line and sell it as a single line item in Estimates, Sales Orders and Invoices. However, on the other side - i,e,. Purchasing - this item creates quite a bit of a
Invoice QR Code Checkbox In PDF Template Missing
Hello, I see an option to add a QR Code, there is note see below, that mentions a checkbox, but there is no checkbox. Note: You can display this QR code in your invoice PDFs. To do this, edit the invoice template from PDF Templates in Settings and select
How can I Store Stock by Bin Location in each Warehouse?
Hi, I'm evaluating upgrading to the Basic or Standard plans of Zoho Inventory, but I can't find if the software manages inventory by Bin. I manage inventory in multiple warehouses, and we store our stock by Bin in each warehouse. This is crucial for us to make a decision to move forward with Zoho Inventory, and therefore also with Zoho Books. Please let me know if there's an option for this. Thanks!
Purchase Order Confirmed status
Hello there. Current functionality doesn't appear to allow a method to show when a Purchase Order has been confirmed by a vendor (i.e. confirmed it's received and accepted). It would be good to have some method to either manually allow a user to confirm
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