Ask the Experts - Zoho Inventory #1: 4 hours live discussion on the integration between Zoho Inventory and Zoho Books.
Hi folks!
We're happy to announce the first episode of Ask the Experts - Zoho Inventory. This is a weekly forum discussion. Each session, a panel of experts will take questions on specific topics related to Zoho Inventory and the chosen feature for that episode. The panel will be available for a 4-hour period and answer any questions posted here.
In this first episode of Ask the Experts - Zoho Inventory, we will cover questions related to Zoho Inventory and its integration with Zoho Books, along with all of its workflows. We will be covering some of the key sections of this integration, including:
- Setting up the integration
- Streamlining your order management
- Efficiently managing the chart of accounts
- Managing your sales and purchases
- Mapping user roles correctly
- Accepting online payments
- How to manage taxes the right way
- Selecting the right credit limits
- Simplifying advanced inventory management
- Automating your workflows
- Selecting the right invoice templates
- Processing returns and refunds better
Post your questions and suggestions on the topic and our experts will answer your questions in real time, along with their suggestions and pro tips.
We will be live on April 2, 2020, 6:30-10:30am PST, 1:30-5.30pm BST, 7-11pm IST.
Cheers,
Team Zoho Inventory
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Salman Nazar
Tucker
Bijoy M B
gmascks
B Arunakumaar
Sticky Posts
Ask the Experts - Zoho Inventory #15: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Desk
Hello all! Customer experience lies at the heart of business success. In this week's 'Ask the Experts - Zoho Inventory', let's discuss integrating Zoho Inventory and Zoho Desk for better customer experience. Zoho Inventory integrates with Zoho Desk to bring you the speediest communication with your customers. This integration helps you make sure that your customer service representatives and your sales team are always connected to your back office so they can immediately respond to order-relatedAsk the Experts - Zoho Inventory #13: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Sign
Hello all! We are back with an important topic for discussion today on 'Ask the Experts - Zoho Inventory.' Let's discuss the integration between Zoho Inventory and Zoho Sign for e-sign capabilities for your organization. We're seeing a tremendous increase in e-signature requirements with most of our customers currently working from home. At the moment, the only workflow available in Zoho Inventory to handle this is to create an Invoice and get it signed digitally by your customers. Here are some
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Improve Payoneer integration with Zoho Books
Payoneer integration with books need to be improved, it doesnt work if your base currency doesnt match with the currency of payoneer account even though base currency has nothing to do with payoneer account's specially when we're integrating payoneerBlueprint and SLA violations reports on Zoho Analytics
We want the Blueprint and SLA violations reports to be placed into the Helpdesk Reports folder on Zoho Anaytics by Zoho. We don't know the rules behind these dashboard kind of reports on Desk so it would take us a lot of trial and error to create them on Analytics by ourselves. Please help us out by directly creating the templates for these reports on Analytics.Possible to freely prompt/query CRM data using Zia?
Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an[Webinar] A recap of Zoho Writer in 2024
Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for December 2024: A recap of Zoho Writer in 2024. This webinar will provide a recap of the features, enhancements, and integrations released in 2024 to enhance your productivity. ThereAct on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerfulSMTP Error
After changing the password of the SMTP, the "Could not authenticate your account" error is appearing. How can we resolve this? Please help, this is really urgent.Free webinar alert! Overcoming Hybrid Work Challenges with Zoho Workplace
Hello everyone, Are you facing challenges with hybrid work setups? Whether it's maintaining collaboration, efficiency, or security while working remotely and in-office, we've got you covered! Join our free webinar to discover how Zoho Workplace can helpEmpower Your Team with Kiosk Studio in the Professional Edition!
Hello Everyone, We are thrilled to announce the introduction of Kiosk Studio for all users on the Professional edition of our CRM. With Kiosks, you can streamline the data collection process, customize CRM capabilities, and make them available for allIN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE
I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOADExport as MP4 or GIF
Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds JonInvoice an upcoming subscription renewal in Advance
How can I auto create and send an invoice for an upcoming subscription renewal in advance. Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).Customer Statement Template not matching when sending
Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single defaultMy client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.
Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you pleaseWhat's New - November 2024
Hello everybody, Discover the latest features and enhancements we've rolled out this month to help you deliver better event experiences and manage your operations more efficiently. WhatsApp Integration (New feature) Transform your attendee communication¡Zoholics vuelve en 2025! ¡Apúntate esta fecha!
¡Que levante la mano quien echó de menos Zoholics este año! ¡Nosotros también! Si nunca has estado en Zoholics, te lo explicamos aquí para que no te pierdas esta oportunidad. Te alegrará saber que los planes para el gran regreso de Zoholics en 2025 ya¿Qué es Zoholics y por qué no te lo puedes perder?
¡Reúnete con el universo Zoho en nuestro mayor evento y construye el modelo que lleve a tu empresa al éxito! Zoholics es el encuentro de usuarios de Zoho donde nos reunimos con nuestros usuarios cara a cara para ayudaros a comprender mejor nuestros productos.Validation rules for fields used in blueprints
Dear community, I'm designing a blueprint for me leads nurturing process and I've noticed an issue with the validation rules applied for fields. I've applied a validation rule for the "PHONE" field and it's working just fine when I insert a new phoneCanvas View - Print
What is the best way to accomplish a print to PDF of the canvas view?Zoho Sign "Create" Template button no visible. Admin
I just recently got promoted to Admin access for Zoho One, and in our Zoho Sign account; the create template button is no longer available to my view? I've tried multiple browsers and even Windows and Mac. Any thoughts?Change/reallocate different key combinations to enable the Zia Search feature in Zoho Projects
Hello, Typically the cmd + "/" or Ctrl + "/" keys combination is used for commenting a code line. However, in the custom function module in Zoho Projects (specifically), the key combinations triggers Zia Search widget which distracts during coding andLive webinar: 2024 recap of Zoho WorkDrive
Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.Streamline appointment booking for patients | Kiosk Studio Session #3
Hello everyone! You may be using kiosks today to help your CRM users streamline their workflows and enhance efficiency. These users could be sales reps in a manufacturing company, agents in a real estate firm, clerks in a government agency, and so on.Function #46: Auto generate list of lapsed customers using Custom Button
Hello everyone, and welcome back to our series! Customer retention is one of the key factors that impact the long-term success and sustainability of a business. High customer retention rates indicate satisfied customers, quality products or services,Help Needed to Recover Emails After Deactivating Zoho Account
Hello Zoho Community, We deactivated our Zoho account two days ago but unfortunately did not properly transfer our email services before doing so. As a result, we’ve lost access to our Zoho emails and data. Is there any way to reactivate our Zoho accountAutomatically update date field based on the pick-list value of another field
Hello everyone, I've been trying to find a way where a date field gets automatically updated according to the value of a different pick-list field. The pick-list field can have the value "3 months from now" or "6 months from now". The logic is that weHow to use an output from a function as a criteria on a decision path on Kiosk
Dear community, Is it possible to use the result of a function executed in a Kiosk flow as a criteria in a decision step in Kiosk studio? Let's supose I have a function that makes an API request. Is it possible to define the next step of the Kiosk flowCreator - Programmatic Update not Triggering Flow
I have a Flow set up to be triggered by a Record Updated action in Zoho Creator. When I update the record manually via the UI, everything works as expected. However, I have a workflow that can be triggered in the UI to update a specific field in the CreatorKaizen #89 - Color Coding using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as aUnattended Access session confirmation exclusion list suddenly not working
As of Friday, the session confirmation exclusion list is not being respected. Instead all remote sessions are prompting for confirmation, including those in the exclusion list. For some of our critical shared machines this is a significant issue as theConnecting Zoho Creator app with Zoho Sites
I created a custom domain on Zoho Creator for my app (and it is verified), but when I click the link for my custom domain, it redirects me to my website. I want to link my portal to my website so that customers don't have to sign in to multiple locations.Add a way of clearing fields values in Flow actions
It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would beFeature Request: Export\Import Flows
Hi, As A Zoho Systems Builder and implementer, I Like Working With this great tool! Makes my automation work a lot Easier! Thanks! It would Save me a lot of time if I would be able to export And import flows (To JSON).Teaminbox whatsapp integration not working since saturday
Hi, I dropped an email to support@zohoone.com and a web form. But I didn't get any responses. I checked the whatsapp link via the setup > Organization > Organization > Channels, and checked the whatsapp accounts in facebook business portfolio, it's allHow do I list all users and their email addresses within an application?
The application I created is a system where by users submit issues. An admin will then assign the issue to a particular user (not necessarily the one who submitted it). Obviously I need to create the users in the Setting page and allow them access to the parts of the app that are relevant to them. My question is this: Is it possible to create on a form a dropdown box that will show the available users or do I need to create the user a second time within a table (ie. Name, Email, etc...)?Springlearns: How Can Zoho CRM Help Streamline Our Training Program Management and Client Engagement?
Hi Zoho CRM Community, We are a provider of professional training solutions, and are looking to improve our client relationship management and streamline our training program operations. As we expand our offerings in project management, IT certifications,Switch to enable or disable sent notification when close a ticket
Some time you need to turn off the notification email on closing a ticket. But the only way is in the Settings of Zoho Desk. It would be great to have a switch in the ticket just to disbale for once the notification mail when close the ticket.Sync Zoho Desk Teams with Zoho One Departments and/or Groups
Dear Zoho Team, Greetings! We would like to request an enhancement to improve the integration between Zoho Desk and Zoho One. Currently, when creating or updating an employee in Zoho One, we can add them to the Zoho Desk application and configure theirReport to show tickets win non invoiced time entries.
I have a report that lists tickets and associtated time entries for a specified period of time. Is there a filter that can be applied to show only tickets that have time entries that have not been marked as invoiced? Or what is the best way for our billingZoho Desk and Zoho Inventory
I am hoping I am not the only one with this need but has anyone else notice the lack of integration between Zoho Desk and Zoho Inventory and eventual funneling into an Invoice in Zoho Books? As an IT service provider we very often will sell parts (items) along with services for installing said item(s). I have discovered that although you can integrate your Inventory Items into Desk as a "Product", it serves no real functionality. In fact, I found the concept confusing compared to how many ServiceNext Page