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
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 ServiceAccess custom view for Boards module - Qntrl Android app update
Hello, everyone! In the latest Android version(v3.0.8) of the Qntrl app, we have brought in support to access the custom views for the Boards module. You can also mark a view as favourite by tapping the star icon next to the view name. The views thatUpdate Comment Field via Macro
Is there a way to update the comments in a ticket, via a macro? I see how to update the resolution via macro, but I cannot see a way to update the comments. Am I missing something?Two Accounts on a deal
I have Reseller accounts that generally Purchase and End-user accounts that I need to track. When I lookup a Deal, I need to see both - easy enough. When I lookup one account or the other, I need to see the deal, but I can only see it in one. How do IAuto-assign ticket to the agent who closes the ticket
Hello Everyone! Here we are again, introducing a custom action to help you track tickets more efficiently and optimize your business operations. Imagine managing hundreds of tickets related to banking activities, similar to Zylker Bank. How do you ensureJiraa to Zoho Projects
I am integrating Jira tasks into Zoho Projects using Zoho Flow, but I need to translate the Jira task names into English during the integration process. I attempted to use Google Sheets as an intermediary, by applying the Google Translate formula, butCreate Report/Query table from multiple Databases
Is it possible to create a Report/Query table from multiple databases? example: SELECT "Date", "Time" FROM dbo.database1.thisTable INNER JOIN dbo.database2.thatTable ON dbo.database1.thisTable.date = dbo.database1.thatTable.dateZoho Books | Product Updates | November 2024
Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to InvoicesTax Updates Revert on Zoho CRM Invoices After Running Custom Function
Hi everyone, I'm running into an issue with Zoho CRM that I hope someone here can help me troubleshoot. I've created a custom function to update the tax amount on invoices in Zoho CRM. Initially, the function runs successfully and updates the tax fieldNo duplicates in lookup field
I have a lookup field that is based on items from a material report. The problem is, there are a lot of duplicate material names for the particular field that it's based on. Is there any way to limit it to only show one of each item?Lookup field based on another lookup field
So I have a material entry form with a lookup field to an unrelated form in it. I have another form with a lookup field that shows records from the material entry form. The issue is, I want to set the the lookup field in the second form to be based onSubform Client Script
Good day, I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a clientHow to send emails from a ticket via deluge script
We are planning to send an email from a ticket via deluge script how can we do that?Using Snippets in Comments
One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?Introducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.New in Writer: Create personalized documents with Bigin!
Hi everyone, We're excited to announce that Bigin now integrates with Zoho Writer as a data source for mail merge templates. This opens up new possibilities for generating personalized invoices, contracts, emails, letters, and other documents. StreamlineExport Invoices to XML file
Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunitiesZoho Desk - Trial Extension Error - Insufficient Privileges to perform this operation. Contact your Administrator.
Zoho Desk - Trial Extension Error - "Insufficient Privileges to perform this operation. Contact your Administrator." I am receiving this error above when trying to extend my trial, and I am the Administrator. Please advise on how to bypass.Can we turn off archiving views?
Is there a way to turn off view archiving? Some views aren't used regularly, and archiving may force us to recreate them.Employee User to see Hours not $$
We have a Role of Project Manager who needs to be able to see Project Budgets in terms of Hours, but not the $ associated with the budget. We also don't want this Role to see the Hourly rates associated with users on a project. Is this possible?Elektronische Rechnung (PDF) im xRechnung / ZUGFeRD-Format
Hat jemand eine Lösung in Books realisiert? Wir sind am Export- und am Eingangsrechnung-Import interessiert.ADDDATE formula using 2 calculations
Hello, I want to create an ADDDATE formula using 2 calculations, add 1 month and deduct 1 day. the formula that I need should look like this: ADDDATE(due_date, 1, "Months")+ ADDDATE(due_date, -1, "Days") Each row itself works fine, but when I'm tryingHow to pass dynamic parameters in an iframe inside Webtab
Hello, I have a custom url like htts://www.test.com?zoho_id= 123456789. I know that if a have a custom button and using a custom function (openurl) I can open the above link by passing dynamically the Zoho ID (lets say the record ID in the Contacts Module).Zoho Creator Embedding a Zoho Form in a Creator App
Hi I've created multiple Zoho Forms for my company for internal use by myself, I am trying to find a way I can either create an app using creator that when I open it then I'll have all my forms listed on the left hand side, so each one will have it'sAgrément Norme Française Européenne Zoho Books, Zoho CRM, Zoho Invoice
Bonjour, Je fais partie des nombreux Fan de Zoho depuis 10 ans ! Les logiciels zoho (permettant la facturation) sont super mais non agrée depuis 2018 ! J'ai tout capitalisé sur zoho et fait confiance depuis des années et me retrouve dans une impasse.Zoho Books - agrément français ?
Bonjour, J'utilise Zoho Books pour ma facturation. Je vais bientôt changer de régime de TVA et essaye donc de vérifier si je suis en conformité pour mon logiciel de facturation. Est ce que Zoho Books est agrémenté (selon l'article 286-I-3° bis du CGI)Factur-X la norme pour la facturation électronique
Hello la team Zoho France, J'espère que vous allez bien. J'écris ce post car j'aimerais que Zoho rende conforme les factures émises depuis les apps Zoho Finance (Zoho Books, Zoho Invoice, Zoho Subscriptions) avec le format Factur-X qui devient la normeConvert invoice from zoho to xml with all details
How to convert an Invoice to XML format with all detailsCannot reorder fields in Page Layout in Expenses and Purchase Requests
It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order theTrigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerBillable Entries Not Syncing Between Zoho People and Zoho Books
Hello Zoho Support Team, I’m experiencing an issue with the integration between Zoho People and Zoho Books. Here are the details: I created a project in Zoho People and linked it to a customer in Zoho CRM. The project successfully synced to Zoho Books.[Free Webinar] Learning Table Series - Creator for the Finance Industry
Hello Everyone! The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience by demonstrating how Creator can be used as a solution for variousNew UI of zoho people
I recently switched to the new Zoho People UI, and I’m not happy with it. It’s confusing, and the navigation isn’t easy to use. In the old UI, I could easily view all leave applications for the whole organization. But now, I can only see leave requestsIssues with email signature not showing up correctly
I've recently set up my Zoho mail account, and I've noticed some issues with my signature doing funny things such as the logo image getting blown up really large or showing up as an attachment or as text. The text next to which has my name and title isNext Page