Ask the Experts - Zoho Inventory #1: 4 hours live discussion on the integration between Zoho Inventory and Zoho Books.

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




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • 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-related
                                                • Ask 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


                                                Manage your brands on social media



                                                      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

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • How do i change the user without reduce of the liscence

                                                                                                    We have 6 user in our company, 1 of them we dont use anymore, but when we pay for 6 users the account have actived . and now i can turn on deactived.
                                                                                                  • List of past retainer invoice inside the last invoice

                                                                                                    Hello, We are sending retainer invoice to our customers. The last invoice has the last amount to be paid. However we need to have attached to this invoice, the list of all retainer invoice, with date and paid amount. How can I achieve this using Zoho
                                                                                                  • Automatic Signature Populated Incorrectly

                                                                                                    To whom it may concern, The problem is as follows: When creating a new email, the automatically included signature is populated incorrectly. Disregarding a lot of the formatting such as padding and margins. (see image below) YET when manually selecting
                                                                                                  • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

                                                                                                    Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello
                                                                                                  • How to get value from html element using deluge?

                                                                                                    I am trying to capture the value entered in an HTML <input> tag of type "date" and store it in a variable using Deluge scripting. Here's the snippet of my code <%{ date_value = // Here I want to store the value entered in the below HTML tag %> <input
                                                                                                  • ....should be an easy one

                                                                                                    I have a form that includes a radio selection field with three options: - Board Chair - Executive Director - Other I then have an "Other" text field. I have a workflow set up so the "Other" field is hidden when the form loads. What I want to have happen
                                                                                                  • Linux Platform

                                                                                                    I have recently switched my desktops over to Linux Fedora. the stability of the OS rivals that of MAC and blows away windows. I believe it could be a great solution for small businesses but lacks the support of apps. I believe with the Zoho One offering
                                                                                                  • desktop app for TODO

                                                                                                    Is there a desktop app for Zoho TODO?
                                                                                                  • Marketing Automation SMS Costs Are Confusing and Not Accurate

                                                                                                    I am a Zoho One user, and I am incredibly confused by the projected Marketing Automation costs. I have opened up several tickets and even had a virtual meeting with a representative, and no one can explain to me the cost of a credit. I am redirected to
                                                                                                  • Zoho Cliq Guest User

                                                                                                    Is there a way to add a guest user just to a zoho Cliq channel (where they can download the app, login, still receive notifications and such) or are they only able to go to the channel hyperlink to join the conversation? I would like to add a guest user to one channel like I am able to do in Slack. I am currently set up with Zoho One.
                                                                                                  • Zoho VPN

                                                                                                    Hi,  I'd like to know if Zoho offers VPN. If yes, can you tell me how to access using VPN. If not, any VPN recommendation that I should use? Thanks. 
                                                                                                  • How do you handle existing customers/contacts?

                                                                                                    Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales
                                                                                                  • Custom link in the customer portal in zoho Subscriptions

                                                                                                    Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?
                                                                                                  • Zoho Projects for iOS18

                                                                                                    Hello, everyone! In the most recent Zoho Projects iOS app, we have brought in support for iOS18 related features to enhance the app's experience. Let's take a look at the list of new features: Control centre widgets You can now set up Zoho Projects widgets
                                                                                                  • Zoho People - Calendar View - All Staff

                                                                                                    Hi, I just want to see a calendar with all staff leave, was able to do this in the previous version?
                                                                                                  • Description does not display under task on invoice

                                                                                                    I have two companies under my zoho account. Both use Service type invoice. One will display the Description under Ttask when PDF's, the other account will not.  How to display the description under task ?
                                                                                                  • Subform - Width

                                                                                                    HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click
                                                                                                  • Split PDF file upload to seperate files before emailing.

                                                                                                    Hi Support, I have recently returned from Zoholics and keen to tackle some business problems. While taking to the Zoho Team, they have mentioned that you can help with coding. So here is what i'd like help with : I have a form where a PDF file is to be
                                                                                                  • Facing Sync Failure Issue

                                                                                                    Hello, I am using Zoho Analytics with Zoho Books integration. Recently, we have been facing a data sync failure issue and the reason for this is a temporary error. Do you have any idea about this? Do you know how we can solve this? I would appreciate
                                                                                                  • I can't found API for Sales Receipts

                                                                                                    Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards
                                                                                                  • Problem with .csv upload

                                                                                                    I successfully uploaded a .csv file with 547 leads just the other day, but found there were issues with the formatting of the company names and phone numbers. To make it easier, I deleted all leads from Zoho CRM and made the necessary corrections in the
                                                                                                  • UNAPPROVED record management

                                                                                                    When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW
                                                                                                  • Is there a way to programatically schedule a function call?

                                                                                                    I wrote a function that creates a record in a custom module that I need to trigger 30 days after a field in another custom module is set to a specific value. The issue is that I need to have it triggered every time the record is edited, not just the first
                                                                                                  • Custom Views in the Contracts module within Zoho Desk

                                                                                                    When if ever is the Contracts module likely to allow custom views. I have a number of Custom Fields that I would like to be able to view summarized in columns within the Contracts page.
                                                                                                  • How to Convert Zoho Desk Ticket into Zoho Project with the Historical Data

                                                                                                    Dear Team, i would like to inform you that my subscription plan of zoho desk will be expired by today and we will plan to purchase zoho Projects. i need to ask that can i transfer my zoho desk ticket to zoho project with their historical comments so that
                                                                                                  • Custom Report for Zoho Desk Blueprint Transition and SLAs

                                                                                                    We were been checking to create a custom report on SLA violations happened on Blueprints. But couldn't find a way to do it by following this article: https://help.zoho.com/portal/en/kb/desk/reports-and-dashboards/articles/understanding-the-blueprints-dashboard
                                                                                                  • Problem with the Incoming Email

                                                                                                    Hi Zoho Team, We would like to check if there's an outage on the server as we did several test but no avail. Zoho Desk Tickets cannot receive any incoming emails. We've checked on our MS Exchange server mailbox and got no problems on our domain. Please
                                                                                                  • Workflow rule not working

                                                                                                    Hi all, I am trying to create a workflow for time entry, but I don't have the options. This is what I have done. Workflow->Create Rule->Module->Time Entry Execute->Create Criteria ->Description->Contains->Reply Action-> I only have "Custom Function" I
                                                                                                  • Celebrating Thanksgiving: Honoring Customer Support Heroes with Zoho Desk

                                                                                                    Thanksgiving is a time for gratitude, reflection, and appreciation. As we celebrate this thanksgiving, it’s important to recognize the unsung heroes of customer service—the Agents who tirelessly serve as the bridge between the organization and the customers.
                                                                                                  • 【開催報告】名古屋 ユーザー交流会 2024/11/22(金) Zoho Oneをフル活用して実現した社内のチームコラボレーションの事例を紹介!

                                                                                                    皆さま、こんにちは。コミュニティチームの藤澤です。 11/22(金)に名古屋ユーザー交流会を開始しました。名古屋開催会では過去最高の16名のユーザーさんに参加いただきました。本投稿では、その様子をお届けします ! 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 (Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします) 当日の各セッションの様子に加え、当日使用した投影資料は以下になります。 Zoho Oneユーザーである小野さん(ドットシンク株式会社)に登壇いただき、活用事例をご紹介いただきました。
                                                                                                  • Zoho books in Thailand

                                                                                                    I would really like to have a chat to any of the community who are using Books in Thailand at the moment, to see how it works for them and see how we might use it in a new business based in Thailand/Australia.
                                                                                                  • Can the meeting location be specified by the customer?

                                                                                                    I own a painting company. I offer free estimates to customers, and I'd like them to be able to enter the meeting address in the booking form... so, the place they want me to give a painting estimate for. I need the customer to be able to tell me where
                                                                                                  • Zoho Bookings - Reserve with Google

                                                                                                    Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                  • Close popup

                                                                                                    Is there a simple deluge command to close the current active popup window? Background of my question: A form is openen as a popup window with the openurl function I added a deluge function on success > direct to a certain page (depending on who is logged in). That works, however the form in the popup stays open (but blank so maybe reloads or resets). In one case it's even worse since it starts with a stateless form, which then opens a second form, both in popups. After submit, both popups stay open
                                                                                                  • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

                                                                                                    Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
                                                                                                  • Due date calculation

                                                                                                    Hello, can the due date on a recurring invoice be one day before the next invoice? I tried to use the term "Net 30" but this won't work because some months have 30 days and some have 31. Example: invoice date: 20/10/2024 I want the due date to be 1 day
                                                                                                  • Design customized business forms to collect data

                                                                                                    Hello users, Did you know you can design customized fillable forms and even share them with your users to collect business data using Zoho Office Integrator? In fact, Office Integrator's Fillable APIs allow you to do it right from your web app. Read on
                                                                                                  • 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
                                                                                                  • decimal point separator will dissapear when editing the value

                                                                                                    as you can see here, the decimal point in weight field is available but when I am editing the value, the decimal point is no longer appear here is the current field setting on Deal Module
                                                                                                  • Multi Select Lookup Support for Zoho Forms Integration

                                                                                                    The title says it all. Please develop this. We have to create custom coded widgets for every little thing because this is not supported. This is really annoying. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-
                                                                                                  • Next Page