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Hello all,

Hope you are all safe and well. So far in 'Ask the Experts - Zoho Inventory,' we have been talking about the different integrations available in Zoho Inventory. Now we will be looking into some of the basics of managing business.
 
Efficient sales management is an important part of every business, and this week, we will be discussing everything you need to know about handling sales with Zoho Inventory. Zoho Inventory helps you manage sales transactions and invoicing all at once. The Sales module in Zoho Inventory helps you with every possible part of completing a sales transaction, from receiving the order to processing, picking, packing, shipping, delivering, invoicing, and getting paid. You can streamline and automate many of these steps in Zoho Inventory.
 
Some of the topics we'll cover during the session include:
  • Creating Sales Orders manually or from different sales channels
  • Managing multiple sales locations or stores
  • Handling walk-in sales
  • Managing the packing process
  • Selecting the right shipping carrier for generating shipments
  • Creating shipment labels and updating shipment information for customers
  • Invoicing your transactions
  • Integrating and selecting the right online payment options
  • Managing received payments
  • Updating payment receipts 

Post your questions, use cases, and suggestions on this topic below, and our experts will give comments, answers, and pro tips during the session.  
We'll be live on September 17, 2020 from 5pm to 10pm AEST, 11am to 4pm EDT, and 1pm to 6pm BST. 

Don't forget to check out the previous episode of 'Ask the Experts - Zoho Inventory' to learn about the integration between Microsoft Office 365 and Zoho Inventory.

Cheers,
The Zoho Inventory Team


17 Replies
Reply

please make the ACH payment with stripe to work exactly the way credit cards works. we also need a packing slip and Unit of measure urgently.

  • 4 years ago

Hello there,
ACH payment is supported for Stripe in the USA. Please follow this link to know more about this integration.
Also, please know that you can already create packing slips in Zoho Inventory. UOM conversion is currently under development and we will keep this space posted on further updates on the same. 

Thanks
Salman Nazar
Zoho Inventory

Hi, I juwt saw this as a notification on the Inventory app, Is it going to be uploaded anywhere?

Regards

  • 4 years ago

Hi David,

The discussion happens here and you can post any questions regarding this topic here. We will post answers to your questions right away.

Thanks
Salman Nazar
Zoho Inventory

Hi Salman,

1. your strip[e ACH doesn't work like credit card work. it's now a much more complicated process to get ACH payments.

2. where do you see the packing slip? do you mean package?

  • 4 years ago

Hi,

1. We do support ACH payments with Stripe as mentioned earlier. However, the bank account verification is a mandatory process set up by Stripe. You can find more information regarding the setup and integration from this link here.

2. Packaging Slip can be found in the Sales Order module from the packages option. You can create the same by clicking on the 'New Package' option under the Packages section in a Sales Order. Find more details on packages from this link here

Thanks 
Salman Nazar
Zoho Inventory

Salman,

we already know what you saying. I don't think Zoho has people with experience working in a sales office and warehouses work.

1. your stripe ACH is useless. no one wants a long process to pay or get paid. it's annoying.
2. you have a package. you don't have a packing slip.

  • 4 years ago

Hi,

We do have experiences with users working in and also running sales offices and warehouses.

1. ACH via Stripe in Zoho Inventory is being integrated as per the the security norms and guidelines by Stripe and this cannot be changed from our side.
2. Zoho Inventory does have a package creation option and also you can create multiple packaging slips from the sales order as per your needs. This can include partial packages or complete packages.

Thanks,
Salman Nazar
Zoho Inventory

what about the product label with the item name, UPC, and batch number when creating a package?
also packing slip need to be created for picking batch numbers and can be saved as a draft.

  • 4 years ago

Sure, you can select the Item name, display its UPC/SKU and Batch Number in the package when being created from the Sales Order.
However, unlike sales or purchase transactions, you do not have an option to save the package in a draft status. The package will have to be completed right away.

Thanks
Salman Nazar
Zoho Inventory

Salman,

you didn't understand my question. i know we can do this on the package. but I asked about the product label to be able to print product labels for each item on the package so we can stick the label for each item and ship it. more importantly, we need to be able to create the label when receiving PO so we can print and stick it on the product. receive PO > assign batch > print labels .

usually in most inventory systems, you can go to an item and print the item label.

  • 4 years ago

I am afraid a product label cannot be generated at the moment. But, you can definitely have a barcode or QR code generated for your item with the help of the product details that you enter against an item.
The Barcode or QR Code generator is now available in Beta. You can reach out to our support team to have this activated for your account by sending a request to support@zohoinventory.com. Please know that the batch details are not being considered in these labels.

Thanks
Salman Nazar
Zoho Inventory

  • 4 years ago

Salman,
Being able to print out product barcode labels is essential in any Inventory System. I hope Zoho add this feature soon, and the ability to print the labels out on a label printer.

  • 4 years ago

Hi John,

This feature is now available in Beta. You can generate Barcodes and QR Codes for your products using this label printer. Kindly reach out to our support over an email to support@zohoinventory.com to have this enabled for your account.

Thanks
Salman Nazar
Zoho Inventory

and stripe says the same that it's Zoho's responsibility and preferences. it has nothing to do with security. . I am giving up. what you have now is not a smooth process flow.

Please add the ability to reserve product. This is a common requirement for many businesses. We place an order for a project and then it's going to be in our warehouse for 2 months before it is delivered. We need to be able to mark it reserved towards a sales order.

Thank You

  • 4 years ago

Hello David, 

This requirement is definitely in our product roadmap and the feature will be made available soon. We will keep this space posted on any further updates regarding this.
Do feel free to let me know in case of any clarifications. 

Thanks&Regards,
Salman Nazar
Zoho Inventory.



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