Welcome to Portal
Thanks for doing this Q&A time. We are new to the software and have some questions on getting it set up for our business.
First:
How do you set up a custom function to automatically create an invoice/payment for orders that are synced with Etsy and Shopify? The orders are importing in as "Unpaid/Uninvoiced" since those orders are all paid through the cart or through the marketplace, I want to be sure we don't accidently send invoices for additional payment, and I want to be sure that these orders are being recorded on Zoho Books as revenue.
I have a big problem and the solution is difficult:
In Account in CRM I have defined the level of commission that will be given, but the commission depends on which agent, each account can have up to 5 agents (lookup for custom module).
As I do in Inventory, to be able to select only one agent of this account and then see what % of commission that agent offers for the level that the account has and thus being able to calculate the value of commission.
Hi all, would like to check on the following:
1) If we make a purchase order and a bill of an item bottle of water at $1 with an allocated landing cost (shipping) under COG account of $1 and an allocated landing cost (tax) under COG account of $1. How are we able to get the data of the actual cost of that bottle inclusive of the allocated landing cost? Currently, I have to go into the bill and click all the landing costs and manually sum for each individual product to get the true cost, which in this case is $3.
2) In a sale order and invoice, there is Shipping Charges after the item detail. Let say shipping charges is $10 When you create the packages for the sale order, there is another Shipment Rate field. Is the shipment rate in the package the same as the shipping charges in sales order? Do we also fill the shipment rate as $10 or is it a different thing that will create a double entry?
Thanks in advance!
Loss management - reports
What about it
We need to calculate losses or profit on invoice wise ...
Is it in your development
When we make a sale order or invoice, the rate we enter should come automatically as we gave the last time, how will it be possible, Right now we have to do recent transactions every time
How it is possible
Hi Pierce,
Yes, we do have plans to show this information in sales transaction PDFs, this includes packing slip as well. Though I won't be able to commit to an ETA at the moment, I can assure you that this is in the pipeline.
Thanks,
Thejas. V | Zoho Inventory Support
Hello, has any thought been given to including serial number tracking in lower levels of the product? It is prohibitively expensive for a small operation.
Hi Mike,
We are sorry to inform you that the serial number tracking will be available only from the Professional plan and above. But, please write out to us at support@zohoinventory.com and we will see how we can help you in this regards to help you with your requirements.
Thanks,
Salman Nazar
Team Zoho Inventory.
Hi,
We are migrating to Zoho CRM and hoping to use Zoho Inventory for order processing.
Our scenarios:
1. Sales Agents use pipelines for deals. Create a Sales Order and issue an Invoice for payment in advance. When paid we then create the products, pack and ship to the client.
2. Ecommerce sales from various marketplaces, Etsy and our own Woocommerce store. All prepaid orders which we then process.
Both order scenarios above have the following stages:
Order created > Invoiced > Invoice Paid > Order Processing > Order Branding > Order Assembly > Shipping Labels printed > Shipped > Completed.
Stock needs to be deducted when the Invoice is paid.
Currently we see these issues:
1. Paying an invoice is the last step in Inventory and the CRM.
2. Stock is deducted when order is shipped
3. Inventory orders and other modules don't have any links to the CRM contacts, deals or accounts
4. Inventory orders don't allow for tagging users in notes or creating tasks. We often have a lot of communication on each order.
5. Due to point 4 we looked at using the CRM for order processing. They built in modules in the CRM, Sales Orders etc, have lots of customizations and Kanban boards. So this could help us with order processing. It doesn't look like the Inventory integration tab in the CRM has these features.
6. Can we sync shipping tracking urls back to the 3rd party integrations we receive orders from?
Hi salman
1. i have been working on zoho from cpl of days , i can find some serious issues in reports generated ,for eg.. when i run inventory summery report purchased qty reflecting in Inventory report and reports generated downloading transfer order the Qtys doesn't match,
2. I find it difficult to make any internal transfers because the internal qty transferred is showing in sold qty which is incorrect, their is difference between sales and internal transfers same needs to be addressed such minor bugs can hamper entire system of inventory
3. how does the draft invoice impact on system, i would like to understand if invoice is in draft mode will the Qty from inventory gets reduced.
Hi Giridhar,
1) The inventory summary report considers Bills/Receives, Inventory adjustments, and Transfer orders while calculating the qty-in, so it does not necessarily have to match the qty that came in through transfer orders.
2) As long as the internal transfers are recorded using Transfer Orders, they will not be considered as sales by the system. No accountant entries will get posted when a transfer order is created. However, if the internal transfers are handled by Inventory adjustments or invoices, then the system will consider it as sales.
3) No, draft invoices will not deduct stock. Any transaction with draft status is not considered live by the system.
Regarding the first two points, you can contact our support team (support@zohoinventory.come), we can have these issues checked through a screen-share.
Thanks,
Reshma Nambiar
Presales Engineer
Hi Eric,
I am afraid we cannot populate the item rates directly from their previous invoices or sales orders right now. However, the better option is to run a custom function in the app which will update the item rates in the 'Selling Price' field automatically from the sales transactions created for these items. Please reach out to our support at support@zohoinventory.com so that they can help you with the scripts and the implementation of this custom function as well.
Thanks&Regards,
Salman Nazar
Zoho Inventory
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Hope this helps.
Thanks,
Salman Nazar