Comment gérer vos colis et expéditions dans Zoho Inventory

Comment gérer vos colis et expéditions dans Zoho Inventory



La logistique a évolué afin de permettre l'optimisation des commandes à travers la planification et l'exécution - de la réception de la commande à la livraison.
Un système de gestion des colis présente plusieurs avantages.
  • Livraison dans les délais prévus
  • Des possibilités de tarification compétitive en fonction de critères tels que l'origine-destination, les services du transporteur et les modes de transport.
  • Intégration aux systèmes de l'entreprise pour exécuter de manière transparente, les expéditions à partir de n'importe quelle opération, qu'elle soit automatisée, manuelle ou quelque part entre les deux.
  • Une meilleure expérience client.
Dans Zoho Inventory le module "Colis" vous permet de créer et d'attribuer des codes d'emballage aux articles de vos commandes et de suivre vos expéditions.

Workflow des colis

​

Créer un colis

Il y a deux façons de créer un colis dans Zoho Inventory.

Méthode - 1

  • Passez à l'onglet "Colis" depuis le panneau à gauche.
  • Zoho Inventory vous fournit deux vues, la vue liste et la vue fiche.


  • Pour créer un nouveau colis, sélectionnez "+ nouveau".
  • Saisissez le nom client depuis la liste déroulante.
  • Vous pouvez choisir le commende client attribué à partir de la liste déroulante. Sélectionnez pour laquelle vous souhaitez créer un package. Ainsi, tous les articles de la commande client seront automatiquement intégrés dans le nouveau colis.
  • Remarque : Il est impossible de créer un colis sans établir une commande client. Seuls ceux qui sont confirmés seront affichés dans la liste déroulante. Si la commande client est en version brouillon, convertissez-la en commande confirmée avant de créer un colis.
  • Saisissez le numéro du colis et sélectionnez la date. Par défaut, le numéro de colis est généré automatiquement. Pour personnaliser, cliquez sur "Paramètres" à côté de ce champs et sélectionnez l'option "Je les ajouterai manuellement à chaque fois".
  • Saisissez des remarques internes pour référence et enregistrez.


Méthode - 2

  • Créer un colis à partir d'une commande client
  • Passez à l'onglet "Commandes client" et sélectionnez pour une commande qui a des articles à emballer.
  • Sélectionnez "Nouveau Colis/ Colis".
  • Saisissez le numéro du bordereau de colis et la date d'emballage.
  • Si vous avez activé le suivi avancé des stocks, vous pouvez sélectionner les numéros de série/de lot pour les articles.
  • Passez à "Sélectionner les numéros de série / de lot sous la quantité.
  • Sélectionnez les numéros de série/ de lot des articles à emballer et enregistrez.

 

Expédition

La fonctionnalité d'expédition peut intégrer votre organisation avec une multitude de fournisseurs de services d'expédition, vous permettant d'obtenir des tarifs d'expédition, d'expédier vos marchandises emballées à votre client, de suivre vos expéditions et de gérer vos livraisons à partir de Zoho Inventory.

Conditions préalables

  • Pour les envois manuels, il suffit d'avoir un compte Zoho Inventory.
  • Pour les expéditions via un transporteur, vous devez disposer d'un compte d'expédition valide auprès du fournisseur de services d'expédition avant de configurer votre intégration avec Zoho Inventory.
  • Vous pouvez créer l'expédition uniquement pour les commandes clients mises en colis.

Créer des expéditions

  • Accéder à l'onglet "colis".
  • Sélectionnez le colis à livrer. Sous l'onglet "Expédier, choisissez parmi les différentes méthodes d'expédition - "Expédier manuellement" et "Expédier par transporteur". 


Expédier manuellement

  • Cette méthode d'expédition est utilisée souvent pour réaliser des commandes hors ligne.
  • Comme le nom indique, la plupart des informations sont saisies manuellement.
​


Expédier par transporteur

Lorsque vous choisissez cette méthode d'expédition;
  • Choisissez le transporteur.
  • Par défaut, l'adresse de départ sera l'adresse de votre organisation et l'adresse d'arrivée sera celle de client que vous avez enregistré dans vos contacts.
  • Enregistrez et vous passerez à la page des détails d'expéditions.
  • Dans cette section, des informations telles que la date/le jour de la livraison, les frais d'expédition de votre transporteur, la taille du colis sont ajoutées.
  • Enregistré ces informations et voici un ordre d'expédition et une étiquette d'expédition sont créés.


N'hésitez pas à poser toutes vos questions et suggestions en commentaire.

L'équipe Zoho France.

 

 

 

 


    Access your files securely from anywhere








                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales
                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • Collaboration sans faille avec Zoho One

                                                              Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  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 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

                                                                                              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

                                                                                                              • Bulk Fill In & Edit PO/Bill/SO/Invoice

                                                                                                                Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

                                                                                                              • Separate Items & Services

                                                                                                                Hi, please separate items and services into different categories. Thank you

                                                                                                              • Items Below Reorder Point Report?

                                                                                                                Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

                                                                                                              • Allocating inventory to specific SO's

                                                                                                                Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

                                                                                                              • Cancelled Transfer order problem

                                                                                                                Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

                                                                                                              • Creating a Chart from a Report

                                                                                                                In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

                                                                                                              • Client Portal ZOHO ONE

                                                                                                                Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

                                                                                                              • Email Insights included in Bigin emals are marked as SPAM everywhere

                                                                                                                Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

                                                                                                              • Data Import | Zoho Analytics Custom Query Window Size

                                                                                                                Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

                                                                                                              • Name changed in settings for mailbox but still not changed when typed in To field

                                                                                                                In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

                                                                                                              • Cannot add my name to my domain name

                                                                                                                I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.

                                                                                                              • Invoice status on write-off is "Paid" - how do I change this to "Written off"

                                                                                                                HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

                                                                                                              • Establishing new Zoho email account on laptop

                                                                                                                Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

                                                                                                              • unable to send message reason 550 5.4.6 unusual sending activity

                                                                                                                My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

                                                                                                              • how to add email to existing organization i w

                                                                                                                I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

                                                                                                              • e-mail bloqueado

                                                                                                                Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

                                                                                                              • zoho labels api not working

                                                                                                                We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

                                                                                                              • Desk DMARC forwarding failure for some senders

                                                                                                                I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

                                                                                                              • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

                                                                                                                I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

                                                                                                              • add zoho account

                                                                                                                How to add a zoho mail to previous zoho account? I have two

                                                                                                              • Zoho Desk Mobile App Year-End Roundup - 2025

                                                                                                                Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

                                                                                                              • Narrative 17: The role of Zia AI in customer support

                                                                                                                Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

                                                                                                              • Domain Transaction

                                                                                                                I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

                                                                                                              • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

                                                                                                                Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

                                                                                                              • Zohomail - The "All Messages" vs "In Box"

                                                                                                                Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

                                                                                                              • error while listing mails

                                                                                                                I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

                                                                                                              • Introducing the Zoho Projects Learning Space

                                                                                                                Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

                                                                                                              • Where to show Customization Field ?

                                                                                                                Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

                                                                                                              • Zoho Desk 2025 round-up: Key highlights on feature releases

                                                                                                                Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

                                                                                                              • Print Sales Orders, Purchase Orders or Invoices from API

                                                                                                                Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

                                                                                                              • How to show a hided report??

                                                                                                                in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

                                                                                                              • Converting Customer Invoice to Purchase Bill

                                                                                                                Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

                                                                                                              • Email tracking inquiry

                                                                                                                I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

                                                                                                              • Mass Update of Lookup Fields not possible

                                                                                                                Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

                                                                                                              • Collapsible Sections & Section Navigation Needed

                                                                                                                The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

                                                                                                              • Quick Create needs Client Script support

                                                                                                                As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

                                                                                                              • Download Attached Files

                                                                                                                Hi everyone, Brand new to Zoho Creator.  I have a form with a subform. The subform has a field for "File Upload"   I have this in a subform to allow multiple files to be uploaded to the parent form. Once the files are uploaded, how can i download or view them?   Is this a setting I am just not seeing? If there isn't a way to download them, could i create another form field that dynamically creates the file's URL?  That way a user can click the URL to get to the file? Any help with this would be greatly

                                                                                                              • Ticket layout based on field or contact

                                                                                                                Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

                                                                                                              • No funcionan correctamente el calculo de las horas laborales para informe de tickets

                                                                                                                Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

                                                                                                              • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

                                                                                                                Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.

                                                                                                              • Next Page