Customer Assets - List of all Items Sold for an Account

Customer Assets - List of all Items Sold for an Account

Hello, we are soon going live with Zoho Inventory and are needing Items/Products to automatically populate into the Account in CRM when Invoices are finalized. Over the lifetime of having a customer, they purchase products from us for than once. Many times over time. Having a list of products sold helps tremendously especially when they contact us for support related questions with products that include warranties. We don't have the time to hunt and peck through each invoice to know everything they have purchased from us.

When viewing an Account in CRM, we need a "Customer Assets" list displaying everything that Account has purchased from us over time, that would include for following columns:

Invoice Number (with link)
Invoice Date
Product/Item Name (with link)
Quantity Purchased (for non-serialized items)
Serial Number (with link to purchase order, sales order, and invoice)
Vendor Name (with link)

If we have product/item custom fields, it would be great to select which of them we want to include as additional columns on the list.

We also need a Status and Status Date column should an Asset Item ever be:
Replaced (due to an RMA)

Is this currently possible in any way?

We are using Zoho One. Is CRM the best place for a Customer Assets to live as Invoices are finalized in Zoho Inventory?

Any advise is appreciated.

    Zoho Marketing Automation
              • Sticky Posts

              • Authtoken Deprecation for Zoho Inventory APIs

                UPDATE (7 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth.  Hello everyone,   The usage of Authtokens to authenticate API calls is being deprecated on 30 August 2021 across Zoho's Finance suite of products,
              • ZOHO Inventory - Early Access


              Zoho Pagesense Resources

                Zoho SalesIQ Resources

                      Zoho TeamInbox Resources

                        Zoho DataPrep Resources

                          Zoho CRM Plus Resources

                            Zoho Books Resources

                              Zoho Subscriptions Resources

                                Zoho Desk Resources

                                  Zoho Projects Resources

                                    Zoho Sprints Resources

                                      Qntrl Resources

                                        Zoho Creator Resources

                                          Zoho WorkDrive Resources

                                              Zoho Campaigns Resources

                                                Zoho CRM Resources

                                                        Design. Discuss. Deliver.

                                                        Create visually engaging stories with Zoho Show.

                                                        Get Started Now