Kaizen #41 - System-defined fields and their default values in the Inventory Modules #API
Hello everyone!
Welcome back to another post in the Kaizen series!
This week, we will discuss the system-defined fields and their default values in the inventory modules in Zoho CRM.
To know what are system-defined fields in a module, and how to identify system-defined fields, refer to Kaizen #40 System-defined fields and their default values in Leads #API.
The inventory modules in Zoho CRM include Quotes, Invoices, Sales Orders, and Purchase Orders.
We will cover the following in this post:
- System-defined non-mandatory fields and their default values in the inventory modules
- System-defined mandatory fields
System-defined non-mandatory fields and their default values for the inventory modules
The following table gives the list of all the system-defined non-mandatory fields in the Standard Layout of the inventory modules.
Module API Name | Field API Name | JSON Type | CRM Field Type | Default Values |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Owner | JSON object | Lookup | The name and ID of the current user. |
Quotes | Quote_Stage | string | Picklist | Draft |
Quotes, Invoices, Sales_Orders | Account_Name | JSON object | Lookup | None |
Quotes, Sales_Orders | Deal_Name | JSON object | Lookup | None |
Quotes | Valid_Till | string | Date | Null |
Quotes, Sales_Orders, Purchase_Orders | Carrier | string | Picklist | FedEx |
Quotes | Team | string | Single Line | Null |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Contact_Name | JSON object | Lookup | None |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Billing_Street, Shipping_Street, Billing_City, Shipping_City, Billing_State, Shipping_State, Billing_Code, Shipping_Code, Billing_Country, Shipping_Country | string | Single Line | Null |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Sub_Total (read-only) | double | -- | Null |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Discount | double | -- | Loads the tax configured for the product if you have enabled "Auto populate the associated taxes of the products in the inventory line items." option. If not, the default value is 0. |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Adjustment | double | Number | 0 |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Grand_Total (read-only) | double | -- | The calculated grand total of all the line items added. |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Terms_and_Conditions | string | Multi-Line | Null |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Description | string | Multi-Line | Null |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Created_By (read-only) | JSON object | -- | The name and ID of the user who created the record. |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Modified_By (read-only) | JSON object | -- | The name and ID of the user who last modified the record. |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Created_Time (read-only) | string | -- | The date and time at which the record was created |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Modified_Time (read-only) | string | -- | The date and time at which the record was last modified. |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Tag | JSON array | -- | Null |
Invoices, Sales_Orders, Purchase_Orders | Status | string | Picklist | Created |
Invoices, Sales_Orders, Purchase_Orders | Currency | string | -- | The currency of the organization. |
Invoices, Sales_Orders, Purchase_Orders | Exchange_Rate | double | -- | The exchange rate set for the organization. |
Invoices | Invoice_Date | string | Date | Current Date |
Invoices | Sales_Order | JSON object | Lookup | Null |
Invoices, Sales_Orders, Purchase_Orders | Due_Date | string | Date | Null |
Invoices, Sales_Orders | Purchase_Order | JSON object | Lookup | None |
Invoices, Sales_Orders, Purchase_Orders | Excise_Duty | double | Currency | Null |
Invoices, Sales_Orders, Purchase_Orders | Sales_Commission | double | Currency | Null |
Sales_Orders | Customer_No | string | -- | None |
Sales_Orders | Pending | string | Single Line | Null |
Sales_Orders | Quote_Name | JSON object | Lookup | None |
Purchase_Orders | Vendor_Name | JSON object | Lookup | None |
Purchase_Orders | PO_Date | string | Date | Current Date |
Purchase_Orders | Requisition_No | string | Single Line | Null |
Purchase_Orders | Tracking_Number | string | Single Line | Null |
Note:
- You can choose to set different default values for fields with picklist, multi-select picklist, and checkbox CRM field types.
- You can refer to the Sample Attributes section of our Insert Records API for an example on adding values to the above fields (except the ones that are marked read-only).
System-defined mandatory field for the Inventory modules:
Module Name | Field API Name | JSON Type | CRM Field Type | Default Values |
Quotes, Invoices, Sales_Orders,Purchase_Orders | Subject | string | Single Line | Null |
Quotes, Invoices, Sales_Orders, Purchase_Orders | Product_Details | JSON array | Lookup | None |
Purchase_Orders | Vendor_Name | JSON object | Lookup | None |
Note:
- You can choose to alter the properties of the system-defined/custom fields in standard/custom layouts. The details of all the fields in all the layouts will be retrieved in the fields metadata API response.
- You can also choose to set default values for a few field types like picklist, multi-select picklist, and checkbox.
- To know more about handling product line items in the inventory modules via API, refer to our post, Kaizen #9 - Handling Product Line Items in the Inventory Modules #API.
We hope you found this post useful. Write to us at support@zohocrm.com if you have any questions, or let us know in the comment section.
Cheers!
Previous 'Kaizen' - System-defined fields and their default values in Leads #API
Next 'Kaizen' - Parameters in all GET Requests #API
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sneha Sridharan
Sticky Posts
Kaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
New to Zoho TeamInbox?
Zoho TeamInbox 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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin
We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templatesHow to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?Zoho vault instal on windows
I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceedZoho Social - Feature Request - Reviewer Role
Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduledZoho Social - Feature Request - Non-US Date Format
Hi Social Team, I have noticed that there is no option to change the date format from US mm/dd/yyyy to others like dd/mm/yyyy. It would be great to see this added as the platform matures. Thanks for considering this feedback.Drop Down Value
Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.Zoho CRM's mobile apps: A 2025 Recap
2025 marked a year of steady progress for Zoho CRM's mobile apps. We rolled out several updates and features to improve usability and make everyday CRM work a lot easier to manage. Here’s a look back at some of the key releases from 2025. Android releasesDependent / Dynamic DropDown in ZohoSheets
Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?Facebook follower count doesn't match FB Analytics
Hi all, I am wondering if anyone else has issues with follower counts for Facebook not matching FB's native analytics tool. On the Zoho dashboard, it's showing 1,007, but FB shows 1,060. All the other channels match up. Any insights are much appreciated!Meta and Facebook data report discrepancy
I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there wayDevelop and publish a Zoho Recruit extension on the marketplace
Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.Unlocking New Levels: Zoho Payroll's Journey in 2025
Every year brings its own set of challenges and opportunities to rethink how payroll works across regulations and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control as they grow.Can I export all attachments from Zoho CRM?
Can I export all attachments from Zoho CRM?Please can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this featureWhat's new in Zoho Sheet: Simplify data entry and collaboration
Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementallyCommunity Digest — Noviembre y Diciembre 2025
¡Hola, Comunidad de Zoho en Español! Cerramos el año de la mejor forma con nuestro último Community Digest de 2025, donde podrás encontrar las últimas novedades de nuestros productos. ¿Todo listo para empezar 2026 con el mejor pie? ¡Vamos a ello! ZohoZoho Projects Plus’ 2025- the year we launched
We’ve been building project management tools for the past 19 years, and a question we often hear is: Different teams in our organization prefer different project management methods; while the development team prefers agile, the marketing and sales teamsWhy can't we change the Account type from an Expense to an Asset?
Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to assetZoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?
Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). ImpactedHow do you print a refund check to customer?
Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.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.Company Multiple Branch/ Location Accounting
Hi All, anyone know whether company can maintain their multiple Branch Accounting in Zoho Books. It will be chart of Accounts & Master Data will be same but different report available as per per Branch. Thanks & regards, Vivek +91 9766906737Zoho Books Invoices Templates
It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address inSupport for Developing Zoho Recruit Extensions via Zoho Sigma
Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options likeEmail Administrators! Join our tips & troubleshooting series
Greetings to all the admins out there! This announcement is exclusively for you. As we step into the New Year, we’re excited to start a dedicated series of admin-specific tips curated to support you. These posts will help you overcome everyday challengesNotes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedDeprecation of the Zoho OAuth connector
Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connectorPersonalize your booking pages with Custom CSS
Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics
Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. LearnNo OR Filter for Views with a Related Modules Criteria
We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even betweenImport Function: ONLY update empty fields
When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update emptySales IQ Chat Widget is Only Displaying Last Name
Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures
Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. JoinBegin the year with best practices in the Zoho Desk mobile app : Part 2
In focus: Optimizing collaboration and supervision Let's begin 2026 with Part 2 of our tips series on driving your ticketing operations at your fingertips. In Part 1, we explored streamlining operations within tickets. This helped individuals at OmniserveCan we disable add to cart in Zoho Commerce?
Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However we would have to disable the possibility to purchase products in the shop. Is that possible? Sunny regards, ArtjomHow to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, JonathanZoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regexJWT Token authentication problem that sometimes generates infinite redirect loops
Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucleZoho desk desktop application
does zoho desk has a destop applicaion?How do I bulk archive my projects in ZOHO projects
Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapilNext Page