Kaizen #9 - Handling Product Line Items in the Inventory Modules #API
Hello everyone!
Welcome back to another post in the Kaizen series!
This week, we will discuss handling product line items associated with the inventory modules—Quotes, Invoices, Purchase Orders, and Sales Orders.
What is a product line item?
On the Quote, Invoice, Purchase Order, Sales Order create or edit page, you add individual products in the Product Details section. This section also contains other details like the List Price, Quantity, Amount, Discount, and Tax. Every product and the corresponding details are called product line items.
In this post, we will discuss
- Adding product line items while inserting a quote (through the Insert Records API)
- Updating a quote by adding another product line item (through the Update Specific Records API)
The JSON input is similar while adding/updating an invoice, purchase order, and sales order.
1. Adding Product Line Items to a Quote
While adding a product to a quote you can,
a. Select a price book to associate with the product
b. Specify a different list price for the product
1. a. Selecting a price book to associate with the product
To associate a price book with the product, you must pass the ID of that price book in the input.
What happens when you pass the Price Book's ID?
- The discount on the product is automatically applied based on the range you specified in the price book.
- The cumulative tax (specified for the product) is automatically calculated based on the amount (after the discount).
- The List Price of the product specified in the associated price book is automatically taken for calculating the amount.
The sample input for Product_Details is as follows.
"Product_Details": [ { "product": { "id": "3652397000000491147" }, "quantity": 100, "product_description": "product_description", "book": "3652397000000616007" } ] |
The following table gives information about each key in the Product_Details JSON Array.
Key | Data Type | Description |
product | JSON Object | The ID of the product in the quote. |
quantity | Number | The number of units of the product the quote is generated for. Accepts only positive integer values. The amount is calculated based on this number and the price for each unit. |
book | String | The ID of the Price Book you have associated with the product. |
product_description | String | Description of the product. |
Here is a screenshot from the UI.
1.b. Specifying a different list price for the product
When the product does not have an associated price book or you want to give a different list price, you must specify the list price and the discount in the Product_Details array.
Otherwise, the system enters the value for the discount as 0 and takes the list price you specified while creating that product.
The sample input for the Product_Details JSON array is as follows.
"Product_Details": [ { "product": { "id": "3652397000000491147" }, "quantity": 150, "product_description": "product_description", "Discount": 1000, "list_price": 1100, "line_tax": [ { "percentage": 1, "name": "VAT" } ] } ] |
The following table gives information about each key in the Product_Details JSON Array.
Key | Data Type | Description |
Product | JSON Object | ID of the product the quote generated for. |
quantity | Number | The number of units of the product the quote is generated for. Accepts only positive integer values. |
Discount | Currency | The discount, in decimals, you want to apply for the product. Accepts up to 16 digits before the decimal, and up to 9 digits after the decimal. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in the UI. |
product_description | String | Description of the product. |
list_price | Currency | The list price of the product. |
line_tax | JSON Array | Contains the percentage and the name of the tax associated with the product. |
percentage | Percent | The percentage of tax applied on the product. Accepts only numeric values, up to 5 digits. |
name | String | The name of the tax applied on the product. |
As mentioned earlier, the Product Details section encompasses the taxes applied for each product and the aggregate tax applied to the Sub Total of the quote or any other inventory module.
You can specify the different taxes you want to apply for your products in the CRM UI.
You can add them under Setup > Customization > Modules and Fields > Products as shown in the below image.
You can use these configured values as inputs in the API.
Adding taxes to the product while creating/updating an inventory module
When you add a product to an inventory module, to apply the taxes to that product, you must specify the tax details in the line_tax JSON array inside Product_Details.
You must specify the percentage and the name of the tax associated with the product as JSON objects.
You cannot specify the amount as the system calculates it automatically based on the quantity.
Example:
"Product_Details": [ { "product": { "id": "3652397000001363004" }, "quantity": 100, "Discount": 20.1, "product_description": "product_description", "line_tax": [ { "percentage": 10, "name": "Sales Tax" }, { "percentage": 1, "name": "Vat" } ] } ] |
Adding aggregate tax to the quote or other inventory modules
This is the tax that you want to apply to the Sub Total of the line items while generating the invoice, quote, sales order, or purchase order. The taxes you specify in the $line_tax key are added to the ones already applied to the product through the line_tax key.
The $line_tax key is present outside the Product_Details JSON array.
The structure for this JSON array is as follows.
"Product_Details": [ { "product": { "id": "3652397000001363004" }, "quantity": 100, "product_description": "product_description", "line_tax": [ { "percentage": 10, "name": "Sales Tax" }, { "percentage": 1, "name": "Vat" } ] } ], "$line_tax": [ { "percentage": 1.5, "name": "Common Tax", "id": "3652397000001376005" } ] |
Key | Data type | Description |
$line_tax | JSON Array | Contains the name, ID, and the percentage of the tax you want to apply to the quote. |
percentage | Percent | The percentage of tax applied on the quote. Accepts only numeric values, up to 5 digits. |
name | String | The name of the tax. |
id | String | The unique ID of the tax. |
Note
Make a GET request to "{{api-domain}}/crm/v2/org/taxes" to obtain the IDs of all the taxes for your organization.
The below image shows the data corresponding to the line_tax and $line_tax keys in the UI for a quote.
Points to note
- For Product_Details
When you have associated a price book with an inventory module, and you include the key and value for Discount inside Product_Details, this discount value overrides the discount calculated from the price book. - For line_tax
You must specify the percentage of tax in every JSON object inside the line_tax array.
2. Updating a Quote by adding Product Line Items
You can associate multiple products to a quote.
While updating a quote, you can add/update/remove a line item.
Let us consider an example where you have five line items in a quote, and you want to remove two line items, and add a new one.
In this case, you must
- Pass the IDs of the line items you want to retain as individual JSON objects.
- Add the new line item with the required details as a new JSON object.
- Do not include any details about the line item you want to remove. When you do not specify the ID of any line item, the system deletes it automatically.
A sample JSON structure for the above scenario is as follows.
"Product_Details": [ { "id": "3652397000001377174" }, { "id": "3652397000001378168" }, { "id": "3652397000001379172" }, { "product": { "id": "3652397000001351002" }, "quantity": 100, "book": "3652397000000616007" } ] |
To obtain the ID of the existing line item, make a GET request to fetch the Quote you want to update. The response contains the ID of the existing line item in the Product_Details array.
Note
- You can add a maximum of 200 line items to an inventory module.
We hope you found this post useful. Please reach out to us if you have any questions, or let us know in the comment section.
Cheers!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Shylaja S
itdept
Praveen Sankar
carsten.schmitz
Sticky Posts
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #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 are
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
Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat
Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.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 wayZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéCreating meetings from an email
Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.Please, make writer into a content creation tool
I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather thanZohoSalesIQ.Chat cannot send messages
Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`Missed chats on WhatsApp closing after one minute
Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?Feature Request: Add Tax ID Display on Event Tickets
Hello Backstage Team, I’ve had several clients bring up an issue regarding tax compliance when creating events. For tax purposes, they are required to show their Tax ID on the event tickets. Currently, this isn’t an option, so they have to manually generateRelease Notes | January 2026
We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usabilityEmail Alias: To keep emails flowing without disruption
Email Alias acts like a nickname for a user’s primary email address, allowing multiple email addresses to deliver messages into the same mailbox. Consider the scenario where an employee manages multiple responsibilities, such as responding to sales inquiries,Archive Option in Conversation View
Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't justInventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"
Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move itemsBulk upload image option in Zoho Commerce
I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enterFunction #11: Apply unused credits automatically to invoices
Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'
Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While theRight Moment, Right Message, Right Operator: Never Miss a High-Intent Lead
Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with theCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageZoho CRM Workflow Automation: Activate & Deactivate Workflows Using API
Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows{Action Required} Re-authenticate your Google Accounts to Continue Data Sync
Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,Function #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP
While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,[Free Webinar] Zoho RPA - OCR, PDF Automation, & More
Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,Zobot Execution Logs & Run History (Similar to Zoho Flow)
Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,Global Search Settings
I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for backgroundCard Location in Zobot
Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.Automation Series: Auto-create Dependent Task on Status Change
In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup usingLanguages in Zobot
Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)Composite items inside of composite items; bill of materials needed
Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weightsAction required: Reauthorizing your Google account in Zoho Sign for automatic cloud backup to Google Drive
This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved securityZoho CRM Layouts
I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone intoStreamlining E-commerce Photography with AI Background Tools
Hey Zoho Community, I’ve been messing around with ways to make product images less of a headache for fashion brands on Zoho Commerce. You know how boring generic backdrops can get, and how much time traditional photoshoots eat up, right? I tried out thisWhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent
Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assignedhide resolution from help centre
to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not publicZoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns
Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (likeMultiple upload field CRM
I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?Sort by age
It would be very helpful if there was a way to sort by age in the Age column. Please add this function if possible. Thanks!Lookup Field Option Not Available in Customization
Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup fieldScheduled sending of a poll and its results
Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?Canvas View bug
I would like to report a bug. When clone a canvas view from an existing canvas view, if the original canvas view have canvas button with client script. Then the new create canvas view will have canvas button, it is make sense. But when I try to deleteIntegrating Zoho Suite and apps more with Linux
I just got introduced with Zoho just couple of months ago, and I've already planned to contribute to it, even though it's not an open-source software. Still I have found it's potential to beat the tech giants and still being respective towards data privacyNext Page