Tip #2.1 Auto-updating shipment charges from multiple shipment records to sales orders in Zoho Inventory

Tip #2.1 Auto-updating shipment charges from multiple shipment records to sales orders in Zoho Inventory

Hello,

Hope you are doing good today.


Last week we saw how  we could convert our online sales orders into invoices automatically . This week, we will see how we can automate the process of adding up shipment charges from across multiple shipment orders and add the total shipment cost to a sales order or an invoice using custom functions. To make it easy on the reader, we have split this post into two parts. Part 1, or in other words this post will tell you how to apply this custom function to sales order. The subsequent post will tell you how you can do the same for your invoices.

How does this work?
Let's suppose you have a sales order containing 10 different items of varying quantities and availability. For some reason, you are unable to ship all of them together and so you ship them in 3 parts. Now, you have 3 shipment orders incurring different shipment charges. Normally, you'll have to obtain and add the shipment charges manually and then input the total number at the time of invoicing a customer.   

This can be quite tiresome. However, you can automate this using a custom function that captures shipment charges from every shipment associated with a particular sales order, adds them to arrive at a total shipment charge and updates this total to either your sales order or your invoice. 

Cool, are there any pre-requisites?
1) This automation will work only for manual shipments.
2) To update the total shipment charge to sales orders, all the items have to be shipped. 
3) You'll need to generate an auth token for your account. To do so, log in to your Zoho Account and then  click on this link before you begin setting up this custom function . Copy the auth token and keep it safe.

Alright, how do I set this up?

Method 1. Auto-updating total shipment charge to a sales order:

  • Open your Zoho Inventory.

  • Click on the Gear icon from the top-right corner, and select Automation from the drop-down.

  • Inside the Automation page, click on the drop-down button adjacent to +New Workflow button to select Custom Functions from the drop-down.

  • Give your workflow a name without any spaces between words.

  • Set Module as Sales Orders. 

  • Set the condition as: "When a Sales Order is created or edited".

  • Execute the Workflow "when any field is updated". and choose "Everytime".

  • Click on the advanced filter and set the condition as: "When Shipment Status is Shipped".

  • Finally, you are required to set the trigger point for this function as "Immediate".

  • Copy and paste the code segment below into the Deluge pane:

authtoken = "Copy and paste your auth token here"; 

shipamt = List();

salesorderID = salesorder.get("salesorder_id");

refnum = salesorder.get("reference_number");

info refnum;

salesorderdate = salesorder.get("date").toDate();

organizationID = organization.get("organization_id");

//replace authtoken and orgid

response = invokeurl

[

url :"https://inventory.zoho.com/api/v1/salesorders/" + salesorderID + "?authtoken=" + authtoken + "&organization_id=" + organizationID

type :GET

];

so = response.get("salesorder");

pkg = so.get("packages").toList();

sid = List();

for each pk in pkg

{

sid.add(pk.get("shipment_id"));

}

i = 0;

sumamt = 0;

for each index i in sid

{

resp = invokeurl

[

url :"https://inventory.zoho.com/api/v1/shipmentorders/" + sid.get(i) + "?authtoken=" + authtoken + "&organization_id=" + organizationID

type :GET

];

shipdet = resp.get("shipmentorder");

charges = shipdet.get("shipping_charge").toDecimal();

sumamt = sumamt + charges;

}

info sumamt;

bson = Map();

bson.put("salesorder_number",salesorder.get("salesorder_number"));

bson.put("customer_id",salesorder.get("customer_id"));

bson.put("shipping_charge",sumamt);

fin = zoho.inventory.updateRecord("SalesOrders",organizationID,salesorderID,bson);

info fin.toMap().get("message");

  • Make sure you copy and paste the auth token number that you had generated earlier to line 1 of this code fragment that says: authtoken = "Copy and paste your auth token here";

  • Hit Save to finish.

Now every time you have a Sales Order in Shipped status, the total shipment charge will be calculated and added to the sales order automatically. If you have any questions, email them to support@zoho-inventory.com

Please check out the part 2 of this post titled " Tip #2.2 Auto-updating shipment charges from multiple shipment records to invoices in Zoho Inventory" in our forums. Thanks!

Your everyday end user,
Ajay Aadhithya Chandrasekaran
Zoho Inventory

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                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

                                                                                    • 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

                                                                                                          • An important update for Zoho Cliq desktop users

                                                                                                            The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15
                                                                                                          • Zoho Projects - Visual improvement to parent and sub-task relationship

                                                                                                            Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks
                                                                                                          • New Toolbar in Zoho Sheet

                                                                                                            We have revamped our toolbar design in this new version of Zoho Sheet. Below are some screenshots to help you get accustomed to this new interface. Click on the picture below to view the animated image in its original size. Scroll down this post to learn about the changes. Highlight of Changes: The previous format tab is now split into 2 tabs - Home and Format. The Home tab contains the commonly used functions and the Format tab holds formatting related options. Under the Home tab towards the far
                                                                                                          • Zoho inbuilt Telephony made a lot of issues!

                                                                                                            Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support
                                                                                                          • Sending workflow notifications using popular chat services

                                                                                                            Hello everyone, We have introduced instant and scheduled notifications on some of the most popular chat platforms to facilitate easy collaboration, quick action, and wider reach. Workflow notifications can be sent to the following chat platforms: Zoho
                                                                                                          • Webhook not firing.

                                                                                                            I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",
                                                                                                          • Adding Images to a Quote in Zoho CRM

                                                                                                            We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates.  We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates.   This is a problem,
                                                                                                          • Applications built with Zoho Creator

                                                                                                            Hi, I’m really interested in seeing how others have built their application using Zoho Creator, especially those designed for external users (clients, vendors, or the public). If you’ve developed something along those lines and don’t mind sharing, I’d
                                                                                                          • Is it posssible to add Asap Widget on Wordpress?

                                                                                                            I have tried to add the ASAP widget so users could iniciate chats and see the KB information but nothings seems to work. I have tried to add the script using a php snippet that adds the to the footers and also tried one for the header in the functio
                                                                                                          • Require ticket resolution

                                                                                                            Hi Zoho team, Is there a way to require resolution even if an agent did not use a blueprint? for example, our blueprint has a "resolve" transition but what if agent revoked blueprint and manually set the status of ticket to closed? Is there a way where
                                                                                                          • Tables from ZohoSheets remove images when updated from source

                                                                                                            I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the
                                                                                                          • API Pagination Error: 'from' Parameter Limit

                                                                                                            Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records
                                                                                                          • How to go to the next open ticket in the queue when agents closes ticket

                                                                                                            Zoho Desk When agent closes a ticket - eg when they choose 'Send and Close" - where is the setting that automatically redirects them to the next open ticket in the queue?
                                                                                                          • CRM verify details pop-up

                                                                                                            Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it
                                                                                                          • Custom templates for calendar report

                                                                                                            What about being able to design custom templates for the calendar report, as well as for other types of reports? I think more users are waiting for this.
                                                                                                          • Print a price list or price book

                                                                                                            Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more
                                                                                                          • Disable payment thank-you emails

                                                                                                            Hello, can someone please tell me how to disable sending of the "Payment Thank-You" emails? 
                                                                                                          • Maximum tags possible in Contacts Records

                                                                                                            I read in some documentation that Zoho allows a total of 200 tags across all records. Is this correct? So is it not possible to have one tag per record for 500 records?
                                                                                                          • Any way to "Pay with Check" or "Refund with Check" for Credit Notes?

                                                                                                            When we have a Bill in Zoho Books, we can select the "Pay with Check" option which then allows us to print/cut the check directly out of Zoho Books. When we created a Credit Note and want to refund the customer, is there any way to Refund with Check,
                                                                                                          • CRM Mobile reports

                                                                                                            When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?
                                                                                                          • When Zoho Tables Beta will be open to EU data center

                                                                                                            Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
                                                                                                          • Start Form on a different page (i.e., hide form pages)?

                                                                                                            I have a Zoho form that uses the `Field Alias - Prefill URL` feature. My goal is to have a pre-filled field that directs the user to a specific starting page in the form. For example: The URL will have a field alias that will auto-populate a field with
                                                                                                          • How can we disable "My Requests"?

                                                                                                            We are not using this functionality in our system at all and our users get confused.
                                                                                                          • PayPal payment received recording problem

                                                                                                            Hi, A little while back one of our customers used the PayPal payment option to pay an invoice For some reason though the payment is showing up twice within the Payments section of the invoice! Instead of setting the invoice value to ZERO, it now shows a negative value Anyone else face this problem? I've checked PayPal and there is only 1 payment in reality... A bug? Actonia ps: for anyone from Zoho Customer Service or tech team,  its Invoice 785 in our account
                                                                                                          • string(87) "{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} " grtting this error

                                                                                                            Using access token i am trying to add sales orders through api but it is throwing errors like the above i have mentioned. Please help me for that
                                                                                                          • How to mute chat notification sound by default in Zoho SalesIQ?

                                                                                                            We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur
                                                                                                          • Kanban View for Projects.

                                                                                                            At our organization, we describe active projects with various statuses like "In Proofing" or "Printing" or "Mailing". In the Projects view, one can set these project statuses by selecting from the appropriate drop-down. While this works, it's difficult to view and comprehend the progress of all of your projects relative to each other in a table. Creating a Kanban view for projects where I can move them from one status to another allows me to see where each project is in the order of our workflow.
                                                                                                          • How to Hide Article Links in SalesIQ Answer Bot Responses

                                                                                                            I have published an article in SalesIQ, and the Answer Bot is fetching the data and responding correctly. However, it is also displaying the article link, which I don’t want. How can I remove the link so that only the message is shown?
                                                                                                          • Add RECURRING option when adding email to calendar events

                                                                                                            When you add an email to a calendar event, there is no option to make that new calendar event into a recurring event.  It is counterproductive to make an event from your email to then have to go to your calendar, find the event, and make it recurring. 
                                                                                                          • LINE Auto Message Connect to Zoho

                                                                                                            When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,
                                                                                                          • Option to block bookings from specific email address or ip adresss in zoho booking

                                                                                                            Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
                                                                                                          • Threaded conversations for emails sent via automation

                                                                                                            Hi Guys, I hope you are doing well. Don't you guys think we should have an option in a workflow to notify users either as a new email or the previous email thread. For example, if you have one deal in the process and there are 10 different stages during
                                                                                                          • Create folder is fetch fails

                                                                                                            coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying
                                                                                                          • Meetups de Usuarios de Zoho - Noviembre 2025

                                                                                                            ¡Hola, Comunidad! Durante el mes de noviembre celebraremos los Meetups de usuarios de Zoho, encuentros presenciales pensados para quienes queráis mejorar vuestras estrategias de lead nurturing y aprender a sacar el máximo partido a herramientas como Zoho
                                                                                                          • Introducing 7 New Connectors in Zoho DataPrep!

                                                                                                            We’ve just made data management even easier - Zoho DataPrep now supports 7 new external connectors to help you build more robust, scalable ETL pipelines. Why it matters: ✅ Broader data access ✅ More automation, less manual work ✅ Smarter pipelines, better
                                                                                                          • Sales Order, Invoice and Payment numbers

                                                                                                            Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers
                                                                                                          • First day of trying FSM in the field.

                                                                                                            What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
                                                                                                          • Zoho Desk app update: AI powered features

                                                                                                            Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be
                                                                                                          • How to Automate Email Sequence

                                                                                                            I'm having trouble trying to set up a workflow to automate an email sequence. Once a group of emails in a Task has been tagged by a certain tag, I want an instant email template to be sent. After 7 days with no response, another email template would be
                                                                                                          • Turning off the new UI

                                                                                                            Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
                                                                                                          • Next Page