Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory
Hello,
Hope the day is treating you well.
Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders.
How does this work?
First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you or you can manually enter new weights. You are also required to define a custom field under sales orders and packages called Weight to capture the total package weight. Through the custom function, the system will then add up the individual weights of items to arrive at a total weight and display it on your sales orders and packages. Later when you ship via a carrier, you can refer manually to this weight and input them into the shipment order to generate shipping rates.
Note: This custom function works only if a sales order has a single package. If there are multiple packages, then please note that this function will display the total weight of all items in the sales order inside of every package and not the total weight of items present inside that package.
What do you need before writing the custom function?
A custom field called Weight under your items module. This custom field must be enabled for use in sales transactions.
A custom field by the same name under Sales Orders and Packages.
Click here to learn more about custom fields and types in Zoho Inventory.
How do I set it up?
Log in to your Zoho account and click on this link to generate an Auth Token which is required to make this work.
Open your Zoho Inventory organization.
Navigate to Settings using the gear icon from the top-right corner.
Select Automation from the sidebar. Now click on the button adjacent to +New Workflow Rule.
Out of the four options from the drop-down, select Custom Functions.
Now let's add a name for this workflow rule and make sure that there are no spaces between words.
Choose "Sales Orders" against the module field.
Add a description if you need one.
Now, the workflow type is going to be "Event Based".
And for the trigger, we are going to choose the option - "when a Sales Order is created".
In the deluge pane, we are going to copy and paste the following code snippet:
authtoken = "Copy and paste your authtoken here";
salesorderID = salesorder.get("salesorder_id");
salesorderdate = salesorder.get("date").toDate();
organizationID = organization.get("organization_id");
bson=Map();
lineitems=salesorder.get("line_items").toList();
weight=List();
for each line in lineitems
{
cfs=line.get("item_custom_fields").toList();
for each cf in cfs
{
if(cf.get("label").toString().equalsIgnoreCase("weight")) /*replace with item level custom field name*/
{
weight.add(cf.get("value").toDecimal() * line.get("quantity"));
break;
}
}
}
wei=0;
j=0;
for each index j in weight
{
wei=wei + weight.get(j).toDecimal();
}
info wei;
cf=List();
cf1=Map();
cf1.put("label","Weight"); /* replace with sales order custom field */
cf1.put("value",wei);
cf.add(cf1);
customs=salesorder.get("custom_fields").toList();
customs.addAll(cf);
bson.put("custom_fields",customs);
bson.put("customer_id",salesorder.get("customer_id"));
res=zoho.inventory.updateRecord("SalesOrders", organizationID,salesorderID, bson);
info res.toMap().get("message");
salesorderID = salesorder.get("salesorder_id");
salesorderdate = salesorder.get("date").toDate();
organizationID = organization.get("organization_id");
bson=Map();
lineitems=salesorder.get("line_items").toList();
weight=List();
for each line in lineitems
{
cfs=line.get("item_custom_fields").toList();
for each cf in cfs
{
if(cf.get("label").toString().equalsIgnoreCase("weight")) /*replace with item level custom field name*/
{
weight.add(cf.get("value").toDecimal() * line.get("quantity"));
break;
}
}
}
wei=0;
j=0;
for each index j in weight
{
wei=wei + weight.get(j).toDecimal();
}
info wei;
cf=List();
cf1=Map();
cf1.put("label","Weight"); /* replace with sales order custom field */
cf1.put("value",wei);
cf.add(cf1);
customs=salesorder.get("custom_fields").toList();
customs.addAll(cf);
bson.put("custom_fields",customs);
bson.put("customer_id",salesorder.get("customer_id"));
res=zoho.inventory.updateRecord("SalesOrders", organizationID,salesorderID, bson);
info res.toMap().get("message");
Before you save, you are required to copy and paste your auth token inside the quotes in the 1st line that says:
authtoken = "Copy and Paste your auth token in place of this text";
The auth token is a critical piece of information that helps the system identify you, so keep yours safe and confidential. Do not share it with anyone, not even folks from Zoho.
Now, hit Save to finish.
Henceforth, the total weight of all your items in a sales order you make will be calculated automatically and updated to the package that is associated with it.
Don't use this, if you have multiple packages for a single order.
Hope this makes shipping a little more easier for you. Have you tried custom functions for your business? Email us your recipes (scenarios and code snippets), questions and suggestions to support@zoho-inventory.com.
Until next time!
Your everyday end user,
Ajay Aadhithya Chandrasekaran
Zoho Inventory
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
Ajay Aadhithya Chandrasekaran
Aden
Bijoy M B
Flaviano Patrizi
Alejandro de los Cobos
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
Introducing the 'Send as Email' option on the Zoho Desk iOS mobile app
Hello everyone! In the latest version(v2.10.2) of the Zoho Desk iOS app, we have brought in support for the 'Send as Email' option while creating a ticket. This feature enables you to reach out to the customers by sending outbound emails. The emails areZoho Forms Not Loading on Website – DNS Resolution Error
Dear Zoho Support Team, User ID : 20069458731 We are experiencing an issue with the Zoho Form embedded on our website (https://vitel.com.tr/satis-destek-formu/). The form is not loading, and the following error message appears in the browser: “forms.zohopublic.euData backup retention question/
My zohocrm subscription gives me 2 full data backups per month. I have a scheduled backup configured to run twice a month. I just went to download my backup and i can't find it, it ran about 9 days ago... From what i can tell with google zoho only keepsBasic Apple Watch App
Sometimes I leave my phone behind. I will get push notifications that tickets are updated etc.. It would be nice to at least view them and do a few basic functions. reassign. public reply. private comment.Look and Feel Uniformity
Someone needs to go through the mobile app and match the look and feel of the web version. For example, it is global standard to highlight private notes as yellow background hue. Desk does that on web, but not on mobile. Mobile also has an odd blue iconManaging two books in Zoho Books
is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.Display All Custom Buttons Without Dropdown on Record Page
In my org's workflow we usually want to do some kind of quick action off of an individual record - i.e. of an individual contact, or individual deal. What we have always found a hindrance is the location of all custom buttons being in the drop down onZoho Sales Team - Extremely Slow Response Times
Hi everyone, Has anyone else experienced unusually slow response times from Zoho’s sales team? I sent an email last night, and it’s been nearly 24 hours with no reply. While I understand delays can happen, this seems longer than expected for a sales inquiry.Yodlee Bank Feeds
I'm well aware of the many bank feed issues out there that haven't been resolved, but I'm looking for information on Rules in relation to bank feeds. U.S based, Bank of America user and prior to Yodlee all of my banking feeds and Rules worked seamlessly.Unable to create custom function
Unable to create custom function - Please check the screenshot for the details HERE IS THE FUNCTION!! try { // 1. Fetch the details of the approved Bill using its ID billDetails = zoho.books.getRecordById("Bills", organization.get("organization_id"),Need a feature which can validate PAN from Income Tax Portal
Hello Zoho, We need a feature which can help us validate PAN which is being entered in AR/AP Profiles to check if it is valid and display the name as per Income Tax so as to get rid of incorrect PAN into the systems. Please do the needful ThanksPAN - Aadhar Link Status
Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?Canvas translation
We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translationAre Cadences visible to anyone with Cadence permission?
When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are workingShow my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .Issue on Upload API and href image URL
Here is my Full API Code , URL : URL: https://desk.zoho.com/api/v1/uploads/659563000000193003/content Headers* Authorization: 'Zoho-oauthtoken 1000.ed5ce2836bf5ba9b946f5ec9************88e73ff4883a3e9c58ffeb7870' orgId: 7586***** RESPONSE{ "errorCode":Issue when downloading a Mail Merged Zoho Writer Document as .docx
Hi, We are using within Zoho CRM mailmerge to create documents. This results in a Zoho Writer document. When we try to download as a Microsoft Docx file we get following error: "Word experienced an error trying to open the file. Try these suggestions.【Zoho CRM】ケイデンス機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ケイデンス機能のアップデートをご紹介します。 ケイデンス機能の2つの強化されたことで、適用と解除のタイミングをより柔軟に管理できるようになり、 よりタイムリーで的確なコミュニケーションが実現できるようになりました。 目次： 1. ケイデンスの再開／最初からのやり直し 2. ケイデンスからのデータ解除タイミングの設定 1. ケイデンスの再開／最初からのやり直し 手動削除、完了、または適用解除条件が満たされた場合など、以前に適用解除されたデータをケイデンスに再適用できるようになりました。Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025
Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the firstAnyone get the OpenAI API to work in Zoho Meeting?
Has anyone been able to get the OpenAI API to work in generating meeting summaries? I have been trying, but I get an error that says "OpenAI key notes request rate exceeded. Please try again later or upgrade your open AI account." I contacted Zoho supportPush Notifications Customization
There is no way to customize the notifications we get. I would like to be able to get notifications based on if they are assigned directly to me, my team, my department, or perhaps tickets that match a specific criteria (a contact or account is a VIPAnnouncing Early Access to the next generation of Zoho Desk UI
Customer service is one of the categories where efficiency and quality of service have to run in parallel, and your team's experience with their helpdesk goes a long way ensuring these aspects are uncompromised. Introducing DOT Design for Zoho Desk -Editing the record in report
I have a use-case as below- User creates a assessment record by filling some fields. User assigns that record to portal user by using Assigned To dropdown (Assigned To is Users field in form with choices as customers). I have set the record owner of formUnified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbersCan we have Bills of Material Module ?
Can we have Bills of Material Module ?Main Ticket Page Customization
We do not love the ticket list page (right after clicking Tickets menu item) would like options to customize it.Communicating with emojis
On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out onAgent Collision Missing from Mobile App
Please add Agent Collision capabilities to the mobile app.Zia Sentiment and Functionality on Mobile
Please add Zia sentiment and generative responses to the mobile app. It would be nice to see the ticket sentiment and generate a response back to a user using Zia on my iPhoneView Account Attachments on iOS
Please allow us to view account attachments on the mobile iOS app!How do I run a PnL by Sales Person?
I am trying to run a PnL by sales person but am not seeing the option do so. All I need to know (per salesperson) is revenue, cost of goods, gross profit.View Contracts and Support Plans on Mobile
We would like to be able to see contracts and support plans from the mobile app on iOS!Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going onApp like Miro
Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.Loan repayment Entry
While receiving loan, i does following steps in My Zoho books. 1. Create "Loan & Advance " Account as Parent Account under Long Term Liabilities. 2. Create another account For Example "Mr. ABC's Loan as Child account under the parent account. Now: InQuotes module send email reverted back into 2022??
Our Zoho CRM PLUS quotes, sales orders, invoice modules is showing us an email composer from 2022. We cannot send emails and its been a real pain. I tried clicking the new version over there but it doesnt seem to do anything. Any help is welcome. thWorkflow Condition - how do check that a date / time value is in the past?
Hello, I'm got a workflow that runs a function when records reach their 'Effective Date / Time', but sometimes records are created after the 'Effective Date / Time' so I have another workflow that checks for records which needs to be processed immediately.Pre filling SignForm field values by URL field alias's in Zoho Sign
Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/How to Split Payout in Zoho Books (Without Using Journal?)
Hi, I'm trying to properly record payouts in Zoho Books. The issue is that each payout is a combination of sales and expenses (fees). When I try to categorise the payout transaction from the Banking tab, I can only split the transaction using income-typeNext Page