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
Unable to Add Notes
I've had a user report that they are unable to add notes to account records. I attempted and found the same issue. There is no option to save the note.Workflow Rule Alert Not Working
I have a workflow rule set (that I've been using for years) that suddenly stopped working. Module - Leads Execute on - Create Alerts - Email Active - Yes When I create my lead I no longer receive my email notification.Unify Overlapping Functionalities Across Zoho Products
Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,Can zoho sign collect data feeding Zoho Sign?
I m sending contracts to client who are not in my zoho CRM database yet. Can the data they enter in Zoho sign contract I send them, (that includes...) official company name address first name second name etc, ...Create or update a contact / accountIMAP ACCOUNT ACCESS PROBLEM
Hi! I moved from Gmail some time ago to ZOHO. It works fine and it worked till yesterday. I found out that on my MAC OSX mail client I can not receive emails from ZOHO using IMAP. Gmail is set to IMAP and works OK. My company email account uses POP and works good as well. Is there anybody else who has such problem or this might be something with my email client...? I didi check for the settings but everything is as it was from the beginning. Honestly, I didn't change anything recently. It just stopped.Modified approved time log
I can’t seem to find a way to make change to approve time log entry. The case is the following. We pay the employees every 2 weeks, so employe A enter is time for the 2 weeks and then submit his timesheet. Now is superior approve the time he worked viaI want to Show the product list based on the drop Down
in quotation app , amc form form i have Department drop down field and in subform i have loop up field item description taken from the anothe app PRO I want to show the product list look up based on the deparment selected example if they selected deparmentInventory Barcode Creation - Add Picture of Item
Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?Shared Snippets Everyone
Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippetsTopics assigned to Contacts in Campaigns
I have yet to find an efficient way to assign topics to contacts in campaigns with the new system in place. We have daily contacts added to our system through various forms and we have to manually go in and add topics to contacts before each email campaignZoho CRM email formatting issues
I have been having a hard time with formatting email templates. It feels like Zoho email is "fighting my edits." It refuses to change size, font, etc. Sometimes, the template looks great, then when the email gets sent, it looks completely different- someWeekly Tips : Seamlessly collaborate with Share Drafts in Zoho Mail
Ever found yourself stuck wondering how to get input on an important email draft without actually sending it? Maybe you want a teammate’s feedback or approval from your manager—without exposing sensitive info. Or perhaps you are working across differentHow to Share a workdrive folder outside organization ?
Hi, Earlier we were using Google Suite and were able to share the google drive folders with external organization ( Auditors , marketing collaterals ) as most of them had a personal gmail account they were able to access it without any issue. How canZoho CRM Account Duplication via Credit Application Form
Hi, We send a credit application link to our customers via email, which is managed through Zoho Campaigns. When a customer submits the form, it automatically creates a new account in Zoho CRM. We would like to know how to stop this from creating duplicateFlexible Milestone Invoicing
If your Zoho Projects portal is integrated with Zoho Invoice/Books, you can now create an invoice for your milestones. You can enable it under Integration Preference and invoice milestones regardless of the project's billing type. For instance, considerThe get records i am getting produts that show in the show in the sub form item list field
The get records i am getting produts that show in the show in the sub form item list field if(input.Department != null) { // Get filtered records once creator_ptid = zoho.creator.getRecords("harshadgroup","item-master","All_Products","Department == \""Add Zoho Form Submission as Attachment to Zoho CRM Deal using Zoho Deal ID
Hi Zoho team, I have a Zoho Form in which one of the fields will be hidden but will be defaulted with the Zoho Deal ID. Once the form is submitted, I want to reattach the submitted form (and another uploaded file field) into Zoho CRM Deals record. The crazy part is that Deal Name and Stage are the only two fields available for mapping. I have the actual Deal ID. Why can't I just use that. Can you please fix it so that I can properly attach the submission using Zoho Deal ID instead of name/stage (whichPayment link showing as malicious
We've had a few customers who have been unable to pay invoices as the payment link (the domain is zohosecurepay.eu) is showing as a malicious website in their browser. Could anyone help with this please?Side bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !Add Microsoft Entra ID to Zoho One
Hi! Have anyone tried the Zoho connection to Microsoft Entra ID (https://help.zoho.com/portal/en/kb/one/admin-guide/directory-stores/articles/add-microsoft-azure-to-zoho-one?action=kbArticleFollow&actionId=4014605732522 ) This is a big operation and youMultiple Respondents for One Survey Submission?
Does anyone know of a way to allow multiple respondents to complete only one survey and then also see (while completing the survey) the responses for their fellow colleagues who already answered that question? The situation is that our new customers have within their own organization, multiple employees that will need to assist in the one survey response. Since we don't always know which new respondent is the "who" that will have the answer, we need multiple respondents to be able to view the responseCan you remove the title from the forms?
I am placing the iframes for my forms on my website. Is it possible to remove or hide the title of the form so that it doesn't show up on the website? Is it possible to place text in the form like "clicking submit will take you to paypal." thanksLost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?Mask Name Field in Report
Is it possible to have the Name field as "Last Name, First Name" in a scheduled report.Custom Project View by Project Group
Hi Zoho Team, I used to have a custom project view which showed all my active projects (not cancelled or completed) and the list was separated into projects groups. Some time ago, possibly a couple of months ago, I began to see all projects even cancelledUnable to attach the file via the API.
We are trying to attach files to a Candidate in Zoho Recruit using the API. We reviewed the following API documentation: 🔗 Upload Attachment While this API does allow file attachment via a URL, that’s not what we want — we do not want to attach public-facingZoho Books (UK) needs to be able to submit a CT600 CTSA return
As well as a VAT Return, most (if not all) small businesses have to submit a CT600 Corporation Tax Self-Assessment. There are many providers who do this (like Xero) bujt not Zoho. Can you add this to the request list please? Many thanks SteveStock Update After Approver 1 Approval in Multi-Level Approval Flow
Hi Team, We have configured a multi-level approval process for POs/Bills. Our requirement is to update the item stock quantity based on the billed quantity immediately after Approver 1 approves the bill. Please find the script attached below. However,Zoho Form Auto Fill
I am setting up a Zoho form for my independent sales reps to request quotes. Their names are in the first field under a dropdown menu. The next field is their email address. I want the email address field to automatically be filled in when they selectImage Resolution Restriction Option in Zoho Forms File Upload
Hi Zoho Forms Team, Greetings, We would like to request a feature enhancement for Zoho Forms regarding the file upload field. Currently, Zoho Forms allows us to restrict the file size of uploaded images, but not the image resolution (in megapixels). ThisCan't select Leave type while applying a leave
Hello, while trying to apply a leave, I can't find any leave type among the options in the Leave type select: Here are my leave settings. Daily: Hourly: Tried to clear cache and to navigate from another browser, but the problem persists. Any hint? ThankMes débuts sur Zoho Forms | 13 champs à l'export ! seulement
Bonjour, je débute sur Zoho Forms, je viens de créer un formulaire avec tests dans la foulée et je n'ai que 13 champs qui remontent sur mon export CSV alors que j'ai plus de questions et champs qui devraient remonter. J'ai actuellement une formule payanteIntroducing real-time document commenting and collaboration in Zoho Sign
Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily withoutAdding Photos Into Form (as a form creator)
As the form creator, is it possible to add images to my form? (I don’t mean adding an image upload field, but rather inserting a JPG file into the form so that users can view the image.)[Training] AI-Powered Application Development Bootcamp 2.0 - Zoho Creator
Hello everyone, Ready to take your app-building skills to the next level with the power of AI? We’re excited to invite you to AI-Powered Application Development Bootcamp 2.0—a 90-minute, live training session designed to help developers, business users,What is the easiest/fastest way to attach an email or PDF to a Zoho record?
Hi everyone, We use Outlook with Office 365 and have the need to either ideally attach a .msg email directly to an account or custom module in Zoho, or if not attach just the PDF that would be sent in that email. The Zoho plugin is very basic for OutlookFree webinar! Close deals faster with Zoho Sign from Zoho CRM
Hello, Are you tired of chasing down signatures and getting stuck with paperwork delays in your sales process? With the seamless integration between Zoho Sign and Zoho CRM, you can create and send documents for signing online, close deals faster, andFiles stores in Library Marketing Automation
Hi, How can i switch from card view to list view in Marketing Automation My Files.?Paid for upgrade and no change
I paid the $24.99 rate to upgrade to Pro version and no change when I signed out and signed back in.Issue with Code Snippet Styling Overlap in Zoho Landing Page
Dear Support Team, I have encountered an issue on the Zoho Landing Page while working with code snippets. When I try to create a custom script and add HTML, CSS, and JavaScript within the code snippet, the styling appears to overlap and affect other codeNext Page