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
Bulk 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 enterZoho App Builder
I’m looking for a Zoho Creator developer to build a simple app for tracking site expenses for a construction company. Key features: mobile form, dropdowns for projects and expense types, photo attachment for invoices, auto-calculated totals, and ExcelCaptcha can't be enabled conditionally
Hi Problem: captcha on a form can't be enabled conditionally. Why is this a problem: Because I use the same form on our website (public) in the portal and mobile app. In the portal it works but in the mobile app it doesn't. So there should be a way toACH Returns Don’t Trigger Dunning or Reverse Payment in Zoho Subscriptions
Zoho Billing marked an ACH payment as successful and kept the subscription active — even though the payment was later returned by the bank (NSF). There was no update to the invoice or subscription status, and I had to manually clean it all up. For creditZoho Sheet - Split cell diagonally fill half color
is it possible to split a cell diagonally, fill different text in each half and ideally color them differently as well?Calling Token API in Postman returning "error: invalid_client"
Hello, I've been working on setting up an API to get data from zoho crm into a third-party application. I'm currently testing the setup in Postman, but I'm getting an error from the API to retrieve the access token. It keeps returning "error: invalid_client".How to handle this process need using a Blueprint?
See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15bulk scheduling youtube shorts and facebook reels
how do i flag the video as facebook reel rather than normal video, it's vertical, 20 seconds, yet still being posted as video on facebook for youtube, it's being rejected out right both videos are to standard, can be posted normally with normal schedulerInvitation-Based User Access in Zoho Analytics
Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve securityFiltert products by multi select custom field
Hello, this is seems like a must addition, why it can not be done now?Multiple images
Hi Is there a way to insert multiple images in one image record or any way that instead of one image, I could upload 5 to 10 images together. Looking forward for a solution. RegardsZoho Projects - Custom Objects
Hello, is there the ability now, or in the near future, to add custom objects to Zoho Projects? The requirement here would be to have the ability to track change requests to a project's budget. The idea here is to have the ability to create a custom ObjectAccess CRM Variables from Formula field
Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?Announcing Bigin India Meetups Across 8 Cities: July 29 - Aug 07
Hello Biginners, We've got some exciting news to share! We're hosting our first round of Customer Meetups for 2025 in India, from 29th July - 9th August. Whether you're a Bigin newbie or a seasoned pro, this is your chance to meet customers from yourWhy isn't there an Expense description field / column?
Hello! I'm new to Zoho Books and accounting. I'm surprised there isn't a proper expense description field (and column in the overview "all expenses" page)? I thought this was a given in accounting, as visualizing expenses facilitates tracking them down?New in Zoho PDF Editor: Watermarks, password protection, signature collection, and more.
Hi Zoho Sign users! We are delighted to introduce the latest enhancements to Zoho PDF Editor, designed based on user feedback and feature requests. This update enables you to reorder, extract, and rotate PDF pages, add watermarks, and collect signatures.Cant't update custom field when custom field is external lookup in Zoho Books
Hello I use that : po = zoho.books.updateRecord("purchaseorders",XXXX,purchaseorder_id,updateCustomFieldseMap,"el_books_connection"); c_f_Map2 = Map(); c_f_Map2.put("label","EL ORDER ID"); c_f_Map2.put("value",el_order_id); c_f_List.add(c_f_Map2); updateCustomFieldseMapPrinted Reports, Increase Font SIZE
I need to send some printed copies of financial reports to my attorney. The reports print out with microscopic fonts. How do I increase the font size so that a normal human can read the text? Every other accounting app can do this so I imagine I haveAvoid email sending!
Hello, Thanks you Zoho for the wonderful apps you provide. Question: Is there a way to disable sending emails when: - creating an estimate or billing. Thanks TommyNeed to show discount before total after subtotal
Need to show discount before total after subtotal on my estimate template (see attachment)Email a "thank you" note for this payment is NOW checked by default
Hello Team, Just noticed that Email a "thank you" note for this payment is now checked by default. I tried searching in Preferences and there is no way to turn this off. I do not want this to be the default. Is there a way to turn this off?End-to-end services hours
We are trying to determine the best method of quoting service hours on quotes but only present the sum amount to a customer, without losing the tracking of quantity of hours for invoicing purposes. Does anyone have a good method they have determined?Specific Approval Question
Hi everyone, Just a quick question here. I have located the "Approval Type" in the preferences, which is great, and I am sure we could make use of it. However, I am trying to understand how I can implement an approval "workflow". The business call itZoho Books - Show Discount Totals When Greater Than Zero
Hi Books Team, I understand that to show or hide discount amount on a Quote or Invoice, I need to use different templates. It would be a great quality of life improvement for users if we had an option to show or hide the discount amount at line item andSpecifying a filename for Schedule Reports
Is it possible to specify a filename to use with scheduled reports? For example: With a general ledger report, instead of general_ledger.pdf I would like to include the date the report was generated in the filename so it is called general_ledger_202Need to upsert "Created Time" field in Leads Module
I am in the process of implementing Zoho CRM for my business. I need to modify the "Created By' field to reflect the actual date/time the lead was captured in my original Excel file. Otherwise, my conversion velocity data will always be inaccurate, whichHTML for confirmation email
Hi, After a prospect submitted the Zoho form, we want to send a confirmation mail. In this mail we want to add our email signature. However, while this is possible in Zoho CRM this doesn't seem to be an option in Zoho Forms. Also an html editor is notFire a webhook when the user gets access to portal
Hello, We would like to know if there is any way in which we can automate a webhook call if the user accepts the portal invitation that Zoho sends by email. The customer module does have the option to trigger webhooks when a customer is created, updated,Enable History Tracking for Picklist Values Not Available
When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?Creating Payrun summary by fetching values from the employee payruns and adding them
I am trying to make a processing payrun module. I want on Form load to autofill payrun summary eg Total Deductions, Total employer contributions etc by fetching one value after the other in the employee payrun information. So it should loop through theFeature Request - Zoho Books - Add Retainer Invoices to CRM/Books integration
Hi Books Team, My feature request is to include Retainer Invoices in the finance suite integration with Zoho CRM. This way we will be able to see if retainer invoices have been issued and paid. I have also noticed that when the generate retainer invoiceBooks <-> CRM synchronisation with custom Fields
Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to syncEdit Reconciled Transactions
I realize transaction amounts and certain accounts cannot be edited easily once reconciled, but when I audit my operational transactions quarterly and at the end of the year sometimes I need to change the expense account for a few transactions. To doRequest to Customize Module Bar Placement in New Zoho CRM UI
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitiveSending campaigns from other server
Hi, Is it possible to send campaigns from another server so customers can see mail direct from our company (Corrata) and not from ZCSend.net? Thanks, TimEdit a previous reconciliation
I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.Admin and Dispatcher Users show as Field Technicians in Dispatch Module?
Hi Zoho, Our Admin and Dispatch user both show up as Fied Technicians / Field Agents in the Dispatch module, but they most certainly should not be assigned to any of the work orders and service appointments. These users are NOT service resources. HowDon't understand INVALID_REQUEST_METHOD when I try to post up an attachment
When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method typeZoho Payroll: Product Updates - June 2025
This June, we’re taking a giant step forward. One that reflects what we’ve heard from you, the businesses that power economies. For our customers using the latest version of Zoho Payroll (organizations created after Dec 12, 2024) in the United States,View Products (items) in Contact and Company
Hi, I would like to know if there is an option to view all the products /(items) that were inserted in the pipeline deal stage for exemple "Win Pipeline" within the company and contacts module section? For instance, view with the option filter for theNext Page