What's New in Zoho Inventory - April 2018

What's New in Zoho Inventory - April 2018

It's that time of the year when we can witness life rising from beneath the blistering ice and nature taking its most beautiful form, adding a lot of colour and joy around us. This spring, Zoho Inventory too is blooming with fresh features. Let's look at what's new.

1) Introducing Custom Functions

Step-up your automation game with Custom Functions -  a small block of code that executes specific instructions whenever a certain criteria is met. 

For instance, you offer a 10% discount on the total invoice amount whenever a payment is made before the due date. In this case, you can create a custom function in Zoho Inventory where you set the criteria to automatically detect when a payment is made before the due date. And then, you write a custom function to apply the discount and calculate the new net amount. This custom function is automatically triggered whenever the execution criteria has been met. This way, custom function helps you to automate complex business tasks while leaving no room for errors or reminders. Read more.




2) Back up your data

Periodically download your complete organizational details to your hard-drive from Zoho Inventory in a single compressed file. This compressed file will consist of CSV files that belong to the various modules of Zoho Inventory. You can back up your data once in every 15 days from the date of your last backup. Read more.




3) Export files in XLSX format with password protection

Zoho Inventory now supports XLSX format for export files. You can also protect this file with a password. This allows you to securely export files containing sensitive information. For example, your client details is confidential to your organization and you cannot risk having it fall into the wrong hands. In that case, while exporting your contact information, you can add a secure password to protect it. Read more.




4) Export warehouse details in XLS format

Now export your warehouse report for a customized period in XLS format.




5) Quick Create option for the Packages module

Similar to the other modules, you can now quick-create packages directly from the side bar in Zoho Inventory. Some organizations prefer not to disclose the item pricing or the sales amount to their packaging staff. Having a quick create option helps the admin of your organization to create a role exclusively for your warehouse staff to create packages without disclosing the sales details. Read more.





6) Record Partial Returns on a Delivery Challan - Indian Edition

In some situations, all the goods that you transport may not go into sale. If your customer decides to return some of them in the last minute, then you can bill them only for the accepted goods and record a return of the rest in Zoho Inventory. Read more.




Stay tuned for an array of new features coming your way in the following months!

Cheers,
Lakshmi


    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 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

                                                                                                            • Add Ability to Use Zoho Finance Tags

                                                                                                              For Zoho Finance (Books and Inventory), the current actions do not allow us to affect the tags associated with the entities in question (customers, vendors, items, etc.). Please consider adding this functionality into the actions.
                                                                                                            • Embeded Signing doesn't work on Safari Browser

                                                                                                              We have implemented Zoho Sign in our website by using embeded signing, It works perfectly on Chrome. But it fails on Safari, We get stuck on Zoho Sign Page during redirection from Zoho Sign to our website after signing the document, Please let us know
                                                                                                            • Dataprep Webhook Limits and Cannot update column with Dataprep

                                                                                                              I have two problems : 1 - I am using Airflow to trigger my pipeline, and when I tested it, it worked fine a couple of times. However, after that, I received an error: {"code":429,"message":"Request rate limited"}. I didn’t send too many requests — maybe
                                                                                                            • New in Zoho Forms: Google reCAPTCHA v3 for smarter spam protection

                                                                                                              Hello form builders, Spam submissions are one of the biggest challenges when you share your forms online. They not only clutter your data but can also waste valuable time. To help you combat this without making life harder for genuine respondents, we’re
                                                                                                            • Project Management Bulletin: August, 2025

                                                                                                              We’ve touched a grand 19 years since we started pioneering project management solutions with Zoho Projects. What started as a simple one-page interface is now a suite of products with Zoho BugTracker, Zoho Sprints, and our new debut Zoho Projects Plus,
                                                                                                            • Zoho Sign and Zoho Workdrive Integration

                                                                                                              Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive.  For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named
                                                                                                            • How do you list multiple contacts for a lead?

                                                                                                              My sales team wants to be able to add additional contacts for leads, how do we do that? Is there a different way we should be using the lead / contact functionality? Moderation update (9th September 2025): Our developers have built an extension to achieve
                                                                                                            • Modifying Three Dot Menu Options

                                                                                                              Is there a way to modify the three dot menu options that display in a Report header? They currently display: Show As (List, Calendar, Timeline), Print, Import, Export. I'd like to remove the Show As and Print options, since they aren't applicable for
                                                                                                            • Field Not Updating in FSM Script - Service and Parts module.

                                                                                                              Dear Team, I am reaching out regarding a script I have implemented in Zoho FSM to automate the calculation of the End of Service date based on the End of Sale date in the Service and Parts module. Overview of the script: Fetches the End_of_Sale__C and
                                                                                                            • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

                                                                                                              Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
                                                                                                            • Zoho Books | Product updates | September 2025

                                                                                                              Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate
                                                                                                            • How to update Multiple Users field in Quote Module from Deal Module

                                                                                                              Scenario : Deal Module having Multiple User Field (Presales Engineer) which having more than 1 User and through Deluge Script I need to get that Users Details and need to put into Multiple User Field (Presales Engineer) of Quote Module. Note: Both Module
                                                                                                            • Auto-sync field of lookup value

                                                                                                              This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                                                                                            • Clone a Module??

                                                                                                              I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
                                                                                                            • How to change the text in WhatsApp Zobot integrated to Zoho Booking?

                                                                                                              I have integrated Zoho Bookings into Zoho SalesIQ, I want to change the text in WhatsApp when creating a booking in Zobot how to change those text?
                                                                                                            • Updating Subform Record from other Form

                                                                                                              Just wanted to ask how to properly approach this. I have 2 forms and would like to trigger an auto update on the subform once record submitted. block below only updates 1 row for each recordRow in input.AV_System { AssetRecord = Site_Asset_Services[SOR_No
                                                                                                            • Zoho Books - Hide Convert to Sales Order if it can't be used.

                                                                                                              Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive
                                                                                                            • How do I bulk archive my projects in ZOHO projects

                                                                                                              Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
                                                                                                            • Cross-Data Center Collaboration and / Or allowing users to choose DC

                                                                                                              Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to Zoho Cliq that would greatly benefit our geographically dispersed development team. Current Challenge: Currently, Zoho Cliq automatically routes users to specific data
                                                                                                            • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

                                                                                                              I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
                                                                                                            • Send / Send & Close keyboard shortcuts

                                                                                                              Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
                                                                                                            • Is it possible to register webhooks in Zoho CRM using API?

                                                                                                              Hello, I am trying to register a webhook in Zoho CRM programmatically (using the API). Specifically, I want to register a webhook that is fired when new Contacts are created in the CRM. I was able to setup a webhook using the UI, by creating a rule that
                                                                                                            • Calls where the local audio is shared, have echo

                                                                                                              When another user is sharing their screen with audio, I get echo from my own voice. We tested this with multiple users, with different audio setups, and there's no obvious way to fix it. Is this a bug you could look into, or are we missing something?
                                                                                                            • Update application by uploading an updated DS file

                                                                                                              Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
                                                                                                            • Markdown support, code cells...

                                                                                                              Hi Zoho I'd like to vote for a feature that markdown is supported with: Headings Code highlighting Quoteblocks ... Furthermore a inline card(like inline sketch card) for special text like Code would be great. And just to add my vote as well for "Tags"!
                                                                                                            • Minimise chat when user navigates to new page

                                                                                                              When the user is in an active chat (chatbot) and is provide with an internal link, when they click the link to go to the internal page the chat opens again. This is not a good user experience. They have been sent the link to read what is on the page.
                                                                                                            • Zoho Projects app update: Voice notes for Tasks and Bugs module

                                                                                                              Hello everyone! In the latest version(v3.9.37) of the Zoho Projects Android app update, we have introduced voice notes for the Tasks and Bugs module. The voice notes can be added as an attachment or can be transcribed into text. Recording and attaching
                                                                                                            • zurl URL shortener Not working in Zoho social

                                                                                                              zurl URL shortener Not working in while creating a post in Zoho social
                                                                                                            • In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to sh

                                                                                                              Hi In the Zoho CRM Module I have TRN Field I should contain 15 digit Number , If it Contain less than 15 digit Then show Alert message on save of the button , If it not contain any number not want to show alert. How We can achive in Zoho CRm Using custom
                                                                                                            • Zoho Bookings know-how: A hands-on workshop series

                                                                                                              Hello! We’re conducting a hands-on workshop series to help simplify appointment scheduling for your business with Zoho Bookings. We’ll be covering various functionalities and showing how you can leverage them for your business across five different sessions.
                                                                                                            • Custom report

                                                                                                              Hello Everyone I hope everything is fine. I've tried to To change the layout of the reports, especially the summary page report, and I want to divide summary of each section in the survey but I can't For example: I have a survey containing five different
                                                                                                            • Zoho Journey - ZOHO MARKETING AUTOMATION

                                                                                                              I’ve encountered an issue while working with a journey in Zoho Marketing Automation. After creating the journey, I wanted to edit the "Match Criteria" settings. Unfortunately: The criteria section appears to be locked and not editable. I’m also unable
                                                                                                            • Custom Fields in PDF outputs

                                                                                                              I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select
                                                                                                            • How to create a Service Agreement with Quarterly Estimate

                                                                                                              Hello, I'm not sure if this has been asked before so please don't get mad at me for asking. We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include
                                                                                                            • Change Currency symbol

                                                                                                              I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
                                                                                                            • Zoho Social - Post Footer Templates

                                                                                                              As a content creator I often want to include some information at the end of most posts. It would be great if there was an option to add pre-written footers, similar to the Hashtag Groups at the end of posts. For example, if there is an offer I'm running
                                                                                                            • Allow to pick color for project groups in Zoho Projects

                                                                                                              Hi Zoho Team, It would be really helpful if users could assign colors to project groups. This would make it easier to visually distinguish groups, improve navigation, and give a clearer overview when managing multiple projects. Thanks for considering
                                                                                                            • Zoho Books - Quotes to Sales Order Automation

                                                                                                              Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow
                                                                                                            • Can't find imported leads

                                                                                                              Hi There I have imported leads into the CRM via a .xls document, and the import is showing up as having been successful, however - when I try and locate the leads in the CRM system, I cannot find them.  1. There are no filters applied  2. They are not
                                                                                                            • Custom Button Disappearing in mobile view | Zoho CRM Canvas

                                                                                                              I'm working in Zoho CRM Canvas to create a custom view for our sales team. One of the features I'm adding is a custom button that opens the leads address in another tab. I've had no issue with this in the desktop view, but in the mobile view the button
                                                                                                            • Next Page