What's New in Zoho Inventory - August 2020
Hello all,
Hope you are safe and well. We are back with a new set of updates rolled out to Zoho Inventory in the months of June and July.
Integration with QuickBooks Online - UK Edition
Zoho Inventory's integration with QuickBooks Online is now supported for the UK edition! This seamless integration helps export the sales, purchases, customer and stock information from Zoho Inventory into QuickBooks instantly. Similarly, the accounts from QuickBooks also gets imported into Zoho Inventory which you can apply in various transactions. Read more.
Remove or move option for Zoho Commerce item groups
Previously, item groups fetched from online sales channels could not be edited. Now, given the tight integration between Zoho Inventory and Zoho Commerce, you can remove or move items from item groups fetched from your Zoho Commerce store. Learn more.
Note:
- If an item is moved from one group to another, it loses its former group's attributes and acquires the attributes of the current group.
- Also, if an item is moved to a group with no attributes, then it won't be displayed in your Zoho Commerce store.
Link multiple sales channel items to a Zoho Inventory Item
You can now link multiple sales channel items to a single Zoho Inventory item. By doing so, you can sell the same product across various sales channels with different names, while maintaining a single base stock.
Based on the name or SKU, the items are linked through regular sync. If that's not possible, you can link them manually.
Updated the tax handling for Shopify orders
Zoho Inventory now supports tax inclusive orders and group tax-applied orders from Shopify for all the editions. Learn more about Shopify.
Serial and batch numbers in packages and receives
We've now provided an option that would allow you to track serial and batch numbers on packages and receives instead of invoices, bills, and credit notes.
To change your preference: Go to Settings > Preferences > Items > Advanced Inventory Tracking, and choose the 'Track in Packages, Purchase Receives and Return Receipts' option. Learn more.
Support for e-Way Bills - Indian Edition
An e-Way bill is an electronic document that you must possess if you're transporting goods within or outside the states of India as per the GST regime. This document gives a detailed account of the items moved, place of supply, and the mode of transport.
In Zoho Inventory, you can easily generate e-Way bills for invoices, credit notes, and delivery challans. You can also export the transaction details from Zoho Inventory and upload it into the EWB portal to generate multiple e-Way bills. Learn more about e-Way bills.
Request GST information from customers and vendors - Indian Edition
If you do not have your customer's or vendor’s GST details at hand, you can request them to update it directly in Zoho Inventory. To do so:
- Go to the Customers or Vendors module from the left sidebar.
- Select the customers or vendors whose GST information you want to request by clicking the checkbox next to their names.
- Click the Request GST Information button on the menubar. Ensure that you have added their email addresses.
An email will be sent to the selected customers or vendors with a link to feed their GST information directly into Zoho Inventory.
Inventory Aging Report
The Inventory Aging Report helps you find out how long your stock's been sitting in the warehouse. This report can also be customized based on the aging intervals that can be either in days or weeks.
To access this report: Go to the Reports module from the left pane > Inventory Reports > Inventory Aging Summary
Import Shipments
Upload multiple shipment details using the import feature. The simple three-step import process helps you add bulk records in a matter of minutes.
To import shipments: Go to the Packages module from the left pane > Click the Hamburger icon > Choose Import Shipments.
Retainer Invoices
Record advance payments as retainer invoices and apply them on customers' unpaid invoices or future invoices. This amount can also be refunded in case of order cancellation. Learn more about Retainer Invoices.
Trigger stock update to sales channels
You can now trigger a manual stock update for an item in Zoho Inventory to its associated sales channels. Click the More dropdown and select the Push Stock option in the item details page to push current stock details of the item instantly.
Search items and sales orders using the sales channel fields
Advanced searches can now be performed for items and sales orders using the sales channel fields such as Channel Name, Channel Product Name, Channel Product SKU, Channel Product ID, and Channel Order ID. You can also create custom views with these channel details.
Instant Invoice option for Shopify orders
We've supported the instant invoice option for Shopify orders. Create an invoice in a single click without having to go through any intermediate steps.
To create an instant invoice: Open a Shopify sales order > Click Create > Instant Invoice.
Linking MFN and FBA items - US Edition
It is now possible to link both FBA and MFN items manually to a single Zoho Inventory item. This not only helps maintain a single base stock for multiple online items but also allows the seller to ship from the nearest warehouse while cutting down on the FBA processing charges. Learn more about FBA.
Do give these updates a try and let us know your feedback in the comments below.
Thanks and Regards,
Lakshmi
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
Lakshmi S
Andre Meyer
Salman Nazar
vijay
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
Zoho FSM API Developer Needed
Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and schedulerRevenue Management: #4 What if there are uncertainties in project or service delivery?
Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automatedThis mobile number has been marked spam. Please contact support-as@zohocorp.com
Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?Items Serial Tracking Issue
We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serialComposite Services and Account Tracking
I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see theZoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment
For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.Add Checkbox Selection & Bulk Actions to Delivery Challans Module
Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appearsCan't be able to check-in in laptop
even after giving location access still i can't be able to check-in in laptop.Compensation Cess on Coal ₹400 per tonne. ?????
The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value7 month over zoho book purchase but still not immpliments Golive
7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of someAverage Costing / Weighted Average Costing
Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.SMS to customers from within Bigin
Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receiveHow to update/remove file in zoho creator widgets using javascript API
Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord APIParent & Member Accounts (batch updating / inheritance)
Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish toEdit Legend of Chart
I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.Extended timeouts for APIs beyond 40secs for to accomodate LLMs
A 40 second max response time for API calls is fine when connecting to most services, however is unsuitable when dealing with LLMs (ChatGPT/Claude/Gemini) where the response timing is very uncertain. Is there any way to increase this? It would be greatDeletion of Zoho Account
To whom it may concern, Good day, My account has been created incorrectly in Zoho and I am not able to join my Company's Zoho account - attached screenshot for your kind reference Alphatronmarine - Portal Kindly advise procedure to delete this currentWorkflow for deposit to bank account
Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, StevenMarking Retainer invoice paid through Deluge
Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have triedCreate a new record in custom module vi custom button
I have zoho books premium plan . I have 2 custom modules in zoho books. 1. Goods Receipt 2. Delivery Order, I need to select multiple records from Goods Receipt and create a new Delivery order from these multiple records. (like multilple sales order intoProfile date settings
At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiringDelivery Method Field in Sales Order Module
In Books and in Sales orders, the "Delivery Method" field seems to allow for anything to be entered and it seems to store those entries for future use. When you chose to convert a sales order to a purchase order, the related field is now called "ShipmentEditing / Removing stages for pipeline
Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?Dynamically Filter User Lookup in CRM Subform
We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance. Current Setup: First column: Picklist (Level) Second column: User Lookup field When a Level is selected, we want the User lookup to display only userschange time zone
can't seem to figure out how to change the time zone of the projectBigin iOS app update: Built-in telephony and RingCentral support
Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-InAdd Image or Update Image API - for Items Module
I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?Introducing Booking Pages—a topping for your Calendar Scheduling needs!
Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequentDebugging `try` blocks : Tip
I find it annoying that if one line inside a `try` block has an error, the Deluge arser points the beginning of the block to the location of the error. BUT, if you temporarily comment out the initial `try {`  The parser goes through the whole block and[Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.
Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs areUse approval workflow comments in record scripts
Greetings, i'm running an approval workflow for my records, during approval/rejection there is a step where comments are entered. i want to add there comments to the record and to use them in various deluge scripts like sending emails and so on. howZOHO Store
Not able to make a payment We are using Zoho One, and we are from India. The payment currency, which shows for us, is in USD. But the system says we can choose Country/Region India if it shows INR only. Attaching screenshots for more info.Support Migration into Aliases in Zoho Mail
Hello Zoho Mail Team, How are you? We are in the process of migrating some of our users from Google Workspace (Gmail and Google Drive) to Zoho. During this process, we noticed that Zoho Mail currently only supports migration into a primary mailbox andAPI for Z Workdrive Flow Make-Integromat ?
We are zoho workdrive fans Also we would like to have an api to work with Zoho Flow or with Make better known by its old name INTEGROMAT Is it planned and when? 3 months -6 months or more?Apps Pane no longer visible
I have read all the info and help and nothing works, I do not have a "show apps" anywhere and I can no longer see my Apps pane in the left hand side of mail, please advise how to get this backCanvas View - Print
What is the best way to accomplish a print to PDF of the canvas view?5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(8/21)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 8月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/eVOEnBsSQ2uvX4WN5Z5DeQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「ZohoNew in Zoho Forms: Inline OTP Verification
Hello form builders, We are excited to announce the launch of Inline OTP Verification in Zoho Forms, a smarter way to ensure the authenticity of the contact details you collect. Until now, OTP Verification in Zoho Forms worked as a pre-access step: respondentsZoho Mail : Associate emails with Meeting records and allow multiple emails to be assocaited at once
Is there a workaround that would allow either of these? I want to associate emails with Meeting records. I also would like to be able to select multiple emails at once for association with a record.Create task from email
Is there a way on mobile to create a task from an email? I use this feature a lot and when traveling now I read email on mobile. By the time I get to my office I forget about them since I didn't add it to a task. Is this feature missing on moble?Next Page