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
Currency transition
We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canZoho webinar--hard for agencies
So, this is just a dive into our use case, and why we've been disappointed in Zoho webinar. We are a small marketing agency, and we wanted to add webinars to the services we provide, as many of our clients want to learn to use them as part of their contentCelebrating Raksha Bandhan with Zoho Desk: A Bond of Trust, Protection, and Service
Raksha Bandhan, celebrated across India, symbolizes the sacred bond of protection and affection between siblings. “Raksha” means protection, “Bandhan” means bond or knot: together, it represents a knot of care and security. On this occasion, we'd likeBanking > Import statements with a csv file
Good morning, I am regularly using the "import statement" option to match my transactions. I've been using csv files produced by my bank online and was able to import my transactions. Until now. Thank you for your help for fixing this ! Alex.ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED
Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered."Has anyone successfully added Microsoft Graph API Oauth2 as a connection?
I'm having trouble getting Microsoft Graph API created as a connection in zoho crm. Has anyone successfully added Microsoft Graph API Oauth2 as a connection? My issue is not necessarily on the Zoho side, but understanding how to set up the Microsoft sideSyncing Timesheets between Projects and Desk
All users able to see their own timelog entries from all apps in one place, synced immediately. All managers able to view total/all time entries from one place. This is something that has come up for us and multiple clients. Example: we have a clientSpell Check default language
Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! LeventeZoho Backstage 3.0 - Boostez vos événements avec des outils malins
Zoho Backstage vous accompagne dans l’organisation d’événements réussis, avec des outils qui simplifient la planification, optimisent l’exécution et renforcent la connexion avec votre public. La version 2.0 a apporté une nouvelle interface, plus de flexibilitéPortal user activity reporting
Aside from the metrics section in the admin dashboard, is there a way to view/create reports for portal user activity? Im looking for a more granular option to see exactly what users are utilizing the portal. Thanks!Automation #11 - Auto Update Custom Fields with Values from Emails
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimizeAdmins to set Agents Picture
Admins should not have to rely on agents to set a nice profile picture for them. Admins get the headshot pictures from HR and should be able to upload and set their picture, not rely on them to: 1) upload a picture at all 2) upload a good picture 3) uploadTime Tracking Reporting and Billing
I wish for the time tracking module to be enhanced further. Currently it is independent of Support Plans and Contracts. Support Plans and Contracts are also mostly separate. We need a better dashboard of this with the ability to natively mark billed orEnhanced Email Signature Folding
We have departmental signatures setup which are great, however, when viewing ticket details, it gets very overwhelming when scrolling though threads and conversations where you scroll past ten different signatures of your own team, then ten signaturesHow to add formatting in zoho.cliq.postToUser(...) message?
In a CRM Deluge function, I'm trying to use the message formatting guidelines given here: https://www.zoho.com/deluge/help/cliq/posting-to-zoho-cliq.html#message-formats My message is: message: #Title text. The result in Cliq is: #Title text. (no largeHow to add line breaks in zoho.cliq.postToUser(...) message?
In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?Zia Agents/End of Day Reports
As a manager or owner it would be nice if Zia analyzed today's (or this week's tickets) and gave an end of the day report to management team. - what important tickets were worked on or submitted today? - what agents were unproductive today and answeredProject Cost Tracking
I see there are questions/concerns that Zoho doesn't track costs to a tasks in a project. We are a manufacturer and are in the early stages of tracking costs to project. I would like to expand out the COGS Chart of accounts in Books and record costs viaHow to record if the payment made is return due to transaction failed.
So there is Bill of $2000, and a payments made transaction to clear the bill. The amount is actually deducted from bank account. However, a few days later, I found the bank returned only $1750 cause there are $250 bank service charge for this failed transaction.Help Center Customization UI
The customization screens for the help center needs the UI improved. It looks straight out of 2004. The Zoho Desk normal UI is great. All it takes is uniform fonts and colors across all parts of the tool... I compare this to Zendesk Guide.Este domínio já está associado a esta conta
Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.I need some help in Expenses Per Diem Policy
this is my script written for restricting the PerDiem Components. Say if Lodging and Per Day Allowance both is selected from Per Diem Page then the report should gets auto rejected. When Im trying to executing it says the following error {"code":11,"message":"TheAdding Photos to Dashboards on Zoho Analytics
I am creating a dashboard to showcase data from survey results from focus groups. I am creating a focus group participant profile tab where it is filtered by the name of the participant and showcases information about them using KPI widgets. I am runningWhat is the difference between Retainer invoice and Advance Payments?
Retainer invoice seem like they are just advance payments with extra details. Instead of creating a Sales Order with order details, a retainer is created. It feels like they are a workaround to link advance payments with sales orders. Is there any advantageExporting record notes in bulk
Hi team, Is it possible to bulk export the notes attached to a record? i.e to a CSV file or otherwise. Our use case is exporting all notes for our lead/account/Deal records. We have another system we'd like to import these notes to but I can't seem toField customization
Hi Team Good day! I am a commission agent who sell and purchase goods from vendors, while in purchasing invoices I am not able to deduct the expenses such as commission and other expenses on actual amount. Kindly help me to customize the invoice basedvendors / customers with 2 different address and gst no
Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.Error: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contact
so i am creating a new contact post request and i want add gst infomation when amount is above 50000 and if pass gst info in request body then i get this errors > Error: Invalid Element gst_no, Invalid Element gst_treatment, Invalid Element place_of_contactAdd multiple Billing Addresses under one GST number
My client owns multiple businesses in various locations but they all come under one GST. Is there a way to add multiple billing addresses for the same GST? Managing this by adding multiple Shipping addresses is not an option. The client wants the GSTZoho Mail API - Upload Attachment
https://www.zoho.com/mail/help/api/post-upload-attachments.html I followed the steps from the API documentation and wrote a backend in JavaScript to send emails. Normal emails are sent without any problems. However, I can’t send emails with attachments.Unable to create custom fields for shipment order
I'm unable to create custom fields for shipment orders, even though the custom fields are set up correctly. A request to the following endpoint: https://www.zohoapis.com/inventory/v1/settings/preferences/customfields?organization_id=${ZOHO_ORGANIZATION_ID}&entity=shipment_orderKaizen #202 - Answering Your Questions | Testing and Using REST APIs in Widgets
Hello Developers! Welcome back to a fresh week of Kaizen! Thank you for your active participation in sharing feedback and queries for the 200th milestone. This week, we will look at the following queries related to widget: Widget Testing Using REST APIIntroducing 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 onNext Page