What's New in Zoho Inventory - August 2020

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:
  1. Go to the Customers or Vendors module from the left sidebar.
  2. Select the customers or vendors whose GST information you want to request by clicking the checkbox next to their names.
  3. 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







                            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

                                                                                              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

                                                                                                              • How to remove some users in zoho accounts

                                                                                                                How to remove some users in Zoho accounts.
                                                                                                              • Unified Inbox for all, including fetched mails

                                                                                                                I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to
                                                                                                              • Whatsapp Limitation Questions

                                                                                                                Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                              • Users Not Automatically Being Added To WorkDrive Team

                                                                                                                I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,
                                                                                                              • Synchronization between Gmail and Zoho Mail

                                                                                                                Hello! I am using Zoho Mail within the Zoho One platform. I have completed the basic setup and added all the required DNS records with our domain provider. Our goal is to set up two-way synchronization between our current Gmail inbox and Zoho Mail, but
                                                                                                              • IMAP login problem

                                                                                                                I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the
                                                                                                              • Changes to subform in Zoho CRM Portal Timeline History Unavailable

                                                                                                                Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates
                                                                                                              • This mobile number has been marked spam. Please contact support.

                                                                                                                Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
                                                                                                              • Function #11: Apply unused credits automatically to invoices

                                                                                                                Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
                                                                                                              • Duplicating report but custom layout does not

                                                                                                                Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are
                                                                                                              • Credit Card Readers?

                                                                                                                We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal
                                                                                                              • Stock count by bin location

                                                                                                                Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
                                                                                                              • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

                                                                                                                Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization
                                                                                                              • How Do I Refund a Customer Directly to Their Credit Card?

                                                                                                                Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
                                                                                                              • Zoho Learn Course Completion Notifications/Triggers/API

                                                                                                                Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when
                                                                                                              • Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)

                                                                                                                Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot
                                                                                                              • Phone Connection

                                                                                                                When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.
                                                                                                              • Can't add a sender adress from zoho campaigns

                                                                                                                hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 
                                                                                                              • Export History timeline

                                                                                                                Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.
                                                                                                              • Desk fails to create a new ticket on Reply email

                                                                                                                When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate system
                                                                                                              • Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025

                                                                                                                Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful
                                                                                                              • Addin Support in Zoho Sheet

                                                                                                                Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
                                                                                                              • Wise integration in Zoho Books

                                                                                                                Hi, it is now time for zoho books to support Wise.com integration for payment links. Wise has launched credit card payments, now about 0.5% cheaper than Stripe. Also their bank payments are much much cheaper than credit cards. Its time for books team
                                                                                                              • Function #61: Automatically add free item to the invoice based on item quantity

                                                                                                                Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
                                                                                                              • Notes for Items for Future Purchase Order

                                                                                                                Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..
                                                                                                              • Schemes of different tyoe

                                                                                                                How can easily apply hourly, day wise or month wise  schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme  Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers and
                                                                                                              • Clients not receiving emails

                                                                                                                I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
                                                                                                              • Free Plan mail accounts details

                                                                                                                In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com
                                                                                                              • No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE

                                                                                                                Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helping
                                                                                                              • Unable to receive email - "5.3.0 - Other mail system problem 554-'5.2.3 MailPolicy violation Error delivering to mailboxes'"

                                                                                                                My users are unable to receive emails from one particular domain, apparently. The domain known to be kicked back is whitelisted in the spam control. I sent an email to support earlier this morning but I have not received a reply. The error in the title
                                                                                                              • Caixa de saída bloqueada. Como desbloquear?

                                                                                                                Olá, meu e-mail isabela.celli@sivirino.com está com a caixa de saída bloqueada. Não consigo enviar e-mails. Acredito que tenha sido porque mandei o mesmo e-mail para várias pessoas, pedindo uma cotação de serviço. Vocês podem desbloquear para mim? Quantos
                                                                                                              • Zoho Forms - Improve the CRM integration field to query data from more than one module

                                                                                                                Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a function
                                                                                                              • desbloquear cuenta

                                                                                                                Buenos dias  Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemano
                                                                                                              • Not Receiving Incoming Mail

                                                                                                                I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank you
                                                                                                              • Making preview pane "stick"

                                                                                                                Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in
                                                                                                              • Reason:554 5.1.8 Email Outgoing Blocked

                                                                                                                I have been struggling to set up my email address for some time now; it's difficult to locate what I need. Additionally, I cannot send or receive any emails. I keep receiving the "Reason: 554 5.1.8 Email Outgoing Blocked" error. There doesn't seem to
                                                                                                              • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

                                                                                                                Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct
                                                                                                              • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

                                                                                                                Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
                                                                                                              • Changes to the send mail Deluge task in Zoho CRM

                                                                                                                Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
                                                                                                              • Page Rules in Forms

                                                                                                                🚀 Dynamic Page Navigation Implementation I successfully implemented dynamic page navigation based on a user's radio button selection. The goal was to direct users to a specific, corresponding page while ensuring they only interact with the flow determined
                                                                                                              • Next Page