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 Knowledgebase Help Center Categories linkages are wrong
Greetings, I am build a help center in zoho desk, based on the additional custom brand I have paid for. My knowledge base has 4 main categories. I have this setup this way in my knowledgebase customization theme area. The page layout is like this: HereResizing a Record Template Background Inage
Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, whenConnecting Learn to a Custom GPT
Hi all! I am attempting to connect a Learn Space and all it's articles into a custom GPT. Has anyone successfully done this? I have worked on it with no success so far.Tip 12: How can you customize the display name while sending emails from Zoho Creator.
Hi folks, Usually when you send emails to your users, the display name defaults as your From email address. Most often, you would like to set a custom display name to represent your organization or the context of the email. You can mask or customize the display name (From Address) using Deluge script as long as the From email address has been verified. This would be very useful to you if you want to send bulk emails to a large audience. Let's say you have a Student Registration form for your danceImporting Data to update and not add
I'm very new to Zoho created and tried searching the forums for the answer. Nothing I found has helped me make sense of how to do this. I created a app based on an excel spreadsheet but no matter what I do, whenever I import data it duplicates the record. I have a field I would like to use as a unique identifier, but I'm not sure how to tell my app that. Any assistance, even a link to a tutorial on creating functions in the workflow of the app, would be very helpful. Unfortunately I can't shareAllow me to duplicate a field
Hi, Many times I need to create new field with slightly change compare to an existing one. So when I click an existing field, can you add one more option "duplicate"? That'd be very helpful. You mayc heck wufoo.com to see this feature. Thanks, Li lhong1Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community
¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentosZoho Mail iOS app - Complete revamp of the UI including insert image option, toolbar customization, calendar widgets and more!
Hello everyone! The new Zoho Mail iOS app introduces a fresh look, blending native iOS features with a refined UI and UX to make email management more intuitive. The updated design focuses on simplicity, ensuring smoother navigation throughout the app.Download API file contents from browser
Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)Adding a work order for Assets vs. changing the contact person
When adding a work order for an existing Assets (e.g. service), the assigned contact cannot be changed (deleting the contact deletes the selected Assets). This results in such an illogical operation that if you want to change the person to be contacted,DOMIN NME
How many email account do zoho supportsAssign admins to the application
I want to know who to assign admins to UAE Payroll application. I tried from inside the application, and from one.zoho.com >> directory and nothing is happening, knowing that I have enabled zoho people integration with payroll. Can someone help me?Zoho Marketing Campaign
I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?
¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramientaAutomating SharePoint Folder Creation based on Equipment Module
Dear Team, I would like to seek your valuable advice on one of my requirements. My objective is to automatically create a SharePoint folder whenever a record is created in the Equipment module. The folder should be named based on the equipment name. OnceCan I view a gallery of attachments related to an Account, Contact, or Subscription
It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.Language Field on Contact Person-level
Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never syncCustomise Zoho FSM Work Order Name
Hi there, is there a way for us to customise the work order number? For example - I want to add auto look up for company name or dates at the end of the work order number. WO4 - Company ABCIntroducing Dynamic Display in Zoho CRM mobile apps
Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobileHow we can integrate pdf attachments in zoho crm with xero
when i tried to integrate the data and attchment from zoho crm to to xero only the data get integrated with xero how we can integrate the pdf attachment as well nb zoho apis are not working via functionsDelete user profile
Hello, How can I delete a User Profile?Send emails directly via Cases module
Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organizationIntroducing delegate signing in Zoho Sign
Hi everyone! We are happy to announce a new feature in Zoho Sign — Delegate Signing! Whether you're tied up in meetings, away on vacation, or managing multiple responsibilities, you can now assign a delegate to sign documents on your behalf. This ensuresDeleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you TashaZoho Voice VS in Zoho CRM for logging calls
I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusingUpdates to Auto-Upgrade in Zoho Campaigns
Hello everyone, We've rolled out a new update that slightly modifies how the auto-upgrade option in Zoho Campaigns works. Even if you hit the contact limit, this update ensures that your account is upgraded and that contacts are imported smoothly—withoutAdding Sub-Forms to Merge Documents
I am setting up a Mail Merge, which includes sub-form table data. I've done it before but now I am having issues: 1. The headings don't show. I had to enter these manually 2. The table lines are separated. I want them together. Anyone know how to fixZoho Bookings Online Training | July 31, 2025
Hi everyone! We’re back with the second session of our Zoho Bookings training series! This time, we’ll show you how to automate your scheduling, manage appointments more efficiently, and explore advanced features for your industry. Join our free, two-hourTranslation of Tooltip Messages
The descriptive help messages should be available to provide translations for.Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923
As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retainedCREATE button is grayed
On Android adding new notes to notebooks with collections is impossible because the CREATE button is grayed. What can be done?Can Zoho Creator Apps have multiple actors and steps? Example
Mortgage Application App- Outside party fills out form via published website form, Inside party approves for additional documentation, outside party recieved requests for x, y, and z documents. Outside party submits x, y and z but z is wrong. InsideHow to download all attachments from inbox, send, other folders in one go
Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me. Thanks in advance.Re-Apply SLA When Ticket Reopened from Closed Status?
If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timersZoho Expense Reimbursement
I am using Zoho Expense for employee expenses. At year end I accounted for reimbursement for the founders' expenses by doing a manual entry between employee reimbursements and shareholder loan. All is correct in the balance sheet, but in Zoho expense the expense report totals are showing as owing still. It doesn't impact the books, but I don't want to see amounts owing. How can I zero these out? The only way I can see it is by creating a transaction in Books that pays the employee via a bankRequest to Delete Mistakenly Created Zoho Desk Account – Access Blocked to Company Directory
Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance regarding a Zoho Desk account I mistakenly created using my company email address. I created the account before being officially onboarded by my company, andIntroducing an AI-driven CAPTCHA for Help Center that offers improved accessibility and enhanced security | Zoho Desk | Product Update
Captcha protects your help center from fraud and abuse without creating friction. What is a CAPTCHA? CAPTCHA is a test used in computing to verify that a user is human by requiring them to complete a challenge. It helps prevent bot attacks and reduceAnnouncing new features in Trident for Windows (v.1.29.4.0)
Hello Community! Trident for Windows just got better! It’s packed with new features designed to enhance communication, manage important information securely, and give you a smoother, more productive experience. Let’s dive into what’s new! Access ZohoExporting Ticket Threads/Comments and Attachments in Reports
Hi, I would like to know is it possible for Ticket Comments and/or Attachments to be displayed in Reports?Product management across integrated apps
Hi everyone, I’m setting up my business for selling products and integrating CRM, Inventory/Books, Ecommerce, and other apps. Where should I load products for the first time so they reflect across all apps? And for updating prices or adding new products—whereNext Page