What's New in Zoho Inventory - February 2020
It's the first post of the new decade and we are excited to share the recent updates that were added to Zoho Inventory in the past month.
View the price lists associated with an item
When an item is associated with several price lists, it becomes difficult to identify the item's rate in each list. For that purpose, we have added a section in the item details page where you can view the different custom rates applied to an item in each list and edit them then and there.
Note: Markup/Markdown price lists will not be included.
Add payment terms to your sales and purchase orders
We have provided an option to specify the payment terms on sales and purchase orders which makes it easy for the customers to know when they are expected to make the complete payment. Vendors can also know when they will get paid for the purchases made by your organization. This field's value will be carried forward to the invoice/bill when it is created from the corresponding sales/purchase order.
Add a subject to your invoices and credit notes
We have added a Subject field in invoices and credit notes. Here, you can provide a brief description of the transaction which will help the customer understand its purpose upon viewing it. This field can hold up to 250 characters and will be displayed above the Item Details table.
To enable the Subject field, go to Settings > Preferences > Invoices/Credit Notes > Field Customization > Subject > Change status to Active. For newly created organizations, this field will be active by default.
To enable the Subject field, go to Settings > Preferences > Invoices/Credit Notes > Field Customization > Subject > Change status to Active. For newly created organizations, this field will be active by default.
Under Templates, this field will be enabled by default. However, it will be displayed only when this field holds some value. Except for the "Thermal" template, this field is supported in all other templates.
View item details from the contextual sidebar
While viewing any transaction in Zoho Inventory, you can now click on an item name to get more insight into its details that include sales information, purchase information, stock level, and stock locations within the same page.
Updates to Zoho Inventory iOS app (Version 2.3.8)
The following updates have been added to the iOS app:
- Added the Payments Received and Payments Made module to view existing payments and to record new payments.
- The expiration date of a batch can now be viewed while adding batch tracked items to a transaction.
- Added the 'Inventory Start Date' field under Settings.
- Added the 'Share Invoice Link' option to copy and share the invoice URL through any messaging applications instantly.
- Added the Payments list page to view the payments collected for paid invoices.
Crash fix:
- Added the 'Share Invoice Link' option to copy and share the invoice URL through any messaging applications instantly.
- Added the Payments list page to view the payments collected for paid invoices.
Crash fix:
- Fixed a crash in the Item Details screen of the iPad when the user tries to switch to another module before the response from API is received.
- Fixed a crash in the sales and purchase transaction detail screen when there is any custom field with 'Show on PDF' option enabled.
- Fixed a crash in the sales and purchase transaction detail screen when there is any custom field with 'Show on PDF' option enabled.
Let us know your thoughts on the updates in the comments. Check out our What's New page to read our older updates.
Cheers,
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
Kevin Flynn
abdulmanan
ryan
Rena R.
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
Are this Features included in the Road Map
1. Sync between description/short description in Zoho Books/Inventory and Zoho Commerce: I am unsure how it works now. I belive the description is not pulled. 2. Pick Up: This feature is great. It is added on Zoho Commerce but not on Books/Inventory whichReconciliation - Show Transactions After End Date
I did a quick search, and I've only seen this brought up indirectly. In the reconciliation interface, transactions dated up to a week after the end date should be available for being reconciled. The use case is pretty simple... many times, transactionsAuto populate email field in zoho form
Hi, Is there a way the email field in zoho forms can be auto populated based on the name selected from a drop down list?Option to accept and pay for estimate from Public Estimate link?
Is there any way that our customers can get the Estimate in their email, click on "View Estimate" and from the public link, click Accept and Pay? When they click that, in the background Zoho would create the invoice record in the so that the payment wouldKaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-selectEasily track referrals with Zoho Forms
Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most ofAdd an email to an existing ticket is not working
I noticed that in Zoho Desk the funcionality to add an email to an existing ticket is not working using the syntax [##12345##], has the method changed? In red is the syntax we use to add email to an existing ticket As you can see, he did not add the emailNew CRM to Campaigns Sync Doesn't Continue Making Updates
Changes made in CRM are not appearing in mapped fields in matching Campaign records after migrating to the new sync process. The only way we've found to get records to update is to call into Support and point out the problem. After convincing SupportZoho Integration with UPS
I have 2 questions: Firstly, is there a way to notify UPS that we have a package to collect once we have done the shipping label? Secondly, how do I get the tracking number and shipment method onto the Invoice and Package Slip for the customer? ThanCannot log in to IMAP account as of last night
Hey I've been using MFA with an authenticator for a while and have had to use application passwords for Outlook and Edison Mail on my Android devices. Last night the app passwords started to be rejected on my Android devices so I created new ones forLow Stock View
We use the Low Stock view frequently as a guide to inform us when to reorder items, but the view is misleading because it does not take into account Purchase Orders that have already been raised. Unless you are aware and check item by item, this can leadImprove History Feature in Zoho Inventory
At present there is a "history" tab on Zoho Inventory Items, however this only shows a date and time stamp along with the users name. It doesn't say what was changed. What is the value of this if you can't see what was changed? My Ideal is to includeShow backordered items on packing slip
We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that thingsDocument | Files
The vendor "Partial matches" still not fixed here after years of putting up with having to select most vendors manually ! ( again, the banking "Transaction rules" would solve a lot of these issues ) Some unwanted, irrelevant pdf's also arrive. It wouldbooks+POS+ tap to pay+ stripe
So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good SquareCanvas Form View - Client Script Page on load - Url params not working
We have a custom module with a canvas page for form view. We have a button in Customers module to open this canvas page using invokeurl function. We send few parameters as in the URL as query parameters. https://crm.zoho.in/crm/orgxxxxxxxx/tab/CustomModule12/create/canvas/64333200000261xxxx?layoutId=643332000002605001&c=${Customers.CustomerSending Recruit SMS's to Zoho Cliq - Or tracking in the Messages module in Recruit?
Is there any way to send SMS Gateway messages in Recruit to ZOho Cliq? We use 2-way SMS massages a lot in Zoho Recruit to speed up communication with Candidates. However the only way to keep track of received SMS's is by keeping a look out for the EmailIs it possible to set a customer context variable in Zobot
Hi, I want to use a context variable to route users down different paths in my Zobot chat flow. I know I can do this when the user enters data. But I want to know if I can use a variable that is 'hard coded' on the card, that the user is unaware of. UseCannot change Blog Title
There is nowhere to change the blog title. You can change the blog URL but that is making no difference to the text "Enter Your Post Title" am I missing something?Kaizen #203 - Answering Your Questions | Handling API Limits and Error Responses
Hi Everyone, Welcome back to yet another post in the Kaizen Series! We appreciate your keen participation in the 200th milestone celebration of the Kaizen series. We will continue to answer the queries we received through the feedback. When working withHow to verify website ownership with google search console
Hi, I am having a free .in domain provided by Zoho I have created a website on it now I want to verify my ownership to google webmaster. Can you please help me how to do that."SPF record exceed the allowed limit of 10"
Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?Animated GIF Images in Chat
I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressingI can't seem to login in to Mail Apps of MacOS /IOS
Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentialsProfile Image Showing Incorrectly in Zoho Mail
Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can makeI need access to my old email
I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have thatSet Defaults for Email Groups
Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turnedLOGS FOR RECEIVED MAIL ( READ DATE & TIME)
In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.Domain verification probem
Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.Switching to Cloudflare email routing from Zoho Mail
Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archivedUn Subscription Button
How can i Add the Un Subscription Button in Zoho mailDocuments unable view and need to downlad
I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.we encountered a problem while sending your email. please try again later.
Adding and removing people from groups
We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.MAIL SEARCH IS NOT WORKING
THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIESTURL Parameter on Help Center SIgn in link
Is it possible to add a url parameter to the sign in link on the Help Center?migrating from HelpScout
I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?Layout Rules Don't Apply To Blueprints
Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. NowArticle Name Sorting in Zoho Desk Knowledge Base (agent / admin side)
Dear Zoho Desk Support, We are writing to request an enhancement to the Knowledge Base management feature within Zoho Desk. Currently, there is no option to sort articles by their name, which significantly hinders efficient article management, especiallyHow to parse JSON data with SQL in Zoho Analytics?
Hi all, I have a column with JSON data. I want to show this column in a chart, but it is very messy, and no JSON parsing function is supported on Zoho Analytics. data example: {"id": 5, "status": "false", "date": "15/10/22"} what I want to do in SQL isNext Page