What's New in Zoho Inventory | January - March 2025

What's New in Zoho Inventory | January - March 2025

Hello users,

We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. 


Email Insights for Sales Orders

We have introduced the Email Insights feature for Sales Orders in Zoho Inventory. With this feature, you can track emails sent for Sales Orders and view when the email was opened. The 'Client Viewed' filter allows you to find Sales Orders that have been viewed via email by the recipient.



Stock Availability Filter in Stock Counts

We have added a Stock Availability Filter to Stock Counts. This  filter allows you to filter and add items to a stock count based on their stock availability, making the counting process more efficient.


View and Customize Stock Status in Transactions

When creating a transaction, you can now see both the Stock on Hand and the Available for Sale quantity for each item. The displayed quantity will depend on the selected View option.



Export Bin Locations Report

You can now export the Bin Locations Details Report and Bin Location Transaction Summary Report in your preferred format such as PDF, XLS, or XLSX. This enhancement makes it easier to analyze your bin-level inventory data.

To export a bin locations report, go to ReportsBin Locations Details Report under Inventory

Add Dropshipping Address in Sales Orders

You can now add a dropship address in your Sales Orders. This address is used exclusively for the specific transaction and will not be saved to the customer's additional address list. You can also view and copy addresses from existing customers when setting the dropship address.

To add a dropshipping address, go to Sales > Sales Orders, edit/create a sales order, and click + Dropshipping Address.


New & Improved Zoho Inventory Reports

Introducing enhancements to Inventory reports for better control and visibility. The Stock Summary Report now supports custom reports, amount columns, and a stock tracking mode filter. Bulk export is available for up to 500,000 records (based on your plan) for key reports like Inventory Summary and FIFO Cost Lot Tracking. Purchase Order Reports now offer detailed columns such as Quantity Ordered, Received, In Transit, and Late By Date. Custom reports, Show/Hide Columns, and advanced filters are now supported across various reports including Inventory Aging, ABC Classification, Committed Stock, Product Sales, Valuation, Landed Cost, and Active Purchase Orders. The Sales by Item Report adds a Report Basis filter, while the Sales Return History Report gets a complete revamp with status tracking, return reasons, grouping, customizations, and scheduled exports. The Inventory Valuation Summary includes a new Stock Account column with filters, and you can now exclude transfer orders in Inventory and Stock Summary reports. These changes will provide a more flexible and insightful reporting experience.


Display Type for Lookup Custom Fields

We now support different display types for lookup custom fields. You can choose between a List view and a Dropdown view. This feature is currently available for specific lookup modules, like items, vendors, purchase orders, and customers.


Generate Serial Numbers in Inward Transactions

Introducing support serial number generation for inward transactions. You can set a starting serial number and specify the required count to ensure precise inventory tracking and save time. 

Note: The starting serial number must always end with a numeric value.

To generate serial numbers, select an item from the item table, click Add Serial Numbers, then select Generate Serial Numbers. Enter the starting value and count, then click Generate.


Batch Tracking Enhancements 

Batch Tracking just got more powerful and flexible with some major enhancements. You can now create and edit batches directly from the item details page, making management easier. A new return option allows items to be returned to the same sold batch, improving stock accuracy. You can also use the same batch across multiple line items in purchase transactions. Batch status control lets you mark batches as Inactive, keeping them out of transactions while retaining them for reports. Plus, all batch activity including creation, edits, restocks, and transfers is now visible in the Audit Trail report.


Item Description for UPS Line Items

We have improved the UPS Paperless Invoice feature by introducing the ability to add and edit item descriptions and unit prices individually for each line item within a package. Previously, a single description was applied to all items in a package, limiting the level of detail you could provide. With this update, you now have more control and flexibility.



Enhanced Shopify Integration 

We have improved the shopify integration. You can now set sync frequency and mapping options for each store separately. Item sync runs every 24 hours by default, but you can also set it up manually if needed. Non-taxable items are now created with the correct tax exemption. When setting up Sales Order sync, you’ll pick a start date and can set how often it runs. Each store can now sync independently. You can also decide if sales orders should be fetched to Zoho Inventory under a single customer or create new customers using fields like email or name. Now, sync history includes filters for sync type and status, making it easier to show both successful and failed sync. 

To integrate Shopify with Zoho Inventory, go to Settings > Integrations & MarketplacesShopify


Pin Columns in Transaction List Page

You can now pin up to two columns in the transaction list page in both default and custom views to keep key information visible while scrolling. This feature is available when a view contains more than eight columns.

To pin columns, go to any module, click the Customize Columns icon, hover over the fields, click the Pin icon, and then click Save.


Edit Etsy Orders

You can now edit orders fetched from Etsy with ease. Previously, Etsy orders were imported with non-editable details and tax. Now, you can edit these orders and override the tax applied based on the tax rate configured at your organization level.

To integrate Etsy, go to Settings > Integrations & Marketplaces > Etsy

Clone Delivery Challans

You can now duplicate delivery challans by cloning the existing ones, thereby saving time.

To clone a delivery challan, go to Delivery Challans, select a challan, click the More icon, and select Clone from the dropdown.

Enhanced Export and Print Preferences for Reports

We have added new customization options for report exports and print preferences. You can now set custom file names for exported reports, display column headers on each PDF page, and organize report data into separate pages based on the group by field.


Multi-Factor Authentication (MFA) for Portals

We are improving security by adding Multi-Factor Authentication (MFA) to both Customer and Vendor Portals. This extra security step requires users to enter a Time-Based One-Time Password (TOTP) along with their login credentials. 

Admins can turn on MFA in the Customer Portal settings, making it mandatory for customers and vendors to set it up using an authenticator app. Once enabled, users will need to enter a TOTP code each time they log in. If needed, admins can reset MFA for users. 

Note that even if MFA is disabled later, users that have already set it up will still need to enter the TOTP code. If they lose access to their authenticator app, they should contact an admin for a reset.

To enable multi-factor authentication for your customers and vendors, go to Settings > Preferences > Customer Portal. Check the Enable multi-factor authentication (MFA) option.


Import Move Orders and Putaways

We have introduced import option for the Move Orders and PutAway modules. You can now seamlessly import data for these, making bulk updates and record creation faster and more efficient.

To import move orders and putaways, go to Transfer Orders/Putaways under Inventory > Click More in the top right corner > Import Transfer Orders/Putaways.


Attach Documents in Purchase Receives

You can now upload, attach, and manage documents directly from the Purchase Receive creation and edit page.

To attach a document in purchase receive, go to Purchases > Purchase Receives > + New > Upload File.


Print & PDF Support for Purchase Receives

You can now generate and print or download your purchase receives. We have also supported a standard template with which you can view the PDF of your purchase receives to simplifyrecord-keeping.

To print or download a purchase receive, go to PurchasesPurchase Receives. Select the purchase receive and click PDF/Print.

To view the PDF of a purchase receive, go to PurchasesPurchase Receives. Select the purchase receive and enable the Show PDF View option on its details page.


Filter Lookup Custom Fields

You can now filter your lookup custom fields by using custom views and setting criteria. The records will be shown based on the chosen custom view and the rules set by you, making sure all the conditions are met.


Leave Organization Option

We have introduced the option to leave an organization from the Manage Organizations page. However, if you are the admin who created the organization or the only admin, you will need to delete the organization instead. Additionally, before you leave, ensure the integrations are disabled, if any. 


That's all for now, folks! Try these new features and share your feedback. If you need assistance, reach out to us at support@zohoinventory.com.


Best Regards,
The Zoho Inventory Team

    Access your files securely from anywhere







                        Zoho Developer Community





                                              Use cases

                                              Make the most of Zoho Desk with the use cases.

                                               
                                                

                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                               
                                                

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                               
                                                

                                              Webinar

                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                               
                                                
                                              • Desk Community Learning Series


                                              • Meetups


                                              • Ask the Experts


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner




                                                        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 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

                                                                                                        • What is New in CRM Functions?

                                                                                                          What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.
                                                                                                        • Using files from Zoho CRM in Gemini/ChatGPT/Claude

                                                                                                          Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
                                                                                                        • Please Enable Snippets for Agents Adding Comments

                                                                                                          Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only the
                                                                                                        • Im trying to white list domain dynamically in zoho desk extension

                                                                                                          Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":
                                                                                                        • Subforms and Reports

                                                                                                          I am trying to do a report that shows various data from subforms. eg I want a report that shows what Bill Status are Approved Required. Or show the status of all bills. It doesn't look like Zoho Reports picks up information within reports. Is there another
                                                                                                        • Time Entry : Auto fill fields Hours minutes seconds

                                                                                                          Hello world, Do someone know a script (for workflow rules) which fill automatically fields hours spent, minutes spent, seconds spent when we fill Executed time and End time Formula should start from (End time - Executed time) Thx in advance
                                                                                                        • Pass variables to Zoho Desk via URL to create a fast new ticket landing page

                                                                                                          We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like
                                                                                                        • 【Zoho CRM】アナリティクス機能のアップデート:ウォーターフォールの導入

                                                                                                          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からアナリティクス機能のアップデートをご紹介します。 本記事は、以前紹介された機能に新たに追加された機能です。 以前の記事:https://support.zoho.co.jp/portal/ja/kb/articles/zoho-crm-visualize-your-data-with-a-new-set-of-charts-treemap-butterfly-sankey-and-cluster-charts
                                                                                                        • Webhook - Configuration failed: 200 response not received for POST request

                                                                                                          Hello, I am trying to set up a webhook to connect with an automation software but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the
                                                                                                        • Workdrive Upload Notification

                                                                                                          Is there a way to be notified when someone externally has uploaded files to a folder? The "Unread" tab is really worthless because it shows all files from every directory on the system. I just need an email (or bell at worst) that says "someone has uploaded into <foldername>".
                                                                                                        • Cannot reorder fields in Page Layout in Expenses and Purchase Requests

                                                                                                          It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the
                                                                                                        • Workflow for "Expenses" module?

                                                                                                          Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
                                                                                                        • The Grid is here!

                                                                                                          Hey Zoho Forms Community! 👋 We’re thrilled to announce the launch of a feature that’s been on your wishlist for a while: Grids What is Grids? Grids let you place form fields side by side in multiple columns to create a more concise and organized form
                                                                                                        • Automated Shopify adjustment problem. "An inventory adjustment has been created by the system to set the initial stock from Shopify"

                                                                                                          Has anyone noticed issues since the Shopify Sync has been updated recently? If you sync with Shopify, check to see if there are automated adjustments for old products that keep recurring. We have this problem for 6 SKU's that Zoho is doubling the stock
                                                                                                        • 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
                                                                                                        • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                          Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                        • Best website platform to sync to Zoho Inventory

                                                                                                          Anyone like to suggest the best website platform for syncing to Zoho Inventory? We DO NOT want to sync stock, only orders. Shopify - not an option as we have more than one website and Shopify requires 2 accounts and Zoho will not sync with 2 different accounts. Magento and WooCommerce both sync via Kloudconnectors - does anyone have any experience with this? I have trialled it and there are flaws - eg purchase order numbers are not populated. Discussion welcome!
                                                                                                        • Convert Item to composite item

                                                                                                          When using Zoho CRM integrated with Zoho Inventory/Books, the item creation process is a little messy. After a few years of trial and error, we have settled on creating items in CRM, which are sync'ed to Zoho Inventory using Zoho's own internal integration.
                                                                                                        • Include product images in data sync between Zoho CRM and Zoho Inventory

                                                                                                          Currently the item image does not sync between Zoho CRM and Zoho Inventory when using the internal Zoho sync functionality. This requires users to manually update the item image in Zoho Inventory for products created in CRM and vice versa. Including the
                                                                                                        • Zoho Inventory Item History

                                                                                                          Hi Zoho Inventory Team, I 've been testing the History feature on Inventory Items in a demo system and I noticed that when I changed the value of a field to a new value, the history just says "updated by - user1", it doesn't say what what field was changed
                                                                                                        • Show ordered quantity on packing slips and invoices

                                                                                                          Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently
                                                                                                        • Search Zoho Inventory Items module via API

                                                                                                          How can I search Zoho Inventory Items by custom fields, categories, etc using the API? This is not documented. Is there an advanced search function like CRM's COQL search available via the Zoho API? If there is an undocumented way to search Items via
                                                                                                        • How can I get my images to display correctly on mobile site?

                                                                                                          I have just created a site and uploaded images, which look perfect on the desktop version. However when I view the site on my mobile device some of the images are not displaying correctly. They are all blurry. Anyone else experience this?
                                                                                                        • Does Creator support HTMX?

                                                                                                          I love the Zoho ecosystem and Zoho Creator does a lot of things really well. However, I'm needing more real-time interactivity in my forms. Is the only option to create a JS widget? How about HTMX?
                                                                                                        • My fix for "This report is not accessible" in published pages

                                                                                                          Hi Community, after having the same issue as many others here and going through the community's posts, i found a solution on my own. Again, the quality of support from Zoho is pretty awful: if you cannot help yourself, you're lost. I really like Zoho,
                                                                                                        • Tip of the Week #59– Enhance team collaboration with multichannel shared inboxes!

                                                                                                          Struggling with scattered customer conversations and missed follow-ups across your team? When messages are everywhere, it's easy for them to fall through the cracks—leading to delays, duplicate replies, and miscommunication among team members. Zoho TeamInbox
                                                                                                        • Subforms in stateless forms

                                                                                                          I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically
                                                                                                        • Delete standard e-mailtemplate

                                                                                                          Hello, Is it possible to delete or hide a standard e-mailtemplate? I would only like to show my own created e-mailtemplates to my staff. I only find a 'delete' option at my custom made e-mailtemplates, but the standard e-mailtemplates do not show this
                                                                                                        • Shuffling between one note to the next

                                                                                                          I usually start all my notes per interaction with a contact with the date and then a little detail.  But when I search for it it only see a small portion of the note and can't immediately tell which contact its associated with. can we make the note content column wider to fit more information and please have a column header that says which contact its associated with.
                                                                                                        • CRM notes

                                                                                                          I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees
                                                                                                        • Add values to Countdown Mode

                                                                                                          Is it possible to add values to the countdown mode drop down? The longest is 2 days. I would like values for 5 days, 10 days, 15 days...
                                                                                                        • RSS feed from a Zoho site blog?

                                                                                                          Does the Zoho Site blog have an RSS feed associated with it? I would like to have this picked up on a business Facebook page. thanks
                                                                                                        • Refresh token not appearing

                                                                                                          Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,
                                                                                                        • How would I collect a signature in person on Zoho sign?

                                                                                                          Suppose I have a customer show up at my office and we close a deal. I have an iPad ready to go, and I need to have the customer sign the document right there. How would I do it?
                                                                                                        • What's New in Zoho Analytics - June 2025

                                                                                                          Hello Users, We're delighted to bring you new features and enhancements designed to make your analytics experience smarter and more powerful than ever. AutoML Enhancements We’re thrilled to introduce powerful new AutoML enhancements, making machine learning
                                                                                                        • Zoho Books | Product updates | June 2025

                                                                                                          Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators
                                                                                                        • Creator roadmap for the rest of 2022

                                                                                                          Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
                                                                                                        • CRM Client scripts via extension?

                                                                                                          I've made a lot of industry specific customization to zoho CRM, using custom modules, workflows/automations, deluge scripts, api calls, and client scripting. I have had organic interest explaining what i've done to other small business owners in my industry.
                                                                                                        • How to import data via Excel for a multi-select lookup field?

                                                                                                          In the Accounts module, I have a multi-select lookup field to the Contacts module. When I import Accounts data via Excel, I want to enter the contact email address (which is used as the identifier) under the column name for the multi-select lookup field.
                                                                                                        • Tracking Emails sent through Outlook

                                                                                                          All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
                                                                                                        • Next Page