What's New in Zoho Inventory - June 2020

What's New in Zoho Inventory - June 2020

Hello, all!

We hope you are safe and well during this pandemic. We have introduced a set of much-sought features and enhancements in Zoho Inventory to accelerate your fulfilment process. Read on to learn more.

Amazon UK Integration  

The much-awaited integration with Amazon is now live for the UK edition. You can start fetching online orders, push stock updates and designate a warehouse in Zoho Inventory specifically to track orders from Amazon.

Learn more about Amazon UK integration.

UPS International Shipping - Phase 1  

After having covered all the regions supported by UPS, we are taking the next big step of extending the scope of this integration from domestic to international shipments in three phases. To ship internationally, one requires international forms along with the shipment label for customs clearance.

In phase one release, Zoho Inventory provides support for creating international shipments along with the shipping label. Customers have to generate all the required international forms either from the UPS website or from other service providers.



Learn more about UPS shipping.

Volume Pricing  

Does your business offer discounts for bulk orders? For such business promotions, we have introduced Volume Pricing, using which you can set price breaks for items ordered in different quantity brackets.



Learn how you can set up volume pricing in Zoho Inventory.

Transfer Order Approval  

When your warehouse is busy with stock being moved in and out several times a day, it is possible to lose track and issue a transfer order with incorrect details. This, in turn, will affect the fulfilment process. To prevent such mishaps, you can set up an approval workflow to get the transfer orders verified and approved by the designated supervisors before they're issued.



Learn how you can set up an approval workflow for transfer orders.

Role-based Permissions for Custom Fields  

You can allow or restrict users in your organization from accessing a custom field based on roles.

To do this: Go to Settings > Preferences > Select the desired module > Open the Field Customization tab > Hover over the required custom field > Click the dropdown icon > Select Configure Access > Choose the access level for each role > Click Save.



Receivable Summary and Receivable Details Reports  

Get a complete picture of all your receivables in one place by generating the Receivable Summary and Receivable Details reports.

The Receivable Summary report provides an overview of all your invoices and credit notes. You can customize this report by grouping transactions based on the customer name, due date, custom fields, etc.



The Receivable Details report gives you a rundown of your invoices and credit notes along with their underlying item details such as item name, quantity, and price. You can also customize this report by grouping transactions based on the transaction#, item name, custom fields, etc.



Refer and Earn  

If you love using Zoho Inventory, you can recommend it to others and also turn a profit on it! If a friend starts using Zoho Inventory upon your referral, you will get 15% of their subscription payment as credit which will be available on your Zoho wallet. Click the referral icon () in the top band of the app to learn more about it.

You can also suggest Zoho Inventory to your customers by allowing to display the Zoho branding on your transactions. To do this, go to Settings > Preferences > Branding.

Let us know your feedback on these features in the comments below. You can also write to us at support@zoho-inventory.com.

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 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

                                                                                                          • Whatsapp BOT with CRM

                                                                                                            Hello, how do you use Whatsapp integrations in zoho CRM?
                                                                                                          • sync two zoho crm

                                                                                                            Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
                                                                                                          • Side-by-Side view on Windows 11

                                                                                                            Is there a way to open two notes in a side-by-side view? I'm running Notebook on a Desktop running Windows 11. If this feature doesn't exist, do you have plans for it?
                                                                                                          • Value shows in balance sheet for Goods in Transit

                                                                                                            We have transferred goods from one warehouse to another warehouse and accepted the same at another warehouse. Although my balance sheet shows X amount as goods in transit value. I don't understand, how to clear that  Can anyone guide us please?
                                                                                                          • Resolution Time Report

                                                                                                            From data to decisions: A deep dive into ticketing system reports What are time-based reports? Time-based reports are valuable tools that help us understand how well things are going by breaking down key metrics over specific periods. By tracking, measuring,
                                                                                                          • Ask for a quote to multple vendors

                                                                                                            We are able to send a Purchase order, but How can we Send a quote request to our vendor, once the value changes every time? I didn't see any feature like this in Zoho Books/ Inventory. Send this request with the Items that we want to know the cost, to
                                                                                                          • Bigin merge field in email template for subject line to match lead name

                                                                                                            Hello We Are using email in to automatically create leads in our pipelines. When we want to reply from conversations, and apply an email template, it’s not matching the original subject line. It should be lead name to match. But it’s not working. Even
                                                                                                          • How to create auto-link between Invoice and Quote in CRM

                                                                                                            It's strange that when you 'convert' a quote into an invoice, it doesn't auto-link the two. How can we develop an auto sync so we don't need to manually link each invoice to their respective quote?
                                                                                                          • Why Are Columns Reset When Deleting Entry

                                                                                                            Hello, this is quite annoying. We use forms as a questionnaire for candidates, we filter entries by removing columns, when we delete an entry the columns reset. Every "delete" the columns reset, why!? Thank you
                                                                                                          • Pi or Pie? A slice of infinity in customer service

                                                                                                            Hey everyone! While Pi Day is on March 14 (3.14), July 22 marks another special occasion: Pi Approximation Day! On this day, we recognize the mathematical constant π (pi ≈ 22/7); a number that's infinite, irrational, and never-ending. Pi is essential
                                                                                                          • Configuración

                                                                                                            Hola acabo de instalar Zoho CRM y quiero configurarlo correctamente. Al respecto me surgen algunas dudas tales como la diferencia entre: Cuentas, posibles Clientes y Contactos. ¿Conceptualmente que son cada uno? ¿Como se se relacionan entre ellos? Si
                                                                                                          • Why Can't I add unicode emoji's to my signature?

                                                                                                            Why would Zoho Mail prevent me from adding unicode emojis to my email signature? Every time I try to save the signature, Zoho Mail erases the emoji and any nearby content. Every time I setup something with Zoho, I know I'm going to run into some incredibly
                                                                                                          • GL account associated to each supplier for new bill

                                                                                                            Hello I'm facing problem for all items of my bills that are not inventoried. The need is each time I enter new bill and after I select supplier the GL account section is autopopulated with default GL account (that I would like to add in supplier settings)
                                                                                                          • LinkedIn verification link and otp not receiving

                                                                                                            For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward
                                                                                                          • Zoho reply to not working. just reply to my self

                                                                                                            Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just can
                                                                                                          • Mail Merge Stuck in Queue

                                                                                                            I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails through
                                                                                                          • SMTP Email Sending Not Working for My Domains and Apps

                                                                                                            Hello Zoho Support Team, I am experiencing a critical issue with sending emails via Zoho SMTP for my domain humanhup.com. Both of my applications, HumanHup and CheapUI, are unable to send emails using Zoho SMTP, even though the same setup was working
                                                                                                          • Receiving too many Spam Leads. Why?

                                                                                                            I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory
                                                                                                          • Why is Zoho supporting the Proud Boys?

                                                                                                            Hello. This is the only way I can find to contact your company. There is someone in Maine posing as a law enforcement officer, attempting to kidnap immigrants. They are also recruiting for a known hate group. They have an email address hosted by Zoho.com.
                                                                                                          • Composite Item - Associated/Component Items

                                                                                                            I am trying to find the Associated Item/Component Item field in the Composite Item Table in Analytics. Has anyone been able to find and utilize this field in Analytics?
                                                                                                          • 🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

                                                                                                            Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the
                                                                                                          • Use openUrl() to edit a specific record

                                                                                                            I am working on a queue app for my organization. I have a master queue that is a report of meetings with workflow buttons to manipulate the records. One of these buttons I would like to open the record and edit for the purpose of changing the queue lookup
                                                                                                          • why i cant access my web without the www

                                                                                                            please help me
                                                                                                          • Send Whatsapp with API including custom placeholders

                                                                                                            Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
                                                                                                          • Help Centre Articles in Desk, Zia and iframe

                                                                                                            Hi, We embed SOP documents into articles from Scribe into using iframe. We are looking at zia indexing articles to present to agents to aid their work. Please advise if zia can view and learn from the content within the iframe?
                                                                                                          • Rich Text/WYSIWYG Input Area

                                                                                                            I'd like to have an option on ZoHo creator to create an input text area for HTML/rich text formatting. :)
                                                                                                          • How to create a directory report from one-to-many relationship

                                                                                                            Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,
                                                                                                          • Change Default Selection for Lookup field

                                                                                                            I have a Lookup field that I have locked, when I unlock it - the user can select the proper Zone but I need it locked, since this may change based on user selection of another field. Example. There are 3 potential zones. User A selects the Hospital Account
                                                                                                          • Restrict visibility and user permissions Creator 5

                                                                                                            I don't understand how restrict visibility for reports interacts with the already established role permissions. It seems that the default on restrict visibility has everything checked for all users, but I cannot set up different levels of permission for different individuals.  Right now I have three different ways to manage users and their access and it's confusing because everything has not migrated to Creator 5. Don't the role permissions extend to the reports as well? Are the selections under
                                                                                                          • LMS - Why do Trainers have to be Users?

                                                                                                            I'm not sure why the software is set up where trainers must be users (i.e., employees). This should really be changed, as there are many cases (the majority of cases for some companies) where classroom trainers are external or contractors. If this is
                                                                                                          • ZOho mail not stopped working with my domain.

                                                                                                            i have changed my name server settings in my domain sigmasquaretec.in . After that my emails are not working with ZOHO.
                                                                                                          • Request to Cancel Zoho Mail Subscription

                                                                                                            Hello Zoho Team, I have migrated to Google Workspace and would like to cancel my Zoho Mail subscription for my organization. Organization Name: AR Creators Media Admin Email: roman@arcreatorsmedia.com Subscription ID: RPUS2005901960812 Please cancel the
                                                                                                          • zoho smtp limit for free users

                                                                                                            What is Zoho SMTP limit for free users?
                                                                                                          • Mailboxes and Alias Email Addeases - Best Palestine’s and Advice:

                                                                                                            Mailboxes and Alias Email Addresses - Best Practices and Advice: what is the best practice for the efficient means to manage And sort, alias, email addresses and third-party after or even the Zoho app itself. I am currently using both Thunderbird and
                                                                                                          • Has anyone built a discussion forum with a Creator Portal?

                                                                                                            I have built a Creator app for organisations to apply for refurbished tools that are sent by a charity. The charity now wants recipient organisations to be able to connect with each other within a region or country, to share advice on maintaining the
                                                                                                          • Ability for Super Admin to Set Locale Information for Users in Zoho Recruit

                                                                                                            Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability for Super Admins to configure Locale Information (Country/Region, Date Format, and Time Format) for users in Zoho Recruit. Currently these settings are only configurable
                                                                                                          • Add a block or widget to Zoho Sites that allows users to create an interactive contact card with contact buttons (email, LinkedIn, website, etc)

                                                                                                            The proposed feature consists of a pre-designed, customizable block that displays a person's contact information (e.g., a speaker, sales representative, or independent professional) and offers quick access to: Email (icon with mailto: link) LinkedIn profile
                                                                                                          • Zoho Recruit > Email Templates

                                                                                                            Dear All Background: We are using Zoho Recruit for the 4 business units under our group of company it our posting our of Job it will be done via our internal recruiter. In the Email templates, i want to be able to insert the individual business unit,
                                                                                                          • Zoho Voice & Zoho Recruit/CRM

                                                                                                            Hello, I'd love to use Zoho Voice with Recruit and CRM but it would need something very important to me, that has been a game changer to my daily routine, like Calendly has been for scheduling interview. It's call transcription with AI. I'm using Noota
                                                                                                          • Change start time after starting the timer

                                                                                                            Hello Projects Community, an amazing feature would be to change the start time of a running timer. I know this from some other time tracking softwares. Any idea about this? Best wishes Niels
                                                                                                          • Next Page