What's New in Zoho Inventory - November 2020

What's New in Zoho Inventory - November 2020

With the holidays approaching fast, we're delighted to come bearing a heap of much-awaited features which we have been busy fine-tuning for the past few months.  The warehouse module being the focal point of development has been equipped with game-changing features such as Access Restrictions and Picklists. Our other key releases include Vendor Credits, Google Shopping and e-Invoicing. Let's go through each of them briefly.

Warehouse Access Restrictions

Confidentiality is a core aspect of any trade. Hence, business owners prefer that their warehouse staff have access only to the inventory details they require and not look into any other non-essential information. In Zoho Inventory, you can select the users who should have exclusive access to a warehouse. These users will only be able to view the details of the warehouses you've permitted them to access. All other warehouses will be hidden from them throughout Zoho Inventory. Learn more.



Picklists

When you have a surge of orders coming through, it becomes a conundrum for the warehouse staff to fetch the right items for each order. Creating a picklist helps avoid this confusion as it states the items and its exact quantity that needs to be picked from a warehouse. The designated stock picker can update the status as they pick the items in the list and efficiently fulfill the order. Learn more.



Google Shopping Integration (US and IN editions)

Integrate Zoho Inventory with Google Shopping and list your products on Google Merchant Center to make them available for online shopping ads and other Google services. You can create ad campaigns on Google Ads with a flexible budget, and monitor the ad analytics and conversion rate from the campaign summary page within Zoho Inventory. At any time, you can change your campaign budget, pause your campaign or even delete and create a new campaign. Learn more.



E-Invoicing (IN Edition)

The new GST regime mandates businesses with an annual turnover of 500 crores and above to submit their invoices to the e-Invoicing system. In Zoho Inventory, you can create e-Invoices in the Government prescribed format by uploading invoices to the Invoice Registration Portal (IRP) easily. Learn more.



Vendor Credits

You can record any amount owed to you by your vendor in the form of credits in Zoho Inventory. These credits can be applied on your unpaid bills or your future bills from the same vendor, and only pay the balance amount. Learn more.

Compliance with Amazon Data Protection Policy (US, IN and CA editions)

Zoho Inventory is now compliant with Amazon's Data Protection Policy which enforces strict standards to protect sensitive information from any unlawful forms of processing. Learn more about the changes implemented within Zoho Inventory to protect customer data.

Update AfterShip Tracked Shipment Status Manually

You can now update the status of AfterShip tracked shipments manually in case there is a delay in receiving the shipment status.

Backorder Option for All Marketplace Sales Orders

We have provided the Backorder option for marketplace orders so you can reorder low stock items to fulfill them on time. Learn how you can backorder the items in a sales order.

New Payables Reports

We've added two new reports under Payables called Payable Summary and Payable Details Report which summarizes the bills and vendor credits recorded for a selected period.

Perform Advanced Search Based on Tax

We've added the tax field as a search criterion for the advanced search option for Invoices. You can now filter your invoices based on their applied tax.

You can also take a look at our timeline to check out the latest updates.

Let us know your thoughts on the new features in the comments below. If you need any assistance, please drop an email to support@zoho-inventory.com.

Thanks & Regards,
Lakshmi
The Zoho Inventory Team

    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

                                                                                                          • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

                                                                                                            [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call
                                                                                                          • Revenue Management: #10 Common Mistakes while Recognizing Revenue

                                                                                                            We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing
                                                                                                          • Windows Desktop App - request to add minimization/startup options

                                                                                                            Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
                                                                                                          • integarting attachments from crm to creator

                                                                                                            when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);
                                                                                                          • Search Option

                                                                                                            🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service
                                                                                                          • Mobile Chat Window - Full Screen

                                                                                                            Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks
                                                                                                          • Is it possible to customize ZC Themes?

                                                                                                            I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight
                                                                                                          • Is it possible to create Custom function-based Lookup field in Zoho CRM

                                                                                                            Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.
                                                                                                          • @mention in comments no notification

                                                                                                            Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 
                                                                                                          • Zoho unified inbox

                                                                                                            The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?
                                                                                                          • Add "Running Balance" column to Account Transaction Reports

                                                                                                            Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
                                                                                                          • Unified customer portal login

                                                                                                            As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
                                                                                                          • WhatsApp Channels in Zoho Campaigns

                                                                                                            Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
                                                                                                          • error : Object code : 6500

                                                                                                            b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------
                                                                                                          • How to book GST paid in zoho books

                                                                                                            hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth
                                                                                                          • I got unknown charge from Zoho

                                                                                                            Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.
                                                                                                          • Function 56: Automatically enable the option for customers to pay via bank account

                                                                                                            Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
                                                                                                          • Attach Files to Your Notecards and share them on the go!

                                                                                                            Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple
                                                                                                          • Workdrive on Android - Gallery Photo Backups

                                                                                                            Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
                                                                                                          • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

                                                                                                            Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,
                                                                                                          • How to searchByCriteria records that are under approval?

                                                                                                            I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"
                                                                                                          • How to add Simple Analytics to Zoho Pages?

                                                                                                            I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script
                                                                                                          • Cant seem to delete an email account

                                                                                                            Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really
                                                                                                          • Import data into Multi-Select lookup field from CSV/Excel

                                                                                                            How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
                                                                                                          • Script that deletes a record?

                                                                                                            We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,
                                                                                                          • A formula that capitalises the first letter of each word

                                                                                                            Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.
                                                                                                          • Quotes in Commerce?

                                                                                                            In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to
                                                                                                          • Zoho Commerce - Mobile Application

                                                                                                            Does Zoho Commerce have a mobile application for customers to place an order?
                                                                                                          • Register user through Phone Number by Generating OTP

                                                                                                            In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification
                                                                                                          • Unable to change sales_order status form "not_invoiced" to "invoiced"

                                                                                                            I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting
                                                                                                          • Custom Buttons for Mass Actions

                                                                                                            Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were
                                                                                                          • Zoho Vault Passwords

                                                                                                            Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.
                                                                                                          • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

                                                                                                            I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?
                                                                                                          • Zoho Creator to Zoho CRM Images

                                                                                                            Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
                                                                                                          • 【Zoho CRM】レポート機能のアップデート

                                                                                                            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、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。
                                                                                                          • Translation in zoho bookings

                                                                                                            We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking
                                                                                                          • Is there any way to bill one client in different currencies on different invoices?

                                                                                                            I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support
                                                                                                          • API name for all fields in Zoho Project (Standard or custom)

                                                                                                            Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App
                                                                                                          • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

                                                                                                            I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to
                                                                                                          • Zoho Assist not rendering NinjaTrader chart properly

                                                                                                            Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays
                                                                                                          • Next Page