Zoho ERP | Product updates | August 2026
Hello users,
What’s new in Zoho ERP this month? From Account Registers to new reports, we’ve packed this release with updates worth checking out. Take a look at what’s new and see what’s in store for your business.
Introducing Account Registers
Account Registers provide a unified view of all transactions associated with an account, making it easier to review, verify, and manage account activity before reconciliation. You can filter and customize the view, edit or delete entries, perform bulk updates, track bulk action history, and create journals for account adjustments, helping you keep your accounts accurate and up to date.
Introducing Retail Staff Persona
We’ve introduced the Retail Staff persona in Zoho ERP, designed for cashiers, store associates, and other staff who operate your point of sale counters. With Retail Staff, you can add staff at a lower cost through the Employee add-on, restrict transactions to register-based activities, use a predefined permission set focused on POS, sales, customers, and catalogue access, and assign staff to specific store locations for location-based access and transactions.
Share Hosted Payment Pages for Items and Funds
Zoho ERP now supports accepting payments for items and funds online through Hosted Payment Pages. Share the payment page as a URL or QR code, or embed it on your website using an iframe or HTML button.After a successful payment, Zoho ERP automatically creates an invoice or sales receipt for items and a donation receipt for funds; eliminating the need to create transactions in advance or manually follow up for payments.
Track Active Subscriptions by Product and Country
Zoho ERP now includes two new subscription reports: Active Subscriptions by Product and Active Subscriptions by Country. Each report shows your active subscription count across periods, broken down by product or by country, so you can see which offerings and markets are gaining traction.
Introducing Shipment By Item Report
The Shipment by Item report provides a comprehensive view of shipment orders within a selected date range, including batch-level details. You can customize columns, apply advanced filters and multi-level grouping, export the report, create custom report views, and schedule recurring report deliveries.
Set Minimum Item Quantity for Item-Level Coupons
You can now set an optional Minimum Item Quantity for item-level coupons. The coupon will apply only when the total quantity of eligible items in the order meets or exceeds the minimum quantity you configure. This option is available only when the Coupon Type is set to Item Level and Applicable Products is set to Not Applicable. It applies only to items and not to subscription products.
Introducing Receive for Transfer Orders
Transfer orders in In-Transit status can now be received partially or fully. With the Receive option, you can receive selected items or partial quantities, track transfer orders using the Partially Transferred status and Quantity Transferred column, and add serial or batch numbers and destination bin details while receiving. Inward movements are also accurately reflected in Stock Movement Reports. For inter-GST transfers, each receive generates a corresponding bill, with accounting entries posted based on the transfer type.
Note: This feature applies only to newly created transfer orders.
Record Actual Produced Quantity in Manufacturing Orders
You can record the actual quantity produced after completing all the job cards associated with a manufacturing order. This helps to accurately track the quantity produced, update finished-goods inventory, and create Quality Checks for the actual produced quantity. Please note that the Produced Quantity cannot exceed the Planned Quantity.
To record the actual produced quantity, open an In Progress manufacturing order after completing all associated job cards < Click Update Produced Quantity in the details page < Enter the Produced Quantity < Update the Tracking Details < Click Save.
Note: This feature is currently available under Early Access. Please reach out to our support team if you’d like to enable it for your organization.
Restrict Expenses by Merchant Category Code
If your organization uses Direct Feed Integration (DFI), Zoho ERP captures the merchant category code (MCC) for every card transaction. You can restrict specific MCCs so that any expense submitted against a restricted MCC is automatically flagged as an audit violation, helping approvers and admins identify breaches without a manual review.
Note: This feature is currently available under Early Access. Please reach out to our support team if you’d like to enable it for your organization.
Enhancements to Request for Quotes
- You can now add users to the Team even after the bidding period starts for a request for quote. To add users, open the required request for quote, navigate to the Team tab, and click + Add Users. Fill in the required details and click Add.
- You can now create fields for the item table of request for quotes. To add fields, go to Settings > General > Items > Fields > + New Field. Fill in the required details, click Yes for Show when creating transactions and select Request for Quotes from the Include in Modules dropdown. You can also filter these fields from the Preferences tab of Request for Quotes. To filter, go to Settings > Purchases > Request for Quotes > Fields. Click Show Fields For and select RFQ Item Table.
- You can now shortlist an entire vendor response when awarding a request for quote, in addition to shortlisting individual items from vendor responses.
Distribution Updates
Introducing the Delivery Runs module in Beat Management
You can now create delivery runs to deliver packages to your customers. Add the required shipments, map the route and customers, and assign a delivery agent. The delivery agent can view the delivery run from the Beat - Zoho ERP mobile app and deliver packages to the respective customers. This feature is available in the Zoho ERP web application and the Beat - Zoho ERP app.
To create a delivery run, click Delivery Runs under Beat Management.
Proof of Delivery for Delivery Runs
Distribution admins can now make proof of delivery mandatory for delivery agents using the Beat - Zoho ERP app. When enabled, delivery agents must submit photos, enter the verification code sent to the customer or their contact person, or both. This feature is available in the Zoho ERP web application and the Beat - Zoho ERP app.
To enable this, go to Settings > Distribution > Beat Management, check Require Proof of Delivery, and choose the required method.
Additional Fields for Salespersons
When Distribution is enabled for your organization, you can now create additional fields to track details related to the salespersons in your organization.
To create additional fields, go to Settings > Distribution > Salespersons.
Customer Filters When Creating Routes
You can now filter customers by display name, first name, last name, and more when creating a route.
Off-beat Transaction Creation
Salespersons using the Beat - Zoho ERP Android app can now create sales orders and quotes, and record payments for their assigned customers even when they're not on an active beat. During an active beat, they can also create transactions for assigned customers outside the beat without interrupting their current activities. This feature is available in the Beat - Zoho ERP android app.
Note: This feature is currently available under Early Access. Please reach out to our support team if you’d like to enable it for your organization.Update Customer Locations
Salespersons can now update the location of their assigned customers from the Beat - Zoho ERP Android app. This applies to customers who don't have an address or latitude and longitude details on record.
View Custom Modules
Salespersons can now view custom modules created in your organization from the Beat - Zoho ERP Android app.
To view the custom module, open the Beat - Zoho ERP app > click More > select Custom Modules.
Other Feature Enhancements
- If your vendor has multiple bank accounts recorded in Zoho ERP, you can now mark one as the primary account. This account will be used as the default when making payments to the vendor from the Payments Made and Batch Payments modules. You can also mark the vendor bank accounts recorded in Zoho ERP as active and inactive.
- If Locations is enabled in your organization, you can now associate purchase requests with locations. To associate, open the required purchase request and select the required location from the Location field.
- You can now filter your subscription reports by Channel Source and Channel Reference ID to track the source of subscription creation.
- You can now bulk import images for items and composite items.
- You can now customize the item identifier fields UPC, EAN, MPN, and ISBN along with the Brand, Manufacturer, and Preferred Vendor fields. You can make these fields mandatory, enable or disable them, edit their names, and configure role-based access to control which users can view them. You can also configure access to the SKU field based on user roles.
- You can enable the Weighted Average Cost module in the Zoho Analytics to Zoho ERP integration to access inventory transaction valuation details. The module includes a Current WAC column, which provides the valuation cost of outward inventory transactions for use in custom reports and queries.
- We now support custom approvals for sales returns.
- You can now enable Sign In and Sign Up options for customers who make purchases through your Hosted Payment Page. Existing customers can sign in using their portal credentials and complete checkout, while new customers can sign up to create a customer record in Zoho ERP with portal access before checkout.
- You can create custom fields to capture additional information of your customers’ and vendors’ contact persons.
- You can now create Lookup and Multi-select Lookup custom fields with Journal or Account as the related module.
- Advanced Search is now available for the Recurring Journal module.
That's a wrap for this month's updates! We hope these new features and enhancements make your Zoho ERP experience even more powerful and productive. We're constantly working to refine and expand the platform based on your needs, and we're excited to share even more improvements with you in the coming months. Until then, happy exploring!
Best regards,
The Zoho ERP Team