Zoho ERP | Product updates | July 2026

Hello users,

We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this month.

Introducing the Work Center Calendar

You can get a clear visual overview of your production schedule with the new Work Center Calendar. It displays all job cards across your work centers in a calendar view, making it easy to review upcoming work, identify scheduling conflicts, monitor Work Center utilization, and understand operation dependencies before production begins. With Day, Week, and Month views, you can plan capacity more effectively and stay ahead of your manufacturing schedule.

Create Manufacturing Orders From Sales Orders

You can now create a manufacturing order directly from within a sales order. When an ordered item has a bill of material and insufficient stock is available, a banner will alert you that manufacturing is required. Click Create Manufacturing Order, select the items and the appropriate BOM, and the order is created automatically.

To create manufacturing orders from sales orders, go to Sales > Sales Orders, select a confirmed sales order, and click Create Manufacturing Order.

Cost Overview for Bill of Materials and Manufacturing Orders

With Cost Overview, you can view the estimated manufacturing costs before production begins based on the bill of materials, and compare the estimated and actual costs once the manufacturing order is in the Completed status.

You can also drill down into component and operation costs to identify cost variances, improve production efficiency, and make more informed decisions for future manufacturing runs.

To view the cost overview of a Bill of Materials, go to Items > Bill of Materials, select the required Bill of Materials, and click Cost Overview.

To view the cost overview of a manufacturing order, go to Manufacturing > Manufacturing Orders, select a completed manufacturing order, and click Cost Overview.

Introducing the Retail App for iOS

The Retail – Zoho ERP app is now available on the App Store. From billing customers and accepting payments to managing registers and tracked inventory, you can handle your day-to-day retail operations with a mobile Point of Sale experience.

Route Orders With Service Units

Businesses that route orders to multiple teams, can now use Service Units in Zoho ERP. Define service units for each location, map items to one or more service units, and configure a default service unit for every item. During invoice creation, the default service unit is selected automatically and can be changed if needed. If an order contains items assigned to different service units, separate tokens are generated for each service unit, ensuring every preparation team receives only the items relevant to them.

To enable Service Units, go to Settings > Retail > General, and enable Service Units.

Collect Payments With Terminal Devices and Dynamic QR Codes

The Retail – Zoho ERP app now supports payments through connected terminal devices and dynamic QR codes. It also accepts card payments using supported terminals or generate QR codes during checkout, giving customers flexible payment options while reducing checkout time.

GST Filing Support for Composition Taxpayers

Composition taxpayers can now prepare, push, pay, and file the CMP-08 quarterly return directly from within Zoho ERP. The CMP-08 summary is automatically generated based on the transactions recorded in Zoho ERP for the selected return period. Tax liability is calculated by applying the composition tax rate applicable to your business to the total turnover, and the required journal entries are generated automatically.

Quality Support for Purchase Receives and Sales Return Receives

The Quality module is now supported for Purchase Receives and Sales Return Receives in Zoho ERP. Configure Quality Rules for these transaction types to automatically generate Quality Inspections when goods are received. While an inspection is pending or in progress, the received quantities remain unavailable for sale, and the associated serial and batch numbers remain inactive until the inspection is completed.

HTML PDF Templates for Custom Modules

You can now create PDF templates that match your business requirements with the new HTML PDF Templates. Build document templates from scratch using HTML and CSS, or customize one of the ready-made templates. Add dynamic placeholders, apply conditional logic, perform calculations, and control page layouts to generate professional PDFs tailored to your business.

Distribution Management System Enhancements

Salespersons can check in at a customer location only when they are within the configured radius.
Salespersons can upload attachments during customer visits, and administrators can view them in the web app.
Salespersons can recheck in to a customer location while a beat is in progress.
Track customer visit frequency and beat performance using the Customer Beat Frequency report and Beat Execution report under the Beat Management section.
Link existing users while creating a salesperson, and enable or disable customer and vendor portal access.
Record deliveries and sales returns directly within the Beat app.
Quickly find and manage specific beats using a dedicated quick filter.
Automatically derive a customer’s location from the address in the Routes module when latitude and longitude coordinates are unavailable.

Other Feature Enhancements

You can now configure simple and multi-level approval workflows for sales returns, as well as custom approval workflows for manual journals.
You can now enable the Auto-accept submitted web form responses option in the Configure Preferences pop-up while creating a web form. This automatically accepts all incoming web form responses.
You can now import and export TDS and TDS Group taxes under Settings.
Validation Rules are now supported for credit notes and vendor credits.
Year to Date, Quarter to Date, and Month to Date options are now available in the Date Range filter for reports under the Business Overview and Accountant sections. You can use these options to filter your report and view transactions from the start of the month, quarter, or year up to the present day when you run the report.
You can now submit or approve up to 25 inventory adjustments in bulk. You can also bulk delete up to 25 assemblies at a time.
We now support Units of Measurement for serial-tracked items, making it easier to purchase, stock, and sell serialized products in different units while maintaining accurate inventory records.
If your business uses standard carton or box sizes, you can create Package Types with dimensions and weight, and associate them with packages during creation. You can also create, edit, search, delete, and manage package types directly from the package creation page.
Filter purchase receives by approval status across the list page, custom views, advanced search, and the Vendor and Item details pages.
The Available for Sale column is now available in the Items list view.
You can now import and export opening stock for inventory-tracking enabled items.
You can now configure custom expense accounts to track TDS challan penalties and interest instead of using the default Other Expense account. To do this, navigate to Settings > Taxes & Compliance > Direct Taxes > Income TDS Settings, and select your preferred Penalty Account and Interest Account under Select Accounts to Track Penalties and Interest.
You can now configure permissions to control who can edit or delete approved records in custom modules.
We have introduced the View Associated Components option for custom fields, which lets you instantly see all the places where a custom field is currently in use.
Attachment and image custom field values are now carried over when you convert records or clone transactions.
When adding items to a transaction, you can now search by any identifier field (SKU, UPC, EAN, ISBN, or MPN) in a single search. Barcode scanning also recognizes all supported identifier fields automatically.
Customize email templates for all Request for Quote notifications including Vendor Invite, RFQ Canceled, Bid Submission Reminder, Bidding Period Extended/Closed, and RFQ Awarded/Not Awarded.
Track and analyze purchase order data more effectively with the new Purchase Order By Item report.
You can now upload an attachment to a TDS challan from the TDS Challan details page.
Filter TDS liabilities by Transaction Number when recording TDS challans.
Create fully customized barcode labels with HTML/CSS-based barcode templates.
You can now view the opening and closing Weighted Average Costing values for your items with the new Weighted Average Costing Summary report.

That's a wrap for this month's updates! We hope these new features and enhancements help make your Zoho ERP experience even more productive.

We're continuously working to improve and expand the platform based on your feedback and evolving business needs. Stay tuned for more exciting updates in the coming months. Until then, happy exploring!

Best regards,

The Zoho ERP Team