Zoho Inventory Community Digest July 2021 - a monthly rundown
Hello all!
I hope you all are doing well. If you've been waiting for details on our application updates, we've got them right here for you, along with some exciting news to mark the end of this month. Read on.
1. Spotlight
In this month's Spotlight, we bring you the 5 Must-Have Inventory Reports for Online Sellers. As consumers wait to return to their pre-pandemic activities, online sales are gaining more traction among small and large merchants alike. It is important to have a high-level overview of your sales and inventory as you scale and increase your online presence. This gets even more important if you are a multichannel seller trying to make data-based decisions while managing several different sales channels.
This video here will help you use reports to map your sales and distribution, forecast sales and purchases, categorize your items, analyze product return cycles, calculate losses due to damaged and unrecoverable items, and more.
Watch the video.
This video here will help you use reports to map your sales and distribution, forecast sales and purchases, categorize your items, analyze product return cycles, calculate losses due to damaged and unrecoverable items, and more.
Watch the video.
2. Product updates
- Custom views are now available for the Transfer Orders and Adjustments modules of Zoho Inventory. You can create a custom view and filter out transactions from the dropdown in the top left corner of your screen within the module.
- The UK and GCC editions of Zoho Inventory now allow you to manage item-level discounts for self-billed invoices in the app.
- Add more convenience for your customers by editing the Subject field label while creating invoices and credit notes in Zoho Inventory. You can make these changes from the invoice or credit note templates under Settings within the app.
- Add a transaction series number to your transactions for convenience. You can now control the transaction series for all your modules centrally, under Settings. This will also allow you to create a unique transaction series for every branch of your organization using separate identifiers. This feature is available in Early Access. Please send us an email at support@zohoinventory.com if you would like to test it.
- If you have been missing essential fields and filters while using the reports functionality within Zoho Inventory, we now have the Customized Reports option for you. This helps you create customized reports by including multiple mix-and-match options such as export layout configurations, advanced filters, column selection, permissions, schedulers, and more.
- It is currently available for the following report modules:
- Profit and Loss Report
- Balance Sheet Report
- Cash Flow Report
- Invoice Details Report
3. Mobile app updates
iOS updates
This month's updates on the Zoho Inventory iOS app include:
- Tax handling updates
- Changes related to IOSS/OSS taxes in the UK edition
- Support for a document module in the app
- Find your inventory stock handling value in the inventory details page
- Bug fixes
4. Customer Corner
This month we would like to show you what some of our customers have to say about Zoho Inventory and how it is helping them on their business journey.
This month we would like to show you what some of our customers have to say about Zoho Inventory and how it is helping them on their business journey.
- "Zoho Inventory has helped us very much in regards to streamlining our online and B2B orders. The shipping integrations are a breeze to use in the app, and the customer support is amazing. They are always a call or a chat away and never fail to surprise me with their expertise."
Eric Bodreau
Inventory Manager | Bear Knuckles, USA - "Thanks to the Zoho Inventory team for this wonderful system. I had been using a traditional software system before, which felt very limited. But Zoho is like a fresh breath of air for my business and choosing it was a very satisfying decision. It has made automation so much simpler. Now, I don't feel scattered, and their support teams add to my peace of mind. Thanks again for this wonderful software."
Sandeep Singla
Director | SPC Healthcare Pvt. Ltd, India
If you would like to submit your feedback on Zoho Inventory, please visit our customer testimonial page and click Share your story.
Also, make sure to join our latest Facebook group for Zoho Inventory users and supply chain geeks. We look forward to seeing your topics for discussion, solutions, and ideas for your peers.
Join the Facebook group for Zoho Inventory users across the globe.
5. In case you missed it
Replacing Authtokens with OAuth by August 30
Please note that we are removing Authtoken support for Zoho Inventory APIs by August 30, 2021. This change is part of switching to OAuth 2.0, a more secure and robust protocol. Please make sure you replace Authtokens with OAuth as soon as possible.
Please note that we are removing Authtoken support for Zoho Inventory APIs by August 30, 2021. This change is part of switching to OAuth 2.0, a more secure and robust protocol. Please make sure you replace Authtokens with OAuth as soon as possible.
- Join us for a LIVE 30 minutes FREE webinar to learn how to grow your sales with Wish Wholesale and Zoho Inventory! In this webinar, Wish Wholesale and Zoho Inventory Teams will walk through their offerings on how you can maximise your business followed by a live Q&A session.
All attendees receive a $50 ZOHO credit, and one lucky attendee will receive a $500 Wish Wholesale credit to source top products from Wish Wholesale!
Register Now
7. Resource Center
As QB Commerce/Tradegecko has announced their sunset in all major markets across the globe, we would like to bring you the best alternative to QB Commerce. Zoho Inventory can help users across the globe make a smooth and seamless transition from their existing QB Commerce system. Spread the word to your friends who are looking for an excellent alternative to QB Commerce. Read more about it here: zcu.io/xFAe
Are you active on social media? Make sure to follow us on Instagram, YouTube, Twitter, Facebook and LinkedIn to keep up to date on our products.
You can access all of these updates in our app in Beta and Live statuses. We encourage you to join our webinars and follow our forums to stay current with Zoho Inventory and inventory management in general. If you need any additional assistance, feel free to send us an email at support@zohoinventory.com. We'll be happy to help you find the answers you need.
Cheers,
Salman Nazar
Community Manager | Zoho Inventory
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Salman Nazar
Mainville
martin
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Option to select location?
As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?Unified WhatsApp Number Management in Zoho Desk and SalesIQ
Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbersProvide a standard structure to your content using article templates
Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,Caixa de saída bloqueada. Como desbloquear?
Olá, meu e-mail isabela.celli@sivirino.com está com a caixa de saída bloqueada. Não consigo enviar e-mails. Acredito que tenha sido porque mandei o mesmo e-mail para várias pessoas, pedindo uma cotação de serviço. Vocês podem desbloquear para mim? QuantosAccessibility Spotlight Series - 1
Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespectiveProjects Tasks Not Showing Dependencies
I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clickingDeprecation of C4 endpoint URLs
Note: This post is only for users who are still using the C4 endpoints. Hello everyone, At Zoho Creator, we're committed to continuously enhancing the security, performance, and capabilities of our platform. As part of this ongoing effort, we'll be deprecatingIntroducing AWS authentication for connections in Deluge
Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlesslyTimeline Tracking Support for records updates via module import and bulk write api
Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.Customize User Invites with Invitation Templates
Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align withListObjects is recognized by VBA
Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: LiKPI Widget dashboard select periods
I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selectsNeed a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)
Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.Can’t send emails from Zoho CRM after adding a new user — verification codes not received
Hi everyone, We recently added a new user to our Zoho CRM account and purchased an additional license. Since then, we haven’t been able to send any emails from Zoho CRM. Our Zoho Mail accounts are working perfectly, we can send and receive emails directlyCRM for email in Outlook: how to ignore addresses?
We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in ToScheduling Calls in CommandCenter / Blueprints
I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. ButQuickly send emails and sync conversations with custom email addresses in CRM
Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for allZoho製品と生成AIツールの活用について
いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context
Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognizedNew Field in CRM Product Module Not Visible in Zoho Creator for Mapping
I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the MeetingsI want to subscribe 1 professional user but the email only 250 per day?
When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank YouHow 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 do you map a user picklist field to another user picklist field.
In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn'tExplore Competitive 3D Scanner Prices at Protomont Technologies
The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empoweringNew and improved API resources for Zoho Sign Developers
Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,Project Approval Process Workflow
Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of theMarketing Tip #5: Improve store speed with optimized images
Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.Why can I not choose Unearned Revenue as an account on items?
Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. OurForm Submission Emails
Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.Rules not working properly
I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)Notebook font size issue
If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.
792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.cant use mail API
I have generate Auth token from https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoMail/ZohoMailApi&EMAIL_ID=Zoho Mail Username or Email ID&PASSWORD=Your Zoho Mail Password and get the token but when i use that token on http://mail.zoho.com/api/organization/Ampersand in URL parameter // EncodeURL does not work
Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&" (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravidhow can we create in zoho crm a new contact when the looup does not find a similar existing one
In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and doesDirectory Websites
Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory templateManage Task on Mobile
How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together inSet Default Payment Method & Default account
Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a veryCustomer Portal on Zoho Desk
Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portalNext Page