Zoho Inventory Community Digest July 2021 - a monthly rundown

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.

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.
 
  • "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.
 
  • 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







                        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

                                                                                                        • Notebook audio recordings disappearing

                                                                                                          I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),
                                                                                                        • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

                                                                                                          Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
                                                                                                        • Want to use Zoho Books in Switzerland. CHF support planned?

                                                                                                          Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
                                                                                                        • Zoho sheet desktop version

                                                                                                          Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
                                                                                                        • Weekly Tips : Teamwork made easy with Multiple Assignees

                                                                                                          Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
                                                                                                        • Best way to share/download presentation files in Zoho without losing formatting?

                                                                                                          Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there
                                                                                                        • Celebrating Connections with Zoho Desk

                                                                                                          September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism
                                                                                                        • What is Resolution Time in Business Hours

                                                                                                          HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance
                                                                                                        • Upload API

                                                                                                          I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
                                                                                                        • How use

                                                                                                          Good morning sir I tried Zoho Mail
                                                                                                        • Adding Overlays to Live Stream

                                                                                                          Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,
                                                                                                        • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

                                                                                                          I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 
                                                                                                        • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                          Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                                                                                        • Zoho Flow - Update record in Trackvia

                                                                                                          Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to
                                                                                                        • Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

                                                                                                          Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current
                                                                                                        • Rename Record Summary PDF in SendMail task

                                                                                                          So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this
                                                                                                        • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

                                                                                                          in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder
                                                                                                        • Estimates with options and sub-totals

                                                                                                          Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks
                                                                                                        • Optional Items Estimate

                                                                                                          How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....
                                                                                                        • Important Update : Zendesk Sell announced End of Life

                                                                                                          Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,
                                                                                                        • Zoho Sheets

                                                                                                          Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.
                                                                                                        • Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques

                                                                                                          La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement
                                                                                                        • Top Bar Shifting issue still not fixed yet

                                                                                                          I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling
                                                                                                        • Power of Automation:: Automate the process of updating project status based on a specific task status.

                                                                                                          Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer
                                                                                                        • ZOHO SHEETS

                                                                                                          Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same
                                                                                                        • Attention API Users: Upcoming Support for Renaming System Fields

                                                                                                          Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
                                                                                                        • Billing Management: #3 Billing Unbilled Charges Periodically

                                                                                                          We had a smooth sail into Prorated Billing, a practice that ensures fairness when customers join, upgrade, or downgrade a service at any point during the billing cycle. But what happens when a customer requests additional limits or features during the
                                                                                                        • No bank feeds from First National Bank South Africa since 12 September

                                                                                                          I do not know how Zoho Books expects its customers to run a business like this. I have contacted Zoho books numerous times about this and the say it is solved - on email NO ONE ANSWERS THE SOUTH AFRICAN HELP LINE Come on Zoho Books, you cannot expect
                                                                                                        • Zoho CRM Calendar | Custom Buttons

                                                                                                          I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
                                                                                                        • Citation Problem

                                                                                                          I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was
                                                                                                        • Open Sans Font in Zoho Books is not Open Sans.

                                                                                                          Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
                                                                                                        • Failing to generate Access and Refresh Token

                                                                                                          Hello.  I have two problems: First one when generating Access and Refresh Token I get this response:  As per the guide here : https://www.zoho.com/books/api/v3/#oauth (using server based application) I'm following all the steps. I have managed to get
                                                                                                        • Zeptomail 136.143.188.150 blocked by SpamCop

                                                                                                          Hi - it looks like this IP is being blocked, resulting in hard bounces unfortunately :( "Reason: uncategorized-bounceMessage: 5.7.1 Service unavailable; Client host [136.143.188.150] blocked using bl.spamcop.net; Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.150
                                                                                                        • Apply transaction rules to multiple banks

                                                                                                          Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.
                                                                                                        • How to bulk update records with Data Enrichment by Zia

                                                                                                          Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?
                                                                                                        • Need Guidance on SPF Flattening for Zoho Mail Configuration

                                                                                                          Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare
                                                                                                        • How do I split a large CSV file into smaller parts for import into Zoho?

                                                                                                          Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller
                                                                                                        • Client Script Payload Size Bug

                                                                                                          var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":
                                                                                                        • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

                                                                                                          Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my
                                                                                                        • Messages not displayed from personal LinkedIn profile

                                                                                                          Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
                                                                                                        • Next Page