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

                                                                                              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

                                                                                                              • Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

                                                                                                                Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,
                                                                                                              • Leistungsdatum in Rechnungen (Zoho Books)

                                                                                                                Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
                                                                                                              • Zoho Trident Windows - Streams Not Visible

                                                                                                                Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is
                                                                                                              • Sales IQ Chat Widget is Only Displaying Last Name

                                                                                                                Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!
                                                                                                              • Shopify - Item sync from Zoho Inventory

                                                                                                                Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking
                                                                                                              • Bulk upload image option in Zoho Commerce

                                                                                                                I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
                                                                                                              • Is it possible to setup bin locations WITHOUT mandating batch tracking?

                                                                                                                Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
                                                                                                              • Kill zoho meeting

                                                                                                                Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make
                                                                                                              • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

                                                                                                                Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
                                                                                                              • Unable to Create Task as a Support Administrator

                                                                                                                Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.
                                                                                                              • Introducing Forms in Zoho Sheet

                                                                                                                We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you
                                                                                                              • Layout one survey question in a time & redirect next Page based on previous response

                                                                                                                I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response
                                                                                                              • Zoho Bookings form pre-filled with Zoho Forms in

                                                                                                                Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks
                                                                                                              • Support “Other” Option with Free Text in Dropdown Fields

                                                                                                                Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows
                                                                                                              • Sending automated messages that appear in the ticket's conversation thread

                                                                                                                Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting
                                                                                                              • Introducing parent-child ticketing in Zoho Desk [Early access]

                                                                                                                Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
                                                                                                              • Please verify my account

                                                                                                                Hi, We have just launched our website and received media coverage in our country. Hundreds of users are signing up for our platform every day. We would like to send them a welcome email, but we are unable to do so because our ZeptoMail account has not
                                                                                                              • Payment Card or Identity form-fill from Vault?

                                                                                                                Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned
                                                                                                              • Ability to add VAT to Retainer Invoices

                                                                                                                Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
                                                                                                              • Time Log Reminder

                                                                                                                Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
                                                                                                              • [Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation

                                                                                                                  Resources to help Webinar recording | Documentation  Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records
                                                                                                              • Tip #58- Accessibility Controls in Zoho Assist: Learning- 'Insider Insights'

                                                                                                                Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.
                                                                                                              • ZIA "Generate Content" action doesn't have contexual data from the ticket

                                                                                                                "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.
                                                                                                              • Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

                                                                                                                Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,
                                                                                                              • E-File Form 1099 Directly With the IRS From Zoho Books

                                                                                                                The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form
                                                                                                              • Can I hide empty Contact fields from view?

                                                                                                                Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be willing to learn to code a button, but I am highly confused about it and thus worried it would be beyond me.  I've looked at a lot of the developer documents and I'm not able to make a lot of sense of them.  Thank you in advance to anyone who knows the
                                                                                                              • Suggestions for showing subscribed Topics in CRM (contact record)

                                                                                                                We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed
                                                                                                              • Replies sometimes creating separate ticket

                                                                                                                Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding
                                                                                                              • Re-hide fields when option is unselected

                                                                                                                Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?
                                                                                                              • Allow Attaching Quartz Recordings to Existing Zoho Support Tickets

                                                                                                                Hi Zoho Team, We would like to request an enhancement to how Zoho Quartz recordings integrate with Zoho Support tickets. Current Behavior: At the moment, each Quartz recording automatically creates a new support ticket. However, in many real-world scenarios:
                                                                                                              • I'm getting this error when I try to link an email to a deal inside the Zohomail Zoho CRM extension.

                                                                                                                When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.
                                                                                                              • Custom Fields

                                                                                                                There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.
                                                                                                              • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

                                                                                                                Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
                                                                                                              • Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

                                                                                                                Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional
                                                                                                              • Consultant-Only Booking Page

                                                                                                                Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
                                                                                                              • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                                                                                              • Call result pop up on call when call ends

                                                                                                                I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but
                                                                                                              • Custom Sorting based on other columns in table

                                                                                                                I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text
                                                                                                              • Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

                                                                                                                Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows
                                                                                                              • Is there a way to invoke deluge function from within a widget?

                                                                                                                Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?
                                                                                                              • Next Page