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

                                                                                                          • Live webinar: Mastering data migration, organization, and team collaboration

                                                                                                            Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity
                                                                                                          • BARCODE PICKLIST

                                                                                                            Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
                                                                                                          • Join our live webinar: Explore the WorkDrive TrueSync application!

                                                                                                            Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our
                                                                                                          • Bug tracking

                                                                                                            Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.
                                                                                                          • Zoho Creator customer portal limitation | Zoho One

                                                                                                            I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
                                                                                                          • Script Editor not an option

                                                                                                            I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
                                                                                                          • Envio de mails

                                                                                                            Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar
                                                                                                          • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

                                                                                                            In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:
                                                                                                          • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                                                                                            l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.
                                                                                                          • SLOW EMAILS

                                                                                                            Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.
                                                                                                          • POP3 authentication error - SOLVED

                                                                                                            Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen
                                                                                                          • Solution to Import PST File into Office 365.

                                                                                                            MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
                                                                                                          • Add Zoho One Groups/Departments to Shared Mailbox Access

                                                                                                            Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign
                                                                                                          • Allow Filters with Only Special Characters in Zoho Mail

                                                                                                            Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering
                                                                                                          • How to save email as PDF?

                                                                                                            I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"
                                                                                                          • Flexible plans

                                                                                                            Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this
                                                                                                          • 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
                                                                                                          • Cannot give public access to Html Snippet in Zoho Creator Page

                                                                                                            Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is
                                                                                                          • Weekly Tips : Customize your Compose for a smoother workflow

                                                                                                            You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
                                                                                                          • Accounting on the Go Series-43:Enhancing Your Reporting Efficiency with Dashboard Filter State Retention

                                                                                                            Hello everyone! Welcome back to our series on Zoho Books mobile app features. Today, we will talk about a feature that yet again helps you focus on work that really matters-Dashboard Filter State Retention. Imagine you're working on your Zoho Books dashboard,
                                                                                                          • Zoho books/payroll tax payment

                                                                                                            I accidentally made a second payment to my taxes for $300 which is reflected in my bank account and therefore on Zoho books but I can not match it to any transactions because its not reflected in payroll as a tax payment. Is there a way to add an extra
                                                                                                          • I can't renew the Finance Plus subscription

                                                                                                            I tried to renew the Finance Plus subscription but it keeps reloading the same page over and over when ever I click on "Renew Subscription" button
                                                                                                          • Estimate vs Quote

                                                                                                            they are different. Quote is for 1 piece price + other charges. Estimate is for total quantity to be ordered. The gross total amount of the Estimate is the amount payable. Replacing Estimate as Quote is not understandable because they are different. In
                                                                                                          • Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App

                                                                                                            Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient
                                                                                                          • Accounting on the Go Series-48: Enhance Accuracy with Custom Work Week Start Days in Zoho Books iOS app

                                                                                                            Hello everyone, Welcome back! We’re here with another feature spotlight that might seem small but can have a big impact on your daily routine: setting the first day of the work week in the Zoho Books iOS app. Imagine this: You’re a business owner who
                                                                                                          • Time to Get Paid Report in ZBooks

                                                                                                            Hello, One of our customers who has 25 different companies around the world gets 60 days to make payments. Unfortunately, the subject report does not report an average time to get paid (in days) or the ability to look at a custom period of time. Currently
                                                                                                          • How to prepare a balance sheet for a company that has no operations yet?

                                                                                                            .
                                                                                                          • Project Billing Method from Zoho People

                                                                                                            Normaly our customers use Zoho Projects to manage projects and timesheet that are being charge to the customer. Using the integration from Zoho Project we can have projects base on different billing method. For example most of our customer use Hourly
                                                                                                          • Zoho Books-Accounting on the Go Series!

                                                                                                            Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
                                                                                                          • Zoho Books | Product updates | July 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
                                                                                                          • Zoho Books | Product updates | August 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
                                                                                                          • Update or Upsert Records Using Unique Custom Fields

                                                                                                            Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.
                                                                                                          • [Webinar] Understanding the New Invoice Management Systems

                                                                                                            Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS
                                                                                                          • Accounting on the Go Series-51: Effortless Transactions: Create and Manage Directly from Uploaded Documents

                                                                                                            Hello everyone, We’re back with another useful feature that makes working with Zoho Books even easier! This time, we’re simplifying the process of creating transactions directly from uploaded documents. Imagine you’re out meeting clients, and you receive
                                                                                                          • [WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books

                                                                                                            Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,
                                                                                                          • Accounting on the Go Series-52: Capture Receipts on the Go, Right from Your Lock Screen.

                                                                                                            Hello everyone, We’re excited to introduce a feature that will make your life so much easier—especially for those constantly on the move! With iOS 18, Zoho Books now allows you to capture receipts directly from your lock screen using Locked Camera Capture.
                                                                                                          • AT - Austrian Accountant familiar with ZOHO

                                                                                                            Hello, as I have just migrated to ZOHO and unfortunately have to change my accountant next year, I am looking for an accountant (for Austria) who already has experience with Zoho or who already manages clients using Zoho books. Is there anyone here from
                                                                                                          • Zoho Workflow issue

                                                                                                            Dear Zoho Users, I have Zoho Books premium subscription, I have created a email alerts workflow for Invoices and following are the configurations for the same: 1. Workflow for Invoice module 2. Choose when to tigger - created or edited 3. Filter the triggers
                                                                                                          • Accounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center

                                                                                                            Hello again, We’ve all had those moments where you need to get something done quickly, but the process of unlocking your phone, finding the app, and navigating through menus slows you down. Now, with Zoho Books integrated into the iOS 18 Control Center,
                                                                                                          • Update on PDF Download Issues Caused by Antivirus Software

                                                                                                            Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
                                                                                                          • Next Page