Zoho inventory process - How to
I can not manage to understand very good the process I should follow.
Right now.
Estimates -> Sales Order -> Package created -> Package sent -> Package delivered
Customer gets notified once the package is sent and then another time it gets delivered. In both emails a PDF includes the shipment details in a PDF.
The thing is, I want to record each time the clients receives a package. What kind of delivery note should I use? The one on the Zoho Books module? Or should I rename the Shipment PDF to Deliver note and delete the PDF included?
Then our company trucker will get 3 papers, one for Packing Slip (glued to the package). The invoice needs to be signed by the Client and the delivery note also needs to be signed by the client. Is this process correct?
Is there also a possibility for the client to digitally sign these documents?
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What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025
Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newestZoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanZoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
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