Zoho Inventory - Walkthrough
Zoho Inventory is an important part of Zoho's suite of applications, particularly designed for small to medium-sized businesses. It is a cloud-based tool and includes an application for both Android and iOS devices. Besides being exceptional inventory management software, Zoho inventory integration offers multichannel selling, order management, good reporting options, warehouse management, etc.
It is all these qualities that make Zoho Inventory perfect for retailers who have both an online and a physical retail store. Zoho inventory management software is a great option for retailers who sell their products on a global scale because it streamlines everything for these retailers and makes business operations easier.
With both a mobile application for instant changes and an extensive range of desktop applications, the Zoho inventory is an extremely smart choice for the purpose of inventory management. It facilitates great management of inventory across various warehouses and also allows end-to-end tracking. If you are a retailer who is trying to find a dependable solution for managing inventory across multiple warehouses or know someone like that then Zoho inventory can help immensely.
In this blog, we will go through a complete walkthrough of the Zoho inventory to understand the tool much better.
Creating an Account
Zoho Inventory is a web-based application that works best and supports the latest versions of the browsers such as Mozilla Firefox, Safari, Edge, Google Chrome, etc. There are two common ways in which you can sign up for the Zoho Inventory. If you already have an existing Zoho account then you can proceed with that and if you don't then the best probable way to move ahead is by going ahead with a new sign-up.
For a new sign-up, the first and foremost requirement will be to sign up for the 14 days free trial period. This period will enable you to test the product and use all its features included in the professional plan of the Zoho Inventory. You have an option of upgrading to either of the paid plans during or after the trial period.
To go ahead with a new sign-up for the Zoho Inventory, take the following steps:
- Log in to the Zoho Inventory website.
- Click on SIGN UP NOW. You can find this button in the top right corner of the page.
- Enter the company's name because that will be the organization's name in the Zoho Inventory.
- Make sure that you enter a regularly used email address and a strong password. This will act as your login credential.
- Choose a country in which your company is located.
- Mention the phone number for authentication purposes.
- Click on SIGN UP to complete the process so that you can be navigated to the organization details page.
Zoho Inventory Quick Setup
Set up your organization details. When you sign up for the Zoho Inventory management software, you are going to be redirected to the organization details page that will ask you to enter some basic information about your business. On this page:
- The portal name is going to be auto-generated. In case you wish, you have an option to suit this name according to your business needs.
- You can now choose the industry type and enter the complete address of your organization
- Choose the currency so that it serves as a base currency for all future transactions and cannot be edited later.
- Now select the time zone of your company's location
- For comparing the setup, click on the Click to Finish button so that you can be logged in and redirected to the Zoho Inventory organization.
Setting Up Data
After signing up for the Zoho Inventory and setting the organization details, you can also set up all the data and manage your business in the right way. To get started, follow the steps mentioned below. It is also highly recommended that the steps should be followed in this order only for a better start-up process.
- The first step is to update the organization details. You can configure the organization details, upload the brand logo, and add significant information for completing the organization's profile.
- The next step is to create and import the items. Click for loading your item details into the Zoho Inventory.
- The third step is to make purchases. It is about purchasing stocks from different vendors.
- The last and final step is to sell the products. Create sales orders for your customers and learn more about them.
Joining an Existing Zoho Account
In case you are already using one of the Zoho Finance apps such as Zoho Books then you can sign into the Zoho Inventory with similar credentials. Here are the steps that you should follow:
- Log in to the Zoho Inventory website.
- Click on the SIGN IN button that you can find on the top right corner of the page.
- Begin to enter your Zoho Credentials.
- After you sign in to the website, you are going to be redirected to a page that mentions all organizations that you are a part of in different Zoho Finance Apps.
- Choose from any of the existing organizations for which you wish to create a Zoho Inventory organization.
- Finally, click on the Join Organization button at the bottom of the page and go ahead.
This will let you set up a new organization with a similar name as the selected organization almost immediately in Zoho Inventory so that all the data can be synced easily with the existing organization.
Sign-up to Zoho Inventory
In case you have already signed up for the Zoho Inventory, from the next time ahead you will be able to directly sign in with the help of your registered email address. For signing in:
- Go to the Zoho Inventory website
- Now click on the Sign In button that is there in the top right corner of the window.
- Enter the right email address and password and go ahead.
- Click Sign in and you will be logged into the Zoho Inventory
- In case you have also configured two-factor authentication, you can enter the One Time Password sent to your mobile phone.
- Check the verify code.
- In case you have not configured the two-factor authentication and wish to do the same then click on Manage TFA to do the same.
Zoho Inventory
- Dashboard: The main purpose of the dashboard in the Zoho inventory management software is to give information on what all transactions were doing so far. It will contain an inventory summary, product details such as all items, item groups, low stock items, unconfirmed items, sales activity, etc. It is basically like a home page and the very first thing that you are going to see when you log into your Zoho Inventory account. Its main purpose is to give you a clear picture of all the sales completed by a company and stock summaries as well such as sales orders generated by far, stock purchased from a vendor for the selected period, top-selling items, etc.
- Sidebar: The sidebar is to access all modules of the Zoho Inventory. It enables the creation of transactions like sales orders and invoices from the Sales modules and it also helps in recording the transaction such as receives and bills from the Purchases module.
- Recent History: With the help of recent history, you can view the recently visited transactions.
- Organization Name: Here you can manage and even change between different Zoho Inventory organizations.
- Quick Create: The Quick Create tab enables you to create new transactions for different modules almost instantly.
- Settings: This allows you to customize the Zoho inventory modules so that they become suitable for the business.
- Help and Support: You can get quick access to the user guide and also reach out to the support team with the help of this section.
- Notifications: Finally, notifications help in receiving all the important alerts on marketplace sync status, new product updates, and low stock updates.
Navigation in a Module
The module page of Zoho inventory management software is designed particularly to facilitate easy and simple transactions, filter them, navigate to the module settings, and perform other functions as well. It includes the following things:
- Page Filters: With the help of this option, you can filter any data in the modules based on the present criteria. This also allows you to create your own filters.
- Collapse Button: This button is for collapsing the sidebar and providing more space to navigate within the modules.
- Creation Button: The creation button helps in creating transactions, contact, and also an item based on the module in which you might be tagged.
- Action Buttons: This button helps in performing various actions on the transactions that are specific to different modules.
- Search: You can look up items, different transactions, and contacts in the search bar.
- Hamburger Icon: It helps in sorting the modules based on factors such as created time and last modified time. This icon also helps in importing and exporting the data regardless of the respective modules. Furthermore, you can also generate the respective module preference page from this icon.
Conclusion
It can be easily said that Zoho Inventory is one of the best-suited tools for retailers and online merchants. It is a scalable tool with four plans while also including a free plan.
If you are a retailer or know one who might be interested in the Zoho inventory integration then get in touch with the expert team of Encaptechno. We can help you from beginning to end until you start to see tangible results because of the Zoho Inventory implementation.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Abhishek - Zoho Partner
Sticky Posts
Ask the Experts - Zoho Inventory #15: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Desk
Hello all! Customer experience lies at the heart of business success. In this week's 'Ask the Experts - Zoho Inventory', let's discuss integrating Zoho Inventory and Zoho Desk for better customer experience. Zoho Inventory integrates with Zoho Desk to bring you the speediest communication with your customers. This integration helps you make sure that your customer service representatives and your sales team are always connected to your back office so they can immediately respond to order-relatedAsk the Experts - Zoho Inventory #13: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Sign
Hello all! We are back with an important topic for discussion today on 'Ask the Experts - Zoho Inventory.' Let's discuss the integration between Zoho Inventory and Zoho Sign for e-sign capabilities for your organization. We're seeing a tremendous increase in e-signature requirements with most of our customers currently working from home. At the moment, the only workflow available in Zoho Inventory to handle this is to create an Invoice and get it signed digitally by your customers. Here are some
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Option to Customize Career Site URL Without “/jobs/Careers”
Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving toPreserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects
Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We useEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsIntroducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023
Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll beSupport Bots and Automations in External Channels
Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channelsWorkdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaHow many clients can be added to Zoho Practice?
How many clients can be added to Zoho Practice without having their zoho app?Add Comprehensive Accessibility Features to Zoho Writer
Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 CurrentNeed more details on API Usage Dashboard
Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept thereZoho Sheet for Desktop
Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?Global Search placement in the new UI
Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI hasEdit item custom fields
Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !Rendering PDF to view on page
My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded. (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)Dynamically Fetching Lookup Field Display Value
I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of theCreate folder is fetch fails
coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. TryingWorkflow workdrive rollout
Hi! When will workflow be rolled out to all users? Thanks.Workdrive and ChatGPT Team Synced Connectors
Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team editionCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesInvokeURL butchering JSON for OpenAI API calls
My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this toIs it possible to pull the Zoho desk data into Zoho analytics in real time
Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?Microsoft Teams now available as an online meeting provider
Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the MeetingsAccount in Quick View Filter
I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes anyAccount in Quick View Filter
I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes anyAbility to Create New Items When Zoho Trident is Minimized via tray or taskbar icon
Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access toBug Report and Suggestions for Improvement in Zoho Applications
Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. ZohoEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithI can not see Undeliverable emails from my Mass Email Leads activity in CRM
I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?Select Zoho Contacts as Meeting Participants in Zoho Cliq
Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: OrganizationAbility to Select External Users from Participants List When Scheduling Meetings
Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only underKaizen #212 - Map Dependency Fields in Zoho CRM using APIs
Welcome back to another week of Kaizen! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We truly enjoy helpingOutdated state in mexico
Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find theIs anyone using Zoho Flow with airtable?
I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch fromSOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET
TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHOOrganization Emails in Email History
How can I make received Org Emails to show up here?AI in Zoho Workplace: A Sneak Peek into What’s Coming!
Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the firstDisplay Client Name in Zoho Creator Client Portal Dashboard
Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currentlyMeet Canvas' Grid component: Your easiest way to build responsive record templates
Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.Migrate file from Single File Upload to Multi File Upload
Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?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 thereWorkflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.Next Page