PO - Missing Link From Receive To Bill & Redundant Convert Button
Hello, I noticed a missing link when marking a PO "received" before creating the bill. When we mark received, we are taken to a screen where there is no option to create the bill, we have to click on the PO link to go back to the PO. At PO if we clickLinking Invoice to Sales Order
Hi Guys, The Subject is not typed wrong. I would like to know if we can Link a Invoice to a Sales Order? There are times when we do Projects and items and Item Quantities tend to get Added / Deleted / Modified. This is very common. For example, someDescription field in Items (Zoho Inventory)
Hello everyone, I've encountered an issue where each item has a lengthy description that spans two page. This is causing difficulties when trying to view the data in the list view. Please refer to the image below: Furthermore, the data appears unformattedA way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group ofFeedback on New Settings UI
To be honest, I'm not a fan. I'm not seeing how this is advantaged over the old settings UI. I'm sure I'll get used to it, and it's probably fine. However, my big complaint here is the man-hours that got put into this minor aesthetic change while thereZoho inventory keep track how many times same product came back.
Elle everyone, I was wondering we have this costumer that is doing recycling of old items and will probably lend an item and take it back after it been use. I was wondering if with Zoho inventory we could achieve this. What I was thinking is assign theseAssociate an invoice template for Zoho Commerce orders
Hello This question relates to Zoho Commerce and Zoho Inventory/Books ... Is there a way to automatically associate a particular invoice template for all Zoho Commerce sales channel orders?Multi piece shipment
We are new to Zoho and appreciate the help in advance! I am working with several multi piece shipments through Fed Ex and UPS. Does anyone have the process for how this is done or a setting I may be missing?Shipments - Are Shipping Costs Journaled?
When recording a shipment, there's an area in the UI for Shipping Costs. I always assumed that was just a field in the Shipment Order record, but when I enter it for a Sales Order in FCY, there's a currency conversion that looks like it's taking place:Editing a bundle
How can I edit a bundle?Inventory management for franchise business
Hi, We use Zoho books for billing and accounting in our franchise business. I was wondering if a franchise partner has access to 1. View his inventory 2. Take daily/weekly/monthly stock check 3. Raise a Purchase order. -SurajHow change shipping address in package in Z
Hi everyone, I hava a problem with the shipping address in package module in Zoho Inventory regarding clients that have more a shipping addresses for their business. Example: My client is ABC Company and has a shipping address in Milan and another oneAllocating Salesman To Customer
Hello, please add a feature to allocate a salesman to a particular business customer/account. RegardsMultiple packages in one shipment
Guys we have been asking for this for years. we want to be able to ship multiple packages for one customer in the same shipment, so as to avoid entering shipping info repeatedly, and avoid customer getting multiple tracking emails. When does this arise?Alias Name (on items) use case in Zoho inventory
Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, ChrisCredit Allocation Approve Request For Subordinate Staff
Hello, the way the system allows credit allocation does not make sense for all business'. My sales staff have "view" permission selected but cannot allocate credit, your support says they have to have the "create" permission active but in our business,Inventory Adjustments Effect
hello I have a question Please I have many inventory adjustments that have been done on Zoho inventory to account cost of goods sold and I noticed that an entry is run automatically with each sales invoice that made a decrease in cost of goods sold. IAmazon Tax Mapping
Is there an area in the system where we can look at the mapping of orders coming in from Amazon through the integration? The reason I ask is because of taxes. If an order comes from an area where we do not charge tax, Amazon charges the customer tax,Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,Custom Sections for Custom Fields
I use a fair number of custom fields for Inventory, and they serve many different purposes. Right now, they're just all crammed together in one section at the very top when the user edits an Item (as an example) in the native interface. Everything isConfigure access in field customization
Please look at the attached image & explain to me why this configuration should throw an error ?...Link item in purchase order to Customer
Is it possible to link each item in purchase order to a customer which would create an associated list, so I can easily find where, when and what my customer have order from us. Thanks!Quotes in Zoho Inventory
Hello everyone, We are currently looking to implement Zoho Inventory for order management. The business workflow covers the "Quote/Estimate" cycle prior to the creation of a sales order. We track all activities within Zoho CRM, including the leads andHow to make item transaction in zoho inventory
Hello Sir How to make item transaction in zoho inventory . ThanksSquare Payment option no longer present in Zoho Inventory Invoices?
Hi Folks, previously (last week) we had the option to allow Square payments from ZI invoices. Once this option was selected we could then "charge customer". I no longer see this option even though Square is configured and active. Any suggestions?Printing receipts has page breaks
When using a thermal printer and printing invoices for deliveries the submitted file has page breaks and a bunch of empty space at the end. Is there a way to have the invoice come out as a continuous piece with no page breaks and stop printing at theNew field request: Virtual Stock
Hi there, We have a Shopify store and we sell a lot of product bundles, i.e. Composite Items. If you want to sync stock of a Composite Item in Zoho Inventory to Shopify, you have to use the Create Bundle feature. This will consume stock of the associatedSome Items not showing up in Composite Item selection Process
Hi, I've created about 35 items and now I'm creating about 10 composite items from this, but some (about 7) of my items aren't showing up when I try to add them to my composite item... Any thoughts about why some things might not show up while most do?Create a Sales Return Receive. Can not create sales return recive
POST /salesreturnreceives {{Books_Base_URL}}/api/v3/salesreturnreceives?organization_id={{Organization.Organization_ID}}&salesreturn_id=188922000008266525 { "date": "2022-01-28", "line_items": [ { "line_item_id": 188922000004095887, "quantity": 1, },BIN Locations
Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? ThanksTip #1 Automating online sales order to invoice conversions in Zoho Inventory
Hello, Hope the day is treating you well. We've been getting more than a few requests from online sellers who use Zoho Inventory to help them automate invoice generation for all online orders that drop into Zoho Inventory automatically from a sales channel or a shopping cart that they have integrated. Are you an online seller like them? Then we've got some exciting news for you. You can do it with the help of a few simple things that we'll see here today. So how do we go about this? If you haveAdding a Reference Number to UPS labels and printing labels directly
Hello All, We have been using Zoho Inventory for a couple of months to ship our products. It works fairly well with a few issues. One is, we want to the Reference Number from our Sales Order to print on the UPS labels. We used to be able to do this with"Inventory tracking cannot be enabled or disabled for items that have transactions."
I'm trying to enable inventory tracking for all items in my company's inventory but I keep running into this "Inventory tracking cannot be enabled or disabled for items that have transactions" issue. This seems to suggest that in order to enable inventoryBin locations and lot location
Hi Zoho team, The lot number and bin location numbers are becoming increasingly urgent. We are currently using a work around but this involves a significant amount of manual work to track inventory (beating the point of having an automated system). AsShow discounted amount on sales order / invoice against MRP when using Price List
Zoho has this great feature of having different Price Lists. The only thing missing perhaps is that MRP isn't shown when a price list is selected and discounted amount isn't shown on Sales Order / Invoice. This simple feature could be a great tool forattachment via python Rest API
I'm trying to attach a file and I only get the following code {"code": 15, "message": make sure that F} \ u0012: o9__ Jq \ rsC P \ u0003L \ u0006 \ u0018 \ u0007L Agz $ $ \ u001CppX \ u0017u ~ \ u00117u ~ \ u001E \ u0010] 4 \ u0006F \ u0017 P] \ f \ u0010 \ u0012 q9- \ nj \ u0005 ֏ k | \ u000F \ u0003 {~ E \ u0001: W \ u000F RJv \ u0018 {x {} and 9 6 @ n \ r I4 vL \ u001A. \ u001A 5 - r <HZ \ u0005 Y \ u0019A \ u001F n T U W, i; N \ u0010 \ u0011 Y \ u000F a ^ OVn P1 <K8 G c G \ u0018B in 8AaGSFSync Stock Quantity between CRM to Inventory
How can this be achieved? I tried updating the product stock quantity's in the zoho inventory, but it would not change stock quantity's in the Zoho Crm, any ideas? ThanksStocktake??
Hello! I'm new to Zoho Inventory and am trying to figure out how things work...I have been reading the help docs etc but I'm not finding anything about being able to do a stock take? Is there no feature for barcode scan stock takes on Zoho? Thanks soZoho Inventory synch with QBO double counting Payments
I'm posting here in case someone else has or had the same problem and found a solution. Thanks for any help. Me Hello, we are using QBO to accept payments and invoice customers. When we need to close an invoice in Zoho Inventory, we mark the invoice asAbout maximum number of requests per minute
Hi, Our company has integrated Zoho inventory and we're using the shipping order creation and update functions and so on. Currently we're receiving "For security reasons you have been blocked for some time as you have exceeded the maximum number of requestsNext Page
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Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,Tip #1 Automating online sales order to invoice conversions in Zoho Inventory
Hello, Hope the day is treating you well. We've been getting more than a few requests from online sellers who use Zoho Inventory to help them automate invoice generation for all online orders that drop into Zoho Inventory automatically from a sales channel or a shopping cart that they have integrated. Are you an online seller like them? Then we've got some exciting news for you. You can do it with the help of a few simple things that we'll see here today. So how do we go about this? If you haveWhat's New in Zoho Inventory - July 2023
Hello users, As we step into the second half of the year, we are back with another set of updates that will make your inventory management a breeze! Let's take a quick look at what's new this July. New Allocation Methods for Landed Cost Introducing twoIntroducing Batch Tracking on Zoho Inventory!
Ever wanted to track the expiry dates of your products so that you may be able to sell every item that arrived in a batch? Ever wanted to curb the instances of selling defective units to your customers? Well, your wait is over! We have something that would help you do all these things and more. Zoho Inventory is happy to announce the release of its much-awaited feature, Batch Tracking! What is Batch Tracking? The term Batch Tracking, in its primal form means, to track a group of items with similarWhat's New in Zoho Inventory - May 2023
Hello customers! We've compiled a list of some of the major updates that were made to Zoho Inventory this April. Let's take a look at what's new this month: Cross-Origin Resource Sharing (CORS) We've added support for Cross-Origin Resource Sharing (CORS)
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Custom Sections for Custom Fields
I use a fair number of custom fields for Inventory, and they serve many different purposes. Right now, they're just all crammed together in one section at the very top when the user edits an Item (as an example) in the native interface. Everything isAssociate an invoice template for Zoho Commerce orders
Hello This question relates to Zoho Commerce and Zoho Inventory/Books ... Is there a way to automatically associate a particular invoice template for all Zoho Commerce sales channel orders?Configure access in field customization
Please look at the attached image & explain to me why this configuration should throw an error ?...Partially receive PO without partial Bill?
Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receiveNew field request: Virtual Stock
Hi there, We have a Shopify store and we sell a lot of product bundles, i.e. Composite Items. If you want to sync stock of a Composite Item in Zoho Inventory to Shopify, you have to use the Create Bundle feature. This will consume stock of the associated
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Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,Celebrating our Zoho Community SuperBuds
The SuperBud program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs andZUG leaders, have steppedAsk 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-relatedAuthtoken Deprecation for Zoho Inventory APIs
UPDATE (7 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate API calls is being deprecated on 30 August 2021 across Zoho's Finance suite of products,Ask 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
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