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 click
Linking 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, some
Description 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 unformatted
A 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 of
Feedback 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 there
Zoho 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 these
Associate 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. -Suraj
How 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 one
Allocating Salesman To Customer
Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards
Multiple 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, Chris
Credit 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. I
Amazon 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 is
Configure 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 and
How to make item transaction in zoho inventory
Hello Sir How to make item transaction in zoho inventory . Thanks
Square 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 the
New 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
Some 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?!? Thanks
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 have
Adding 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 inventory
Bin 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). As
Show 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 for
attachment 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 8AaGSF
Sync 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? Thanks
Stocktake??
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 so
Zoho 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 as
About 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 requests
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