Lookups and Custom Modules
I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship
How can I add a Custom Field (or Customer_name) to a picklist?
Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
How to Manage Two GST Numbers / Two Companies in a Single Zoho Inventory Organization?
Hi Team, We currently have two separate legal entities: A Proprietorship Firm with its own GSTIN A Private Limited Company with a different GSTIN However, operationally, both companies deal with the same products, and we would like to manage the physical
What's New in Zoho Inventory | July & August 2026
Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements
inventory removal at packing list or shipment.
currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.
Item description is not displayed
I added the item description while importing the new item through the bulk item Excel sheet, and the import was completed successfully. However, I cannot see the description in the item details under Inventory. Could anyone please advise how to make the
Sync of products and orders between Zoho Inventory, Zoho Books and Shopify
Good Day I migrated from QuickBooks to Zoho Books and Zoho Inventory at the beginning of this year. The migration team assisted with importing my data, but I am currently experiencing multiple issues affecting syncing between Shopify and Zoho. 1. SKU
Shopify B2B Integration: Option to Match Customers by Company Name
It would be great if the Shopify integration could include Company Name as a customer matching option. At the moment customers can only be matched by: Email Name Email and Name Phone For businesses using Shopify B2B, the company is often the customer
Allocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
Add a proper “Split Sales Order” function
Currently the only workaround is to clone an order and manually delete items from each order. A simple split function would allow users to choose lines or quantities and move them into a new sales order. Examples: Customer wants available stock shipped
Create Package From A Picklist
Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we
Zoho Inventory – Stock Allocation and Warehouse ManagementAs we implement Zoho One in our organization, we are currently facing a challenge with stock allocation and warehouse management. While the wa
As we implement Zoho One in our organization, we are currently facing a challenge with stock allocation and warehouse management. While the warehouse management part can be handled in Zoho Inventory, our main requirement is the customer-wise stock allocation
Multiple barcodes and sku aliases
Hi, It would be great if you could add the following features: Allocating multiple barcodes to a product as sometimes different barcodes are in circulation in a particular market. As well as different barcodes, sometimes, different SKUs are used by different
No Sales Returns on SO's with Dropped Shipped items + Inventory Items
We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This
Invoice Only Shipped Items
Dear Zoho, We are a company that deals with sales orders with 600-1000 lines We need to be able to do partial invoicing based on shipped items Right now when we click convert to invoice we can not only select items that have een shipped It takes hours
Adding VENDOR SKU to PURCHASE ORDERS
how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
Multiple Vendor SKUs
One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
Anyone having a problem with new ZInventory features not being available to Zoho One Users?
Currently more and more of Zoho Accounting enhancements are being releases as "Enterprise stand alone version - not "Enterprise Zoho one Version." I just found out that the new "Purchase Returns" module is this way. Zoho needs to re-evaluate this. This
Zoho Inventory - Managing Items With Multiple Suppliers
Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,
Formula UI Problems in Custom Modules
There are several weird aspects to the UI for Formula fields in Custom Modules that should be addressed. First, and likely most fixable, is the requirement of the syntax checker that the output be a string. Specifically, the issue is that the user is
Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received
Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon
How to Allocate Incoming Purchase Stock to Specific Sales Orders in Zoho Inventory?
Hi all, We are using Zoho One Enterprise and need guidance on managing sales order–wise allocation of incoming stock in Zoho Inventory. Our workflow is: A customer order is received, and the Sales Order is confirmed. The sales team immediately creates
Estimates or quotes in Inventory
Our pottery wholesale business is heavily inventory based. We are planning to switch from Quickbooks to Zoho Inventory which will be a great improvement on the "sales" side for in-house sales and salesreps. The only thing we are missing in Zoho Inventory
Deleting invoice (not syncing with Xero)
If I delete an invoice or Bill in Zoho Inventory, it doesn't sync with Xero. So my Xero accounts are not correct. Whats the point of being able to delete a transaction in Zoho if it doesn't sync to my accounting package? How can I do this?
How can we allocate incoming PO stock to Sales Orders, and does Backorder automatically reserve it upon receipt?
Hello Everyone, We want to allocate incoming Purchase Order quantities to specific Sales Orders before the stock arrives. For example, from an existing PO of 100 pieces: 40 pieces assigned to SO-A. 35 pieces assigned to SO-B. 25 pieces left unallocated.
Convert an Existing Single Item into an Item with Variants
Hello Zoho Team, Introducing variants is a great addition to Zoho Inventory. However, we would like to request an option to convert an existing single item into an item with variants. For example, Item A initially comes in only one colour, so we create
Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
API - Available Stock Definitions
Okay, Zoho team... your copywriters fell down on the job for this one :) I think these warrant a bit more explanation as to what they include and what they don't.
Stock (on-hand) Items not updated after using Composite items
Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,
merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
Custom Function not getting package details when triggered from Workflow Rules.
I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed
How can Zoho Inventory help a small ecommerce store manage stock better?
I’m looking into better ways to manage inventory for a laptop store, especially when it comes to keeping track of different laptop models, quantities, alternates and orders. Does Zoho Inventory work well for this kind of business, and are there any features
Zoho Inventory - Profit Margin Feature - Allow Users to Set Default Cost Price Calculation Method
Hi Zoho Inventory Team, I'm working with an automotive parts distributor using Zoho Inventory. They have expressed frustration about having to change the Cost Price Method on every line item they add from the defult "Inventory Valuation Method" to "Item
Assembly Reporting in Composite Item View - Add 'Per-Unit Cost' Column
When a user in the UI goes to a Composite Item, looks under Transactions, and selects Assemblies, the screen below is shown. This is all good information, but one piece of very important data is missing... the per-unit cost. I realize that for those on
CLIENT PORTAL (If clients can place orders directly on the portal)
Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
Zoho Inventory - Imporoved Order Fulfillment Reporting
Hi Inventory Team, i've tried to contact you through support@eu.zohoinventory.com but haven't received a response. I am contacting you on behalf of a client. Our client is a car parts wholesale business and we set them up on Zoho Inventory earlier this
Best way to setup Inventory bin tracking for products with multiple boxes/crates
Hi - we need some advice from the community on setting up Items in the Inventory for products with multiple crates. We have large products in our warehouse where the product is delivered as two large (double pallet) crates. We've setup the Items for these
What's New in Zoho Inventory | June 2026
Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can
Items (products) Export to PDF Feature as a Catalog Generator
Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document. Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers. I've been duplicating this feature in other apps to make a product catalog. Having a central repository of "items" makes good sense,
Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories
Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items
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