Can I create a custom formula field in Items?
I would like to create a custom formula field in Items. I want the formula to calculate a percentage of the sale price. Is that feasible?Batch/lot # and Storage bin location
Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the natureMass edit / Mass update products
Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?Adding weights for items
Hi all, I'm a new user and am a manufacturer. We sell our products wholesale. We currently use a couple of different couriers that don't integrate with Zoho and a few different box sizes. Currently, I raise the SO, Invoice, Packaging slip etc. in ZohoHow can I import product images into Inventory?
I have over 2000 product images to import. Can this be done in bulk? Doing it manually will take far too long. John Legg Owner: The Debug StoreHow are people handling estimates with Zoho inventory?
We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managingZoho Inventory to Xero Integration
Hi we are planning to embark into Zoho inventory, however need an integration to Xero. Does anyone know a solution Regards Team AxezeMultiple 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 differentIntegrate Zoho Inventory with Woocommerce
Please can you help me? I have an online sales platform using woocommerce and I want to sign up for a Zoho Inventory account. How do I manage my orders without having to switch to Shopify. Please help. Very urgentHOW TO CREATE MASS INVOICES IN ZOHO INVOICE?
HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?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 formColours Schemes in Item mAster
Can i Give different colour to different text in item Master see the attached image for clarification I want to give colour to Cost Price . Selling price, Vendor name etcWhat Books / Shipping integration do you use, and why?
What Shipping integration do you use, and why? We ship with UPS, and UPS extends to us some cost discounts. Any integration we select must make that portion of the process transparent: we 'register' our UPS account with the Shipping provider, and theInventory "on hand" when entering Sales order does not net off committed stock.
When our Sales team is entering a Sales Order in Zoho Inventory or Zoho Books the inventory it shows is the "physical stock" or the "accounting stock" but does not show the "Available to sell" which is truly the amount of inventory we have after netting off the committed stock. Is there a way to get that inventory to show "Available to Sell"? There is a small icon that they can click into to see this information but when creating a Sales order for a large account doing this for 20-100 line itemsCloning orders - Ship too address
Hi, Is there a specific reason why the SHIP TOO address does not follow when cloning an order. If not, can this be added to your updates? Thank you!Print PO receipt
Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not haveZoho 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.Enabling SMS notifications for Shipments and deliveries
Right now Zoho Books / Inventory only lets sending SMS notifications for several features but the ones regarding Zoho inventory are not included. This notifications such as package sent or package delivered I believe are quite important so it would beOption needed to Invoice from single part shipment and multiple part shipments.
E.g. Currently we make sales order let save for 10000 cases of different items. Part Packaging and Shipments are made during the month. Sometimes the sales order is not closed for 2 month. To make invoice for part shipments is like manual work we haveItems Landed Cost and Profit?
Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide theAbout 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 requestsInconsistent documents between modules - Package slip & Shipment order
We have recently moved over to Zoho One from TradeGecko and we have noticed a few strange inconsistencies between the document templates of various modules such as the Package slips and the Shipment Order. Package slip consists of the following informationInventory - no field on package slips for the sales order reference number
This is about the sales order reference number (customer's purchase order number), not the sales order number. We use Inventory for package slips - however there is no field for the sales order reference number (which is the customer purchase order number) - please add this to the package slip or the customer cannot match deliveries to orders. The field is in the sales order but not as an option to add to package slips. There is the field in Zoho Books called reference number so why not in Inventory?Item line sorting - Sales Order
Hi, I see it is possible to change the display of your items when editing an order, Example, drag an item from line 1 to line 4. Other than the way each item has been entered one after the other in an order, is their a function where you can filter theDiscounts as a nominal figure, not only percentage
Hello, please make it possible to give a discount as a nominal figure and not only as a percentage. Sometimes it's easy to pick a number and enter it than having to pick a number and work out the percentage, which is not always a round figure. ThankBatch Number on Packing Slip
When we send orders to our warehouse, we want to tell them the batch number to pull from the shelf. It seems we should be able to pick the batch when assembling the package. In the current Inventory, we have to create an invoice, pick batches for the invoice. This is too late. As a workaround, we are sending the invoice to the warehouse (via a template that removes most of the price information). This is cumbersome and causes our warehouse to see the total invoice price (which can't be removedQuantity Allocation on order
Hi, Is there any way to allocate or deallocate quantities on orders. For example, if I have a booking model, I do not want certain quantities/items to be engaged on an order for a certain time lapse. I want to keep them available for sale on another salesShip-to Addresses for drop shipments
Most of our orders are drop-shipped to addresses that are rarely or never used again. Right now, we have to input the ship-to company name in the "attn" field, then save the ship-to address with our customer's information. It's a lot of extra steps (andCredit 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,Workflow rule for packages/shipments - In app notifications/emails
Hello, Id like to create emails or in app notifications for packages and shipments. Anyone know if this is possible? Scenario: Sales team create sales order for immediate invoice/payment and collection. Ideally would like a in app notification to beShopify Integration - Customers being created as 'accounts' in CRM
Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'Books Custom Modules replication in Inventory
Hi, so we have a custom module in Books to store shipping types, charges and costs in a form of a dropdown. It is used in new SO's and then a script fills in the right shipping charges and calculates margins. Some users tend to use Inventory and whenCustomer Account Numbers
Hello, possible to add a feature where the system generates a unique account number for business customers, thereafter the ability for sub-account numbers, for example for a company with branches. Thank youAllocate User To Branch
Hi, make it possible to associate a user with a branch so that the system automatically selects that users branch/items from that users branch. Thank youAllocating Salesman To Customer
Hello, please add a feature to allocate a salesman to a particular business customer/account. RegardsLeading Zeros for UPC/EAN Codes?
Why are leading zeroes deleted for UPC and EAN codes? EAN-13 type is literally a UPC with an extra leading '0' - why not just change the data type from Integer to Text or something similar that will support the data as required? I did connect with supportCreating Restaurant Inventory Management on Zoho
Hi, We run a small cloud kitchen and are interested to use Zoho for Inventory and Composite Item tracking for our food served and supplied procured to make food items. Our model is basically like subway where the customer can choose breads, veggies,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?!? ThanksPackage and Shipment needs link to Sales Order
When clicking Packages or Shipments from the left panel and clicking into a given Package or Shipment, the Comments and History tab needs a show a time stamp with a link to the Sales Order so that we can easily get to the Sales Order to perform necessaryCLIENT 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 ourNext Page
Announcements
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 haveTip #3 Automating total item weight calculation for your sales orders in Zoho Inventory
Hello, Hope the day is treating you well. Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders. How does this work? First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you orCelebrating 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 steppedWhat's New in Zoho Inventory - October 2022
Hello customers, We hope you’re doing well. This month, we've released a new edition of Zoho Inventory, enhanced the shipments module, and added powerful extensions that will supercharge your inventory experience. Here's what's new in Zoho InventoryWhat's New in Zoho Inventory - September 2022
Hello customers, We've been working to bring you new features and updates to help you manage your inventory more efficiently. Here's what's new this September in Zoho Inventory: Ultimate Plan We're thrilled to introduce the new Ultimate plan of Zoho
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Package and Shipment needs link to Sales Order
When clicking Packages or Shipments from the left panel and clicking into a given Package or Shipment, the Comments and History tab needs a show a time stamp with a link to the Sales Order so that we can easily get to the Sales Order to perform necessaryCan we make Transfer Orders based on Physical Stock?
We are a manufacturing company and prefer to manage stock in "Physical Stock" mode. But if we don't have enough available quantity in "Accounting Stock", we couldn't make Transfer Orders, right? Is there any work around with this issue?Item line sorting - Sales Order
Hi, I see it is possible to change the display of your items when editing an order, Example, drag an item from line 1 to line 4. Other than the way each item has been entered one after the other in an order, is their a function where you can filter theShopify Integration - Customers being created as 'accounts' in CRM
Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'Allocating Salesman To Customer
Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards
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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 someZOHO Inventory - Early Access
https://twitter.com/zoho/status/646715717849493504
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