Cost of Goods Value was double due to Composite Items
Hi All, I am running small home based manufacturing unit for Paper bag. I am facing dual account issue while create Composite items. Can anyone share your input if you are already in manufacturing business. I added all Raw material, Labour and other
Possible to export Sales Order line items to CSV?
Is it possible to export a sales order by line item to a csv file? Would a custom function be able to do this?
Tip #4.2 Auto-creating package and shipment records for your online sales orders
Hello again, I hope you've checked out the part 1 of this post where we auto-create packages and shipments for your offline orders. This is part 2, and here we will see how we can automatically create packages and manual shipment orders for your online sales orders (or in other words, orders generated from Amazon, Etsy, Ebay or Shopify). Setting up the custom function: Log in to your Zoho account and click on this link to generate an Auth Token which is required to make this work. Open your Zoho
Change Multiple Prices on One Screen
Is there a way to change prices when items are listed on the page instead of having to click on each individual item, edit, and change the price?
Ask the Experts - Zoho Inventory #27: 5 hours of live discussion on the Google Shopping integration for Zoho Inventory.
Hello everyone, We hope you're all doing well. We are back here with another episode of 'Ask the Experts - Zoho Inventory' to discuss everything about the Google Shopping integration for Zoho Inventory. Every business needs marketing, because new customers
What's New in Zoho Inventory - May 2022
Hello customers, This month, we're back with another set of fresh updates and enhancements that we've made to Zoho Inventory. Let's dive in and take a look at what's new: Integrate your Zoho Inventory account with your own EasyPost account It's now
Filter Zoho Inventory API Contact List
I am trying to query the Zoho Inventory API to list all contacts that have been modified since a specific date and time. I am sending a GET request to the following endpoint: https://inventory.zoho.com/api/v1/contacts?last_modified_time_greater_than=2020-09-22T06:44:08-0400
Related Lists for Composite Items
Composite items really need to have related lists available, just like regular items. It might be even more important for composite items. The pressing use case here is for people who are using the Zoho ecosystem for manufacturing. One of the shortcomings
Manually Backorder Sales Order and/or Change Sales Order Status
Is there an option to manually 'backorder' a sales order, or otherwise change it's status? In some cases, we receive orders for products that are out of stock, but we already have issued POs to our suppliers for replenishment. Ex- we created a PO on
How to issue BOM and track its cost?
We are struggling with Zoho inventory as it doesn't allow any materials to get out unless it is sold, but we are a cabinet makers. and when we get the design from the showroom, we prepare the BOM and send it to the warehouse, who cannot find any option
API Key Support for Inventory or Books
Could someone tell me if Zoho supports API Keys for either Inventory or Books? I can't find documentation regarding that. I can see OAuth support but what I need is more like 2-legged OAuth to connect my backend to Zoho. There is no browser or actual
Zoho Inventory to Zoho CRM - Option to either link by SKU or Product Name
We have multiple Shopify sites we want to link to inventory, but the product names we have on the sites are different although the SKU is the same. We need to be able to link by SKU not product name into the CRM for our CS agents to see product inventory
Tip #2.1 Auto-updating shipment charges from multiple shipment records to sales orders in Zoho Inventory
Hello, Hope you are doing good today. Last week we saw how we could convert our online sales orders into invoices automatically. This week, we will see how we can automate the process of adding up shipment charges from across multiple shipment orders and add the total shipment cost to a sales order or an invoice using custom functions. To make it easy on the reader, we have split this post into two parts. Part 1, or in other words this post will tell you how to apply this custom function to sales
Woocommerce Integration
Has anyone else used another platform apart from kloudconnectors to connect Woocommerce and Zoho Inventory?
More Flexible Search, Especially "is empty", and/or Sort Options
Here are some use cases and examples: We have a custom field with a date column that lists the date the item was created/imported. It would be really nice to simply be able to search for instances where that field is empty, but only date fields can be
Case Pack option for FBA Inbound shipment in Zoho Inventory
Requesting the send to amazon feature for FBA replenishment include the ability to : 1. Choose casepack as well as individual products 2. Choose who labels and preps 3. Choose the ability to ship via small parcel or LTL This would greatly enhance this
Zoho Inventory: 2021 in a Nutshell
Apart from these updates, we've made a lot of other improvements to Zoho Inventory which you can view by visiting the What's New timeline. If you have any questions, feel free to write to us at support@zohoinventory.com and we'll be happy to help. We
Zoho Inventory Community Digest March 2022 - a monthly rundown
Hello all! Hope you are doing well. We are back with another Community Digest for Zoho Inventory. This month, let's take a look at some interesting updates in the app along with feature spotlights, tips, and more. 1. Spotlight In the spotlight for March,
Tip #7 Applying a preset credit card charge to a sales order
Good day! Previously, we saw how we could automate vendor notification emails against purchase deliveries. Today, we will see how we can apply a percentage of the total amount as a credit charge to your sales orders. How does it work? Well, we add a string type custom field to capture credit card charges to the sales order module via preferences. Then we navigate to custom functions under automation, we specify the value for the custom field (yes/no) and set a percentage for credit card charges to
Drop ship inventory throwing books off
I have Zoho Inventory synced with my Shopify website, it pulls data for stock availability for both stock we hold and stock that is held and drop shipped by the supplier. When that data syncs with Books opening balance, it is showing all the drop ship
Amazon FBA to Zoho Inventory troubles
Hi We have been working for a few months trying to move parts for our business over to Zoho (we went with Zoho One) and have been having a really hard time with getting Zoho Inventory working smoothly. Been working with support but been about a month
How do I setup SERVICES in ZOHO Books and ZOHO Inventory
We have an Appliance business. We offer many services that do not include physical items, but we need to add them to Sales Orders. For example: -We offer Curbside/Garage Delivery Service. -We offer Delivery & Installation Service. -We offer
Zoho Inventory's 2020 Journey in a Flash
We hope you like the latest updates and would love to hear back from you. Drop a comment below or write to us at support@zoho-inventory.com. We'll be back next month with some new additions to Zoho Inventory. So here's to wishing you a safe and prosperous
Inventory - Items: Exports do not include serials numbers or batch numbers (even not when I chose "Include Serial Numbers") ?
When I export items (by showing all active items, and selecting "Export Items" in the hamburger-menu), I can chose the export to include Batch Numbers and/or Serial Numbers. But the field "Serial Numbers" in both the CSV-file or XLSX-file is always empty,
Item wise Commited Stock
We need Item wise Committed Stock Report, right now in inventory reports, sale order wise a committed stock report is available, Let me how it is possible to get that report...
Default addresses reverting when cloning sales orders
When a Books or Inventory contact has several addresses and we clone a sales order with an additional address, it reverts to the default shipping address. Either we have to check the address again to change or sometimes this is missed by our staff and
Serial Number Management In Zoho
"Can i maintain serial number wise stock location (like rack 1,2,3 etc) stock grade (A,B,C,D)"?
Backorder tracking
We are a wholesale company import from different countries. We get shipped by ocean containers. It takes up to 3 to 4 months for shipment arrival. At least half of the items we order is non inventory items because it’s custom made for particular customer.
How to Integrate Zoho Inventory with 3rd party app (PHP website)
We are an authorized partner with Zoho and we have a client, who wants to integrate their PHP website with the Zoho Inventory and Books. We tried hard but couldn't achieve success. We want to integrate the Zoho inventory with the PHP website (2-way sync)
cost of goods sold
Dear team, Where can I find the cost of goods sold per month?
Zoho Inventory - Purchase order imports are case sensitive
Hi, I have imported my inventory items. When I import Purchase Orders, the system creates new items when item SKU is not exactly the same 'Case' eg. If item SKU is "ABC". I import "Abc", then a new item is created Is there a setting to turn off Case
Zoho Inventory - Set status to paid
Hello I have Zoho Inventory setup to import WooCommerce orders. Now all of my orders are already paid in WooCommerce. My current workflow is (it's all automated): - Create a package - Ship package - Set status to closed But I think what is missing is
Ask the Experts - Zoho Inventory #29: 5 hours of live discussion on Client Portal for Zoho Inventory
Hello everyone, We hope you're all doing well and are having an amazing week here. Today we are back with another episode of Ask the Experts - Zoho Inventory, and would like to discuss in detail the latest feature of Zoho Inventory, the client/customer
Authentication API for Inventory
I'm trying to create an integration with Zoho Inventory but am hung up on the way the OAuth requests work. If I use Postman, no problem. But if I try to use python (because I don't want to manually interact with the API). I'm stuck on the first few steps
Disconnect Zoho Inventory and Zoho Books
This may be an uncommon request, but is there a way to disconnect our Zoho Books and Zoho Inventory accounts, so that invoices in Zoho Inventory do not automatically get created in Zoho Books? I cannot find any way to disconnect them from the integration
Zoho Suggestions
Hello, please consider the following Allocating a salesman to a particular business customer Giving users the option to commit stock or not because many customers request a quote then never buy, so if a salesman does not follow up the stock remains committed.
Custom Button to change Sales Order template and print
Hello, Is it possible to create a custom button (or function to call somehow) for Sales Orders that will update the template applied to the Sales Order and bring up the print preview screen with that changed template? We'd like to create 2 or 3 custom
Expense by warehouse
We sell our products directly from our houses located in different cities. There are different sorts of expenses occur for each warehouse. For example, Rent, food, automobile, electricity and internet bills. Is there any way to know the expenses generated
"You do not have sufficient stock to create out-transactions..."
Hello, I received this error, trying to convert SO to invoice: "You do not have sufficient stock to create out-transactions for the item CMP 6. Please restock the item and try again." But I DO have stock... Noticed that if this Composite item is bundled
Change how a variable displays when executed within a custom module
I have the following code for a custom button within a new custom module I'm building: record_name = cm_returns.get("record_name"); cf_dealer = cm_returns.get("cf_dealer"); cf_item = cm_returns.get("cf_item"); cf_item_2 = cm_returns.get("cf_item_2");
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