How do I change my packing slip numbers to be the same as my invoice number?
I want my packing slips to have the same number as my invoice? How do I do this? I also want them to show the Shopify order numberZoho Inventory Reports question
I created a role for Inventory management which will help to only keep track of the inventory. I have given this role Inventory report access. Is there a way to hide one of the reports under Inventory reports that are available (7)How to account consignment based sales in Zoho?
Hi, We are dealing with vendors who supply us stocks on consignment basis. Below is the given scenario and help us on how this accounting can be done in Zoho books. Day 01 - We receive products from the wholesaler against a delivery note or a challan - lets say 10 units. Day 07 - We sell 04 units online and send the wholesaler a purchase order of 04 units. Day 08 - We receive a bill of 04 units and make the payment. Day 09 - We keep the other 6 units until a new sale is made or we could return themZoho Inventory Digest, June 19 2020
Hello all! We have another edition of Digest for Zoho Inventory here for you. Check out all the updates we have for you this week. 1. Ask The Experts Initiative: Keeping the current remote working strategy in mind, this week's Ask The Experts discussion was on Zoho Inventory - Zoho Cliq integration. You can find more details to this session here and also post your questions on this topic to discuss your ideas with our team or the community. 2. Integration Spotlight: To find out more on thisAsk the Experts - Zoho Inventory #12: 7 hours of live discussion on the integration between Zoho Inventory and Cliq
Hello all! A new episode of Ask the Experts - Zoho Inventory is happening this week to discuss the integration between Zoho Inventory and Zoho Cliq. A lot of organizations are trying to improve their remote working strategy right now, when it's become especially necessary. This integration helps you keep your employees updated on the different activities going on in your Zoho Inventory account. It can update your team channel with details like new online orders, low stock alerts, order approval notifications,Zoho Inventory Digest June 4, 2020
Hello all! We are back with another edition of Digest for Zoho Inventory. Check out the updates we have for you this week. 1. Ask The Experts Initiative: In this week's 'Ask the Experts' we will be discussing about taking your store online along with managing your offline sales and multiple stock location. These days, we see many of our users trying to take their sales online with their currently affected store sales. This integration can help you consolidate your physical store and online storeFree Webinar: Managing your Amazon FBA with Zoho Inventory
Hey everyone! Hope you're all safe and well, no matter where you are. We are hosting a free webinar at 8 AM PST this Friday. In this session, we will walk you through the new and upcoming Amazon FBA integration for the US edition of Zoho Inventory (or for those organizations which have their country as USA and currency as USD). And the details are as follows: Date: April 3rd, 2020 (Friday) Time: 8 AM PST Duration: 30-45 minutes Presenter: Ajay Aadhithya Chandrasekaran Panelists: Members of theAsk the Experts - Zoho Inventory #11: 7 hours of live discussion on the integration between Zoho Inventory and USPS integration.
Hello all! In Episode #11 of 'Ask the Experts - Zoho Inventory,' we will be discussing the integration between Zoho Inventory and the United States Postal Service (USPS). Zoho offers a comprehensive integration for your shipping service via the USPS integration with Zoho Inventory. As everybody is exploring more competitive pricing to ship their packages, organizations are turning to all possible shipping platforms. USPS has been a trusted shipping partner for thousands of businesses, offering excellentUnable to ADD Opening stock
Hi Team, I am trying to add opening stock but facing a challenge where it is showing message as "Serial Number value cannot be left empty. please enter a valid input". even though giving serial numbers based on quantity. please help!What's New in Zoho Inventory - June 2020
Hello, all! We hope you are safe and well during this pandemic. We have introduced a set of much-sought features and enhancements in Zoho Inventory to accelerate your fulfilment process. Read on to learn more. Amazon UK Integration The much-awaited integration with Amazon is now live for the UK edition. You can start fetching online orders, push stock updates and designate a warehouse in Zoho Inventory specifically to track orders from Amazon. Learn more about Amazon UK integration. UPS InternationalAsk the Experts - Zoho Inventory #10: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Commerce integration.
Hello all! This week, we will be talking about integrating Zoho Inventory with Zoho Commerce, and taking your store online in Episode #10 of Ask the Experts - Zoho Inventory. We believe this is the most important topic right now, as we see everybody trying to leverage their online presence. A large number of retailers and wholesalers are trying to claim their share of the growing online market. We see multiple new online stores popping up every day. If your in-store sales are dropping, then it'sWhat is the different between Zoho invoice and Zoho invoice
I need to know difference between zoho invoice and zoho inventory Can I add payment gateway in zoho inventory Can I send invoice link through sms in zoh inventoryAsk the Experts - Zoho Inventory #9: 7 hours of live discussion on the integration between Zoho Inventory and Amazon.
Hi folks! The most long-awaited discussion is here! This week, we will talk about integrating your Amazon store with your Zoho Inventory account on 'Ask The Experts - Zoho Inventory'. Our Amazon integration is one of the key marketplace features offered by Zoho Inventory. With this integration, you can link your Amazon account with Zoho Inventory, including your Amazon FBA. This will offer you the flexibility to manage your store sales across multiple sales channels. You can also manage stock fromZoho Inventory Digest May 28, 2020
Hello all! Another edition of Zoho Inventory digest is here. Find out what we have got for you this week and what are the latest updates on Zoho Inventory. 1. Ask The Experts Initiative: This week we will be discussing on the much awaited topic of integrating your Amazon Seller Central account with Zoho Inventory including the FBA integration. The FBA session goes live on May 28, 2020 at 9am PDT / 3pm BST with our panel of experts from engineering, product management, technical support and marketingAbsence of Estimate Module in Zoho Inventory ?
When Zoho Inventory is supposed to be default app for operations, why doesn't it have a Estimate module enabled?What's New in Zoho Inventory - May 2020
Hello, all! We hope you are safe and sound. During these unprecedented times, we're doing our best to continue bringing new features to you while working from home. Here is what's new in Zoho Inventory for this month: Amazon FBA Integration (US Edition) Fulfillment by Amazon (FBA) facilitates sellers to rent Amazon's storage space to keep their goods, while also fulfilling online orders and handling customer services. In Zoho Inventory, you can now designate a warehouse to track your FBA goodsAsk the Experts - Zoho Inventory #8: 7 hours of live discussion on the integration between Zoho Inventory and Aftership.
Hi folks! This week's 'Ask the Experts - Zoho Inventory' session will be on the Aftership integration feature that is available in Zoho Inventory. We find our Aftership integration to be one of the most-used functions of Zoho Inventory. It helps you to efficiently track the packages registered in your Zoho Inventory account until they are delivered. The integration lets you add and enable tracking IDs to your created shipments and have them tracked in real time during every point of transit. YouHide Round off in Sales Orders
Hello, is there a way to hide round off on sales order but keep the round off option still enabled? Want the feature enabled but don´t want to show it on the sales order.Zoho Inventory Digest May 21, 2020
Hey everybody! We are back again with a new edition of Zoho Inventory digest today. Find out what happened during this week and what all updates we have for you today.. 1. Ask The Experts Initiative: This week, I would like to introduce you to Episode #8 of 'Zoho Inventory - Ask The Experts' where we will discuss all about integrating your 'Zoho Inventory and Aftership account'. The session goes live on May 21, 2020 at 6am PDT/ 2pm BST/ 6pm IST with our panel of experts from engineering, productZoho Inventory Digest
Hey everybody! Hope you're all safe and sound! Today, I am happy to introduce 'Digest', a brand-new section on our Zoho Inventory forum. Zoho Inventory Digest is a one-stop source for updates on upcoming webinars, product news, popular discussions, and more! Here's what we have planned for our community this month. 1. Ask The Experts Initiative: Since March we have rolled out a brand new forum discussion which discusses about the different features of Zoho Inventory one at a time. This week,Ask the Experts - Zoho Inventory #6: 7 hours of live discussion on the integration between Zoho Inventory and UPS.
Hi folks! We're back with another episode of 'Ask the Experts - Zoho Inventory,' and this week we are talking about order fulfillment and its best practices. The topic of discussion in this episode will be the UPS shipping integration we have built into the application. Zoho Inventory offers a completely integrated UPS solution in Zoho Inventory. This feature equips you with excellent control over the shipments that you create for your packages in the application. Feel free to discuss anything and everythingWhen will Zoho Inventory have a link with Zapier?
Zapier has links to many Zoho modules, but not Inventory. I would like to connect my ECommerce platform via Zapier for processing Orders and Stock. Are there plans to introduce this interface? John Legg Owner: The Debug StoreUPS UK Integration
Is there any news on UPS UK being integrated into Zoho Inventory?Ask the Experts - Zoho Inventory #7: 7 hours of live discussion on the integration between Zoho Inventory and QuickBooks Online(QBO)
Hi folks! This week's 'Ask the Experts - Zoho Inventory' session will be on our QuickBooks Online integration. Zoho Inventory offers a really comprehensive integration with QuickBooks Online. This feature equips you with a tight synchronization of your financial data in QuickBooks Online to Zoho Inventory without compromising your inventory management capabilities. Feel free to discuss anything and everything about this integration to help you stay on top your daily accounting practices while handlingComposite Items - Itemise components
Is it possible when an invoice is created listing a composite item to itemise all the components in the composite item on the invoice? i.e. Composite item is "Bunch of Goods" which contains "pears" "apples" "oranges" Currently I generate an invoice with item line which says just "Bunch of Goods" which is not very descriptive - is it possible to have an item line of a composite item which reads: Bunch of Goods -pears -apples -oranges Cheers in advance ChrisAsk the Experts - Zoho Inventory #1: 4 hours live discussion on the integration between Zoho Inventory and Zoho Books.
Hi folks! We're happy to announce the first episode of Ask the Experts - Zoho Inventory. This is a weekly forum discussion. Each session, a panel of experts will take questions on specific topics related to Zoho Inventory and the chosen feature for that episode. The panel will be available for a 4-hour period and answer any questions posted here. In this first episode of Ask the Experts - Zoho Inventory, we will cover questions related to Zoho Inventory and its integration with Zoho Books, alongCan I select a saved template when I am creating a Purchase Order?
On this page (https://www.zoho.com/us/books/help/purchase-order/po-createsend.html), I read that I should have the ability to select a predefined template when creating a Purchase Order. I have two templates created yet I can't seem to find out how to select the template I want to use. is this no longer a feature?What happened to bulk adds in purchase orders?
Hello, I was thrilled a while back to see that someone was being especially thoughtful in coming up with the "bulk add" feature in the Purchase Order area. This one feature cut the time for creating a lengthy PO down to a fraction of the the time. Now it's suddenly vanished. What happened? -BryanPulling sales report for each item from Zoho Inventory
Hi, When I pulled a report for last quarter I noticed that the system reports all items, including the items that are invoiced, but are not paid or shipped. Is there any way to avoid that? Thanks!API: Create a purchase receive, the API only work when the PO have not been billed
this message returned: The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s).How to setup warehouse in CRM and do transfer of inventory and sales invoice for a particular warehouse
How to setup warehouse in CRM and do transfer of inventory and sales invoice for a particular warehouseHow To Update A Composite Item By Adding An Additional Item?
I'm trying to add an additional item to a composite item and the system will not allow me to complete this task, I keep getting the error message: "Items associated with a composite item cannot be updated if the composite item has been boxed or unboxed" See screenshot image below If I have to create this composite item again this will create another issue because the system will not allow me to delete the existing composite item, when I try I get the following message: "Items which are a part ofAsk the Experts - Zoho Inventory #2: 7 hours of live discussion on the integration between Zoho Inventory and Zoho CRM.
Hi folks! Thank you all for your response on the first episode of 'Ask the Experts - Zoho Inventory'. We're back with the second episode, and our topic for discussion will be the Zoho Inventory and Zoho CRM integration. Our panel will be available for a 7-hour period this time and will answer any questions posted here. In this episode, we will be covering some of the key sections of this integration, including: Setting up the integration Creation and mapping of the right fields between modules Using the 'ZohoCant Find A Variable
Hello, I need some assistance : i want to send me by email (later use this variable with WebHook) the tracking number (text field when i ship a package, look at the first attachments) but i can't find this variable. I try a deluge script but it doesn't work. Can someone explain me how to access this data? ThanksHow to add products Images in quotes?
Hello, I've trying to insert pictures of my products in the sales order quotes. I was trying to do it with the URL of the images but I cant find to access the HTML in order to insert the necessary code. If you know how to make it possible or another way that could help I would appreciate it too much. Thanks!Inventory Purchase Order Item Report
Hi, I want to get a report that for a given time period shows me all items on order yet to be delivered. In this report I would like to see: PO-number Date Item not yet delivered Quantity not yet delivered I want to send this report to our suppliers to check if they will be able to deliver or if these items should be removed from the PO(s). Is there such a functionality in Inventory/Books/Reports? Thanks, PeterQuestion/Request: Can you set a max. stock limit to be maintained in an integrated sales channel (Etsy?)
Hey all, Thank you for your help and advice. I would like to know if there is a capacity to Zoho Inventory to deal with the following situation: I have a listing on Etsy that I would like maintained at a certain threshold - for example 20 units, even though I may have 100 units in my warehouse. In an ideal situation, when 1 unit is purchased by a customer, I would like the system to update my warehouse stock to 99 units, and sync to maintain the 20 unit threshold on Etsy. Is this a function thatAdd custom field from SO to Packages and Invoices?
Is there a way i can add a custom field that I have in the Sales Order module to Packages and Invoices? There are a few fields that I would like to be able to see throughout the whole process. Or is there a way I could create a custom function/field update to create a separate field and have it updated when the package and invoice are created?Upload inventory adjustment shows The batch number cannot be left empty. Please enter a valid input.
URGENT NEED HELP!!!!! Hi I am trying to upload a file with inventory adjustments & need help urgently as i cannot inward fresh inventory till issue is resolved. facing backlog & customers are complaining. the error that i see when i try to upload a trial file is: The batch number cannot be left empty. Please enter a valid input. PLEASE HELP URGENTLYWhat's the best way to start building my shopping, inventory and accounting stack?
I am planning to migrate from another inventory system and online shopping cart. I plan to move to Shopify and use Zoho Inventory and Zoho books for my inventory and accounting purpose. However, I don't know whats the best way to start going about it. Is it better to build the Zoho books first, then Zoho inventory then last is Shopify? Or is it better to build Shopify then Zoho books then Zoho inventory? I hope you get my point and tell me the best way to build this. I have over 1000s of productsNext Page
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Announcements
Introducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theWhat's New in Zoho Inventory | Q2 2025
Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more excitingFunction #10: Update item prices automatically based on the last transaction created
In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you customFunction #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it isWhat’s New in Zoho Inventory | April 2025
Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions
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Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?
Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,Dropshipping Address - Does Not Show on Invoice Correctly
When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company beingHow to keep track of bags, cans, drums of inventory?
We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of anotherHas Zoho changed the way it searches Items?
Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.
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Sticky Posts
Zoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanZoho 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,
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