Automatic bundling with sales orders
What I do is I make products to order. Some of my products share same part. So sometimes one product sells better then the other one. When I create a bundle now I might sell out one product but then I cannot make it anymore because I already use the partManufacturing recipes
How do I add recipes that use our Raw Materials to make a Finished Product? And no one can see the recipe except with permission? Composite product dose not hide the material of use and more importantly the quantity. Will this need to be built in CreatorInventory "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 nettingCREATING A PACKAGE SHIPMENT DIRECTLY FROM INVOICE
Hi, In zoho books i can create a package, shipment and delivery only if i am putting a sales order. If I am invoicing a customer without a sales order, then how can i track the shipment details, package and delivery details for that invoice. Please help.Customer Fields Mandatory
Hello, please give us the ability to make certain fields under customer information a mandatory entry. We sell engine blocks so it is important for us to have the customer's full name on the invoice so we can track who an engine was sold to, because enginesZoho Inventory: Get Items with sotck on hand in different warehouses in a single shot
Hello, Is there a way to get all the items with their stock properties per warehouse in a single API call? I'm trying to use this: https://inventory.zoho.com/api/v1/items?organization_id=organizationId it's returning: "item_id": "2767260000000074112",Where is the customization and extendibility of zoho inventory?
After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case weCan I add on-order information to the stock locations on the warehouse tab of item detail?
We have 6 warehouse locations. Currently when you look up an item, the warehouses tab shows stock on hand, committed stock, and stock available for sale, broken down by warehouse. It would be very helpful if we could add a column that shows quantitiesZoho Books Packages - List View - Customize Column - Can't choose custom fields?
I need a handful of custom fields in Packages, but there is no way to show the values of custom fields in a List View report. You can create custom views and define criteria using the custom fields, but you can't view the fields themselves in the listmerge 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 .Mixed order: stock item and business purchase
Hi, I'm just getting started with Inventory, and I haven't been able to find an answer to this. I am a small service business, and am just starting to sell products (in very low numbers). From my vendor, I purchase both items that I will on-sell, whichPrimary Address Identifier in Zoho Finance Suite (Inventory, Books, Billing, etc)
I'm trying to run a report in Analytics based on Vendor address but I've found that it's possible for Vendors to have more than 1 address. I assume this is the same for Customers. The purpose of the report is for EU Interstat reporting. (Intrastat isHow to Retrieve Serial Numbers of Items in Zoho Inventory via API?
Hello, I am currently working with the Zoho Inventory API and need to retrieve the serial numbers associated with specific items in our inventory. After reviewing the documentation, I couldn’t find an endpoint dedicated to fetching serial numbers forQR code on Transfer Orders
Adding a QR code to Transfer Orders may be useful, as employees receiving transfers could scan the code to open the record on their phone or PC so that they can quickly accept the transfer.Data migration Limits
We are in the process of migration from Global version to Mexico. We have downloaded all the information ( 5 years) and are stopped with the transtaction limits. We have over 30,000 Sales orders. and we can only upload 7,500 in the zoho finance plus verison.Quantity available in Item adjustment with batch tracking
Hi! I'am trying to make a quantity adjustment for an item with positive phisical existences... I have a batch with 3 units in it... But when i try to adjust to let the item with 2 existences it says that i don't have enough available quantity to adjust...How to convert Item to composite Item
Dear Team, We need to convert Item to composite Item as Zoho is importing partial information from Shopify.Is the a warning for when a customer is outside of payment terms?
Hi there Anyone know if this is available? I know there's a warning when over the credit limit, but is there similar warning for when a customer is overdue based on time? (for example, it was due end of last month) Thanks!Migrated to Locations : Experiencing problems with serialized inventory - anybody else?
Hi, Just thought I'd reach out here to see if there are other users with difficulty since migrating to Locations (from using multi warehouse). most of our errors seem to involve our serialized inventory: - cannot add items to package from sales orderInventory Valuation Method Feature
Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumedIssue with Zoho Books /Zoho Inventory Support Team
Oh my goss! This ticket just got closed without a solution/response?! (attached screenshot) That is so pathetic. I thought I could keep impartially all tickets tracked in your help website. Do I need to track issues raised to zoho support team in a separateLocations - Inventory change by itself with Shopfiy integration (Major inventory count bug)
Hello, I wanted to see if anyone had an issue with Zoho Inventory / Shopify integration. I had a prompt to migrate to location and I unfortunately did it... As soon as I did this, Zoho Inventory started to update the inventory of some items. The itemsPO receive limitations
It is VERY common to receive more or less that the PO quantity. It's totally ludicrous to limit the maximum receive to the PO quantity! What if the receive is 0.00001 less than the PO quantity - it leaves the PO as "Partially received" The current options are to edit the PO manually before finalizing the receive, an outrageous situation ! Please Zoho guys - this is an infuriating oversight & can be easily resolved by introducing the option as shown in the attached document ......Stock Count - Extracting Data
Hi, I really like the new stock counting functionality however I can't find any way to extract the stock count results. -The build in stock count report is limited and has no export option - There is no export options from within the stock count screensIssue with Bin Locations and Stock Counting in Zoho Inventory
Dear Zoho Support, We are currently experiencing a significant issue with bin locations and stock counting in our warehouse. Our warehouse is divided into 7 zones, each containing approximately 250 bin locations. When performing a stock count for an item,Manage a rental inventory
Hi Zoho team, We have a company that is renting furniture and decor in the event industry. 1. Can Zoho Inventory manage inventory for rentals? 2. If no, can we create some features with Zoho creator that can integrate with Inventory to manage our rentals? 3. We have 2 warehouse, can we easily do inventory transfer between warehouse? Thank you for for help, PeterPending Dispatch Status on Transfer Order TO
Hello, when our branches request stock, we initiate a TO which puts the item into a "In Transit" status otherwise someone else may try to sell that item, which could be problematic if the item has limited quantities. The problem is that if the item hasManaging Rental Inventory in Zoho
Can Zoho Inventory manage rental inventory efficiently, or is there another Zoho app that would be better suited for this kind of operation? Looking for advice on the best approach. Thanks in advance.Shopify to Zoho Books Integration
I have had to go ahead and disable my Shopify integration entirely. When a Sales Order comes in from Shopify, it lists the shipping charge as a line item with no SKU attached to it. As you are not able to edit a Sales Orders that comes in from a Marketplace,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 weinventory 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.Fetch Purchase Orders ( transactions ) from Items in Zoho Inventory
The below code fetches all purchase orders created against an item. Code Snippet: get_pos_against_each_item = invokeurl [ url :"https://www.zohoapis.in/inventory/v1/items/transactions/purchaseorders?page=1&per_page=200&sort_order=D&sort_column=date&item_id="how to sync shopify orders to zoho inventory instantaneously?
hi, Is it possible to sync shopify orders to zoho inventory sales orders instantaneously using zoho flow? if so can anyone give me a step by step guide as im not too tech savvy. currently i have set up sync at 15 min intervals but thats too long for me.Adding custom_field to the items when creating item groups
I am migrating products from my existing db to zoho inventory. So when grouping the products and creating items with the groups, I want to store my old skus in custom_field to be able to trace back the products. Isn't it possible to add custom_fieldsnot able to hit inventory api
when i hit the api with my account keys and the access is provide by the clientZoho Inventory's latest shipping integration updates at a glance.
Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,How long until received item is visable as in stock when creating bundle?
We just moved to zoho, and we notice when an item is received from a PO, it is not yet available to be used in a bundle. Is there a time delay, or some other reason it will show in stock, but not show in stock in the bundle?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,Stock Count
The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most importantReport to see committed stock vs quantities on order with suppliers
Hello Zoho Community, I am looking for a report in Zoho Books / Inventory that will show the committed stock from sales orders, and show what quantities of the same part are on order from purchase orders. I have found the committed stock details report,Next Page
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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,How 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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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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