How is Your eCommerce Experience w/Zoho Inventory?
First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to
Dear Zoho CEO: Business Growth is about how you prioritise!
All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
PO receive quantities
At last, Zoho has finally got around to allowing us to receive a larger qty than recorded in the PO :-) Saves us all from editing the PO's before receiving larger quantities ( usual for us ) ! It's still in "beta" but available upon request, I've tested
Creating 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,
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 Streamline Pick & Ship
Is there a way to streamline the built-in pick and ship process? I guess mostly on the ship side. Our current process allows us to choose shipping super fast. It's an EasyPost plugin for WooCommerce. You have to populate the boxes / weights / shipping
Upload Zoho Inventory Item Image by API
itemID = item.get("item_id"); organizationID = organization.get("organization_id"); resvp = zoho.inventory.getRecordsByID("items",organizationID,itemID,"zoho_inventory_conn"); info resvp; image_file = invokeurl [ url: "https://t4.ftcdn.net/jpg/03/13/59/81/360_F_313598127_M2n9aSAYVsfYuSSVytPuYpLAwSEp5lxH.jpg"
Prepayment of a sales order
How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which
Best website platform to sync to Zoho Inventory
Anyone like to suggest the best website platform for syncing to Zoho Inventory? We DO NOT want to sync stock, only orders. Shopify - not an option as we have more than one website and Shopify requires 2 accounts and Zoho will not sync with 2 different accounts. Magento and WooCommerce both sync via Kloudconnectors - does anyone have any experience with this? I have trialled it and there are flaws - eg purchase order numbers are not populated. Discussion welcome!
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 order
Issue 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 separate
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="
"We’ve fine-tuned Zoho Inventory..."
Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?
Here's why you should refrain from using EasyShip
This is a screen recording which shows EasyShip performance issues. Note well! While we do use the Zoho-to-Easyship integration, the problems are wholly on the EasyShip side. The actual integration of data to EasyShip, and status updates back to Inventory,
Composite items inside of composite items; bill of materials needed
Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
Handling Returns for Dropship/Force fulfilled orders
My company dropships the goods from vendor directly to customers. So we used dropship feature to do that. When it comes to sales return, we don't return them back to vendor but it goes to our warehouse. Now the problem is, I can't create sales return
Warehouses!!!
I have Zoho Books Premium, allowing me 1 warehouse only, why on earth I need to subscribe to Zoho Inventory Professional plan for ~950 USD just to get another warehouse!!!!!!! OR.. to subscribe to Standard plan for ~350 USD and buy 1 warehouse for 90
How to List All Sales Orders in Zoho Inventory with Pagination
Introduction: While working with the Zoho Inventory API, I encountered the limitation of retrieving only 200 records per API call. To overcome this, I implemented pagination by tweaking a solution initially built for Zoho CRM. Below is the solution I
Ask the Experts - Zoho Inventory #19: 6 hours of live discussion on the integration between Zoho Inventory and Canada Post
Hello all! Bringing you another episode of 'Ask the Experts - Zoho Inventory', where we discuss new topics every week. Our goal is to discuss every Zoho Inventory integration with you. Up this week: Our integration with Canada Post. Equally important to order management is the process of order distribution and fulfillment. You can use Zoho Inventory's Canada Post integration to ship your packages efficiently across Canada. The address validation function helps you ensure that you have the right address
Show backordered items on packing slip
Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom
Process involved in Batch Tracking in Zoho Inventory.
Hello Team. Anyone Please explore the batch tracking process in Zoho Inventory.
Ask the Experts - Zoho Inventory #14: 7 hours of live discussion on the integration between Zoho Inventory and Avalara AvaTax
Hello all! Another episode of 'Zoho Inventory - Ask the Experts' is here. This week, let's discuss integrating Zoho Inventory with Avalara AvaTax to automate your taxes. When using the Avalara AvaTax integration, you can create invoices with automated tax calculations while getting the right customer addresses and postal codes from the Zoho Inventory app. The active tax criteria will be automatically updated with the customers' state preferences, preventing tax errors during invoicing and sales
How to integrate Zoho Inventory and Xero - Create a new invoice
Hi, This is a short description of how you can set up an integration between Zoho Inventory and Xero by using Zapier. To use this integration you need a paid plan with Zapier. Trigger: Zoho Inventory - New invoice First action: Find or create contact
Customer & Vendor Numbers Are Available
Hello, I stumbled upon customer and vendor numbers, not sure if there were any announcements, but you can activate under Settings > Preferences > Customers and Vendors. A suggestion, please word Customer Number as Customer Account Number Thank you
Any work around to track warranty of an asset
Is there any way we can keep track of warranty that has gone out. We have created a custom module named asset so we are currently able to map the tickets associated with the robot, but wanted to check whether can we track warranty happened per robot,
Ask the Experts - Zoho Inventory #5: 7 hours of live discussion on the integration between Zoho Inventory and Etsy.
Hi folks! Let's talk about marketplace integrations again this week! This Thursday, we are discussing all about selling online through Etsy. The best part about this integration is that while selling online through Etsy, it helps you consolidate all your orders—online and offline—into a single platform and allows for excellent stock and order management. You can also discover how this integration works with your other online platforms that are integrated with your Zoho Inventory account. Our panel
Sales orders "Quick shipment"
Haven't noticed this one before - nice one Zoho guys - much better than having to do each individually when you have the same courier taking out lots of deliverys - another piece of my own app can be disposed of now ;-) One little suggestion, rather than
Feedback on New Settings UI
To be honest, I'm not a fan. I'm not seeing how this is advantaged over the old settings UI. I'm sure I'll get used to it, and it's probably fine. However, my big complaint here is the man-hours that got put into this minor aesthetic change while there
Picklist - Custom Column/Automation?
We are an importer and wholesaler/distributor of garden products. Our products are ordered in piece quantity, and are shipped out in cases/crates. In Zoho, we added a custom field under items which shows the case pack qty for each item. We would like
Item and Item Group System IDs
Hello, Upon trying to perform updates in the system using the import feature, it seems that there's a definite need for the system to have a unique "system ID" for every item and item group that the system can key off of. (It seems like Item IDs are not used for this purpose, but perhaps might be something more like an internal date code?) Currently, since the system keys off of the SKU and/or item name (the rules for which are still a little murky for me) there's no way, insofar as I can tell,
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 be
Backorder vs. Bundle - Out-of-Stock Composite Items
When a Sales Order is ready for Packaging, if an Item is out of stock, there's a warning asking if the user wishes to backorder the item: This is very nice. However, in my company, every product sold is a Composite Item. If something on the Sales Order
Create Multiselect Record Button ZOHO Inventory
#Tips & Trick - Zoho Inventory How we can create a Custom Multiselect Button inside the Zoho Inventory, Please see the below. -> Setting -> Preference -> Select Module -> Create Custom Button Example Button in Expense organizationID = organization.get("organization_id");
Fix the most basic basic issues before so called "New features" that the select few request
Along with others that have mentioned required fixes below,... My biggest annoyance is with purchase order receives. Many of us receive more / less quantity than than the quantity ordered so we have to amend the PO every time items are received, some
Ask 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-related
Tip #9 Invoice level weight calculation
Greetings to all ! We are glad to inform you that using this custom function you can meet the scenario where in you have to calculate the total weight of all the items in the invoice taking into account the individual item weights. Prerequisite: 1. Create
Emailing Invoice with Sales order Ref placeholder
Hi Team, New to Zoho here and we are getting into the bits and bobs of Zoho. Would love to be able to add the sales order "placeholders" such as reference when emailing the invoice to customers. Our customers use their customers postal addresses as
Using Inventory For The Automotive & Aftermarket Motor Parts Industry
Hello, I use Zoho Inventory for my aftermarket motor parts business, while the software is good it does not meet my needs completely. Therefore I created this discussion for users in the same industry to share ideas/tips/tricks/workarounds so that we
Adjust Stock - Nice Improvement to UX
We're just going through to do our physical inventory for the 1/2 year point, and I noticed a very nice improvement in the UX for Inventory Adjusts. Now, when you change the date to do an adjust for a previous day, the middle section recalculates to show
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
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