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 ZohoHow to generate a report with custom fields
Hello, I have created a customs filed at the package and sales order forms. but i cannot find a way to search this fildes in a report. How do i do that please? Thanks, Yonatan.Zoho 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 AxezeDifferent Units for Purchase and Sale
Hi I have strange question. I want to use Books for my Purchases and Sales with Inventory (not the Advanced Inventory). I am into Aqua Culture. I buy baby fishes - let say 100 nos. These are grown in our ponds where they grow and become adult fishes.Create Item group from a composite Item
I have applied my mind for hours but cannot figure this out. Can you have a composite item in an item group?. E.g. We bundle different color and size SKU's together as composite items. Also Using composite items as Bill of Materials. We want to create a group in stead of hundreds of loose items... Any ideas?Zoho Finance Limitations 2.0: #21 Tracking Serial Numbers for products with transactions
Scenario: User sells widgets and decides at a later date to track serial numbers. The user is unable to do so because the following error pops up: Almost there, but... Serial Number cannot be enabled for items which already have transactions What is theComposite items Stock/Boxing
My company uses zoho as its primary business engine, and all data from zoho is farmed out to our sales channels, such as eBay and Magento 2. We make quite extensive use of the composite item feature, we sell many variations and combinations of items,URGENT Zoho Inventory and WooCommerce integration 3 year stall
Please can you help me? I was just reading up on a ticket from 3 years ago, of someone experiencing the same problem I am having today, and I'm wondering when this issue will be resolved My company has an online sales platform using woocommerce and aZohoBatch/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 natureBar Code Scanner with Zoho Inventory
Is this an integration being worked on? ideally we would use it for receiving inventory and have it auto-populate the quantities inside of Z-Inventory. Thank you in advance. SteveEditing Item Group to add Image
I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please helHow to delete or edit list of attributes and their options
I've been testing different arrangements for my items, but I'm realizing that as I test out various attribute and options combinations, the list of options just keeps getting longer, sometimes with duplicate options. How can I edit the options connectedChange 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?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 weightsCan the package and carrier/tracking information from a "shipment" be referenced and displayed on the invoice?
I have a customer who wants to see the indivdual package and its related shipment tracking number stated on the invoice that we send. Is it possible to create a new colum that includes this information?Multiple Languages for Product Names
Hi, I use 2 languages: spanish and english. I want to have for every product a name in spanish and a name on english. I want to have to possibility of choosing one of these languages when making an invoice or a purchase order. Is there any way to doWhat's New in Zoho Inventory - June 2022
Hello everyone! This month, we've added updates that help you keep track of key business metrics—and you can now experience Zoho Inventory in a new language! Let's look at what's new this June in Zoho Inventory. Access Zoho Inventory in Hindi! (India edition)How to import item images to Inventory or is there any ftp access
Dear Zoho Its ridiculous to upload 1 by 1 to zoho inventory. Please find a solution, I have more than 1000 individual item images. Atleast IMAGE GALLERY to upload in bulk and create folder in that gallery. This can solve the issue Please check this issueBulk invoicing
Can we create bulk invoices in zoho books through an excel or csv?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 customersImporting Item Groups
When i import data from csv file to create a new item group the import tool does not bring "Stock On Hand" data. How can i solve this issue? Thanks!How 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 StoreWhat'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 nowMultiple Vendor SKUs
One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku forZoho equipment rental - just like Booqable
Hi Zoho Team, is it possible to create a module or a system like booqable? our business starts renting our IT equipment assets that have been recently used for Events and Projects, we are having ZOHO books so its easy to integrate if you create one. Booqable is easy to use and to track rental equipment's but they dont integrate with ZOHO. all our customers database and suppliers database are in ZOHO books. Please advise as it would be a great system if you develop in future Thanks, Andro RuanDifferent MRP / Pricing for same product but different batches
We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of 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=2020-09-22T06:44:08-0400Related 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 shortcomingsSignature Fields on Purchase Order
Hello, is it possible to modify a Purchase Order template to allow for two signature areas? I am trying to integrate it with Zoho Sign and I need to accept two Signatures. If not, what's the best approach to get this done?Allow Multiple usage units to items while adding them to sales/purchase transactions
The usage unit of items added in zoho books are static right now and can not be changed. But certain items are received or sold in multiple usage units. One example is fabric. It can be bought in Meters, inches, kgs or other units. Another example wouldBIN 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?!? ThanksAutomated SKUs
I have just started trialing ZI for a project we are running and I am hitting a problem with SKUs. I created an item group which provided automated SKUs but, with only 3 variables available, it isn't suitable to use so I am creating each item individuallyI want it to be able to batch tracking with expiry date.
We have expiry date sensitive products. We need to track their expiry date.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 onHow 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 optionWhat's New in Zoho Inventory - April 2022
Hello customers! This month, we're glad to announce a bunch of major enhancements to Zoho Inventory. Let's take a look at what's new in April: Introducing the Client Portal The Client Portal is a self-service portal for your customers to view andAPI 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 actualadding USPS standard parcel sizes, makes no sense
Hi, when I create a shipment using USPS via Zoho, and I choose a small, medium or large flat rate box, the program asks me to enter the package size and weight, which makes no sense, since those USPS boxes are all a standard size, and, according to USPS,Warehouse Location for Items
I commented on the July 2019 updates announcement but I wanted to create a location for comments/support for this feature request. This is something I have seen requested for many years and I do not understand what challenge there is to it's addition.Next 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 haveWhat's New in Zoho Inventory - December 2020
With the year-end closing in on us, we hope to spread the holiday cheer with some exciting updates to Zoho Inventory. Read on to learn what's new this December. Reconcile Physical Stock for Standalone Invoices & Bills When you create a standalone invoiceIntroducing Batch Tracking on Zoho Inventory!
Ever wanted to track the expiry dates of your products so that you may be able to sell every item that arrived in a batch? Ever wanted to curb the instances of selling defective units to your customers? Well, your wait is over! We have something that would help you do all these things and more. Zoho Inventory is happy to announce the release of its much-awaited feature, Batch Tracking! What is Batch Tracking? The term Batch Tracking, in its primal form means, to track a group of items with similarTip #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 ZohoWhat's New in Zoho Inventory - June 2022
Hello everyone! This month, we've added updates that help you keep track of key business metrics—and you can now experience Zoho Inventory in a new language! Let's look at what's new this June in Zoho Inventory. Access Zoho Inventory in Hindi! (India edition)
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What's New in Zoho Inventory - June 2022
Hello everyone! This month, we've added updates that help you keep track of key business metrics—and you can now experience Zoho Inventory in a new language! Let's look at what's new this June in Zoho Inventory. Access Zoho Inventory in Hindi! (India edition)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 otherCreating a purchase order via API
Hi I'm trying to create a purchase order via API (https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchase-order) This is the payload: { "purchaseorder_number": "PO-1002", "vendor_id": 239026000000448513, "date": "2022-06-28", "status_formatted":How to attach document(s) to Purchase Order via API?
Is it possible to attach a PDF/document (say of a signed document) to a Purchase Order using the API, Deluge or any other method programmatically? For example: In the code snippet below, the purchase order has a documents array. How can the zoho inventoryAutomatically confirming orders
We are new to using Zoho and we think we may have come across an issue. We have many customers that pay on a proforma basis and we have noticed that the stock is only allocated to a sales order once the invoice is confirmed. We can see that this could
Sticky Posts
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-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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