Displayed sample tracking for multi branch setup.
We have multiple branches and one of the biggest challenges for us to be able to track if a particular item is in display or not. I am shooting in the dark but I am wondering if there is a solution for the following : Each product used for display is
Add "Product Code" as available column and search criteria for Assemblies
Hi Zoho Community. For product (item) assemblies, it would be helpful to be able to create a custom view search criteria that limits the view by product code or perhaps product category. Currently, Product Code is not an available option to display as
Categorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, Invoices
Error in Batch Details Stock Reportt
I am a new user of zoho inventory. When extracting batch details stock report as of dec 2025, the report takes into account transactions that happen this year. Thus causing discrepancies when comparing with Stock Report. Is this a global error? Can zoho
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
WhatsApp Vendors Module
Hello, so WhatsApp works with the below, mainly with the customer side modules. Can we get functionality on the vendor side modules, i.e., PO, Bills, Vendor Credits, Payments Made, Purchase Received? WhatsApp is often the preferred method of communication
RFID Scanner/Adapter Solution for barcode scanning
Hello, We will be trialing using barcode scanning for item verification during our picking process. Using a phone or a tablet is awkward and uncomfortable. Are there any Zoho compatible RFID scanners, or an RFID device/adapter that will connect with a
Updating Sales orders on hold
Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}
Item with name in different languate
Hello, is there a way to have an item with its name in different languages? For example: I sell an item in different markets and I'd like to have a Proposal and the Invoice with the Item Name in a specific language. Rino Bertolotto Zoho Specialist, STESA srl
Zoho - shopify sales order - invoicing
we have integrated zoho with shopify. so now , when an order comes through shopify-it raises a sales order in zoho. And at this time- the inventory goes down in shopify, according to the sale. Then we manually convert the sales order to an invoice, and
Enable Replenishments Option not Available
I'm looking to turn on the replenishment option in Zoho Inventory and I'm not finding settings for it in Zoho Books or Zoho Inventory. This is the tutorial I was following from Zoho. Is there a step I'm missing to have Replenishments be available in Zoho
Tax/Vat Number Field As Standard - Customer & Vendor
Hello, when are you'll going to have the customer & vendor tax/vat number as a standard field under the relevant profile pages? I find it strange that after 6 years of using Zoho Inventory that I still have to use a custom field for a tax/vat number,
Show Available Stock as a Column in Item Views (Including by Warehouse)
It would be very useful to have Available Stock as a standard column in the Items list view. Currently Stock On Hand does not show the real picture for businesses managing orders and inventory. Example: Stock on Hand: 100 Committed to Sales Orders: 80
Allow Shopify / marketplace orders to be cloned
Many businesses now use Shopify as a B2B ordering portal, not just a D2C ecommerce website. For B2B businesses, once these orders are imported into Zoho Inventory, Zoho often becomes the main system used to manage purchasing, stock, fulfilment and customer
Basic report- open sales order by item, with filter for customer ..
HI, we really need a basic report that sorts all open sales orders by Item, so you can see which items in your inventory are awaiting invoicing. Then you need a filter by customer, so you can see all the items a particular customer is waiting for. daily,
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 important
Physical Batch Stock by Warehouse
We have activated batch tracking in Zoho Inventory. To reconcile our inventory with the physical stock reported by our 3PL, we need a report showing the total physical quantity still present in each warehouse, broken down by batch. This quantity is the
Purchase Orders by Warehouse
Looking for a way to list purchase orders by warehouse. Easiest would be if warehouse was an available field to add to a custom view, but alas... Am I missing something? Does anyone have any tricks or tips that would keep me from having to click into
How 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 connected
Composite Services and Account Tracking
I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the
Need Custom Charge Fields in Sales Order Subtotal Section for Export Business
We are using Zoho Inventory extensively for export sales and international trade operations. Currently, in the Sales Order module subtotal section, only predefined fields such as Discount, Shipping Charges, TDS/TCS, and Adjustment are available. There
Transfer inventory from case to individual units
I am trying to solve for a relatively simple inventory practice but don't see an obvious solution in Zoho inventory. Hopefully I am missing something basic and there's a way to do this. I am trying to take cases of product and 'break' the case. I want
Add a proper “Split Sales Order” function
Currently the only workaround is to clone an order and manually delete items from each order. A simple split function would allow users to choose lines or quantities and move them into a new sales order. Examples: Customer wants available stock shipped
I want to export items with pictures How to do it?
I want to export items with pictures How to do it?
Invoice Only Shipped Items
Dear Zoho, We are a company that deals with sales orders with 600-1000 lines We need to be able to do partial invoicing based on shipped items Right now when we click convert to invoice we can not only select items that have een shipped It takes hours
Customer/Vendor Number In Display Name & Case Sensitivity
Hello, amongst the 60 + million people in the country, occasionally we end of up with 2 different customers with the same name. This results in staff entering a sale on the wrong customers name because the system will pick up 2 names, if the name is searched,
Sales orders with back ordered PO
Hmmmmmm !!!! OK - please tell me how to overcome this ..... Sales order | create back order PO ... Sales order is auto marked "On hold" ... Try edit sales order to change shipping date... Almost there, but... Sales orders that have been shipped or on hold cannot be updated.So is NOT shipped ... back ordered PO Received... Try edit sales order to change shipping date... Almost there, but... Sales orders that have been shipped or on hold cannot be updated.SO is NOT shipped ... PO is received ... Enter
Zoho Inventory - Backorder Report
I am requesting a backorder report in Zoho Inventory to show all backorders by Sales Order and/or Customer, including the quantity of each line item ordered and quantity fulfilled. This is important for businesses who operate a lean business model and
How do i split a shipping cost across multiple items from different vendors?
Just started using zoho. Any1 knows? Thx
Feature Request - Option To Hide Default System Fields on Items
Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could
Creating packages according to actual shipping processes
Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to
Item Search
Hi there, any plans to enhance the item search function, to include searching also the item description, when doing estimates and invoices? Thanks!
Feature Request in Zoho Books : Tracking Inventory for Service Items
At the moment, ZOHO Books don't allow to track inventory of Service Items (I just talked with customer care executive for confirmation). MY PROBLEM: I resell services Digital Signatures Certificates ( SAC ‐ 998319) and other similar services, I purchase
Zoho Books/Inventory API for Bulk Delete Invoices, Payments, Packages, Shipments, Sales Orders. Data Migration
Hi, We are currently migrating data from ShipStation to Zoho Inventory. Before importing the new data, we need to remove the existing records from the following modules in Zoho Inventory: Sales Orders Invoices Payments Packages Shipments Each module contains
Shopify B2B Integration: Option to Match Customers by Company Name
It would be great if the Shopify integration could include Company Name as a customer matching option. At the moment customers can only be matched by: Email Name Email and Name Phone For businesses using Shopify B2B, the company is often the customer
PRODUCT LABEL MUST HAVE MORE FIELDS AND OPTIONS - VOTE NOW!
The Zoho Inventory Product Barcode generator is unfinished, very limited, and unusable for most companies that need to generate informative product labels. Companies must be able to generate labels for products they receive to control inventory, so the
Shopify Integration: How do I change the default Unit of Measure from KG to PCS
For those using Shopify with Zoho Inventory, has anyone managed to have imported items default to PCS/EA instead of KG? If so, where is this configured? I can only find weight units in Shopify, not a sales unit of measure.
Gear up for the Zoho Finance & Operations Workshop 2026!
Hello everyone! 👋 We're excited to announce that the Zoho Finance & Operations Workshop 2026 is officially underway! As our global community continues to grow, we're expanding our locations to connect with users around the world. If you haven't had a
How to manage additional required address information for Customers and Vendors.
Has anybody figured out a way to incorporate relevant delivery information in the limited address fields for customers and vendors? For example, most carriers have an additional 'delivery instructions' field to add important information like delivery
Unit of measure from Sales Orders does not flow through to purchase orders when backordered
Hello Community. Current functionality in Zoho Inventory is if an item is ordered on a sales order and the item has a unit of measure and the item requires back ordering, the created purchase order doesn't allow for units of measure (not integrated on
Next Page