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
Accessing Custom Fields within Deluge Custom Button Script
Hello, I am just getting started in customizing the Zoho Inventory App by adding custom buttons. I am trying to access custom fields that have been setup on the Purchase Order module with the following script: //This is a sample function. It will display
COMPOSITE ITEMS WITHOUT TYING UP STOCK.
Hi I would like to know if there is a way to group SKUs into bundles and composite items and sell these items without tying up stock in pre-packed kits so that if we sell an individual item it still has stock available.
Zoho set up in Ireland
Hi, Im looking for a company in Ireland that can train me on Zoho Inventory. I have it set up but struggling with uploading invoices, price lists.
Any luck reconciling payouts from Shopify with Invoices?
We have Shopify integrated with Zoho Inventory and for the most part it works well. Once we got a script going that automatically creates packages from Sales Orders that come in from Shopify. But having to manually reconcile Shopify payouts in our bank account with the correct Invoices is TEDIOUS! Firstly, the amounts aren't the same due to the processing fees they charge. So you have to kind of guess, or get your calculator out. Secondly there might be multiple orders in the one payout. Just wondering
PO - Missing Link From Receive To Bill & Redundant Convert Button
Hello, I noticed a missing link when marking a PO "received" before creating the bill. When we mark received, we are taken to a screen where there is no option to create the bill, we have to click on the PO link to go back to the PO. At PO if we click
Linking Invoice to Sales Order
Hi Guys, The Subject is not typed wrong. I would like to know if we can Link a Invoice to a Sales Order? There are times when we do Projects and items and Item Quantities tend to get Added / Deleted / Modified. This is very common. For example, some
Description field in Items (Zoho Inventory)
Hello everyone, I've encountered an issue where each item has a lengthy description that spans two page. This is causing difficulties when trying to view the data in the list view. Please refer to the image below: Furthermore, the data appears unformatted
Zoho inventory keep track how many times same product came back.
Elle everyone, I was wondering we have this costumer that is doing recycling of old items and will probably lend an item and take it back after it been use. I was wondering if with Zoho inventory we could achieve this. What I was thinking is assign these
Shipments - Are Shipping Costs Journaled?
When recording a shipment, there's an area in the UI for Shipping Costs. I always assumed that was just a field in the Shipment Order record, but when I enter it for a Sales Order in FCY, there's a currency conversion that looks like it's taking place:
Inventory management for franchise business
Hi, We use Zoho books for billing and accounting in our franchise business. I was wondering if a franchise partner has access to 1. View his inventory 2. Take daily/weekly/monthly stock check 3. Raise a Purchase order. -Suraj
How change shipping address in package in Z
Hi everyone, I hava a problem with the shipping address in package module in Zoho Inventory regarding clients that have more a shipping addresses for their business. Example: My client is ABC Company and has a shipping address in Milan and another one
Allocating Salesman To Customer
Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards
Credit Allocation Approve Request For Subordinate Staff
Hello, the way the system allows credit allocation does not make sense for all business'. My sales staff have "view" permission selected but cannot allocate credit, your support says they have to have the "create" permission active but in our business,
Inventory Adjustments Effect
hello I have a question Please I have many inventory adjustments that have been done on Zoho inventory to account cost of goods sold and I noticed that an entry is run automatically with each sales invoice that made a decrease in cost of goods sold. I
Amazon Tax Mapping
Is there an area in the system where we can look at the mapping of orders coming in from Amazon through the integration? The reason I ask is because of taxes. If an order comes from an area where we do not charge tax, Amazon charges the customer tax,
Zoho 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,
Configure access in field customization
Please look at the attached image & explain to me why this configuration should throw an error ?...
Link item in purchase order to Customer
Is it possible to link each item in purchase order to a customer which would create an associated list, so I can easily find where, when and what my customer have order from us. Thanks!
Quotes in Zoho Inventory
Hello everyone, We are currently looking to implement Zoho Inventory for order management. The business workflow covers the "Quote/Estimate" cycle prior to the creation of a sales order. We track all activities within Zoho CRM, including the leads and
How to make item transaction in zoho inventory
Hello Sir How to make item transaction in zoho inventory . Thanks
Square Payment option no longer present in Zoho Inventory Invoices?
Hi Folks, previously (last week) we had the option to allow Square payments from ZI invoices. Once this option was selected we could then "charge customer". I no longer see this option even though Square is configured and active. Any suggestions?
Create a Sales Return Receive. Can not create sales return recive
POST /salesreturnreceives {{Books_Base_URL}}/api/v3/salesreturnreceives?organization_id={{Organization.Organization_ID}}&salesreturn_id=188922000008266525 { "date": "2022-01-28", "line_items": [ { "line_item_id": 188922000004095887, "quantity": 1, },
Adding a Reference Number to UPS labels and printing labels directly
Hello All, We have been using Zoho Inventory for a couple of months to ship our products. It works fairly well with a few issues. One is, we want to the Reference Number from our Sales Order to print on the UPS labels. We used to be able to do this with
Show discounted amount on sales order / invoice against MRP when using Price List
Zoho has this great feature of having different Price Lists. The only thing missing perhaps is that MRP isn't shown when a price list is selected and discounted amount isn't shown on Sales Order / Invoice. This simple feature could be a great tool for
attachment via python Rest API
I'm trying to attach a file and I only get the following code {"code": 15, "message": make sure that F} \ u0012: o9__ Jq \ rsC P \ u0003L \ u0006 \ u0018 \ u0007L Agz $ $ \ u001CppX \ u0017u ~ \ u00117u ~ \ u001E \ u0010] 4 \ u0006F \ u0017 P] \ f \ u0010 \ u0012 q9- \ nj \ u0005 ֏ k | \ u000F \ u0003 {~ E \ u0001: W \ u000F RJv \ u0018 {x {} and 9 6 @ n \ r I4 vL \ u001A. \ u001A 5 - r <HZ \ u0005 Y \ u0019A \ u001F n T U W, i; N \ u0010 \ u0011 Y \ u000F a ^ OVn P1 <K8 G c G \ u0018B in 8AaGSF
Zoho Inventory synch with QBO double counting Payments
I'm posting here in case someone else has or had the same problem and found a solution. Thanks for any help. Me Hello, we are using QBO to accept payments and invoice customers. When we need to close an invoice in Zoho Inventory, we mark the invoice as
What's New in Zoho Inventory - July 2023
Hello users, As we step into the second half of the year, we are back with another set of updates that will make your inventory management a breeze! Let's take a quick look at what's new this July. New Allocation Methods for Landed Cost Introducing two
Need stronger custom templates in books &inventory
User templates always require various types of information, and the experience of putting them at the top and bottom of the page is not good. The appendix will change pages. I hope there can be stronger customized solutions on the page.
PO - Bill Increase Stock But Item "Not Received"
Hello, we issued a PO from our Head Office (all purchases for branches done here) which was converted to a Bill that was saved as Open (our stock is set to increase/decrease based on invoice/bill). The stock in Head Office increased, we transferred the
Bulk update to confirm delivery of shipments
Hi there. When shipping manually (not integrated), a user needs to select each shipment order and manually confirm the shipment is delivered. If you are shipping 100 orders a day this process is very tedious. Some transport companies are not integrated
More Filters Under Adjustments
Hello, please add more filters to the adjustment module. Created by SKU Thank you
zohi inventory and shopify sync issue
We are having issues with items in shopify not syncing with Zoho inventory. Followed the steps to unlink from sales channel, editing the items in shopify and initiating a manual sync. Net result being , the items that did manage to sync all got synced
How 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.
Transfer Order Quantity Total
Hello, TO does not show the total quantity of items being transferred, unless I missed something, please add. There is only an option for the total value. Thank you
Sales Returns (RMA) Is it too much to ask if we could Print One?? ;-)
The sales return process is extremely helpful. However I still scratch my heading wondering why there is no template that we can print out. Currently we screenshot it and print that out. Yes, we could create a whole PDF template that we could fill out
Production Management Tool (MRP / BOM)
Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressources
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,
How to transfer raw materials to production?
Hi We have a warehouse and a workshop. In the previous inventory management software, the raw materials are transferred to the production under the client name so we can track the cost. How to do this in Zoho?
Easyship treatment of one sales order with multi packages
Hi all, Just wondering how Easyship treats the following scenario: I have a customer who orders 10 items on one sales order, which will be packed into 2 packages and sent all at the same time to the same address. When I sync my orders across to Easyship
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