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, InvoicesSync Item Bill Rate With Item Field
Hello, is is possible to sync the latest bill rate of an item to a custom field of that item? Thank youImporting Excel File With Multi-Select Value Error
Hello, I am bulk importing items back into Inventory after editing, using an excel file. All items are skipped due to the following error Invalid Values Sent For Multi Select I have tried adding a comma after each value with no success and tried a semi-colon."Reset All" Zoho
All of our inventory and transactions have become out of sync with the actual situation in the company. We have recently done a stock take and want to know if there is a way to delete all the data in inventory and books and start again?Items in Purchase Orders Billed in Zoho Inventory are increasing stock in Shopify before they are received.
When I create a PO in Zoho and have it billed, the quantity of items in my Shopify store increases before the items are actually received so I end up having double the items in my Shopify store. Seems like the accounting stock and physical stock are seenTransfer Order to same warehouse
Is this possible to Transfer Stock to save warehouse? I'm doing this because I would like to use the transfer order to transfer batches onlyCreate new printout template in Picking List
I notice that some module like purchase_order allow me to create new template but Picking list doesn't, is there any reason? ThanksWhat's New in Zoho Inventory - Q4 2023
Hello, users! As we draw curtains on 2023, we would like to thank each and every one of you for being a part of our exciting journey so far. 2023 has been a year of performance enhancements and updates. We've tried to fill the small gaps that you've beenCycle Count in Zoho Inventory
Is it possible to do a Cycle Count with Zoho Inventory? Definition of Cycle Count: A cycle count is an inventory auditing procedure, which falls under inventory management, where a small subset of inventory, in a specific location, is counted on a specifiedCorrecting Zoho Inventory
Hi Zoho Community! Looking for some advice - My Zoho Inventory isn't matching correctly with what's actually on hand. I know why - but I don't know how to fix it. This is a bit of a long post... sorry... Back Story: Close to 2 years ago, we switched overAccounting Stock and Physical Stock
Good morning I would like to ask this community whether they have ever encountered a request on how to issue the Accounting Stock and Physical Stock quantities [found on the Item Card] via a report or custom view. If yes, how did you go about it (becauseImages Carry Over When Items Cloned
Hello, it would be great if images carry over when items are cloned, if it they don't then it does not meet the definition of "clone". You wouldn't clone a sheep and leave out the ears would you? Then it's not a clone, it's a copy with a deformity!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 hoursAlternative Units for Purchase & Sales
Hi, We need to be able to use alternative Units for items. Use Case: We buy Cat-6 Networking Cables in "Rolls" of 305 mtr or 100 mtr, which are Industry standard across all manufacturers. However, when we do Projects, our Clients expect us to InvoiceUpdating 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."}Adjust Edit Items screen spacing to be consistent with Edit Composite Items screen
In the current form there is a difference in spacing for fields when displayed on the item edit screen, vs the composite item edit screen. I have a custom field with a field description of 17 characters. On the Edit Items screen the field appears truncatedShow backordered items on packing slip
We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that thingsIn zoho inventory my items not showing.
In inventory items not not showing I entered each item in zoho invoice and it’s woring fine. I want to use inventory but those items are not showing in inventory, when I am making a purchase order, otherwise it’s showing in ITEMS but not able to see them in making purchase order. I seems I am doing some thing wrong..[Free Webinar] Build an online store and boost your sales with Zoho
Good day, everyone! We're hosting a free webinar that will walk you through the ecommerce business cycle and showcase how Zoho Commerce and Zoho Inventory bring efficiency and innovation to your business at every stage from start to sale. Don't miss outInventory "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 netting6x4 Thermal Roll Printable Format
As we are using Zoho Inventory and Commerce for selling items online, we do extensive packaging and having package slip on a A4 format and printing them on a paper is fine till now. But it would be best if there is a 6*4 Format and a more editable packageProduction 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 ressourcesA way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group ofBin locations and lot location
Hi Zoho team, The lot number and bin location numbers are becoming increasingly urgent. We are currently using a work around but this involves a significant amount of manual work to track inventory (beating the point of having an automated system). AsZoho Finance Limitations 2.0 #20: Inventory Management System with no proper "Stock Count" Report.
Zoho inventory does have some nice features, however like Zoho Books, the reporting side of things comes up short. Being labelled as an Inventory Management System you would hope it contains a decent Stock Count report but unfortunately it does not (orInventory Set-up
We made errors as we learn how to set up inventory. Correcting those errors is tedious. Is there a better method? We imported items from Shopify. For thousands, we want to start over. But, Zoho will not allow deleting items that have not been "confirmed".Add an "Issued" option/stage to Assembly Orders so that Assembly Orders can be sent to production, and once assembled, the AO can be completed.
Currently, an assembly order (AO) in Zoho Books is a single stage process (Create AO, Save, done). This does't always reflect how businesses operate in manufacturing/assembling. It would be good if we could 1. Create and assembly order (as a draft), 2.Alias Name (on items) use case in Zoho inventory
Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, ChrisTip #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 haveHow 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?Why is there no API that can fetch inventory stock details by date?
Our Goal: To generate an automated Inventory Stock report. The idea: We thought we could use Zoho Inventory's APIs to fetch available stock by date. (either custom date or date range) The problem: Although we can go into Reports and see inventory details by date, this is a total manual system and not very helpful to generate an automated report everyday. Question: Why is there no API that can fetch inventory stock details by date?Reorder Point trigger for custom action
Is there a way to trigger workflows when stock on hand reaches an item's Reorder Point? Requirement: When stock on hand for an item reaches the reorder point, a Purchase Order is created with the concerned item in it, and its quantity is based on a customInclude SKU as an field option on Assembly Order template
When issuing an assembly order, it would be valuable to have the finished item SKU available for inclusion on the Assembly Order template. Currently you can only include the name. If we include a barcode which could be scanned into a production system...Paramétrer TVA dans les factures automatique
Bonjour, Je suis nouvelle sur Zoho Books et inventory. Auparavant j'étais chez quickbooks, mais le logiciel a fermé en France. Je me suis tournée vers Zoho Books car je cherche un moyen d'automatiser ma création de facture via ma plateforme de vente Etsy.Backorder quantity change
New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items.Search Using Contain
Hello, enable "contains" behavior for search rather than "begins with" behavior as default, instead of having to request the feature via support. Credit @Donald Love Thank youAssociate an invoice template for Zoho Commerce orders
Hello This question relates to Zoho Commerce and Zoho Inventory/Books ... Is there a way to automatically associate a particular invoice template for all Zoho Commerce sales channel orders?Sales Order -> Purchase Order Relation Tracking
A great feature would be to track which items on a Sales order have already been added to purchases orders when "Convert to Purchase Order" has been selected. This way, you can view if an entire Sales Order has been "purchased" from your vendors. Also,Inventory API returns different JSON fields than documentation shows.
The API document shows the GET statement as: https://inventory.zoho.com/api/v1/purchaseordersauthtoken="authtoken"&organization_id="orgID" To get a list of purchase orders. It shows the response as containing the "line items". The response that I get contains the purchase order information, including the qty totals, but no line items. How do I get the line items from the purchase order? In Creator, this: map ZohoAPICall.Inv_GetPurchaseOrders() { zohoOrgId = "999999999"; zohoAutToken = "bunchofnumbersandsuch";Packing slip details
How do I change the company details on the packing slip? I am trying to fulfill my first order using zoho inventory and when I went to print the packing slip I saw it has way too much personal information on the top. Like my tax ID, my EIN, my home phoneNext Page
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Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory
Hello, Hope the day is treating you well. Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders. How does this work? First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you orIntroducing 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 similarCategorize 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, InvoicesWhat's New in Zoho Inventory - Q4 2023
Hello, users! As we draw curtains on 2023, we would like to thank each and every one of you for being a part of our exciting journey so far. 2023 has been a year of performance enhancements and updates. We've tried to fill the small gaps that you've been[Free Webinar] Build an online store and boost your sales with Zoho
Good day, everyone! We're hosting a free webinar that will walk you through the ecommerce business cycle and showcase how Zoho Commerce and Zoho Inventory bring efficiency and innovation to your business at every stage from start to sale. Don't miss out
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formula for calculating boxes into unit of meassure
hi ... i need help on how to do the following : We sell tiles.... and invoices, quotes, etc.... are sold in Boxes. We want to show customer how many square meter is the total of the boxes purchased. Example ..... 1 box contains 1.44 square meter.......Order Processing Work Flow and Pending Item Report
Hello, Zoho Community, Excited to join you all! Our business specializes in building materials trading, and we're currently transitioning from Tally to Zoho Books and Inventory, with existing Zoho One licenses. We're facing some challenges, particularlycustomizing the Inventory dashboard
Hey, everybody. I am dealing with Zoho Inventory right now. In the dashboard of the application, there is a report of top selling products. Is there any way to customize the appearance of the report? If for example I want to view it in tabular form? I'I have received payment' checkbox UI quirk
Hello On the invoice creation screen in Zoho Inventory/Books, there is the option to select 'I have received payment' down below the item table and record the payment there rather than as a separate step, a feature we have been using lately particularlyZoho Inventory Vendor module API
Hi Zoho, I am not able to see any API that related to create / get vendor info. Any method I can get inventory vendor id from CRM/third part app? Could you please help with this? https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchas
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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,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,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 some
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