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."}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 packageBin 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...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 phoneBakery Recipe
I am in the process of evaluating whether Zoho is the right fit for our soon to be opened bakery. I want to be able to track inventory of raw ingredients such as flour, sugar, butter etc. I then want to have set "recipes" for baked goods, such as a "cake",Landed Cost application to Vendor Bills from dropship Purchase Orders
When trying to apply a Landed Cost to a Vendor Bill generated from a dropship Purchase Order, the Landed Cost pop-up window generates a message that "Landed Cost cannot be applied to Bills from dropship Purchase Orders" when trying to save the landedPartially receive PO without partial Bill?
Most of our inventory is pre-paid. Let's say we purchase 30 pieces of 3 different items for a total of 90 pieces. It is common for our supplier to send us the items as they are ready. So we will receive 30 pieces at a time. How can I partially receivePackage Geometry
how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?Zoho Inventory: Get Items with sotck on hand in different warehouses in a single shot
Hello, Is there a way to get all the items with their stock properties per warehouse in a single API call? I'm trying to use this: https://inventory.zoho.com/api/v1/items?organization_id=organizationId it's returning: "item_id": "2767260000000074112",Email From Logged In User By Default
Hello, please make it such that the "from" email for sending SO/INV/PO etc is from the logged in user by default, and not the primary set email, which means the user has to manually select their email from a drop down. Thank youZoho 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 theZoho Inventory really should have a means of auto-generating simple numeric SKUs for new items.
Hello, Zoho Inventory should have a means of auto-generating simple numeric SKUs for any newly created item (or items if generated from the instantiation of an Item Group) based on the next available number SKU. And while I was happy to see that item groups now allow has a SKU generator, as it is a step in the right direction, it's unfortunately unusable if you’re needing to maintain a link to legacy systems that use numeric-only SKUs - which probably account the majority of retail POS systems.Update carrier after package is created with API
Hello, We use carriers not compatible with Aftership and other integrations Zoho Inventory has, so we are developing a way to select the carries automatically according carrier's rates. We uploaded a CSV to Zoho Analytics with the rates combined and weNo Reports in Inventory that Show Available for Sale and Reorder Point
We are a company that allows customers to back order items and non stock items. We have noticed that Zoho does not show us the correct numbers for purchasing that we need for low level products. Everything goes off the Stock on Hand when in reality weNew Inventory cost posting to Opening Balance not Inventory Account
I add my new inventory to Zoho Inventory via Shopify. When the inventory is added, the cost of the item is posting to the opening balance account not the balance sheet Inventory account. I can't find where to make a change to fix this other than the fieldZoho Inventory Item Creation API
We have been using Zoho Inventory API for several years to create items in the portal successfully. Suddenly we get the common and uninformative error response {'code': 4, 'message': 'Invalid value passed for JSONString'}. I have checked with our ZohoZoho Inventory - Inventory Integrity when utilizing third party platform to Ship
Good Day! I have a unique situation and wanted to see if anyone has any ideas on this. Diving in, I don't currently use Zoho Inventory as it does not quite fit my needs. The reason for this is that I Ship Externally from Zoho but utilize Zoho using ZohoShopify Sales Tax
Just testing Shopify sync - good to see that both item tax and shipping tax import. However, they are importing as "Shopify Sales Tax" and "Shopify Shipping Tax" How can these be changed to be "VAT 20%"?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,Customer views thru a customer portal link
When you establish a Customer Portal, and share it with the group of customers, can each customer see the others transactions or are they only viewing their individual transactions. My objective is that the customer logged in only views their own transactionsBIN 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?!? ThanksNext Page
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Zoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanTip #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
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Zoho books API: Picklists API
Hello Zoho wizards, I am looking for Picklists API for Zoho Books but there's no mention of it in the docs. Is it available at all?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, particularlySales order line description via API
Hi, I'd like to know how I can populate the Sales Order Line Description via the Inventory API (field shown in the image below) I have tried using the field called "lines_items / description" field in the API but this does not work as expected. Than'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 Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older thanZoho 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,
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