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",Partially 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 ?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?!? ThanksItems (products) Export to PDF Feature as a Catalog Generator
Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document. Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers. I've been duplicating this feature in other apps to make a product catalog. Having a central repository of "items" makes good sense,Drop shipment cancellation
Hello! I have a problem and need a piece of advice. Me and my customer had a deal. I have created all the documents ( SO, PO, Invoice, Bill), however, unfortunatelly, we have to cancell it. Now, I would like to mark all these documents as void. At theComposite items in Zoho while creating an estimate
Certainly! Here's a refined version: I intend to create a bundle featuring multiple products sourced from Zoho Inventory. When generating an estimate or quotation in Zoho Books, my goal is to seamlessly utilize this bundle to automatically populate allInvoice and sales order update
Is it possible to automatically update a linked draft invoice when we add for instance an item, shipping cost, item quantity to the linked sales order? Thanks!Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in ZohobooksWholesaler: "Ship To" Company Name Field Missing for Carrier UPS labels
We are a wholesaler, so we ship orders for our retailers directly to their customers. In zoho we enter the retailer as our Customer and add their customer as the "ship to". The problem is: when we create the UPS Carrier shipping label, zoho pulls theProvide a way to enter package delivery/received date
Good day, Currently, the Packages module provides the means to enter a shipment date, as well as mark the package as delivered. However, there is no way to enter the date the package was delivered to/received by the customer--at least not for manual shipments.How to manage stock location in Zhoh inventory
Hello, We are a small retail company. We have items at one of the below locations: 1. Shop warehouse 2. Sales person for demonstrations 3. Costumers warehouse for consignment stock 4. Customers for POC and testing I want to keep track of items location. Do we need 4 deferment warehouse for this operation? I will be happy to avoid this option, as it will cost a lot more to add more then 1 warehouse on Zoho system. Thanks.Zoho Inventory Packages: UI/UX Nightmare when you have multiple packages for an order
Our big problem with packages is when we have to edit an item on a package (for example: unpack) When you have many packages this is a nightmare You have to click into every package and scroll to find the item (you can't open in a new window either!)Shopify Order Sync Issues - "There is a mismatch between the tax total calculated in Zoho Inventory and the tax total from the saleschannel."
Does anyone know how to resolve this issue with orders being synced over from Shopify to Zoho. This error only occurs when a sale item is on the order. The order it's self comes from a platform called Faire Wholesale and I did notice a couple of thingsAmazon Addresses not automatically displaying to send send orders to fulfillment.
We are connected to amazon as seller fulfilled and as FBA. When the address for an order comes into zoho as a sales order from amazon you have to manually click on address to display it. once you do this it will send the information to Shipstation whichUpdate the shipping order custom field with api
Hi I create two mandatory custom field for shipping order but I don't know how is it possible to change the value of those with API. I add this information to JSONString but it seems that custom fields do not support for shipping order. "custom_fields": { "value": "22:AD:53:34:AE", "index": 1 },Warehouse with Multiple Branches
I have a client that wants to use the Branch feature in Zoho Inventory (particularly for the reporting), but they can't as you can only assign Warehouses to a single Branch. This is difficult when several Branches draw stock from a main Warehouse. So,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 createtrigger a draft invoice creation
Hello, Context: Zoho Inventory is used to manage orders, invoices and payments. Sales channels are: -Zoho Form that triggers unpaid sales orders creation in Zoho Inventory -Zoho Commerce that triggers paid sales orders creation in Zoho Inventory -ManualZoho Inventory API v1 - Get Sales Orders using custom fields filter
Hi! Can I filter sales orders based on a custom field? This is what I'm currently using and I want to add a filter to only retrieve orders with a custom field value of "X". https://inventory.zoho.com/api/v1/salesorders?page=1&per_page=20&organizatioMultiple Branches & Warehouses
Currently, when one enables multiple branches and multiple warehouse : it is mandatory to link a warehouse to a branch and no warehouse could be associated to more than 1 branch. Effectively, what it does to prevent from changing warehouse for a line-item.Zoho inventory scheduler stopped working after a long time
After a long time it worked fine, but in the last 2 days I haven't seen it activated anymore, even though the status is active and I tried triggering it manually but it still doesn't work. I realized one thing is next_execution_time is empty, i thinkschedule is not running even though it is active
My schedule was running, but recently it stopped running, even though its status was active. when I check I also don't see the next_execution_time value. What happened?Multiple packages in one shipment
Guys we have been asking for this for years. we want to be able to ship multiple packages for one customer in the same shipment, so as to avoid entering shipping info repeatedly, and avoid customer getting multiple tracking emails. When does this arise?Issue with 'Item search' when adding an order
Hi, I'm having issues with searching for an item when preparing a Sales Order, both from the web or the app. I have a big list of items, whose names are in the format: ABC|EFG|583|PQR. When trying to add a 'Line Item', i search for, e.g., EFG. But itInventory to Xero Invocie Sync Issues
Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does notNext Page
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Announcements
Introducing 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 similarZoho 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 orCategorize 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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How Organize Items
Hi. I'm new to Inventory and fiddling how to use it for our business and sales process. Could somebody please push me in the right direction? Almost everything we sell consists of ready-made individual parts that we buy in, upgraded with parts we produceWhatsApp Link Generator On Customer/Vendor Contact Numbers
Hello, please add a WhatsApp link generator feature to easily open a chat with a customer via WhatsApp. The customer module has a Skype option, I'm sure it could have a WhatsApp option, even in the vendor module. It would be especially handy if the WhatsAppZoho inventory, record payment, Paid Through
Hi. When recording a bill payment in inventory, there is a "Paid Through" field with accounts. Is there a way to edit this list?HS Codes and Country of Origin placeholders
Hello It would be helpful if there could be a placeholder under items whereby we can insert the HS/Tariff Code and Country of Origin. Currently, I use the placeholder EAN for the HS/Tariff code and the MPN as Country of Origin, as these placeholders pullHow can we buy items in box / bundles of 6,12,15 or 20 and sell it individual items in pieces
We have a unique issue, Some of our parts are purchased as bulk in bundles and sold in individual level in pieces. For example, item A, have INR 100 per piece as selling price. When we buy item A, we buy it as bundle of 12 pieces at the price of INR 900
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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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