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 or
Serial Numbers on Sales Orders and Picking List and maybe even packaging lists
I keep reading about of a lack of functionality that does not allow a serial number to be added to a sales order. How can we keep a true track of our inventory if we cannot follow a serial number from Receipt, through Sale and on to order fulfilment? This should surely be a basic requirement of any inventory system. When is this due to go live please as we cannot hope to use Zoho as our inventory system without it. Thank you.
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?
Zoho Inventory tax_override_preference field in salesorder API not working.
HI, I want to override the sales order's tax calculation for Zoho Inventory API. How I can disable the automatic tax calculation for the salesorder coming from the Sales order API in Zoho Inventory. Thanks,
Backorder For Composite Items
Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.
Removing attributes from dropdown when creating Item Groups
I spent the last week or so experimenting and testing in Zoho Inventory to figure out how the system worked, and to write up some documentation for our staff with examples to guide them - overall, very happy with the software. I finished going and cleaning
Lot Traceability for Assembled Items
My company produces food and skin care products out of raw ingredients. The system that we're using now is quite hefty and were hoping that Zoho would help cut down on a lot of things for us. However, I'm having a hard time pinpointing the workflow and
Select Serial Number - Barcode Scanning to be enabled by default
When using Inventory to track serial numbers, the select 'Select Serial Number(s)' pop-up window has an option to enable Barcode Scanning. Currently every time we need to enter a serial number we have to turn on the Barcode Scanning option. How can we
Creating a purchase order via API
Hi I'm trying to create a purchase order via API (https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchase-order) This is the payload: { "purchaseorder_number": "PO-1002", "vendor_id": 239026000000448513, "date": "2022-06-28", "status_formatted":
Exploded or Multi-Level BOM - Best Way to Generate from Inventory?
What would be the best approach for generating multi-level (aka "exploded") BOMs for composite items in Zoho Inventory? Our final products are composite items that are made from raw materials, labor, and other composite items. The intermediate composite
Shopify integration changing Unit to lb when EA is needed
Hi all, I've reached out to both Shopify and Zoho on this and both customer supports tell me to talk to the other company's customer support. I'm working on migrating our ecommerce store from Prestashop to Shopify and turned on the Zoho Inventory app
CLIENT PORTAL (If clients can place orders directly on the portal)
Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.
inventory - barcode scanner - picking
Hi! Is it possible to use a barcode scanner to automatically entering the products on the packing list? We want to use this system to minimise the number of errors that we make during the process. Thanks
Adding items via purchase orders and sales orders form - sticky search criteria, better search criteria
Please could you make the item search when adding lines to purchase and sales orders sticky? At the moment - type search term, find product, click to add to order, followed by type search term, find product, click to add to order, and on and on. Better
Item images
Can we get an "On hover" expanded image for items please ?
Bulk Update Certain Fields without Export/Import?
Is this on the roadmap? There are situations where it would be very nice to apply bulk changes without having to export and import. As an example we have a few custom status fields where we would like to be able to bulk update without have to go through
Cloning Items in Inventory App
Is there a way to clone items easily so that you do not need to recreate a new item with very similar attributes and values? For example, If I already have an item in my item list, and I just want to add a new variation based on this existing item, there should be an easily way to just clone this existing item, make the modification to a specific attribute, and then just save it. It would save people a lot of time.
Zoho 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
Item to item transfer both quantity and value
We are using zoho inventory extensively and making the most out of it by just using native functionality although it is missing a few functionalities like Bins and multi-level BOM handling. But one thing is still challenging which is item-to-item transfer.
Automatic bundling with sales orders
What I do is I make products to order. Some of my products share same part. So sometimes one product sells better then the other one. When I create a bundle now I might sell out one product but then I cannot make it anymore because I already use the part
"Inventory tracking cannot be enabled or disabled for items that have transactions."
I'm trying to enable inventory tracking for all items in my company's inventory but I keep running into this "Inventory tracking cannot be enabled or disabled for items that have transactions" issue. This seems to suggest that in order to enable inventory
Product Sale Report.
How is the margin calculated if the purchase order is created after the initial allocation of item cost price? Will it use the cost price of the initial item or the cost price of the purchase order? For example, suppose I add an item with a cost price
Tracking Shipments - Pallets -Pieces
Hello, We are just beginning with Zoho Inventory, but we need to keep track of pieces that belong to a pallet and that pallet to a shipment. I guess I can treat pallets as batches, but how do I assign batches to a shipment? Thank you
Need customizable dashboard for Zoho Inventory
Hi, The current Inventory dashboard content is of little use for us. We like to put other information on it. Are there plans to have a customizable dashboard?
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, particularly
Managing Rental Sales in Zoho Inventory
I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. Th
Possible To Ascertain Item Demand By Way Of SO Reports
Hello, we sell car parts, we want to ascertain demand for products without having to track it on a separate software. Since we specialise in a few parts, which are generally big ticket items, it is viable for us to make SO for all customers. When a customer
Unable to execute Sales Order Cycle - Android Zoho Inventory App
While testing the Zoho Inventory APP in Android, I have the following issue. I have setup automation of the Sales Order creation. This would allow a sales order cycle to be triggered on a save and confirm of a sales order. The option works fine using
Item Videos Or 360 Images
Hello, please add item videos or 360 images. Thank you
GraphQL API Implementation
Does Zoho have any plans in the foreseeable future to add GraphQL to the API so that we can have some flexibility with our API requests? GraphQL would allow us to get the data we wanted, and would drastically minimise API requests, reducing server loads
Different Units for Purchase and Sale
Hello, We are in a bit of a dilemma in setting up Zoho, We have different purchasing and selling Unit, Example The Supply Chain Team, buys 10 CTN of Syrup Each CTN have 6 Pieces The Selling Unit is by pieces Is there a way the SC team can continue with
"We’ve fine-tuned Zoho Inventory..."
Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?
how to create a calculated formula in total
HI , need help trying to create the folloiwng on quotes, and invoices. We sell Tiles,, and we sell them by Boxes, Now each item boxes quantity is different in terms on square meter coverage per box. As we sell by box.. we want to show the total number
Request secret key and consumer key for inventory API
Dears, I need API keys to retrieve our inventory products with images. Please give us the secret key and consumer key to do that. Also, we need help figuring out how to retrieve all products in our inventory, including their images. Regards,
Options for two (or more) e-commerce websites integrated with one Inventory org?
We have been operating with two Zoho One, hence two separate Inventory, subscriptions for two businesses with different locations and branding etc. As well as keeping things separate per business (even though both businesses operate under one company
Inventory Back Order Reporting and/or Back Order Management Broken or Fatally Flawed
Hi, I am a big fan of the Zoho system(s) in general, solid/fast/feature rich etc. However really surprised to discover the following, especially given that the Inventory System has been online for while and is sold as a high end system. Lets take the
Warranty Replacement Fulfillments
Hello, what is the best method for tracking warranty fulfillments? Currently I just create a new sales order/invoice and zero out the total. This doesn't allow me to track defect rate very effectively. Is there a better way?
Getting "Inventory tracking cannot be enabled or disabled for items that have transactions." on items on Zoho. How do I track inventory on items that have already been added?
I want to track inventory for some items which were added earlier and orders have been placed for them. Whenever I click on "Track Inventory" I get the error - "Inventory tracking cannot be enabled or disabled for items that have transactions.". How do
Return Merchandise Authorization (RMA) Module
Hello, please add a returns module where we as the purchaser will create a return from Inventory that is emailed to the supplier and/or displayed in the supplier portal for them to login for further details/notes. They will approve or deny and provide
Next Page