Inventory Template - FAQ | Zoho CRM

How can I create inventory templates?

Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed. 

Follow the steps below to create a template:
  1. Click Setup > Customization > Templates > Inventory.
  2. Click + New Template. 
  3. Select the module (Quotes, Sales Orders, Purchase order, Invoices) for which you want to create an inventory template.
  4. Click Next for the Template Gallery page.
    And choose a blank or pre-designed template.
 

    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • Creating Inventory Templates

                                                            With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
                                                          • What type of different templates I can create using Inventory Templates?

                                                            Using the Inventory template feature you can create personalized templates for quotes, sales order, invoices, and purchase orders. Read more about creating the templates from the below resources: Create Inventory templates Delete Inventory templates ...
                                                          • Understanding Inventory Template Builder

                                                            Components of Template Builder The template builder is made up of various components that can be dragged and dropped on to the template. Header and Footer Header and footer are available at the beginning and the end of the template. You can add them ...
                                                          • I have access to email templates, but not to mail merge or inventory templates, what should I do?

                                                            The permissions to access inventory templates and mail merge templates are listed separately under Manage Templates, so you will only be able to create inventory and mail merge templates if all three are enabled for your profile. To enable all three ...
                                                          • Troubleshooting Email Templates

                                                            1. Product details are not populated in the table created in a template. Product details will only be available if the default product table in the template has been added. If the fields in the Product Details section are added separately, the values ...

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources