Inventory Management - FAQ | Zoho CRM

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:

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                                                                                          • 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 ...
                                                                                          • Managing Mail Merge Templates

                                                                                            Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (forms, letters, address labels, envelopes, etc.). You can create a mail merge template which contains variables (merge fields), which will merge ...
                                                                                          • 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 ...
                                                                                          • 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: ...
                                                                                          • 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 ...
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