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 ...
                                                        • Understanding Inventory Template Builder

                                                          Understanding the components of Template Builder The template builder is made up of various components that can be dragged and droppped on to the template. Header and Footer Header and footer are available at the beginning and the end of the ...
                                                        • 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 that would contain the variables (merge fields) in it. Using ...
                                                        • 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: ...
                                                        • 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 ...

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