Comment gérer vos colis et expéditions dans Zoho Inventory

Comment gérer vos colis et expéditions dans Zoho Inventory



La logistique a évolué afin de permettre l'optimisation des commandes à travers la planification et l'exécution - de la réception de la commande à la livraison.
Un système de gestion des colis présente plusieurs avantages.
  • Livraison dans les délais prévus
  • Des possibilités de tarification compétitive en fonction de critères tels que l'origine-destination, les services du transporteur et les modes de transport.
  • Intégration aux systèmes de l'entreprise pour exécuter de manière transparente, les expéditions à partir de n'importe quelle opération, qu'elle soit automatisée, manuelle ou quelque part entre les deux.
  • Une meilleure expérience client.
Dans Zoho Inventory le module "Colis" vous permet de créer et d'attribuer des codes d'emballage aux articles de vos commandes et de suivre vos expéditions.

Workflow des colis

​

Créer un colis

Il y a deux façons de créer un colis dans Zoho Inventory.

Méthode - 1

  • Passez à l'onglet "Colis" depuis le panneau à gauche.
  • Zoho Inventory vous fournit deux vues, la vue liste et la vue fiche.


  • Pour créer un nouveau colis, sélectionnez "+ nouveau".
  • Saisissez le nom client depuis la liste déroulante.
  • Vous pouvez choisir le commende client attribué à partir de la liste déroulante. Sélectionnez pour laquelle vous souhaitez créer un package. Ainsi, tous les articles de la commande client seront automatiquement intégrés dans le nouveau colis.
  • Remarque : Il est impossible de créer un colis sans établir une commande client. Seuls ceux qui sont confirmés seront affichés dans la liste déroulante. Si la commande client est en version brouillon, convertissez-la en commande confirmée avant de créer un colis.
  • Saisissez le numéro du colis et sélectionnez la date. Par défaut, le numéro de colis est généré automatiquement. Pour personnaliser, cliquez sur "Paramètres" à côté de ce champs et sélectionnez l'option "Je les ajouterai manuellement à chaque fois".
  • Saisissez des remarques internes pour référence et enregistrez.


Méthode - 2

  • Créer un colis à partir d'une commande client
  • Passez à l'onglet "Commandes client" et sélectionnez pour une commande qui a des articles à emballer.
  • Sélectionnez "Nouveau Colis/ Colis".
  • Saisissez le numéro du bordereau de colis et la date d'emballage.
  • Si vous avez activé le suivi avancé des stocks, vous pouvez sélectionner les numéros de série/de lot pour les articles.
  • Passez à "Sélectionner les numéros de série / de lot sous la quantité.
  • Sélectionnez les numéros de série/ de lot des articles à emballer et enregistrez.

 

Expédition

La fonctionnalité d'expédition peut intégrer votre organisation avec une multitude de fournisseurs de services d'expédition, vous permettant d'obtenir des tarifs d'expédition, d'expédier vos marchandises emballées à votre client, de suivre vos expéditions et de gérer vos livraisons à partir de Zoho Inventory.

Conditions préalables

  • Pour les envois manuels, il suffit d'avoir un compte Zoho Inventory.
  • Pour les expéditions via un transporteur, vous devez disposer d'un compte d'expédition valide auprès du fournisseur de services d'expédition avant de configurer votre intégration avec Zoho Inventory.
  • Vous pouvez créer l'expédition uniquement pour les commandes clients mises en colis.

Créer des expéditions

  • Accéder à l'onglet "colis".
  • Sélectionnez le colis à livrer. Sous l'onglet "Expédier, choisissez parmi les différentes méthodes d'expédition - "Expédier manuellement" et "Expédier par transporteur". 


Expédier manuellement

  • Cette méthode d'expédition est utilisée souvent pour réaliser des commandes hors ligne.
  • Comme le nom indique, la plupart des informations sont saisies manuellement.
​


Expédier par transporteur

Lorsque vous choisissez cette méthode d'expédition;
  • Choisissez le transporteur.
  • Par défaut, l'adresse de départ sera l'adresse de votre organisation et l'adresse d'arrivée sera celle de client que vous avez enregistré dans vos contacts.
  • Enregistrez et vous passerez à la page des détails d'expéditions.
  • Dans cette section, des informations telles que la date/le jour de la livraison, les frais d'expédition de votre transporteur, la taille du colis sont ajoutées.
  • Enregistré ces informations et voici un ordre d'expédition et une étiquette d'expédition sont créés.


N'hésitez pas à poser toutes vos questions et suggestions en commentaire.

L'équipe Zoho France.

 

 

 

 


    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

      • Recent Topics

      • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

        No idea what this is. Can't see what it is explained anywhere.

      • Field Dependency Not Working on Detail Page in Zoho Desk

        Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

      • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

        ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら：https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

      • Zoho Calendar not syncing correctly with personal Google Calendar

        Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

      • Introducing Assemblies and Kits in Zoho Inventory

        Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

      • Customer Parent Account or Sub-Customer Account

        Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

      • need a packing list feature

        In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

      • How do the keyword critera work?

        Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria

      • Prevent stripping of custom CSS when creating an email template?

        Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>

      • Workdrive 5.0 / API Documentation Workflows

        Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

      • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

        I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

      • How to keep track of bags, cans, drums of inventory?

        We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

      • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

        Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

      • How many ZOHO-Sites does the ZOHO-One Suite allow for?

        The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

      • Replace Lookup fields ID value with their actual name and adding inormation from subforms

        Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

      • Having Trouble Opening The Candidate Portal

        Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

      • Webhook from Zobot to Zoho Flow fails

        I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

      • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

        Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

      • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

        Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

      • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

        I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

      • DKIM cannot be enabled for the domain as no verified default selector present

        Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

      • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

        Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

      • Insert auto number from main form into subform rows

        Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

      • Dark Mode - Font Colors Don't Work

        When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

      • Integrate Bunq with ZOHO Bookes

        We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • Improving Collaboration Features in Zoho Portal

        Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we

      • Access Denied

        I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

      • Using Zoho Desk to support ISMS process

        Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

      • Bin Locations

        Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

      • TaxJar vs Avalara

        Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive

      • How to check Leads with no Task (open activity)

        Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

      • What can we do on our end to improve the Answer bot answers?

        Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

      • Taxes for EU B2B Transactions

        Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.

      • How to upload file to Connect using API?

        Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

      • Items Landed Cost and Profit?

        Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

      • How can I setup Zoho MCP with Chat GPT

        I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

      • Deluge - Can't get phone number SalesIQ

        Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,

      • Group Tax in Service Line Items

        Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!

      • Next Page