Hello users,

We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. 

When creating a transaction, you can now see both the Stock on Hand and the Available for Sale quantity for each item. The displayed quantity will depend on the selected View option.

You can now export the Bin Locations Details Report and Bin Location Transaction Summary Report in your preferred format such as PDF, XLS, or XLSX. This enhancement makes it easier to analyze your bin-level inventory data.

You can now add a dropship address in your Sales Orders. This address is used exclusively for the specific transaction and will not be saved to the customer's additional address list. You can also view and copy addresses from existing customers when setting the dropship address.

Introducing enhancements to Inventory reports for better control and visibility. The Stock Summary Report now supports custom reports, amount columns, and a stock tracking mode filter. Bulk export is available for up to 500,000 records (based on your plan) for key reports like Inventory Summary and FIFO Cost Lot Tracking. Purchase Order Reports now offer detailed columns such as Quantity Ordered, Received, In Transit, and Late By Date. Custom reports, Show/Hide Columns, and advanced filters are now supported across various reports including Inventory Aging, ABC Classification, Committed Stock, Product Sales, Valuation, Landed Cost, and Active Purchase Orders. The Sales by Item Report adds a Report Basis filter, while the Sales Return History Report gets a complete revamp with status tracking, return reasons, grouping, customizations, and scheduled exports. The Inventory Valuation Summary includes a new Stock Account column with filters, and you can now exclude transfer orders in Inventory and Stock Summary reports. These changes will provide a more flexible and insightful reporting experience.

We now support different display types for lookup custom fields. You can choose between a List view and a Dropdown view. This feature is currently available for specific lookup modules, like items, vendors, purchase orders, and customers.

Batch Tracking just got more powerful and flexible with some major enhancements. You can now create and edit batches directly from the item details page, making management easier. A new return option allows items to be returned to the same sold batch, improving stock accuracy. You can also use the same batch across multiple line items in purchase transactions. Batch status control lets you mark batches as Inactive, keeping them out of transactions while retaining them for reports. Plus, all batch activity including creation, edits, restocks, and transfers is now visible in the Audit Trail report.

We have improved the UPS Paperless Invoice feature by introducing the ability to add and edit item descriptions and unit prices individually for each line item within a package. Previously, a single description was applied to all items in a package, limiting the level of detail you could provide. With this update, you now have more control and flexibility.

You can now pin up to two columns in the transaction list page in both default and custom views to keep key information visible while scrolling. This feature is available when a view contains more than eight columns.

You can now duplicate delivery challans by cloning the existing ones, thereby saving time.

We have added new customization options for report exports and print preferences. You can now set custom file names for exported reports, display column headers on each PDF page, and organize report data into separate pages based on the group by field.

We are improving security by adding Multi-Factor Authentication (MFA) to both Customer and Vendor Portals. This extra security step requires users to enter a Time-Based One-Time Password (TOTP) along with their login credentials. 

Admins can turn on MFA in the Customer Portal settings, making it mandatory for customers and vendors to set it up using an authenticator app. Once enabled, users will need to enter a TOTP code each time they log in. If needed, admins can reset MFA for users. 

Note that even if MFA is disabled later, users that have already set it up will still need to enter the TOTP code. If they lose access to their authenticator app, they should contact an admin for a reset.

We have introduced import option for the Move Orders and PutAway modules. You can now seamlessly import data for these, making bulk updates and record creation faster and more efficient.

You can now upload, attach, and manage documents directly from the Purchase Receive creation and edit page.

You can now filter your lookup custom fields by using custom views and setting criteria. The records will be shown based on the chosen custom view and the rules set by you, making sure all the conditions are met.

We have introduced the option to leave an organization from the Manage Organizations page. However, if you are the admin who created the organization or the only admin, you will need to delete the organization instead. Additionally, before you leave, ensure the integrations are disabled, if any. 

Best Regards,

The Zoho Inventory Team