What's New in Zoho Inventory - March 2018

What's New in Zoho Inventory - March 2018

As promised, we are back again this month with a new set of features and improvements for Zoho Inventory. We continuously look to evolve and bring in additional features which not only enhances the product but also ensures a smooth user experience from time to time. That being said, let's take a look at what we have for you this February: 

1. Raise Self-Billed Invoices

Following the VAT regulations, the self-billed invoice feature is now available for the UAE and KSA edition users. The self-billed invoice feature allows you to raise a bill to yourself on behalf of your suppliers for the purchases you've made from them. It is the same as creating a regular bill and will be categorized under the Bills module. Read more.



2. Sales by Salesperson Report

We've introduced the sales by salesperson report for your sales analytics. In this report, you can have a quick glance at the sales done by different salespersons in your organization, including the total number of invoices and sales made by each one of them. 

You can also customize the date range for which you want to generate the report. This also helps you to evaluate the performance of your salespersons during the specific period. Read more.



3. Show Serial Numbers in your Transactions

You now have the option to show the serial numbers included in a transaction. It serves as a proof with which you can keep track of the items that have been delivered to you by your vendor, or the items that you have sold to your customer. Read more.



4. Merge Sales Orders

If you receive two or more sales orders from a single customer, you can combine its details into a single document. By doing so, you'll be packing, shipping and invoicing one sales order instead of two.

In the sales order page, you can select any two sales orders in the open status from the same customer and merge them. Once you do so, you will have all the details of one sales order combined with the other. Read more.



5. Disable Marketplace Stock Update

You now have the option to disable stock updates to integrated sales channels from Zoho Inventory. This allows you maintain different stock levels in your sales channels and Zoho Inventory. 

Disabling the stock update is specific to each sales channel, i.e. disabling the stock update to Shopify will not affect the stock updates to Etsy. Any operation that previously caused the stock update to trigger, such as - changing the opening stock, item adjustments, etc., will no longer cause a stock update to the sales channel when you disable it. Read more.



6. Re-arrange the Order of Custom Fields

Arrange your custom fields in the order that you want them to appear on all your transactions. You can do this by just dragging the custom field above or below to set it in the right place. Read more.



7. Enhanced Batch Details Report

Generate a batch report that is specific to a warehouse or a particular item with the advanced filter options. Read more.



8. Batch Details Tab in Item Details Page

Similar to the Serial Number tab, you can now view the details of all the batches that you have added to an item along with its initial and current stock. You can find this tab on the item details page of the batch-tracked item. Read more.



Be on the lookout for more cool features heading your way in the coming months!

Cheers!
Lakshmi


      • Recent Topics

      • How do I add todays date to merge field

        I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? John
      • Tracking Emails sent through Outlook

        All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
      • Whats that

        Price?
      • The same Contact associated to multiple Companies - Deals

        Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the
      • Portals-Adjust Column Sizes

        I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?
      • Add link/button to open approved record from approval list and detail views?

        Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for them
      • record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books

        record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="
      • Prevent editing of a record after getting approved/rejectedr

        Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?
      • Formula Field/Campo de Fórmula

        Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,
      • Formatting Problem | Export to Zoho Sheet View

        When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this
      • Feature Request - The Ability to Link A Customer with a Vendor

        Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makes
      • Long table name (sync from Zoho Creator)

        Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.
      • [Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator

        Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator
      • Unattended - Silent

        How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?
      • Importing into Multiselect Picklist

        Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,
      • Text snippet

        There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
      • Marketing Tip #18: Make your online store mobile-friendly to improve traffic

        Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps
      • [Need help] Form closed. Please contact your form administrator for further assistance.

        https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this form
      • Zoho People. Updating TabularData

        I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params
      • Automatically CC an address using Zoho CRM Email Templates

        Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our
      • Unable to Send Different Email Templates for Different Documents in Zoho Sign

        Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
      • Reminder needs 0 minute choice

        I most use 0 minute reminders.  Every other calender service has this choice.  If I create an event in my Android calendar with 0 minute reminder it will change to 5 minute.  Please ad 0 as a reminder choice, this should be a 5 minute fix.  Thanks.
      • Customer ticket creation via Microsoft Teams

        Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
      • Is there a way to update all the start and end dates of tasks of a project after a calendar change?

        Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have
      • How to update task start date when project start date changes?

        Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project
      • Issue with Picklist Dropdown Not Opening on Mobile

        Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quite
      • using the client script based on the look up filed i wnat to fetch the record details like service number , service rate

        based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form
      • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

        Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations
      • Zoho Commerce - How To Change Blog Published Date and Author

        Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.
      • Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.

        We have Zoho One Enterprise and yet we can't create widgets on inventory.
      • ZMA shows as already connected to Zoho CRM, but integration not working

        When I try to connect ZMA with Zoho CRM, it shows as already connected, but the integration doesn’t seem to be working. I’ve attached the screen recording for reference.
      • Automatic Email Alerts for Errors in Zoho Creator Logs

        Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is
      • Workflow Rule - Field Updates: Ability to use Placeholders

        It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etc
      • Password Assessment Reports for all users

        I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. Monitor
      • Can't change form's original name in URL

        Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
      • Setting certian items to be pickup only

        How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller for
      • Using gift vouchers

        We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:
      • Automatically updating field(s) of lookup module

        I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As
      • Zoho Commerce and Third-party shipping (MachShip) API integration

        We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to
      • Adding custom "lookup" fields in Zoho Customization

        How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,
      • Next Page