What's New in Zoho Inventory - May 2018

What's New in Zoho Inventory - May 2018

A month has flown in a blink of an eye, and here we are again with the much awaited post! This time around we have directed our focus on the little details and improved the existing features so that it can enhance your experience with Zoho Inventory. Let's jump right in!
 
1. Link Invoices to Sales Orders in Bulk
 
When you import invoices in bulk, you can link them to the corresponding sales orders in Zoho Inventory. This saves you the time from manually creating invoices for every sales order. Likewise, you can link your bills to purchase orders in bulk. Read more.
 


 
2. View the Committed Stock and Available Stock for an Item
 
We have broken down the Physical Stock and the Accounting Stock into three categories: Stock on Hand, Committed Stock and Available for Sale. This categorization will give you a detailed information on the stock availability in each warehouse, so that you can carefully plan before you commit your service. Read more.
 
Available stock information in the item details page:
 


Warehouse-wise available stock information in sales transactions:
 


 
3. Export Batch Numbers along with Your Transactions
 
If you have enabled batch tracking in your organization, then while exporting transactions from a module, you can also export the batch numbers associated with those transactions. Read more.
 

 
4. Manage Adjustment Reasons
 
Every business has their reason for making stock adjustments. If your reason for adjusting stock isn't listed in Zoho Inventory, you can manually add them. Also, you can manage the unused and unwanted reasons by marking them inactive or by deleting them. Read more.
 

 
5. Advanced Search for Item Adjustments
 
You can view the list of adjustments that were recorded for a period using the advanced search for Item Adjustments. This helps you to find out the instances where the stock was adjusted for a particular reason. 
 
For example, when you search for adjustments that were made with the reason - 'Stock Theft' between 1st April 2018 and 30th May 2018, all such instances when the adjustments were recorded will be listed. With this list, you can analyze the situation and take appropriate measures to minimize such occurrences. Read more.
 

 
6. Batch Tracking for Composite Items and Bundles
 
Similar to items, you can now add the batch details to your composite items and bundles in Zoho Inventory. Read more.
 
Adding batches to composite items:



Adding batches to bundles:
 

 
7. Upload Multiple Images for  Items
 
Provide a clear visualization of your products to your customers by uploading multiple images. For every item, you can add up to five images, each with a maximum size of 5 MB. This feature is available for Items, Item Groups as well as Composite Items.
 

 
8. Grid View for Items
 
If you find it difficult to identify your items by just their names, then switch to Grid View. This displays each item in a card like format where each card contains the thumbnail of the item image and its primary details such as the Stock on Hand, Selling Price and Purchase price. 



 
9. Track Your Inventory Transfers in Real-Time
 
We have extended the AfterShip tracking service to Transfer Orders. You can now track your inventory transfer in real-time. This helps the warehouse managers to know exactly when the stock will reach them from the source warehouse, so that they can manage their sales and deliver goods on time. 
 
You have to enter the tracking details in the transfer order created in Zoho Inventory. The live tracking of the transfer will be updated the moment we receive notification from AfterShip (Tracking service provider). Warehouse managers also can enter their email address or mobile number to receive the status notification and stay informed. Read more.


 
10. Landed Cost for Bill of Entry - Indian Edition
 
You can allocate the custom duty charges and additional charges from your bill of entry as landed cost on your corresponding bill in Zoho Inventory. Read more.
 

 
Let us know which feature you liked the most in the comments. 

Cheers,
Lakshmi
The Zoho Inventory team
 
 
 








      • Recent Topics

      • Customizing Helpcenter texts

        I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found
      • Ability to Edit Ticket Subject when Splitting a Ticket

        Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification
      • Automatically Update Form Attachment Service with Newly added Fields

        Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new
      • 🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control

        Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,
      • Reopen ticket on specific date/time

        Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)
      • Column letter from number

        Hello, I am trying to select a cell and i have the column number. How do i do this or is there a way of getting the letter from the number? Thank you
      • API credit COQL COUNT

        The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?
      • Weekly Tips : Save Time with Saved Search

        Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you
      • Remove 'This is an automated mail from Zoho Sign' in footer

        Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan
      • Organize and manage PDFs with Zoho PDF Editor's dashboard

        Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload
      • Custom function return type

        Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
      • Passing Info from Function to Client Script

        Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to
      • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

        Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to
      • Zoho Payroll for Canada

        Is anyone else having problems getting setup for Canada?
      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
      • One Contact with Multiple Accounts with Portal enabled

        I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
      • User Automation: User based workflow rules & webhooks

        User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho
      • Disable Zoho Contacts

        We don't want to use this app... How can we disable it?
      • Default Ticket View - Table?

        Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV
      • Zoho One IS BUGGY

        Here are some things that just don't work: - Disabling applications from certain Spaces - Adding users (probably only for me) - Renaming applications in Zoho One Portal (fixed by now) - Reordering applications in Spaces When I try to reorder: It feels
      • Paid Support Plans with Automated Billing

        We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
      • Merge Fields that previously worked are now giving an Error!

        Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.Mailing
      • Clarification on Zoho Forms 1-User Plan: Multiple Submitters and Approvers

        Question Content (Copy–Paste Ready) Hello Zoho Team, I would like clarification regarding Zoho Forms pricing and user limits. I am planning to subscribe to the ₹700/month (1 user) plan. My use case is as follows: Only 1 person (myself) will create and
      • CRM Cadences recognise auto-responses

        I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponse
      • App for Mac OS X please!

        It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,
      • Facing Issues with Sites Mobile font sizes

        my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line space
      • Zoho Books Payroll

        How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,
      • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

        Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's
      • Notifications in Cliq client for Linux

        If I got it right, Cliq desktop client for Linux does not use the generally accepted notification method via org.freedesktop.Notification interface. For this reason, Cliq notifications do not look and behave as all other notifications. Is it possible
      • Canvas templates can now be shared with different CRM organizations

        ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
      • Unable to produce monthly P&L reports for previous years

        My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create
      • Change Last Name to not required in Leads

        I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
      • Reply to Email for SO/PO

        Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email
      • ZOHO Payroll Canada

        Any plans on the roadmap for Canada?
      • 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
      • Multi-currency and Products

        One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There
      • ZOHO Writer Folders

        Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centra
      • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

        Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like
      • Escalation request: organization merge and data export (Ticket [154609577])

        Hello Zoho Team, I am posting here because my support ticket has not received substantive responses through the usual channels. Summary of the issue (ongoing for three weeks): I requested assistance with a data migration and a merge of two Zoho organizations.
      • Do buttons and vba msgbox work on mobile, specifially the iPhone zoho sheets app?

        In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. It pops up a msgbox with some text. When I go onto the iPhone mobile zoho sheets app, the button is there. When I click on that button, the spinning asterisk appears for a
      • Next Page