What's New in Zoho Inventory - May 2021

What's New in Zoho Inventory - May 2021

We've made some essential enhancements to the shipping and tracking modules of Zoho Inventory that'll aid your fulfilment process. Read on to learn about the new updates.
 
Third-Party Billing for UPS
 
Editions: All
Subscription Plans: All
 
Zoho Inventory and Zoho Books (via Inventory add-on) now support third-party billing for UPS integration. With this option, you can now specify a third-party account which will bear the shipping costs and the duties (for international shipments only).
 
There are no dedicated steps to enable or disable this option. While creating a UPS shipment in Zoho Inventory, you will come across an option called Configure Billing Method, wherein, you will be able to specify who pays for the transportation charges and taxes. You can either bear these costs yourself or assign them to a third-party by providing their UPS account number, country code, and postal code.
 
This feature would especially come in handy for drop-shippers who work with other vendors to supply goods to end customers.



Real-time Tracking for Purchase Receives (or GRNs) through AfterShip
 
Editions: All
Subscription Plans: Professional or higher
 
You can now keep track of the goods which you have purchased from your vendors through AfterShip tracking.
 
Until now, AfterShip tracking was supported only for manual shipments and transfer orders. This service has now been extended to track purchase receives in Zoho Inventory.
 
After you record a purchase receive for your purchase orders, click the Enable real-time tracking button on the top-right corner of the purchase receive. Fill in a few details (like the tracking ID, carrier, etc,.) to start tracking your goods in transit and get updates within Zoho Inventory.
 
Note: When you create a purchase receive to enable real-time tracking, the physical stock of all items on the purchase receive will increase accordingly, even if the goods are yet to reach you. 



Tracking URL for EasyPost and Manual Shipments
 
Editions: All
Subscription Plans: All
 
The dedicated Tracking URL field in manual shipments now lets you visit the carrier's website to track the status of your shipment. This is available even for the shipments tracked in real-time by AfterShip.



In case of EasyPost shipments, the tracking URL is displayed within the shipment order. Click the new window icon adjacent to this URL to view the status of a particular shipment directly from EasyPost. 



Pulling Marketplace Orders from a Custom Timeframe
        
Until now, you could only sync new orders or resync orders from a particular timestamp. With this update, you can now select a date range within which you want to re-sync orders and items from a marketplace into Zoho Inventory. To do so:
  1. Go to the integration details page of a marketplace.
  2. Click the Sync Manually button under the Orders or Items section.
  3. Choose the 'Specific Period' option from the Fetch records from dropdown.
  4. Select the start and end date.
  5. Click Initiate Sync to pull your orders.


Cost Price Field in Inventory Adjustments and Transfer Orders

We have provided a field to enter the cost price of the stock when creating or editing inventory adjustments by quantity and inter-branch transfer orders.

For Quantity Adjustments, this field will be pre-filled with the cost price specified for the item from the most recent purchase transaction. If your organization is enabled with branching, the cost price is determined based on the cost of the item in the branch associated with the transaction.
 
For Transfer Orders, this field will be pre-filled with cost price from the most recent purchase transaction associated with the destination branch. This field will only be available for transfer orders between warehouses associated with different branches.
 
The value entered in this field will be used for inventory valuation.



Give these new features a spin and let us know your thoughts about them in the comments below. You can also write to us at support@zoho-inventory.com if you need any assistance.
 
Thanks and regards,
Lakshmi
The Zoho Inventory Team

      • Recent Topics

      • %PaymentLink%

        Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.
      • Google Photos

        I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike 
      • Zoho Books Items Categorisation/Grouping/Folder

        Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.
      • Cash payments before invoice date

        We have been using zoho books for our hospitality business for some time and have been very happy with the system. However in 2025 an update was pushed through and we are now not able to record payments for invoices before the invoice date. the case scenario
      • Copy / Duplicate Workflow

        I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need
      • Transfer between two customers (Peters Rental account to Peters Private account)

        we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are noted
      • Automation#18: Automatically Fetch Values from Contacts to the Tickets Module

        Hello Everyone, Welcome to this week's edition, where you can seamlessly sync fields from the Contacts to the Tickets module. For efficient business operations, it's crucial to have details mapped across different modules. Zylker Secure offers antivirus
      • Charge multiple invoices

        We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?
      • Handling/tracking escalation management in Zoho

        Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questions
      • Global Choice List share ownership

        I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
      • Setting up property management in Zoho Books

        Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool
      • How to prevent users from switching price lists in an order?

        Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other
      • Unable to Change Display Name for my outlook mail ID

        Hello, I recently added my personal outlook mail to Zohomail (in the web interface) using POP3 options. I tried to change the display name of the outlook account, but it changes for a brief moment and reverts back to the old name. Kindly help me with
      • Mollie Connect in Zoho Books

        Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers?  More info: https://docs.mollie.com/oauth/ov
      • Unable to change Lookup field from Multi Select to Single Select

        I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.
      • Simple Callback Notifications Needed

        My team are terrible at remembering their CRM callbacks, often due to how long in the future they are set for. Is there a way i can set an e-mail notification for when a callback is due? For example we set it for 9am one day and five minutes before they
      • Personal Data (RODO), Cookies / Trackers - ePrivacy

        I have noticed several issues that should be addressed on the customer support page. Zoho Desk provides the support portal, but it currently lacks the following options: A GDPR and personal data processing consent checkbox before logging in, located in
      • How to set a multi-lookup field as mandatory?

      • Allow Multiple Scheduled Appointments with Zoho Support

        Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling
      • Audit Log for Zoho One Admin Panel

        Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,
      • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

        I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
      • Custom Function to increment a value by one

        Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like
      • Access token generate from the refresh token not working for API

        Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
      • why does my campaign move back to draft?

        Every time I try to send my email campaign, it reverts back to Draft status.. this has happened three times in a row..how do i find out what the problem is? Thanks
      • Service and Parts Line Item Limitations

        Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this works
      • 【Zoho CRM】やりとりの要約機能リリースのお知らせ

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、新機能のやりとり要約機能をご紹介します。 Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。 メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。 Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。
      • Recent post analytics not very useful

        Hi, I'm enjoying some aspects of the Zoho Social. like being able to schedule posts to multiple channels. However, the recent posts analytics is disappointing. For example, I put up a reel on Instagram and Facebook yesterday. Instagram insights shows
      • What happens to the files created by user, whose account is deleted.

        Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens
      • Internal Error When Accessing Team Inbox.

        All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.
      • Sharing URLs and direct access

        Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly
      • Zoho Mail Android app update: Calendar enhancements

        Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar
      • Enhance Delay Configuration in Zoho Flow

        Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming
      • Contratação ProdutivosX

        Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é
      • Enhance Sign CRM integration

        Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
      • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

        Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
      • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

        Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently
      • Best way to schedule bill payments to vendors

        I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
      • Seamless Round-Trip Navigation for Related Blocks (Detail View)

        As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,
      • Social Profile Logo Format

        Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.
      • How to create Sepa Direct Debit XML file: solution and code

        Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa
      • Next Page