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

      • Contacts limit in basic vs standard - what counts? Are customers contacts?

        I’ve been using books for a number years for my small business. I only ever work with 20 clients at any given time. I do purchase services from a number of vendors to run my business, so there are some comtacts there too. I used to use the basic package,

      • Saving issue

        First problem I opened a MS word file in writer. after the work is done, it does not save instantly, I waited for like 10min and it still did not save. second problem When I save a file, then file gets saved as another copy. I just did save, not save

      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

      • Create Tasklist with Tasklist Template using API v3

        In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

      • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

      • Task Order

        Hello! I've recently switched to Zoho Projects and a long time user of MS Project, Asana and LiquidPlanner (which has recently been purchased) and I'm running into a frustration I'm hoping someone can assist with. It has to do with how tasks are ordered

      • Automating CRM backup storage?

        Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

      • 2026 Product Roadmap and Upcoming Features

        This is your guide to what is coming in Zoho Vertical Studio throughout 2026. We’ll update this post throughout the year as items move from development to release, and as and when new initiatives are added. Once a feature is released, it will be reflected

      • Vendor legal and DBA names for USA users

        I would like to hear how Zoho Books users are handling DBA names in the vendor profile. If the Company name in the vendor profile has to be the legal name (line 1 of the W-9), whare are you entering the DBA name (the name that checks are made out to)

      • Zoho Books API invoice email bouncing with 'relaying-issues' error

        I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,

      • Stop the Workarounds: We Need Native Multi-Step Forms

        After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly

      • Product Updates in Zoho Workplace applications | January 2026

        Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications for the month of January. Zoho Mail Zoho People Notifications preview in Zoho Mail Notification emails from Zoho People

      • How do i setup default values for few fields

        We have few fields in CRM like rate of return, type etc - they can be picklist and standard inut fields. picklist we have choice to set default value. but how do we default some value in input type of fields?

      • We know the company but not the contact

        We are fairly new to Zoho, part of our marketing stack is we use products like lead feeder to identify which companies are visiting our site. We are able to match this data to salesiq but cannot find a way to add a company name to the salesiq visitor

      • Customize Calendar view in Teamspaces Settings

        Right now every customization that happens inside of the calendar view inside of CRM is only visible for the specific user. We want to be able to set up calendar views as an admin for specific roles. I would suggest to do that inside of the settings of

      • How to filter subform report based upon main form report in dashboard

        Hi Team, I am creating a dashboard in Zoho Analytics. I want to have a main form report and below I want to show subform report of main form. If I filter the main form with date then I want to show subform records based upon main form. how can I achieve

      • using the Client script I want to Hide Show the Fields

        if Related to service means some of the field like service no want to shoe and hide Amc no , purchase no how i achive this let issu = ZDK.Page.getField('Issue_Related_To').getValue(); if (issu == 'Service') { var field_obj = ZDK.Page.getField('Warranty_Cases');

      • Ask the Expert – Zoho One Admin Track : une session dédiée aux administrateurs Zoho One

        Vous administrez Zoho One et vous vous posez des questions sur la configuration, la gestion des utilisateurs, la sécurité ou encore l’optimisation de votre back-office ? Bonne nouvelle : une session Ask the Expert – Zoho One Admin Track arrive bientôt,

      • Write-Off multiple invoices and tax calculation

        Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

      • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

        Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

      • vendors / customers with 2 different address and gst no

        Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.

      • Recurring Automated Reminders

        Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

      • Fail to send Email by deluge

        Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update

      • Transitions do not update fields until the record moves to next stage

        We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fields

      • Zoho CRM - Kiosk Studio : Use action responses across your kiosks with sequential actions

        Hello Everyone, Imagine building a kiosk that gives you full control over how actions are executed in later screens in that same kiosk. What if you could use data from a previous action later in that kiosk—with no interruptions or data gaps? This is exactly

      • Get Cliq Meetings in my O365 calendar

        Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

      • Custom Button to convert a Deal to a Custom Module?

        Hello Community I am in process of building out a custom CRM for my team and part of this is looking at building out a Custom Button or function of some sort where when a Deal is marked Closed Won the system will allow for a "Convert to Job" option to

      • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

        Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

      • Change eMail Template for Event-Invitations

        Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you

      • Workdrive Oauth2 Token Isn't Refreshing

        I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

      • Migrate Your Notes from OneNote to Zoho Notebook Today

        Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

      • How can I import OLM to Yandex Mail easily?

        For migrating Mac Outlook OLM data to Yandex Mail efficiently, the Aryson OLM Converter is a reliable professional tool that ensures complete data integrity throughout the process. Unlike manual methods, which can risk inconsistent formatting or missing

      • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

        Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—

      • Is it possible to setup bin locations WITHOUT mandating batch tracking?

        Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

      • Implementing Inventory Process

        I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our

      • Best way to start zoho inventory with bulk openning stock

        We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)

      • Service Reports.

        Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one

      • Blueprint enhancements - Parallel and multiple transitions, and more

        Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

      • Item Bulk Edit - Allow for Reorder Level

        We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

      • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

        Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered

      • Next Page