What's New in Zoho Inventory - November 2020

What's New in Zoho Inventory - November 2020

With the holidays approaching fast, we're delighted to come bearing a heap of much-awaited features which we have been busy fine-tuning for the past few months.  The warehouse module being the focal point of development has been equipped with game-changing features such as Access Restrictions and Picklists. Our other key releases include Vendor Credits, Google Shopping and e-Invoicing. Let's go through each of them briefly.

Warehouse Access Restrictions

Confidentiality is a core aspect of any trade. Hence, business owners prefer that their warehouse staff have access only to the inventory details they require and not look into any other non-essential information. In Zoho Inventory, you can select the users who should have exclusive access to a warehouse. These users will only be able to view the details of the warehouses you've permitted them to access. All other warehouses will be hidden from them throughout Zoho Inventory. Learn more.



Picklists

When you have a surge of orders coming through, it becomes a conundrum for the warehouse staff to fetch the right items for each order. Creating a picklist helps avoid this confusion as it states the items and its exact quantity that needs to be picked from a warehouse. The designated stock picker can update the status as they pick the items in the list and efficiently fulfill the order. Learn more.



Google Shopping Integration (US and IN editions)

Integrate Zoho Inventory with Google Shopping and list your products on Google Merchant Center to make them available for online shopping ads and other Google services. You can create ad campaigns on Google Ads with a flexible budget, and monitor the ad analytics and conversion rate from the campaign summary page within Zoho Inventory. At any time, you can change your campaign budget, pause your campaign or even delete and create a new campaign. Learn more.



E-Invoicing (IN Edition)

The new GST regime mandates businesses with an annual turnover of 500 crores and above to submit their invoices to the e-Invoicing system. In Zoho Inventory, you can create e-Invoices in the Government prescribed format by uploading invoices to the Invoice Registration Portal (IRP) easily. Learn more.



Vendor Credits

You can record any amount owed to you by your vendor in the form of credits in Zoho Inventory. These credits can be applied on your unpaid bills or your future bills from the same vendor, and only pay the balance amount. Learn more.

Compliance with Amazon Data Protection Policy (US, IN and CA editions)

Zoho Inventory is now compliant with Amazon's Data Protection Policy which enforces strict standards to protect sensitive information from any unlawful forms of processing. Learn more about the changes implemented within Zoho Inventory to protect customer data.

Update AfterShip Tracked Shipment Status Manually

You can now update the status of AfterShip tracked shipments manually in case there is a delay in receiving the shipment status.

Backorder Option for All Marketplace Sales Orders

We have provided the Backorder option for marketplace orders so you can reorder low stock items to fulfill them on time. Learn how you can backorder the items in a sales order.

New Payables Reports

We've added two new reports under Payables called Payable Summary and Payable Details Report which summarizes the bills and vendor credits recorded for a selected period.

Perform Advanced Search Based on Tax

We've added the tax field as a search criterion for the advanced search option for Invoices. You can now filter your invoices based on their applied tax.

You can also take a look at our timeline to check out the latest updates.

Let us know your thoughts on the new features in the comments below. If you need any assistance, please drop an email to support@zoho-inventory.com.

Thanks & Regards,
Lakshmi
The Zoho Inventory Team

      • Recent Topics

      • Zoho invoice doesn't support Arabic language

        I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.
      • Recurring Invoice Placeholder Not Updating Billing Period

        Hi, I’m using Zoho Invoice Free and want the billing period to update automatically in recurring invoices. In Item Description I tried: Billing Period: %(m-6)% %(y)% to %(m-1)% %(y)% but even if the invoice date is in 2026, it still shows the period based
      • Related list Mobile Device

        Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts
      • Can't update the company address in zoho invoice

        Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.
      • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

        We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.
      • 【Zoho CRM】作業リスト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、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能 概要 機能① 自分の未完了の活動 機能② 処理待ち 機能③ 自分の作業リスト 作業リスト機能 概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。
      • SalesIQとPageSenseの利用について

        初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
      • Parent-Child Tickets using API or Deluge

        Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
      • Closing connected ticket after closing WA conversation

        Hi, At the moment, once someone sends a message to our WA number, a corresponding ticket is automatically created. After the question is answered, our support department closes the chat/conversation. However, after that, the connected ticket is still
      • Note sync turn off

        Hi, Is it possible to turn off notes sync between task notes and the parent module? (Account/Deal)
      • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

        I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however
      • 2025 in Review: Powering Field Services Forward—One Feature at a Time

        As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams
      • API Support for Creating Invoices with Batch-Tracked Items

        Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.
      • New to automation - please help

        Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!
      • Unable to Create Zoho Booking via the Book Appointment API

        Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken
      • Task Details on task template

        When creating a task template in settings that task details seem to be missing. Is it not possible to set the details of a task, such as the priority, type, reminder settings, and custom field values?
      • Building Toppings #3 -Testing and publishing Bigin toppings

        Hey Biginners! In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate
      • markdown files?

        How can I import a markdown file into a note?
      • Mail to Zoho Notebook

        In the Instuctiosn I faound as email add@notebook.app In my account I see add@eu.notebook.app What is correct please
      • Auto-Invite Users to Portals in Zoho CRM based on Conditions

        Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
      • Growth You can Count On: Zoho Billing's 2025 Journey

        As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. From launching the Enterprise
      • Need help with creating workflow with Bigin and Clickup

        Can you please help me with this? I am trying to create a workflow in Zoho Flow wherein a bigin Pipeline deal moves to Decision Closing, it will create a task and subtasks in Clickup, under the condition/filter that the Deal name contains the word Social
      • [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

        Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document
      • Create / Update Rule in TeamInbox when record is updated in ZohoCRM using flow?

        I'm currently evaluating options and trying to work out if the possible scenario is possible; If a record in ZohoCRM is updated, take 2 of the fields from that - lets call them 'OrderRef' and 'OrderTo'. Using flow, if a record is added or updated, add
      • Plans to allow more columns of monitoring, and monitoring not only your own channels?

        Are their any plans to allow more columns of monitoring, and monitoring not only your own channels? Here's why - I'm sure I'm not alone in that we sell other brands products, so not only am I interested in my own brand social channels, but also the social
      • Unwrapping the best practices for the Zoho Desk mobile app: Part 1

        In focus: Empowering the field and frontline customer support representatives Imagine having to carry your computer everywhere to respond to customers, handle escalations, and update your process. This series presents you with efficient tips to handle
      • dealing with post dated cheques

        Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on
      • Is there a way to sell in a practical method multiple subscriptions of the same product? i.e. domain names

        In evaluating Zoho Billing, a hurdle to adopting it is that Zoho Billing does not seem designed to support businesses that sell multiple subscriptions of the same product. In our case, we need to sell and manage several domain names per client. Am I right
      • Bug Report: "Name A-Z" sorting fails when Note titles start with an Emoji

        Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks). I use emojis at the start of my note titles for visual organization. The Issue: When I set the view to Sort by: Name (A to Z), the sorting logic breaks for any note starting with
      • Copy & Paste not working

        I could create and save 10 new documents but when I go to copy and paste content (just text) into them, only 1 of 10 would save the content. It would appear to save the content but when I go back into the documents, they are empty.
      • Currency for Petty Cash

        Currencies for Petty Cash should be available
      • editing/applying online payments

        We have customers who pay part or all of an invoice and then cancel their service and want the payment as a credit to future work. It would be ideal if we could make it an excess payment and then void the invoice. I can't make it an excess payment because
      • Contacts per department

        Hello, Is it possible to limit Contacts to a Department? Thanks
      • This site can’t be reached mail.zoho.com took too long to respond

        In my office at any system, we couldnt able to login zoho email. it shows " This site can’t be reached mail.zoho.com took too long to respond". please fix it soon.
      • Can send email from zoho mail, but can't receive any.

        Hi, My domain is sattvameditationresort.com. I've updated MX records with those of Zoho. But i can't send any mails to this email id from gmail. I have checked the MX status with MXTOOLS, its showing the correct entry either. The error is as shown below:
      • My domain did not activate

        Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.
      • Host not found?

        Howdy! So i'm trying to add my custom domain for with the mail server. I have 100% control of my DNS and have tried every single option (TXT, CNAME, and even HTML) multiple times, ensuring i did it properly, to no luck. I get the same error message every
      • Auto End Chats After Customer Inactivity

        Hello Everyone, I may be missing something, but is there a way to auto-end chats when a customer has been inactive for an amount of time? I have several operators (we use a shared set of account with schedules for people... that's another story) but at
      • Report on opportunities showing only the last note added.

        Hi I need to create a report that shows the most recent note added to each opportunity. This is so management can see what the latest update is according to the assigned salesperson. One workaround is to use the status field but this implies added manual work and mistakes as the salesperson would have to copy the existing status to a note before adding the latest status... otherwise the activity history would be lost. My current workaround is a report on Notes with Opportunities as the related module.
      • Please add Zelle as an online payment option

        Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit from
      • Next Page