What's New in Zoho Inventory - October 2018

What's New in Zoho Inventory - October 2018

After a splendid month, we're back with more value-added features and usability improvements that will elevate your experience with Zoho Inventory. Let's check out what's new!

1) Viewing the Transaction History of a Batch Number

How'd you like it if all transactions involving a particular batch are displayed in one place? Wouldn't that make it a lot easier to track the activities related to that batch?

For instance, a particular batch of tools that were sold turned out to be faulty and needed immediate replacements. Typically, you'd have to dig through a pile of sales records and make a list of all the customers to whom the items from that batch were sold. In Zoho Inventory, we have made this task easier for you by ten folds.

By clicking on a Batch Reference Number, the entire history of that batch is displayed. You can also click on the Manufacturer Batch Number (within the Batch Details report) to view the transaction summary of the batch numbers with the same manufacturer batch number.

Batch Transaction Summary Report



Batch Transaction History from Items



2) Vendor Payment Terms

You can now set payment terms for your vendor contact. By doing so,  the payment due date will be generated in the bill upon selecting the particular vendor.

You can also set your payment terms in the bill creation page.
 


3) Advanced Search for Composite Items and Transfer Orders

Advanced search is now available for composite items and transfer orders. You can now refine your search by setting several search parameters for these modules.

Go to Search --> Click on Advanced Search --> Select the module to search.

Composite Items Advanced Search



Transfer Orders Advanced Search



4) Searching for Inventory Adjustments with Item Name

You can now look up inventory adjustments by item name under the advanced search for Item Adjustments. The search will list out all the adjustments done for the said item.


 
5) Filtering Transfer Orders

In this update, we've added the filter menu for the transfer orders module. You can apply these filters to view your transfer orders categorically.


 
6) Autogenerating Bundle Numbers and Transfer Order Numbers

You can now choose to auto-generate bundle numbers in composite items as well as transfer order numbers.


 
7) Cloning Items and Items from Groups

In addition to cloning contacts and transactions, we've now provided the option to clone items and item variants from groups. The cloning feature makes it easy to create items within Zoho Inventory. It comes in handy when you want to:
  • Create a new item with properties similar to an existing item.
  • Deactivate an item and create a new replacement item.



Learn in-depth on how you can clone an item and item from a group in Zoho Inventory.
 
8) Reorder Point Calculator - Free Online Tool

We have launched a free online tool to calculate the reorder point for your inventory items. Based on the historical demand and safety stock, this tool calculates the ideal reorder point, so you don't end up overstocking or run out of stock at any point.

In Zoho Inventory, you can set a reorder point for your item and promptly get notified whenever it falls into the low stock zone.

You can access the reorder point calculator here.


9) API Usage Report

We have introduced the API Usage Report under Activity Logs where you can track:
  • The API call limit for your organization,
  • The number of API calls used and the number of calls remaining,
  • The username, email address and the IP address from which the API calls were passed,
  • Also, the total API calls passed by each user.


This report is generated automatically on a daily basis, and on each day, the total API count gets reset to the maximum limit for your organization.

10) Zoho Inventory iOS App Updates

We have released the following product features in the Zoho Inventory iOS app version 2.0:

- We've added the much-awaited 'Contacts' module. You can now create new customer and vendor contacts directly from your iOS device. 
- Purchase Orders, Bills and Delivery Challans modules are added. 
- You can now perform an item search using barcode scanning. 
- The addition of Advanced Inventory Tracking allows you to track your items by serial numbers or batch numbers. 
- You can create composite items and bundles. 

Version 2.0 also comes with an array of iOS features:

- All the feedback messages can now be felt. We have added the haptic feedback. 
- You can receive all Zoho Inventory app notifications on your mobile. 
- You can drag and drop contacts & items to create transactions. Force touch a transaction list to view its information. 
- You can search for items and contacts in Spotlight. 
- You can send Invoices and Sales orders to your customers instantly through iMessage. 
- You will be able to view the name of your contacts in the incoming call screen with the help of CallKit. 
- With iOS 12, we now support Siri shortcuts. This allows you to execute actions such as creating invoices or viewing low stock items with voice commands. 

Do let us know your thoughts on these features in the comments. Until next time.

Cheers,
Lakshmi
Zoho Inventory Team







      • Recent Topics

      • Zoho Creator Developer Console | Improved Distribution and Lifecycle Management for apps

        Hello everyone, We're excited to introduce new enhancements now in the Zoho Creator Developer Console. These updates strengthen private app distribution through licensing controls and extend environment support across all installed apps, helping teams
      • Anchor Links in Dashboards

        Hello,  Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the text
      • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

        Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
      • Sync images with Shopify/Cart

        Hello, sync images with shopify or other cart, it cuts out the double work of having to upload to shopify/cart and zoho. Thanks
      • Allow selection of select inactive users in User data fields

        Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the
      • Is it Possible to Modify Standard Report Urls

        Is there a way to permanently modify standard report Urls? Use case: Suppose I have a Products report. Showing list as timeline, calendar, or kanban doesn't make sense. Want to hide that from users by adding #Report:Products?zc_ShowAs=false&zc_Print=false
      • Assessment Answered - Automation (Related List)

        Hello everyone, We have linked a candidate assessment to our job posting. When someone applies, they are required to answer all the assessment questions. However, some candidates submit their applications without completing the questions. In such cases,
      • Smarter holiday planning with yearly-specific Holiday Lists

        Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage
      • External User onboarding for zoho connect is not really intuitive.

        So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create
      • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

        I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,
      • How to upload file to Connect using API?

        Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
      • Select the task view on the board in the Zoho Connect iPhone app

        Hello. How do I select the task view on the board in the Zoho Connect iPhone app? The Android app has this functionality.
      • The power of workflows in Zoho Marketing Automation - Video Webinar

        In this Zoho Marketing Automation video webinar, our experts walk you through: Why you may want to create marketing workflows How to create marketing workflows Use Zoho CRM data and apply workflows to automate your marketing strategy How workflows can
      • Auto tagging

        Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article
      • Constant refresh required in lots of Zoho tabs

        "Hey Zoho, if you can sync my notification bell across 15 tabs using a BroadcastChannel, why can't you send a 'Data Refresh' signal the same way? We don't need a browser reload—we just need the data to sync without us clicking F5 like it's 1999." "PS:
      • What's New in Zoho Billing | January 2026

        Excited about the latest enhancements in Zoho Billing? Our January updates bring an intelligent AI assistant, smarter subscription management, and improved tax compliance, saving you time and reducing manual work. Dive into the details below to see how
      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
      • Inserting images into Articles or Knowledgebase

        Hi, Are there any plans in improving the Knowledgebase text editor so it would allow inserting images through Windows clipboard via copy-paste? Say for example I took a screenshot using the snipping tool in Windows and I'd like to insert that image to
      • Links not functioning in Zoho mail

        Links that are included in emails I receive are not activating. Nothing at all happens when I click on them. I have researched FAQs and this forum to no avail. Any suggestions?
      • Zoho Mail iOS app update: Manage folders and tags

        Hello everyone! In the most recent version of the Zoho Mail iOS app, we have brought in support to manage(create, edit and delete) the folders and tags. Create folders Create Tags Edit/ Delete folder In addition to this, we have also brought in support
      • Zoho Social API for generating draft posts from a third-party app ?

        Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
      • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

        Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
      • Create an Eye-Catching Announcement Widget for Your Help Center

        Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
      • UI issue with Organize Tabs

        When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screen
      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
      • Task list flag Internal/External for all phases

        Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the
      • Zoho CRM Feature Requests - SMS and Emails to Custom Modules & Time Zone Form Field

        TLDR: Add Date/Time/Timezone form field, and be able to turn off auto timezone feature. Allow for Zoho Voices CRM SMS Extension to be able to be added to custom modules, and cases. Create a feature that tracks emails by tracking the email chain, rather
      • Our Review Of Zoho CRM after 60 Days

        The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We already
      • Link Purchase Order to Deal

        Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoices
      • Extend the Image Choice Field

        Hi, The New Yes/No field is great for what it does, and the Image Choice Field is good but could be better with some functions from the Yes/No field. Take an example, rather than just Yes/No you want Yes/No/Maybe (Or more than 3 choices), but unlike the
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • New 2026 Application Themes

        Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position
      • Zoho Desk: Macro to assign Ticket to self

        Hello, We are using macros in Zoho Desk to set some fields and send a response. I would also like to assign the ticket to myself (or whoever applies the macro). I can only set a fixed agent in the macro, so I would have to create one for every agent.
      • Turn off Knowlege Base Follow options and Follower lists

        Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
      • Enterprise Data management solutions

        I'm on the hunt for the perfect Data management solution for my organization. I've been doing a ton of research across different websites, but honestly, it's just left me more confused! A friend suggested I check here, so I'm hoping someone can point
      • New Feature: Audit Log in Zoho Bookings

        Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.
      • Automated Task reminder

        First question: If a task does not have a reminder set, will it still send an email notification that the task is due today? If not, how can I set up an automated reminder to send the task owner an email that it is due on a certain date?
      • Zoho Support - contract notifications

        Hi, I have a few questions about using Zoho support. Is there a way to add custom contract notifications like (90 days before expiry send notification e-mail to agent and customer, then another 60 days before expiry and another 30 days.). And is it possible
      • Kaizen #230 - Smart Discount-Based Quote Approvals Using CRM Functions and Approval Process

        Hello everyone! Welcome back to the Kaizen series! Discount approvals are a standard part of sales governance. Most organizations need something like this: Discount % Required Action < 10% Auto-approve 10–19.99% Sales Manager approval ≥ 20% VP Sales approval
      • How to create a new Batch and update Stock via Inventory?

        Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the
      • Next Page