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

      • API 500 Error

        Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":
      • Polish signer experience to compete with docusign

        I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the
      • how to change the page signers see after signing a document in zoho sign

        Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
      • Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community

        Bonjour chers utilisateurs, Le premier mois de l’année est déjà derrière nous ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Nous avons démarré le mois avec une nouvelle intégration entre Zoho Desk et Zoho Contracts. Cette
      • contact support

        I have 2 request for a phone call and not received one call as promise!
      • Can we fetch Deal owner and Deal owner email with COQL?

        While fetching deal deatils with coql api and while fetching deal owner name and email it is just giving owner id not ginving name and email https://www.zohoapis.in/crm/v2/coql
      • Zoho Social - Cliq Integration / Bot

        Dear community / zoho, I am looking for a way to create a bot within Zoho Cliq to update my colleagues about our Zoho Social activities. For example, if a new post is published, it would be great if this post automatically would be shared in our social
      • Comment to DM Automation

        Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture
      • Send / Send & Close keyboard shortcuts

        Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for
      • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

        We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp
      • Webinar - Getting Started with Zoho LandingPage

        Want to launch landing pages that support real marketing goals? This webinar is designed to help you understand the role landing pages play in your overall campaigns and how they contribute to lead generation and conversions. During this session, you’ll
      • Increase Round Robin Scheduler Frequency in Zoho Desk

        Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
      • Zoho mail to contacts and leads, but not to accounts?

        We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient
      • Marketing Tip #19: Upsell on product page to increase order value

        Upselling doesn’t have to feel pushy. It can actually feel helpful when done right. Think "people also bought", upgrades, add-ons, or complementary items. A smart upsell increases your average order value and improves the customer experience by making
      • CRM limit reached: only 2 subforms can be created

        we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Anonymous User I've read about imminent increase of other components (e.
      • Kaizen #198: Using Client Script for Custom Validation in Blueprint

        Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
      • Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

        I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says
      • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

        Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho
      • How do i move multiple tickets to a different department?

        Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
      • How to apply customized Zoho Crm Home Page to all users?

        I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
      • Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

        Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice
      • Enrich your contact and company details automatically using the Data Enrichment topping

        Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging
      • Zoho Billing Partial Proration...

        Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho
      • Getting Subform Fields to Display Top to Bottom

        I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top
      • [Feature Deprecated] Gamescope in Zoho Projects

        This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps and
      • Creating a task, i can not work out how to get ID for What_Id

        hi From Module A function I map Module B record reference membershipid (ours). I need Module B Zoho ID to create the related to on task. All examples i've seen start with the Zoho ID. void automation.LTM_Assign_Dispute_Task(String membershipid) { try
      • Can't connect to POP and SMTP over VPN

        I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).
      • my zoho mail is hacked

        my email is sending my username and password to people i dont know
      • Suministrar accesos

        Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments
      • Introducing real-time document commenting and collaboration in Zoho Sign

        Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without
      • Ticket Loop from Auto Responce

        We’re seeing an issue where a client’s help desk triggers a ticket loop. When they email us, our system creates a ticket and sends the acknowledgement. Their system then creates a ticket from that acknowledgement and sends one back to us, which creates
      • How to make rule to filter out some emails from receiving the notification "Receiving a new ticket"?

        Good Morning, We are currently using the "Receiving a new ticket" notification rule to provide that auto reply template to a customer that emails us for support. However, there are some emails we don't want to receive this auto-reply. Where can I set
      • Zoho Signatures Missing

        In the past after collecting signatures from two different PDFs I would merge them by calling an api and the signatures would appear in the combined PDF. Recently the signatures have disappeared whenever I combine the PDFs together. Why did this randomly
      • Filter button in the Zoho Sheet Android App doesn't toggle on

        I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle
      • Automate pushing Zoho CRM backups into Zoho WorkDrive

        Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They
      • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

        Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
      • New activity options for workflows

        Greetings, We are excited to announce the addition of two new dynamic actions to our workflow functionality: Create Event and Schedule Call. These actions have been thoughtfully designed to enhance your workflow processes and bring more efficiency to
      • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

        Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive
      • Kaizen #228 - Process Large-Scale Migrated Data Using Catalyst Solutions

        Howdy, tech wizards! This week’s Kaizen explores how Catalyst Solutions in the Zoho CRM Developer Hub help import large volumes of data into Zoho CRM while improving data quality and simplifying the migration process. Why Catalyst Solutions? Catalyst
      • Zoho Expense Import Reports Won't Work Because Default Accounts Already Exist

        Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.z
      • Next Page