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

      • Add the ability to Hide Pages in Page Rules

        Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only

      • using the Client script on the load of the form if service no is empty means then i want to make issue relate to is Service

        using the Client script on the load of the form if service no is empty means then i want to make issue relate to field is Service if Purchae no is empty means then i want to make issue relate to is Purchase

      • Changes to the send mail Deluge task in Zoho CRM

        Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?

      • Work Order wont mark as Completed

        I have a couple of work orders that won't mark as completed even when I've marked the Service Appointments as completed fully.

      • Item name special charaters <>

        Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?

      • Zoho Analytics Dashboard - How to hide the user filter

        I am using the same dashboard template across different external clients and applying a user filter to the data by site URL. How can I hide the user filter in View Mode so the external client won't see the list of other clients in the drop-down menu?

      • Customer Parent Account or Sub-Customer Account

        Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

      • Kaizen #229: Email-Deal Associations in Zoho CRM

        Hi All, Welcome back to another week of Kaizen! Emails are a core channel for customer communication in any CRM system. In Zoho CRM, emails can be associated with records across multiple modules. In this post, we will focus on email associations with

      • Action Required: Update Microsoft SQL Server Security Settings Before February 2026

        Dear Users, We recently deployed security updates in Zoho Analytics that inadvertently caused connection failures for a few customers using Microsoft (MS) SQL Server hosted on older Windows versions (Windows Server 2012, 2012 R2, and 2014). To restore

      • 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

      • Next Page