Zoho Inventory Community Digest October 2020 - a monthly rundown

Zoho Inventory Community Digest October 2020 - a monthly rundown




Hello all!

Hope you're all staying safe.

This month was quite interesting. It's hard to believe it's been seven months since we started working from home officially. As we push on, we're bringing you a lot of new updates as well as our expert sessions, webinars, and more in our community Digest. Let's take a look.

1. Ask the Experts

After a number of successful Ask the Experts sessions, we're coming to you with the latest topic of discussion: Purchase Management in Zoho Inventory.
Join us during this week's session on the 29th of October 2020 with all your questions on purchasing and receiving your goods through our app. We will be glad to discuss this and any other related topic in detail to suggest the best solutions and workflows for your business.
 
2. Feature spotlight

The Backorder feature was discussed heavily on forums and in support inquiries among our customers last month.

If you don't have the right stock to fulfill a sales order, this feature comes in very handy. It will help you convert this sales order directly into a backordered purchase order, keeping your sales order 'On Hold'. Once you receive the stock, you can simply convert list the packaging and shipment details to fulfill the sales order. Click here to learn how to create a backorder, and click here to find out more about backorders and their workflows.
 
3. Productivity guides

Check out our dictionary for inventory management to stay familiar with the modern terms being used in the supply chain world. Access our inventory dictionary. 
 
4. Zoho Inventory 101
 
  • This November, we have planned a webinar to discuss:
    'Using an Inventory Management System to control inventory and grow through marketplaces'

    The agenda of the webinar will be to understand: 
    - How to grow your business by going online with multiple marketplaces
    - How to leverage an inventory management application for multichannel selling
    - The Cart Rover integration with Zoho Inventory and its benefits to make sure you can explore the range of integrations available from their team
      Register to learn more about using an Inventory Management System. 

5. Mobile app updates

  • Android App: Now your sales team can directly find a customer's outstanding payments while creating a sales order. They can access information such as the customer's outstanding receivables and invoice details without searching for this data in the Customers module.
  • IOS App: You can now access the Sales by Sales Person's reports at any time from your Zoho Inventory mobile app.

6. Product updates

We have rolled out a few features in Zoho Inventory such as:
  • Payables Summary and Payable Details reports in Zoho Inventory under the payables section. 
  • The Picklist feature in Zoho Inventory will help you create a picklist for sales orders and assign these picklists to specific users.
  • You can now showcase your Zoho Inventory product listing in Google search results from your online store with the all new Google Shopping integration. This can help you run ads, design smart shopping campaigns, view ad analytics, and switch off the ad listings automatically when the products run out of stock in Zoho Inventory.
  • The Amazon integration now follows a new data protection policy where the customer addresses in the sales orders from Amazon will be considered PII (Personally Identifiable Information) with restricted access. These addresses will be viewable once you click on the 'Show Address' button and will be available only for a period of 30 days from the date of fulfilment. Learn more about this data protection policy in our help document.
  • Warehouses and locations in a Zoho Inventory organisation can now be restricted to specific users in their accounts. This can help limit the stock movement between warehouses, sales transactions, stock details, purchase transactions and much more to the assigned user. 

7. Beta updates

  • Our UK customers in the construction industry can now use the Construction Industry Scheme (CIS) in beta. Contractors can deduct money from their payment to subcontractors and pass the amount to the HMRC with Zoho Books. 
  • The Barcode Generation feature is now available in beta, allowing our users to generate barcodes for their products and manage the right templates for printing barcode labels.  
Please feel free to reach us at support@zohoinventory.com to request beta access to these features in Zoho Inventory. 
  
Thanks for reading. Watch this space for more updates and stay safe!

Cheers,
Salman Nazar
Community Manager | Zoho Inventory

      • Recent Topics

      • Zoho Books is now integrated with Zoho Checkout

        Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout

      • Sync Issue

        My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

      • Add Zoho PDF to Zoho One Tool Applications

        It should be easy to add from here without the hassle of creating a web tab:

      • JOB WISE INVOICE PROCESS

        I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE

      • PDF Template have QTY as first column

        I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on

      • RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

        Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader

      • In App Auto Refresh/Update Features

        Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

      • IMAP mail after specify date

        Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.

      • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

        Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

      • Search Bar positioning

        Why is the Search bar on the far right when everything is oriented towards the left?

      • Import Error: Empty values for mandatory fields - Closing Date

        Hello, I've tried multiple times to import a CVS Potential list from another Zoho account. But the error message I get is: Empty values for mandatory fields - Closing Date There are valid dates in this field, so I don't understand why this error messages

      • Feature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation

        Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fields

      • Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details.

        Hello Zoho Accounts Receivable Balances Differs in Balance Sheet, Customer Balance Report, AR Ageing Summary, and AR Ageing Details. Please clarify and fix the issues here. Thanks

      • How to integrate XML with Zoho CRM

        Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer nor

      • Feature Request - Ability to Customise Contact Info Card on Ticket Details View

        Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields to

      • Tax in Quote

        Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

      • Zoho Flow integration with Facebook Messenger and Whatsapp

        Hi there,  any plans of adding integrations with Facebook Messenger and Whatsapp into Zoho Flow? Seems that more and more business are delivering automated updates such as "your order is received",  "your order has been shipped" and so on via these two platforms. Not sure if Whatsapp has the API access needed i am pretty sure that Facebook Messenger has... Kind regards Bo Thygesen 

      • Campaigns unsubscribe/manage preferences links

        Hi, Where can I edit the unscubscribe and manage preferences link in the footer of the email. I would like it so that when you click 'manage preferences' an form opens up that allows the person to choose what type of emails they do and don't wish to

      • email address somehow still not verified (?!)

        L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not only

      • Marketing Tip #17: Add credibility to your online store with Review Widgets

        One of the fastest ways to build trust in an online store is to show real customer feedback right where people are deciding to buy. Third-party widgets let you embed things like Google Reviews, Instagram feeds, or even a WhatsApp chat button. These add

      • adding several team members to an Opportunity

        How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.

      • Bulk update Profile Permissions

        Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?

      • Filter in fields from Jira extension

        We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can

      • Zoho Creator customer portal limitation | Zoho One

        I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

      • Add Reporting feature to display variance/change columns when comparing periods

        When running reports to compare periods (for example, Profit and Loss comparing current year to previous), I would like to be able to display variance columns in both (a) amount or (b) percentage.

      • Link Contacts to Billed Accounts

        Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?

      • Pre-Zoho Sales Info - Best Way to Add to Desk / CRM

        My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

      • CRM function REST API response format

        Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external

      • Using MPN across multiple SKUs and inventory tracking

        I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

      • Unable to Access Application:

        Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit

      • Evernote (ENEX) import limitations

        I have been with Evernote since 2010, but the latest price increase is ridiculous. I am currently testing Zoho Notebook as a replacement. I am impressed so far - if it were not for critical need to import legacy Evernote notes, I would 100% migrate to

      • Cannot see Application from Lookup field

        Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,

      • Zoho CRM Meetings Module Issues

        We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging

      • Zoho Books integration sync from Zoho CRM does not work

        Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

      • Disable Auto Send Email Notification in Invoice Creation

        Here is what I am facing Make payment via Razor Pay (All Good) Capture payload data on my webapp Send this data, along with other data to Zoho books to create the invoice However in this step - An email goes to the client + The Invoice remains as draft

      • P & L Sub-categorized accounts

        How can I show sub-categorized Income and Expense accounts on the P & L report?

      • Report showing Bill Details with Project and Sales Invoice Number

        Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project

      • Advanced Payment for Inventory Items with serial numbers

        Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO

      • Is it possible to restrict ZCRM user to see only custom views created by administrator

        I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.

      • Issues Logging into ZOHO

        Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?

      • Next Page