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

      • 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

      • Getting Project Template List using the REST API

        I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

      • How to display the CONTACT ID in the Contact page

        Hi, I've seen this conversation below and it is exactly the same question I'm raising now, but unfortunately the last message is not solved https://help.zoho.com/portal/community/topic/show-contact-id-while-editing-contact-form I need to show the ContactId and I don't know how to do this. The last message included in the conversaton shows the way but not it is not completed. "I am sorry by default we do not have the option to show the record ID for the contacts in the field in a record. When you

      • How to change margins in templates

        Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template.  The default margins make the text go all the way to the edges of the page.  Please advise.

      • Create Canvas list view templates from images powered by Zia

        Currently available for all paid editions of Zoho CRM in the US, EU, IN, JP & CN DCs. Designing a personalized CRM interface just got even easier. In today’s fast-evolving digital landscape, AI is transforming the way we work by automating complex tasks

      • Painfully Slow Zoho mail

        Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and

      • "Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook

        Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3

      • "User already exist in your org"

        Hello, I've just read a discussion about this issue, which didn't solve my problem. I'm trying to add the following emails: sales@kiss-my-boutique.co.uk returns@kiss-my-boutique.co.uk orders@kiss-my-boutique.co.uk I'm getting an error message each time I try and add them. None of them are primary or secondary emails and none of them have been created as users before. I know this as when I try and login and do 'forgot my password' all I get is an error message saying 'user invalid'. Please advise.

      • Next Page