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

      • Limitation with Dynamic Email Attachment Capture

        I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments

      • Add Customer in Books on Creator Form Submit Params

        Hi guys, Were integrating a creator app with books however what were doing is adding a books customer on submit of creator form.  We have some parameters but some fields aren't coping, All were seeing is the contact name in books,.  Any help of the params for this would be great. below is a sample of the script... response = zoho.books.createRecord("contacts", "XXXXXXXXX", { "contact_name" : input.Name, "address" : input.Email }); 

      • Suggestion : link KB with Accounts

        Hi Zoho teams.  I think it could be good to link KB articles with  : accounts in order to easily  find articles dedicated to some account specificities. I tried to use tags , but tags are free text with not easy way  to retrieve it directly from ticket or list article for one tag. Tickets : It would be a good way to measure usage of KB directly from ticket when we don't need to copy/paste KB in solution. And : Great Tool , keep going ! 

      • Drag and Drop in Creator Application

        Hi, I am in the planning phase of a new application and I would like to use 'Drag and Drop' in the user interface of my new Creator application that I am sketching out, but I don't seem to be able to find any reference that this is available to developers. In my instance I have table of entries and I would like to be able to allow users to move an entry to another table (much like you do in your own interface when creating a Pivot Table report. In addition, I would like the user to be able to re-order

      • Is there any way to integrate Zoho with Zapier?

        Is there any way to integrate Zoho with Zapier? I'd like to use it to create a workflow, sharing posts from our Wordpress website to all our channels.

      • Popular Articles Report

        From data to decisions: A deep dive into ticketing system reports Content management teams can use various metrics to assess the effectiveness of knowledge base articles, improve content quality, and ensure articles are regularly updated. Predefined article

      • Invoice Ref. Field

        Hello Team, Currently, the Invoice Ref. field is set to a Number type with a maximum limit of 9 digits. However, we often receive customer invoices that contain up to 12 digits. In some cases, the invoice reference includes not only numbers but also letters

      • Turning off the new UI

        Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

      • XML format to import knowledgebase into Zoho Desk

        Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

      • Pushing Zoho People leave into Microsoft calendar: how to chose how "event" is shown (busy, free etc)

        Hi, how can I select how a "leave" event is pushed into Microsoft calendar? I want for leave "working elsewhere" to show as working elsewhere and NOT as busy.

      • Duplicate Accounts

        Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley we

      • Error with If formula

        I've got this super simple If formula, what is the reason for the error? If ( LEN(${Leads.Trial Slot Option}) == 3,'y','n') Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are

      • Announcing Multi-language Support in Zoho FSM

        Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -

      • Creating multiple CRM leads from a Zoho Forms subform

        Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform

      • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

        Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

      • Restrict Addresses in Zoho Forms?

        In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses

      • Weekly Tips: Secure your attachment downloads with Zoho Mail

        Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

      • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

        Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads

      • Zoho One Unified Portal - Applications

        Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

      • Marketing Tip #10: Start a customer loyalty program

        Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set up

      • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

        Hello everyone, Updated on 12th Dec 2025 Zia actions for Workflow is available for Enterprise edition ONLY. These features are currently available in the following DCs: US, CA, EU, IN, and AU Email Auto reply and Content Generation are available as Early

      • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

        Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

      • Incremental Migration Issue – Ticket Showing Resolution on Dec 9 Despite Urgent MX Cutover (Ticket ID: 152080262)

        I am experiencing an issue with Zoho Mail incremental migration from Rackspace. The initial full migration completed successfully, but the incremental migration for one mailbox failed immediately with the message: “User not exist” This appears to be a

      • Resend Client Portal Invitation + View Email Delivery Status

        Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation

      • Get user last login

        1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?

      • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

        Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with

      • Adding Multiple Files to a Zoho Vault Entry

        There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

      • FNB South Africa Bank Feed

        I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,

      • Zoho unreliable

        Some mails are delivered, others not. How can I trust Zoho any more? Some friends get my e-mail, some don't. Same with receiving e-mails: Some I get, some not. If I use Google, everything works well. But Zoho?!!! How to solve this problem? I already reported this problem before, but didn't get any reply. Thanks, Kim

      • the custom domain forwards by default to the old career site / how to switch it off??

        dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

      • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

        Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

      • Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory

        We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses

      • Pre-fill webforms in Recruit

        I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

      • Taxes Payable Adjustment

        I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account.  Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account.  The adjusting entry would like like the following:

      • ASAP Widget Not showing "My Tickets"ed

        Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

      • How to view CRM Sales Orders in Desk

        What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension

      • Kaizen #219: Actions API - Webhooks APIs - Part 1

        Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API

      • Pricing Strategies: #3 Services never Stop with just Plans

        "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,

      • Cropping Photos for Zoho Sites

        Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?

      • Next Page