Zoho Inventory - Walkthrough

Zoho Inventory is an important part of Zoho's suite of applications, particularly designed for small to medium-sized businesses. It is a cloud-based tool and includes an application for both Android and iOS devices. Besides being exceptional inventory management software, Zoho inventory integration offers multichannel selling, order management, good reporting options, warehouse management, etc.

It is all these qualities that make Zoho Inventory perfect for retailers who have both an online and a physical retail store. Zoho inventory management software is a great option for retailers who sell their products on a global scale because it streamlines everything for these retailers and makes business operations easier.

With both a mobile application for instant changes and an extensive range of desktop applications, the Zoho inventory is an extremely smart choice for the purpose of inventory management. It facilitates great management of inventory across various warehouses and also allows end-to-end tracking. If you are a retailer who is trying to find a dependable solution for managing inventory across multiple warehouses or know someone like that then Zoho inventory can help immensely.

In this blog, we will go through a complete walkthrough of the Zoho inventory to understand the tool much better.

Creating an Account

Zoho Inventory is a web-based application that works best and supports the latest versions of the browsers such as Mozilla Firefox, Safari, Edge, Google Chrome, etc. There are two common ways in which you can sign up for the Zoho Inventory. If you already have an existing Zoho account then you can proceed with that and if you don't then the best probable way to move ahead is by going ahead with a new sign-up.

For a new sign-up, the first and foremost requirement will be to sign up for the 14 days free trial period. This period will enable you to test the product and use all its features included in the professional plan of the Zoho Inventory. You have an option of upgrading to either of the paid plans during or after the trial period.

To go ahead with a new sign-up for the Zoho Inventory, take the following steps:

1. Log in to the Zoho Inventory website.
2. Click on SIGN UP NOW. You can find this button in the top right corner of the page.
3. Enter the company's name because that will be the organization's name in the Zoho Inventory.
4. Make sure that you enter a regularly used email address and a strong password. This will act as your login credential.
5. Choose a country in which your company is located.
6. Mention the phone number for authentication purposes.
7. Click on SIGN UP to complete the process so that you can be navigated to the organization details page.
   
   

Zoho Inventory Quick Setup

Set up your organization details. When you sign up for the Zoho Inventory management software, you are going to be redirected to the organization details page that will ask you to enter some basic information about your business. On this page:

1. The portal name is going to be auto-generated. In case you wish, you have an option to suit this name according to your business needs.
2. You can now choose the industry type and enter the complete address of your organization
3. Choose the currency so that it serves as a base currency for all future transactions and cannot be edited later.
4. Now select the time zone of your company's location
5. For comparing the setup, click on the Click to Finish button so that you can be logged in and redirected to the Zoho Inventory organization.

Setting Up Data

After signing up for the Zoho Inventory and setting the organization details, you can also set up all the data and manage your business in the right way. To get started, follow the steps mentioned below. It is also highly recommended that the steps should be followed in this order only for a better start-up process.

1. The first step is to update the organization details. You can configure the organization details, upload the brand logo, and add significant information for completing the organization's profile.
2. The next step is to create and import the items. Click for loading your item details into the Zoho Inventory.
3. The third step is to make purchases. It is about purchasing stocks from different vendors.
4. The last and final step is to sell the products. Create sales orders for your customers and learn more about them.

Joining an Existing Zoho Account

In case you are already using one of the Zoho Finance apps such as Zoho Books then you can sign into the Zoho Inventory with similar credentials. Here are the steps that you should follow:

1. Log in to the Zoho Inventory website.
2. Click on the SIGN IN button that you can find on the top right corner of the page.
3. Begin to enter your Zoho Credentials.
4. After you sign in to the website, you are going to be redirected to a page that mentions all organizations that you are a part of in different Zoho Finance Apps.
5. Choose from any of the existing organizations for which you wish to create a Zoho Inventory organization.
6. Finally, click on the Join Organization button at the bottom of the page and go ahead.
   
   

This will let you set up a new organization with a similar name as the selected organization almost immediately in Zoho Inventory so that all the data can be synced easily with the existing organization.

Sign-up to Zoho Inventory

In case you have already signed up for the Zoho Inventory, from the next time ahead you will be able to directly sign in with the help of your registered email address. For signing in:

1. Go to the Zoho Inventory website
2. Now click on the Sign In button that is there in the top right corner of the window.
3. Enter the right email address and password and go ahead.
4. Click Sign in and you will be logged into the Zoho Inventory
5. In case you have also configured two-factor authentication, you can enter the One Time Password sent to your mobile phone.
6. Check the verify code.
7. In case you have not configured the two-factor authentication and wish to do the same then click on Manage TFA to do the same.
   
   

Zoho Inventory

1. Dashboard: The main purpose of the dashboard in the Zoho inventory management software is to give information on what all transactions were doing so far. It will contain an inventory summary, product details such as all items, item groups, low stock items, unconfirmed items, sales activity, etc. It is basically like a home page and the very first thing that you are going to see when you log into your Zoho Inventory account. Its main purpose is to give you a clear picture of all the sales completed by a company and stock summaries as well such as sales orders generated by far, stock purchased from a vendor for the selected period, top-selling items, etc.
   
2. Sidebar: The sidebar is to access all modules of the Zoho Inventory. It enables the creation of transactions like sales orders and invoices from the Sales modules and it also helps in recording the transaction such as receives and bills from the Purchases module.
3. Recent History: With the help of recent history, you can view the recently visited transactions.
4. Organization Name: Here you can manage and even change between different Zoho Inventory organizations.
5. Quick Create: The Quick Create tab enables you to create new transactions for different modules almost instantly.
6. Settings: This allows you to customize the Zoho inventory modules so that they become suitable for the business.
7. Help and Support: You can get quick access to the user guide and also reach out to the support team with the help of this section.
8. Notifications: Finally, notifications help in receiving all the important alerts on marketplace sync status, new product updates, and low stock updates.
   

Navigation in a Module

The module page of Zoho inventory management software is designed particularly to facilitate easy and simple transactions, filter them, navigate to the module settings, and perform other functions as well. It includes the following things:

1. Page Filters: With the help of this option, you can filter any data in the modules based on the present criteria. This also allows you to create your own filters.
2. Collapse Button: This button is for collapsing the sidebar and providing more space to navigate within the modules.
3. Creation Button: The creation button helps in creating transactions, contact, and also an item based on the module in which you might be tagged.
4. Action Buttons: This button helps in performing various actions on the transactions that are specific to different modules.
5. Search: You can look up items, different transactions, and contacts in the search bar.
6. Hamburger Icon: It helps in sorting the modules based on factors such as created time and last modified time. This icon also helps in importing and exporting the data regardless of the respective modules. Furthermore, you can also generate the respective module preference page from this icon.
   
   

Conclusion

It can be easily said that Zoho Inventory is one of the best-suited tools for retailers and online merchants. It is a scalable tool with four plans while also including a free plan.

If you are a retailer or know one who might be interested in the Zoho inventory integration then get in touch with the expert team of Encaptechno. We can help you from beginning to end until you start to see tangible results because of the Zoho Inventory implementation.

• Topic Participants

• Abhishek - Zoho Partner

  

• Sticky Posts

• Ask the Experts - Zoho Inventory #15: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Desk

  Hello all! Customer experience lies at the heart of business success. In this week's 'Ask the Experts - Zoho Inventory', let's discuss integrating Zoho Inventory and Zoho Desk for better customer experience. Zoho Inventory integrates with Zoho Desk to bring you the speediest communication with your customers. This integration helps you make sure that your customer service representatives and your sales team are always connected to your back office so they can immediately respond to order-related

• Ask the Experts - Zoho Inventory #13: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Sign

  Hello all! We are back with an important topic for discussion today on 'Ask the Experts - Zoho Inventory.' Let's discuss the integration between Zoho Inventory and Zoho Sign for e-sign capabilities for your organization.   We're seeing a tremendous increase in e-signature requirements with most of our customers currently working from home. At the moment, the only workflow available in Zoho Inventory to handle this is to create an Invoice and get it signed digitally by your customers. Here are some

• Recent Topics

• Shifts in Zoho People vs Zoho Shifts?

  Hello Zoho People Team, We hope you are doing well. We are evaluating the Shifts functionality within Zoho People and comparing it to the standalone Zoho Shifts product. We’ve encountered comments and discussions suggesting that the Shifts feature inside

• Disable fields in During action in Blueprint?

  Hi there. I've tried field disable (setReadOnly(true)) using client script and the event is onMandatoryFormLoad on detail page, assuming it'll work on blueprint fields, but it bears no result. Is this the expected behaviour? That we can't do this yet?

• Develop and publish a Zoho Recruit extension on the marketplace

  Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

• Subforms and automation

  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

• Allow Managers to Create Shifts for Their Departments in Zoho People

  Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding shift management permissions in Zoho People.

• Zoho Learn and Zoho CRM integration

  I would like to see an integration between Zoho Learn and Zoho CRM. 1. To be able to add articles in a related list in all modules 2. Zia to suggest related articles in a Deal or Case or Lead 3. Ability to read / search articles during a call / follow

• Maintain steady traffic to your domain: How Domain Aliasing helps

  Consider this scenario: An organization has its primary domain as administrator.com. Now it wants to shorten its domain to admin.com because it's simpler and easier to remember. However, changing the domain completely can cause the following problems:

• Why Sharing Rules do Not support relative date comparison???

  I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

• Workflow rule only allows 10 workflow per module

  Apparently a Zoho professional edition only allows 10 workflow rules per module. This makes workflow allocation literally impossible while allocating potential to different members of the team. I have 15 licenses. Is there a way in which related alerts can be varied? In other words, is it possible to have different related alerts be triggered with different rule criteria. so if I say, if potential is 'x' then trigger related alert 'x' and if potential is 'y' then trigger related alert 'y' Thanks,

• IF Statement in Zoho CRM Formula Field

  Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

• Editing the Ticket Properties column

  This is going to sound like a dumb question, but I cannot figure out how to configure/edit the sections (and their fields) in this column: For example, we have a custom "Resolution" field, which parked itself in the "Ticket Information" section of this

• "Total Hours" on Employee Attendance Report

  I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and

• Integration with...

  Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more

• Generate leads from instagram

  hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

• Adding Markdown text using Zoho Desk API into the Knowledge Base

  Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

• Create case via email

  Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email.  I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staff

• Need a Universal Search Option in Zohobooks

  Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks

• Locked Notebook

  Hi, I hadn't used my Notebook in some time and was refamiliarizing myself with it. I clicked a lock icon and now I can't unlock. When I hit the information or unlock icons I'm taken to a page with the notebook icon and a keyboard. When I type, nothing

• Hide fields only for creation

  Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know

• Issues with Zoho Sheet in Mac

  I have downloaded the Zoho App from App Store but It is failing to Save As, Open & Download Operations. App Store

• Weekly Sales Summary

  Is it possible to generate a weekly report in Zoho Books to show -$$ amount of estimates generated -# of estimates generated by Salesperson -$$ amount of Sales Orders created -$$ amount of Invoices generated

• OpenAPI Specs are just plain wrong

  The provided yml files for generating the OpenAPI specs are absolutely riddled with errors and inconsistencies. From missing fields on the objects, to just incorrectly named resource objects. I'm having to go through and manually changing the spec to

• Add Account column to Invoice screen

  Please show the account column on Invoice creation screen. It is an unnecessary step to have to click add additional info and then select the account for line item. Example : on the bill creation screen when entering description we can easily code it against an account. On the invoice screen it requires additional click. Adding the column on the Invoice screen will make it faster to enter transactions. We currently have 5-6 different accounts that we code line items against, You can imagine the extra

• Custom Footer – Zoho Writer Document

  Hello everyone, I’m having an issue adding a custom footer in a Zoho Writer document. I would like to insert my company information (including a logo + address) in the footer. The problem is that when I add these elements, the main content of my pages

• Report grouping

  I have added a grouping in a report but it is not working how i had expected. I wanted to group a summary on a field named Size but when i add the grouping the report is still showing me each record and making a summary at the bottom of the report. What

• Social Media Simplified with Zoho Social: Preview your Instagram grid before posting

  For a platform like Instagram that relies on visual appeal, it's important that you plan your image and video content in a way that holds your audience's attention. Planning your grid ahead of time gives you the benefit of understanding how your posts

• Error code 1000

  Can you please tell me why the following, occasionally causes this error via the api, not every time ?... zoho.books.updateRecord("salesorders",organizationID,salesorderID,{"template_id":"#################069","custom_fields":[{"label":"DelDate","value":"Tuesday,

• VAT rates - exempt and out of scope

  Good Evening, UK based company here. I am a bit confused in respect of setting up VAT rates for exempt goods and services; at present I am simply leaving the VAT rate blank in the transactions in order to prevent any VAT appearing in the VAT return. When

• How to loop through Multiple Upload and Display Actual File Name

  I have been reading the help on the File Upload Control and reviewed the Deluge help on files and I can not figure out how to loop through the uploaded files and do anything but get the automatically created file names. The code below will run but each

• abou arattai

  I want to use the Arattai app for business purposes, so please convert my account to a business account.I have my own invoice app, and I want to link it with the Arattai app for direct messaging.

• Configurable Zoho Cliq Notifications for Zoho People Alerts

  Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to request an enhancement to Zoho People notifications, enabling a native delivery via Zoho Cliq with admin-level control, similar to the notification settings available

• Looking back at Zoho Calendar in 2025

  Hello Zoho Calendar Community, As we step into a brand-new year, we’d like to take a moment to thank you for being an active and valued part of the Zoho Calendar community. Your trust, feedback, and continued engagement motivate us to keep evolving and

• There was an error while connecting to GSTN

  I am trying to file GSTR1. Everything flows smoothly until I reach the final step of filing the return. After I enter the PAN and OTP for filing it raises the error "There was an error while connecting to GSTN"

• Zoho Books Extension: What Happens If Custom Fields Already Exist?

  When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

• Internal Server Error (500) When Attempting to View Banking Transactions

  I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.

• How do I add a blank line to the Organisation Address Format?

  I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.

• Automatic Invoice Number generation for createRecord

  Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.

• Adding number of days to an estimate.

  I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

• Books Api: listing expenses created after certain dates

  Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?

• Why can't we change the Account type from an Expense to an Asset?

  Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset

• Next Page