Items purchased history by customer
I have Zoho Inventory. My sales rep needs to be able to see a list of items purchased history within the customer details. Now we can only see a list of invoices that we can click on. How can I get Item History for the customer to display? Can I place
Shopify integration - items not syncing properly
Hello, thanks for your time and assistance to read and provide a response I have integrated my shopify store with zoho. After syncing items, I made changes to shopify products. Names, SKUs. added and removed products. After that, I am having difficulty
Search function for items on Sales Orders is weak compared to searching items in the Items Module.
How can I fix the search function to find items when creating Sales Orders. Items are easy to find when searching Items in the Items Module appear easily. Using the same search terms in the item field on a Sales Order often fails to find the item. It
Conversion between multiple units of measurement
Hi, I want to be able to convert a box of 4 units of Item B into 4 individual units of that Item B. Example: In my purchase order to our supplier I specify 10 boxes (each with 4 units/box) of Item B. However, as I sell Item B by the unit, I need the inventory
Items sent, returned and not yet invoiced
Hi all, This is my scenario: 1. I get an order from a customer 2. I send the items 3. The customer sells some, and returns the others 4. I invoice the items sold and return the other to the stock (or destroy them, if they are damaged) How would you capture
INVENTORY SUPER SLOW 6/3/24 AND 6/4/24
Is there a reason why inventory is so slow. when saving an invoice in draft yesterday (just 1 example) it took 34secs. when i asked the help/chat, they just said, "With regards to this, our backend team is already checking on this, please share us your
UNIT OF MEASUREMENTS
Hi guys!..at professional plan free trial I tried to search for Unit of measurements to be enabled from preference list but I didn't see it so is it available after i make payment for this category of plan? .
Custom Function which Changes the Invoice Status to be paid.
Hi Zoho Community, I have created an automation for zoho inventory in which i change a custom field of invoice to paid through zapier so it should triggers the custom function to change the status of the payment to paid. I have created a custom function
How to track manufacturing / production and then retail for a small apparel brand
Hi, I have a small apparel brand where we make for example dresses. Most of the dresses are custom made and in very small quantities. Is it possible for me to use Zoho inventory to track manufacturing and retail. Should I be adding items and then making
Mutiple Suppliers for a single item.
My question is fairly simple. What is the best way possible to have a single product listing powered by multiple suppliers? For example, we get potatoes from several farms, but the customer does not need to know this information to make a purchase and
Ask the Experts - Zoho Inventory #14: 7 hours of live discussion on the integration between Zoho Inventory and Avalara AvaTax
Hello all! Another episode of 'Zoho Inventory - Ask the Experts' is here. This week, let's discuss integrating Zoho Inventory with Avalara AvaTax to automate your taxes. When using the Avalara AvaTax integration, you can create invoices with automated tax calculations while getting the right customer addresses and postal codes from the Zoho Inventory app. The active tax criteria will be automatically updated with the customers' state preferences, preventing tax errors during invoicing and sales
How to get all the items in Zoho inventory?
I'm currently attempting to get every item from Zoho inventory since it appears that the default call only gets 200 records. The problem is that the only way I could find to get more than 200 records is in CRM but I couldn't find any way to get more than
Zoho Finance Limitations 2.0 #20: Inventory Management System with no proper "Stock Count" Report.
Zoho inventory does have some nice features, however like Zoho Books, the reporting side of things comes up short. Being labelled as an Inventory Management System you would hope it contains a decent Stock Count report but unfortunately it does not (or
Add an "Issued" option/stage to Assembly Orders so that Assembly Orders can be sent to production, and once assembled, the AO can be completed.
Currently, an assembly order (AO) in Zoho Books is a single stage process (Create AO, Save, done). This does't always reflect how businesses operate in manufacturing/assembling. It would be good if we could 1. Create and assembly order (as a draft), 2.
"Ghost" Committed Stock
We're experiencing an issue where an item is marked as having committed stock but no associated listings appear on the Committed Stock Details report. Additionally, there are no standing sales orders that haven't been shipped that would possibly account
API: I can´t see line items in salesorders
In the API documentation, I can see that in the salesorders section https://www.zoho.com/inventory/api/v1/#Sales_Orders there should be the detail of the line_items, however, when obtaining the information that section is not shown.
How to integrate Zoho Inventory and Xero - Create a new invoice
Hi, This is a short description of how you can set up an integration between Zoho Inventory and Xero by using Zapier. To use this integration you need a paid plan with Zapier. Trigger: Zoho Inventory - New invoice First action: Find or create contact
Zoho inventory, record payment, Paid Through
Hi. When recording a bill payment in inventory, there is a "Paid Through" field with accounts. Is there a way to edit this list?
Introducing Batch Tracking on Zoho Inventory!
Ever wanted to track the expiry dates of your products so that you may be able to sell every item that arrived in a batch? Ever wanted to curb the instances of selling defective units to your customers? Well, your wait is over! We have something that would help you do all these things and more. Zoho Inventory is happy to announce the release of its much-awaited feature, Batch Tracking! What is Batch Tracking? The term Batch Tracking, in its primal form means, to track a group of items with similar
Multiple Purchase Receives with one Bill ?
Hello, On many occasions, our supplier may only deliver part of the PO and bill us for the whole order. How do we manage the PO with multiple purchase receives and only one bill? Currently, im unable to merge 2 purchase receives into one bill? Any
Different reports for different payment terms
Hi all. Can you please advise me, I need to display reports for invoices issued in Zoho Inventory. My boss wants different reports for different payment terms. We have two types of payment terms - prepayment and deferred payment 30 days. Can you tell
Integration With Takealot & Bobgo of South Africa
Hello, please integrate with South African marketplaces such as Takealot and Bobgo. Takealot is by far the biggest and there are others such as Makro, and Amazon is expected to launch soon. We have to manually enter each Takealot sale on Inventory which
Sandbox for Inventory?
Does Zoho have any plans to introduce a developer sandbox (like Zoho CRM) or environment for Zoho Inventory? I find myself working in inventory frequently for the last few months part of my development work sees me working with Deluge, Flow and the Inventory
I want to export items with pictures How to do it?
I want to export items with pictures How to do it?
'I have received payment' checkbox UI quirk
Hello On the invoice creation screen in Zoho Inventory/Books, there is the option to select 'I have received payment' down below the item table and record the payment there rather than as a separate step, a feature we have been using lately particularly
where do I get the correct OrgID?
Hi everyone. I decided today to try to solve a problem using Deluge function. For this I need to get all the products that lie in the sales order on which the trigger in Flow was triggered. This is the line where the error occurs: inventoryOrder = zoho.inventory.getRecordsByID("SalesOrders",XXXXXXXXXXXXXXXXXX,MySO_ID);
Customer Assets - List of all Items Sold for an Account
Hello, we are soon going live with Zoho Inventory and are needing Items/Products to automatically populate into the Account in CRM when Invoices are finalized. Over the lifetime of having a customer, they purchase products from us for than once. Many
Paramétrer TVA dans les factures automatique
Bonjour, Je suis nouvelle sur Zoho Books et inventory. Auparavant j'étais chez quickbooks, mais le logiciel a fermé en France. Je me suis tournée vers Zoho Books car je cherche un moyen d'automatiser ma création de facture via ma plateforme de vente Etsy.
Multiple Suppliers for a single product
What is the best way possible to have a single product listing powered by multiple suppliers? For example, we get potatoes from several farms, but the customer does not need to know this information to make a purchase and we do not want to list potatoes
Limit on number of shipping addresses
We have some B2B customers whose business partners place orders on us. These orders are billed to the B2B customer, but we will add a shipping address for the business partner who places the order, to whom we ship the order. In the course of transactions
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from inventory.zoho.com/portal to inventory.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected
customizing the Inventory dashboard
Hey, everybody. I am dealing with Zoho Inventory right now. In the dashboard of the application, there is a report of top selling products. Is there any way to customize the appearance of the report? If for example I want to view it in tabular form? I
Tip #1 Automating online sales order to invoice conversions in Zoho Inventory
Hello, Hope the day is treating you well. We've been getting more than a few requests from online sellers who use Zoho Inventory to help them automate invoice generation for all online orders that drop into Zoho Inventory automatically from a sales channel or a shopping cart that they have integrated. Are you an online seller like them? Then we've got some exciting news for you. You can do it with the help of a few simple things that we'll see here today. So how do we go about this? If you have
Manufacturing Support
WE like to see the process manufacturing support to create recipes , routers , work order, production completion and product cost.
Merge Inventory - Same item, slightly different SKU
I have an issue and not sure how to solve. I have multiple selling platforms. I use Zoho just for inventory control. On certain sites I have had to add a digit to the SKU, so for example the SKU is R2000 and on certain sites its R2000a. Can I link / merge
Ship labels are incorrect
Please please help our shipping labels are not formatting properly. It is pulling the sold to company name and it flips the address 1 / address 2 lines each shipment - so all our labels ar looking backwards and we have to sharper black out the company
Salesperon PlaceHolder
Hello, I want to add the salesperson in an invoice email notification but salesperson is not listed as a placeholder. How can we get this done? Thank you
How Organize Items
Hi. I'm new to Inventory and fiddling how to use it for our business and sales process. Could somebody please push me in the right direction? Almost everything we sell consists of ready-made individual parts that we buy in, upgraded with parts we produce
How can I import product images into Inventory?
I have over 2000 product images to import. Can this be done in bulk? Doing it manually will take far too long. John Legg Owner: The Debug Store
Adding VENDOR SKU to PURCHASE ORDERS
how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .
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