Hello users,

April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions are Assemblies, Kit Items, and Replenishments, which deserve a closer look. Let’s dive in!

Replenishments [Early Access]

You can now never miss out on your restocking process because stock-outs and overstocking is something we don't want to deal with. The Replenishments feature helps you plan restocking based on inventory thresholds and automate task creation.

How it works:

• Set reorder level, max stock, and order type for each item.

• Replenishment tasks can be generated based on a customizable schedule.

• Tasks can be converted into purchase orders or transfer orders.

Note: This feature is currently in early access. You can contact support@zohoinventory.com to enable it for your organisation.

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Line-Item Level Custom Fields in Purchase Receives

You can now use item-level custom fields in purchase receives. These fields allow you to capture specific details for each item within the transaction. Additionally, when converting a purchase order to a purchase receive, any item-level custom fields defined in the purchase order will automatically carry over, ensuring a seamless flow of information.

To enable item custom fields in Purchase Receive, go to Settings > Items > Field Customization. Ensure that Show when creating transactions is set to true, and include Purchase Receives in the Include in Modules field.

Xero Integration 

Xero integration is now supported in the South Africa edition of Zoho Inventory.

Quantity Picked in Sales Orders and Invoices

Track fulfilments easily and view the quantity picked for each item directly on the sales order details page and the Invoice edit screen. This visibility helps you monitor how much of an order has been picked and how much is pending.

UOM for Batch & Bin Tracked Items [Early Access]

You can now create transactions for batch and bin tracked items using your preferred units of measurement (UOM). During allocation, the quantities and availability will reflect in the same unit selected at the transaction level. The reports will continue to display values in the item’s base unit to ensure consistent tracking and accurate reporting.

Enhancements to the Picking Process

We now support external barcode scanners, including Zebra devices and other mobile handheld scanners. While native barcode scanning is already supported in the iOS app, external scanner support for iOS devices is coming soon. In addition, a new swipe gesture lets users quickly mark items as picked, and enhanced search and filter options make it easier to locate and select the right items during the picking process.

Module Level Approval

You can now configure approvals individually for each module, set the approval type, and assign specific approvers.

To configure approval at the module level, go to Settings > Sales/Purchases. Select a module, then navigate to the Approvals tab. Select an Approval Type, configure the necessary details, and click Save.

Subcategory Filter in Reports

You can now filter reports by subcategories in several key modules, including Sales by Category, Inventory Valuation Summary. This gives you more accurate insight into item's performance andstock value across various category levels. The Purchase by Category report also includes a new Category filter for more refined analysis.

Allocate Landed Cost to Multiple Bills

Managing landed cost is now  easier than ever. You can now allocate a single landed cost across multiple bills in one go. Choose from the details page of bills “Allocate Landed Cost to Multiple Bills” option to distribute costs by quantity, value, dimensions, or weight. This enhancement ensures more accurate cost tracking and simplifies multiple bill processing.

To allocate landed cost to multiple bills, go to Sales > Bills, click your preferred bill, and in the details section, click the three dot icon > Allocate Landed Cost to Multiple Bills

Bulk Import Images for Items and Composite Items

Save time by uploading product images in bulk. You can now import images for items and composite items using a ZIP file, with images mapped to items via SKU. During the import, you can choose to replace existing images. Invalid SKUs or unsupported formats will be automatically skipped, and you’ll be notified of any failed import once the import process is complete.

To import the images for the items, Click on Items >Three dot icon in the top right corner > Import Item Images.

User Mentions in Picklist Comments

You can now collaborate better by mentioning users in picklist comments. When you tag a user in a comments section, they’ll receive an instant notification and once they click the notification, it will directly redirect them to the relevant picklist. This makes it easier to coordinate picking activities and ensure timely updates without switching tabs.

Assemblies

The new Assemblies module replaces the Bundles feature and gives you complete visibility into how products are built from components. This is built for businesses where items are physically assembled before making sales.

Why use Assemblies?

Assemblies are ideal when you’re creating finished goods from raw materials or components, like assembling a bicycle from tires, frames, and handlebars. Assemblies give you the structure you need for production-based businesses while keeping your inventory records accurate and traceable.

Key Highlights:

• Dedicated Assemblies module under Inventory for full visibility and tracking.

• Create custom views, personalise columns, and search/filter assemblies.

• Generate detailed insights with the Assemblies Report to monitor output..

To create assemblies, go to Inventory > Assemblies, create an assembly by clicking + New in the top right corner.

Kit Items

Kit Items allow you to sell groups of items together as a single unit without physically bundling or assembling them. Perfect for promotions, gift sets, or curated packages. Kits help combine items without changing how your inventory is stored.

What makes Kits useful?

• Combine multiple items or services into one SKU.

• Kits don’t require assembly, so stock is deducted from individual components when sold.

• Create custom pricing to offer attractive deals.

• Support for sales returns at the kit or individual component level.
  

To create kits, go to Inventory > Composite Items, select Kit Items in Item Type

That’s all for now, folks! We’re excited for you to try these new features and make the most of your inventory workflows. If you have feedback, we’d love to hear from you at support@zohoinventory.com.

Warm regards,
The Zoho Inventory Team