What's New in Zoho Inventory - January - May 2024

What's New in Zoho Inventory - January - May 2024

Hello, users!

We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new:

Customer and Vendor Portal Domain Change

We are updating the Customer and Vendor Portal's default domain from inventory.zoho.com/portal to inventory.zohosecure.com/portal for enhanced security. Starting June 5, 2024, users will automatically be redirected to the new domain. This change will not affect your users' data on the portal, including transactions, comments, and more. They will be able to access their portal as usual.

UPS v2.0 Shipping Integrations 

We're excited to announce the new and improved UPS v2.0 integration, which leverages OAuth 2.0 for a more secure and seamless user experience in authentication. We've already started migrating our existing integration users to ensure a smooth and uninterrupted transition. UPS will stop providing new licenses starting from June 6, 2024.

Manually Push E-Invoices [India Edition]

You can now manually push your e-invoices to the IRN. If you wish to make any changes to the manually pushed e-invoices, you can delete the e-invoice from IRN, make the changes to the transaction in Zoho Inventory, and push it again. Once the associated e-invoice details are deleted from the IRN, the transaction's status will revert to Yet To Be Pushed.
Note: You can only delete e-invoices that are manually pushed.

Klarna Payment Method for Stripe [Global Edition]

Introducing Klarna, a global payment method now available in Zoho Inventory through Stripe. With Klarna, you can make payments immediately or split them in instalments. This offers your customers greater flexibility and convenience in managing their payments. 

To enable Klarna: Navigate to Settings > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, select the Edit icon next to Payment Methods, and choose Klarna from the list of payment methods.




Alipay Payment Method for Stripe [All Editions except India]

Alipay, a popular digital wallet in China, is now available as a payment method for Stripe payments in Zoho Inventory. With Alipay, you can securely make payments online. You can collect payments in Chinese Yuans from any location. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD.

To enable Alipay, navigate to  > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, select the Edit icon next to Payment Methods, and choose Alipay from the list of payment methods.



UPI ID Option for Invoice QR Codes

We have introduced the UPI ID option for your invoice QR codes. You can include your UPI ID as a QR code in the PDF of your invoices. This allows your customers to scan the QR code with their device and make payments directly to your UPI ID.

To use this feature, go to Settings > Sales > Invoices > General and select UPI ID as the QR code type in the Invoice QR Code section.



WhatsApp Integration 

You can now link your WhatsApp to your Zoho Inventory organization, which enables direct notifications of payments and sales transactions to your customers. You can customize it for marketing and sales templates for each module to send notifications, as well as directly initiate conversations with your customers from your Zoho Inventory organisation

To enable WhatsApp for your customers: Navigate to Sales > Customers, select a customer, and edit their Primary Contact or Contact Person details on the overview page. Then, mark WhatsApp as their Communication Channel.


New Unique Quantity Codes for Items

We have added two new unit codes to the Unique Quantity Codes: BAL (Bale) and TGM (Ten Gross). A Bale refers to materials packaged together, while Ten Gross represents a quantity of 1,440 items. These units are especially useful for businesses dealing with wholesale goods. 

To access this option: Click Configure Units from the Unit dropdown in the Item creation or edit page.

Bulk Export Option for Two Reports

We have introduced a bulk export option that allows you to export over 50,000 rows of the Inventory Aging Summary and Inventory Valuation Summary reports. You can choose to export the report in sections or as a full report. These reports are in early access and available only in the Premium and higher plans. You can contact support@zohoinventory.com to enable it in your organisation.

Send Item Identification Codes for Electronic Invoicing [Mexico Edition]

You can now include unique codes, such as the Stock Keeping Unit (SKU), when sending item details to SAT for e-invoicing. By default, no code will be shared with SAT, however, you can configure it under item setting when needed. Once configured, the code will be visible in the item table of the transactions. Additionally, you can choose to send a single code for all items in your organization.

You can also include codes such as the Universal Product Code (UPC), European Article Number (EAN), International Standard Book Number (ISBN), and Manufacturer Part Number (MPN).
To configure this preference: Go to Settings > Taxes & Compliance > Electronic Invoicing> Edit icon next to Item Information.

Additional VAT Treatment Options [UK Edition]

We've introduced VAT Exempt and Out of Scope VAT treatment options for items. These options are available only for customers whose VAT treatment is set as United Kingdom or Overseas Customer. VAT Exempt can be applied only to items that are classified as services.

Safaricom M-PESA Integration [Kenya Edition] 

The Safaricom M-PESA integration is now available in Zoho Inventory. M-PESA is a digital mobile payments service in Kenya that lets you seamlessly process payments using e-wallets. You can set up the integration and receive payments in Kenyan Shillings from your customers.

To enable Safricom M-PESA: Go to Settings > Payment Gateway > Alternate Modes > Set Up Now near Safricom M-PESA.




Give these features a try and let us know your thoughts in the comments section below. If you have any queries, send an email to support@zohoinventory.com. We'll be happy to help.
 
Regards,
The Zoho Inventory Team



        • Recent Topics

        • Phone Number format for Bulk Upload via csv for Zoho Sign

          What is the phone number format that we need to use for a bulk recipient upload via csv in zoho sign, should the country code be included for ex if its US should it be +18889007865 ior 18889007865 or without country code 8889007865? the sample csv provided
        • Filter Page Elements By Selectable Date Range

          I have created a basic Page that will serve as a client dashboard with elements that will provide simple counts & sums of data in reports. There are no reports or forms added to the page, just elements. It currently functions as needed, but shows the
        • Can’t Enter my Notebook is Locked

          I’ve been using Notebook for taking notes at my college for a month and I never signed in and I never established a password. Today I tried to enter the app after the update and it asked me for a password. I need to access to my notes urgently and I can’t
        • Send Email Directly to Channel

          Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask
        • Secure your external sharing process with OTP Authentication

          For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared
        • Items attribute questions

          Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
        • Is there a way to search mail for items you haven't yet responded to?

          I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?
        • Zobot and Sales IQ

          What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too
        • Subtotals per Header

          Hey, we would like to display subtotals per header in our invoices:
        • upgrade storage

          how to upgrade my storage
        • Linking items from books and subscription

          Linking books and subscription It is a pity that it is not possible to associate with a product an article present in ZohoBooks This would make it possible to manage products composed of a nomenclature of articles of books
        • Add the ability to view number of hours planned for a workorder while in the Dispatch Console

          Hi Zoho, When dispatching a work order through the Dispatch Console, there's currently no way to view the number of planned hours for the service tasks associated with that specific work order. Having to click into the details each time to check planned
        • Uploading Files from uploads api

          I tried uploading the image from the API call but its giving me unauthorized error even i have given valid token in header. After uploading i need that id to pass in create ticket api uploads but its not uploading that file. Please help me out in th
        • Categorize Items with Item Headers

          Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices
        • URLs being masked despite disabling tracking

          Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead
        • Change format of quantity format

          Hi,  I would like to change the qunatity format from 1,00 to 1.  Is this possible?   thanks!
        • square up and Zoho books

          Since we set up the app connection between square up and Zoho books we have realised that when the amounts are getting transferred Zoho is adding VAT again making the numbers 20% more than they should be. We have checked our settings and they VAT/ Tax
        • How to provide Access rights to specific Bank accounts

          We have several bank accounts. I want to provide certain members access to only 2-3 accounts. It appears that when I give permissions, they are for ALL bank accounts. How do I do that?
        • Errors Getting a Bank Transaction

          Using Postman(for testing), I am receiving errors when attempting to get a single bank transaction. I am able to receive the list of bank transactions with https://www.zohoapis.com/books/v3/banktransactions/?organization_id={org_id} but when I try to
        • Subscriptions Plans and CRM Products Integration?

          Is there any way to set up plans and pricing in Zoho Subscriptions and have those available as Products in the CRM? We are trying to set up the CRM and the Products seem to be more geared toward selling products that are not subscription based.  So if we sell annual or monthly contracts which are $10/seat/month, I can set this up as a plan in Subscriptions, but how can I set the same thing up in the CRM for the salespeople to sell/quote? What is the best practice for setting up the CRM Products to
        • Mapping Zoho Subscription Plans and Products to CRM and Books

          We have products that are one time products and subscription products.   1) We would like to have the ability to create an opportunity in CRM that includes both one-time charge products and subscription products.  Currently the only way of creating a subscription product is by defining a "Product->Plan" hierarchy in Zoho Subscription.  It appears that the only SYNC between Subscription and CRM is around contacts and the Product->Plan hierarchy doesn't sync to CRM, thus, you would need a duplicate
        • Zoho People Attendance Module - Split Shifts

          Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm
        • Bulk update fields based on date

          Hi! I need all the quotes with "Quote Stage" set to "Next Year" to update to "Draft" every January 8 (every year). Can you help?
        • Target for a campaign

          Hi, Hope you can help me. I need to create a report (for a marketing campaign) that combines Deals and Contacts to export all the contacts with closed deals. I can easily do that, what I cannot do is to remove from the target the contacts that have more
        • Zoho Desk + Jira integration - Email notifications and comments posted by administrator instead of real user

          Dear All, I set up the integration under my admin account, and now when users leave comments in Jira (to created tickets in Zoho Desk), the email notifications show that the ‘Administrator’ left a comment, not a real user. The same happens in the ticket
        • Celebrating the power of visuals

          On World Photography Day, we would like to highlight the power of visuals in customer service. Visuals promote learning and understanding in less time. A photograph can rekindle a memory, convey more than words, and give a fresh perspective. How does
        • Customer address in Zoho Bookings

          Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
        • Blocking / black listing customers

          Hi, We have a situation, we observed that certain customers are blocking multiple appointments with our advsiors but not showing up. Some of these are repeat offenders. This leads to those service hours getting blocked and not available for genuine customers.
        • Option to block bookings from specific email address or ip adresss in zoho booking

          Sometime few of our client keep booking irrelevant booking service just to resolve their queries and they keep booking it again and again whenever they have queries. Currently its disturbing our current communication process and hierarchy which we have
        • Feature Request: Email Templates for notifications accross all services

          Currently in Zoho Bookings, email notifications (such as booking confirmations, reminders, and cancellations) must be customized individually for each service. This becomes time-consuming and error-prone when managing multiple services that require consistent
        • Allow customers to choose meeting venue and meeting duration on booking page

          My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
        • Approval-based booking with Zoho Creator and Zoho Bookings

          Hi community members, We have developed a workaround for approval-based booking using Zoho Creator and Zoho Bookings! This provides a temporary solution as we work on the native feature, and it's useful for anyone needing an approval workflow when confirming
        • Member Accounts in Related List

          Hi Team, Currently, when a parent account is associated with an account in FSM, there is no related list displaying the associated member accounts under the parent account’s related list section. To view member accounts, I have to manually search using
        • how do i remove a specific Zoho Service from my account

          I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?
        • I Want migarte all invoice details to zoho sheets

          I want to migrate all existing invoice details to Zoho Sheet, and automatically update the sheet whenever a new invoice is created.
        • were can i find my invoices i need this for my accountant

          were can i find my invoices i need this for my accountant, how can i get id direct to my email?
        • ONLY email field not populating Writer fillable document (randomly)

          I have a Zoho Writer fillable document that has pulled all my data from my Zoho Sheets file, EXCEPT the email column. It pulled every data before and after that column with no issues. Screenshots attached. It's not my first time using the app or the feature,
        • My number is marked as spam

          Hello Zoho Mail Support, My phone number was incorrectly flagged as “spam” during sign-up. This is my personal number, and I have not engaged in any spam activities. Kindly review and verify my account so I can proceed with my email setup. Thanks.
        • Personnalisation des paramètres dans Zoho Mail

          Pourquoi cela compte-t-il ? La personnalisation des paramètres dans Zoho Mail permet aux administrateurs de configurer l’environnement de messagerie en fonction des besoins spécifiques de leur organisation. Que ce soit pour alléger l’interface pour certaines
        • How To Save Data Into Zoho CRM Sandbox

          Hi Community, I want to save data into my zoho sandbox , for this I am using this api endpoint - https://www.zohoapis.com/crm/v8/Patients but I am getting this error - { "success": false, "message": "Zoho API request failed", "error": { "code": "INVALID_MODULE",
        • Next Page