Stock Count - Assign to Role(s) and/or Multiple Users
I've just started to play around with the Stock Count module. Nicely done by the Zoho Inventory team. One piece of feedback that immediately occurred to me is that the idea of administratively assigning individual items to individual team members during
Bring Estimates/Quotes To Inventory
Hello, please bring estimates/quotes to Inventory, why is it only in Books? Thank you
Function #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
Zoho Inventory - Consignment
I am interested in using Zoho Inventory for one of my businesses.We do accept goods on consignment from vendors. We pay for these items when the item sells. Does Zoho Inventory offer a way for me to handle consignments? If so, please describe as I am
Serial Number Tracking
- A Serial Number is a Unique Identification assigned to a particular Item. - When a serial Number of an item is out of stock, the present system is allowing to generate a same serial number for that particular item which is wrong.
Shipping Method
Our business is handling warehousing and shipping for a business with a Shopify web store. In our testing, it appears when an order comes through - we get all the information except for the selected shipping method. We need to be able to capture the customer's
How to remove zero value sales from direct sales report?
My business offers a number of gift products to corporate houses and other businesses that we maintain by including zero value invoice while creating an order. The inventory gets adjusted after creating a package and shipment as intended, but the direct
Cannot authenticate domain because SPF records not found
Hi, I am trying to authenticate my domain name, however, Zoho Inventory cannot find the SPF records. I have tried adding "v=spf1 include:eu-sender.zoho-inventory.com" then "include:eu-sender.zoho-inventory.com" as it mentions to try if you already have
WhatsApp Link Generator On Customer/Vendor Contact Numbers
Hello, please add a WhatsApp link generator feature to easily open a chat with a customer via WhatsApp. The customer module has a Skype option, I'm sure it could have a WhatsApp option, even in the vendor module. It would be especially handy if the WhatsApp
Zoho Inventory to Xero Integration
Hi we are planning to embark into Zoho inventory, however need an integration to Xero. Does anyone know a solution Regards Team Axeze
Work Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
Zoho Manufacturing
Hi there, I have met many zoho users and they are asking for zoho manufacturing solution . Zoho answers that it is under development for long time now
Inactive Items - Make Less Prominent by Default
Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically
Printing Shipping Labels
I would like to know how to create a shipping label to be used with self-adhesive thermal shipping label rolls. The printer would be a Zebra or similar. Has anyone done this? John Legg Owner: The Debug Store
Zoho Rentals
Team, Zoho Inventory provides great features for Retail Sales and Purchases. On a similar note, There are significant portion of Rental industry would be missed out, if not looked into. Can we have a Zoho Rentals which can integrate with Zoho Inventory? Thanks!
Setting Alternative units for an item.
Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.
Why Composite Items Not Updating Inventory Levels After Sale?
After I complete a sale I'm noticing that the main Composite Item is reducing its available level but the associated items are not reducing their available level, they are staying the same. Reading the FAQ's on Composite Items I see the following line:
report for the Batch Tracking function
Hello, I have a question about building a custom report. I was sent to you by Zoho Inventory support with my question. We use Zoho Inventory to manage sales. We have enabled the Batch Tracking function for some products. Now I need to display a report
How to create itemized sales reports based on categories or brands
I need to do reports on sales by Category. I can only get a total of each category's sales. I need one that lists the items sold by category. I could get by with showing all categories in a sales report and sorting by category but that isn't possible
I need a bundling report that has a column for quantity used of the item in the bundle
Presently the bundle report on an item details shows only the quantity of the composite item made in the bundle. It shows the value of the ingredient item but not the units used. There seems to be no way to export this report so I can do it in a spread
Postman Collection for Inventory
Does anyone have a Postman collection for the Inventory API? I found one for the CRM API which is great but one for Inventory would be very useful.
Bill of materials
Hello, I love the zoho modules, but I'm having some issues with inventory that seem to have very messy workarounds to do what we need with it. Some of the problems we have: Composite items-You cannot track inventory on the associated items. This is extremely
Share SO Link
Hello, we can share invoice links but not SO, why? Please add the feature because SOs also need to be sent to customers, so why not by sharing a link. Thank you
Zoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Help Needed: Billing and Stock Management for Variable Weight Cartons in Zoho Inventory
Hello, I am currently facing a specific challenge in managing my inventory with Zoho Inventory and would like to seek your expertise for a suitable solution. My requirement involves managing the stock of a specific product by the number of cartons, with
Bulk change sales order custom sub-status
We can in bulk mark sales orders as status confirmed but have created custom sub-statuses It would be good to be able to change the order status to a custom sub-status in bulk
6x4 Thermal Roll Printable Format
As we are using Zoho Inventory and Commerce for selling items online, we do extensive packaging and having package slip on a A4 format and printing them on a paper is fine till now. But it would be best if there is a 6*4 Format and a more editable package
Search In Custom Fields By Default
Hello, please implement the feature to search in custom fields by default, especially on "item" search. We sell car parts, so some items, like a spark plug, can fit 100s of different models of vehicles but we can specify all these models in the title,
Create Invoice automated with Package
Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS
How i can do the payments in installment
Some sales order value are very high, so customers are not able to pay in some short . we need to convert them to EMI baisis. pls let me know if there is any option like this.
Is anyone using the UPS integration with Zoho?
We just started using the UPS integration so print labels directly from Zoho Inventory (& Books), however we're running into some quite severe limitations; #1: There is no way to bill the shipment to the recipient's UPS account. #2: The label doesn't show the 'Attention' field from the Ship-to address on the Sales Order. Is anyone actually using the UPS integration, and if so how to do you work around these problems? // Anders
ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED
Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered."
How can we buy items in box / bundles of 6,12,15 or 20 and sell it individual items in pieces
We have a unique issue, Some of our parts are purchased as bulk in bundles and sold in individual level in pieces. For example, item A, have INR 100 per piece as selling price. When we buy item A, we buy it as bundle of 12 pieces at the price of INR 900
Invoice Only Shipped Items
Dear Zoho, We are a company that deals with sales orders with 600-1000 lines We need to be able to do partial invoicing based on shipped items Right now when we click convert to invoice we can not only select items that have een shipped It takes hours
Inventory "on hand" when entering Sales order does not net off committed stock.
When our Sales team is entering a Sales Order in Zoho Inventory or Zoho Books the inventory it shows is the "physical stock" or the "accounting stock" but does not show the "Available to sell" which is truly the amount of inventory we have after netting
Custom Fields - Expand Inherit Default Value Feature
I noticed recently that Custom Fields for some modules (Sales Orders, Invoices, likely others) now allow users to populate a default value based on related records. Super-awesome addition. This allows users to really make these custom fields work without
Inventory WhatsApp Integration
Hello, we're in South Africa, WhatsApp is the preferred method of communication with private individuals and some company staff. It would be quite convenient if we could send customers their SO or suppliers a PO to WhatsApp via Inventory, this would save
Selling by wight at different margins
Hi All, I am trying to figure out how to set up my inventory. I did try enabling Composite items but I still don't understand how to apply the logic as I sell by weight and different margins; Eg; I buy a product in bulk, let's say 25 kg. Cost price $2500.
Warehouse Location for Items
I commented on the July 2019 updates announcement but I wanted to create a location for comments/support for this feature request. This is something I have seen requested for many years and I do not understand what challenge there is to it's addition.
Bin locations and lot location
Hi Zoho team, The lot number and bin location numbers are becoming increasingly urgent. We are currently using a work around but this involves a significant amount of manual work to track inventory (beating the point of having an automated system). As
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