2 users editing the same record - loose changes
Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,
How to record stock given on consignment to customer
Hi, I would just like to know the best way to record stock given on consignment to a customer. I thought about just raising a standard invoice to that customer but only when those items that I have given on consignment are sold will those items become payable (so not the whole invoice at once) I need to be able to raise something that will adjust my stock levels accordingly as was thinking of doing a sales order and then converting those items into a bill once the customer sells them but this way
Clone sales orders- for amazon or Shopify orders
A customer places an order, they don't receive the item, you need to send it again. So you want to clone the sales order so you can resend it ( with zero price) . or you want ot edit the sales order to add another item, and then create a new invoice.
Mercado Libre Marketplace / Sale Channel
Hi! Any idea when "Mercado Libre" integration channel and/or shop cart for LATAM will be available? Thanks
What Books / Shipping integration do you use, and why?
What Shipping integration do you use, and why? We ship with UPS, and UPS extends to us some cost discounts. Any integration we select must make that portion of the process transparent: we 'register' our UPS account with the Shipping provider, and the
Branches from different countries
Hi, We are a company with multiple branches, from different countries. Is there a way to set it up in ZOHO inventory?
Upload Zoho Inventory Item Image by API
itemID = item.get("item_id"); organizationID = organization.get("organization_id"); resvp = zoho.inventory.getRecordsByID("items",organizationID,itemID,"zoho_inventory_conn"); info resvp; image_file = invokeurl [ url: "https://t4.ftcdn.net/jpg/03/13/59/81/360_F_313598127_M2n9aSAYVsfYuSSVytPuYpLAwSEp5lxH.jpg"
Creating Invoice and Package from sales order API
Hey there, I simply need a way to create an invoice and package from a sales order. I tried already the API endpoint "invoices/fromsalesorder" but using this is always chaning my sales order status to "fulfilled". How can I solve that? Can I manually change the status or conntect invoices/packages with sales orders? Is there a way to create a package from a sales order, too? Thanks for your help
Workflow rule for packages/shipments - In app notifications/emails
Hello, Id like to create emails or in app notifications for packages and shipments. Anyone know if this is possible? Scenario: Sales team create sales order for immediate invoice/payment and collection. Ideally would like a in app notification to be
Connect to API using OAUTH from a webserver
I am able to generate the code from step 2, but not the access token from step 3 https://www.zoho.com/inventory/api/v1/oauth/#overview I tried with self client and server-based applications Here is my call to obtain a access token : https://accounts.zoho.com/oauth/v2/token?client_id=*CLIENT
Workflow on Zoho Package module
Hi Team, I am wondering about the workflow availability for the Packages module for Zoho inventory/Books. I didn't find the packages module in the drop-down option while creating a new workflow rule. Is that with a different name? and if we cannot create
Amazon Sales Tax
We have our Amazon store set up to collect and pay the sales tax, but when the Sales Order comes through to Zoho from Amazon it also includes the tax, in it's own Amazon jurisdiction. Is anyone familiar with this situation or know how to resolve?
Inventory Management for Raw Materials
Product A has 5 raw materials that make it. Let's say a lotion. We create a batch of lotion that makes 500 individual lotions. How is this entered correctly info Zoho Inventory and the tracking of that product handled? I see how to create a composite
What's New in Zoho Inventory - April 2023
Hello customers! We're back again this month with a bunch of updates and enhancements that will make your inventory management experience better. Let's take a look at some of the updates we've made to Zoho Inventory this April. Record Locking We've now
Upon Initiating a Sales Return in ZOHO ,refund amount not reflecting
When tried to test the Sales Return process by creating a Refund , we found that the amount is not refunded on the same payment gateway . How do we trigger the refund of payment made on the original payment mode ?
Can you create your own sales order and invoice templates?
I've looked at the options for custom templates in Inventory however they appear to only allow you to customize existing templates, not create your own templates. Is it possible to create you own templates and install them to Inventory like you can with
How to make Previous & Next Button with per page 200 items show in The Zoho inventory customer under related list
I made a Zoho inventory customer under a related list to show my third-party orders in this table. that has API Limitation 250 items. some customers are more than 1000 orders, so I would like to show 50 items per page and the rest of the items show the
Composite items Stock/Boxing
My company uses zoho as its primary business engine, and all data from zoho is farmed out to our sales channels, such as eBay and Magento 2. We make quite extensive use of the composite item feature, we sell many variations and combinations of items,
Print PO receipt
Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
How to execute Zoho CRM extension Read only mode function from Zoho inventory for make a work-driver folder?
How to execute Zoho CRM extension Read only mode function from Zoho inventory to make a work-driver folder? if you have any ideas please explain to run.
Adding weights for items
Hi all, I'm a new user and am a manufacturer. We sell our products wholesale. We currently use a couple of different couriers that don't integrate with Zoho and a few different box sizes. Currently, I raise the SO, Invoice, Packaging slip etc. in Zoho
Zoho Inventory Integration With Xero
Hi all, We're just trying to sort out our Xero Integration with Zoho. I've used Xero for several years, but we've never had to deal with stock/inventory before, so I'm on a bit of a learning curve. My problem at the moment is that when I receive inventory
Can I get a list of transactions by warehouse?
We have multiple warehouses set up. When I check inventory transactions for an item, it lists all transactions across all warehouses. Is there a report or a feature that allows me to get transaction history separated by warehouse?
Inventory Integration With Yoco For Online Payments Same As Books
Hello, you'll have integrated Books with Yoco payment gateway for online payments, can it be done for Inventory as well? Books and Inventory are quite similar so I'm assuming integration of Yoco with Inventory should be possible? Having at least 1 South
Search Suggestion on Sales Order
Hello, When we prepare a sales order and we must add the name of our customer, the search box is quite clumsy, if the customer's name is "The Big Store" and you only write "Big Store" it does not appear even as a suggestion. The same happens with items.
Packages
Can we please get a "Expected shipment date" column in the list view & the same in the kanban "Sort by" selector. Ideally I'd like to see the expected shipment date in the kanban list rather than the package date. This is very important for those of us
Amazon FBA - Not Getting Sales Orders
Sales orders are not being synch to Zoho Inventory. Any ideas how to resolve? Products are being sync'd. Just not sales orders. Dale
SKU Automatic generation with alpha-numeric variations
Hi All, I'm trying to generate the sku's automatically in item group. but the problem is the variation in sku's are in last with only numeric value. I want it to be Alphabets as mentioned in image. Kindly please help me out with this issue.
BUNDLE ITEMS TEMPLATE
Hi Zoho Team, We are struggling regarding the Bundle Items PDF Template in zoho. The cost/unit price of each associated items are not showing in the pdf File. There is edit option in the bundle module as well. When we want to edit, we need to delete and
Using Zoho Forms & Zoho Inventory? Import All SKU's and Current Stock Level to Zoho Form?
Hey All- Has anyone used Zoho Forms for end of month inventory counting? If so, how did it work? Are you able to upload active SKU's and current stock level into a Zoho Form and then add the counted stock?
AmazonCA sales Tax sync with Inventory
Hi, We recently activated the integration with AmazonCa. We ship from our warehouse. Being in Canada, we have different provinces with different tax percentage/province. The orders coming in from Amazon shows and names the tax as followed "Amazon Sales
Default Client in documents
Hi, I wanted to know if it is possible to set a default customer when I manually create a document such as a customer order or invoice? A cashier-type customer that allows me not to enter the customer manually every time.
Different numeration of the documents in Zoho inventory
I wanted to ask if there is a possibility to link the series of document numerators to different users, so that different users use different numerators. For example, vendors in physical stores use a numerator for invoices, while online operators use
"Shopify sales Tax" keep coming up
Hi there, anyone know a solution on "Shopify sales tax" both on shipping area and (GST) area. Shopify order synced to zoho inventory will have this all the time and can not be default to "GST", it can be changed manually, but next order comes with the
Adjusting Physical Inventory
Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be
Single Purchase Order with different warehouses in Zoho Inventory
It is strange that Zoho Inventory dose not allow multiple Warehouses for a single PO record. Though there is a Warehouse field on the record header details area and that gets propagated across all the line items. However, this is not practical to receive all the items to just one warehouse. It shows the warehouses and their stock levels but as greyed. Alternatively there is no confirmation too on Purchase Receives that the goods are delivered on which warehouse, it is just blindly goods received
Amazon fba orders
Hi there , we have an account that does 300+ amazon orders a day currently we have been told there is no workflow to automatically confirm and ship fba orders, this is not good at all and very time consuming
Backorder vs. Bundle - Out-of-Stock Composite Items
When a Sales Order is ready for Packaging, if an Item is out of stock, there's a warning asking if the user wishes to backorder the item: This is very nice. However, in my company, every product sold is a Composite Item. If something on the Sales Order
Report to Show Items billed but not yet received and Items Sold but not yet shipped?
Dear All- Is their a report that can show what we have purchased and been billed for but not received? As what has been sold on a Sales Order, but not yet shipped?
Custom Statuses - Can You Do Anything With Them?
As far as I can tell, one really cannot do much with custom statuses. I created a new custom status for sales orders called "Customizing / Hold". This is for sales orders that have the Confirmed status. The use case here is that, as an e-commerce company,
Next Page