Abysmal Customer Support!
Decided to use Zoho Books and Inventory for our company; went from Trial versions to paid subscriptions last week. Am having issues integrating these products, and my experience with Zoho Support for both products has been abysmal. 3 chats with Inventory
How to choose currency while making entry of purchase bill?
Step 1 : Go to Settings > Currency Step 2 : Enable Exchange Rate feed Step 3 : Check whether the currency which you want is listed in the the list or not. If it is not listed, please add the new currency. Step 4 : Go to Vendor (Supplier) under the purchase
How to choose currency while making entry of purchase bill?
Step 1 : Go to Settings > Currency Step 2 : Enable Exchange Rate feed Step 3 : Check whether the currency which you want is listed in the the list. If it is not listed, please add new currency. Step 4 : Go to Vendor master under the purchase option Step
Using Inventory For The Automotive & Aftermarket Motor Parts Industry
Hello, I use Zoho Inventory for my aftermarket motor parts business, while the software is good it does not meet my needs completely. Therefore I created this discussion for users in the same industry to share ideas/tips/tricks/workarounds so that we
Batch Expiry Management
We deal in pharma products and use batch tracking. The issue we are facing is that the expired batches are shown in Saleable inventory. As a workaround we can transfer expired stock to a new Warehouse (virtual). We would like to automate this task so
Automatically confirming orders
We are new to using Zoho and we think we may have come across an issue. We have many customers that pay on a proforma basis and we have noticed that the stock is only allocated to a sales order once the invoice is confirmed. We can see that this could
Adjust Stock - Nice Improvement to UX
We're just going through to do our physical inventory for the 1/2 year point, and I noticed a very nice improvement in the UX for Inventory Adjusts. Now, when you change the date to do an adjust for a previous day, the middle section recalculates to show
What's New in Zoho Inventory - December 2020
With the year-end closing in on us, we hope to spread the holiday cheer with some exciting updates to Zoho Inventory. Read on to learn what's new this December. Reconcile Physical Stock for Standalone Invoices & Bills When you create a standalone invoice
Filter Items to Show in Sales Order Item selection
Hi there, I have different types of Items in my inventory. Some item is not for sale. So, I don't want to show them in the item selection list of Sales Order page. Whenever I create a sales order, in the section of the "Select Item field" all created
Email sent from Zoho land in Spam folder
Hi, I have configured the TXT record on my DNS settings as below but emails sent from Zoho inventory always land in my customers' spam folder which is causing us a huge problem: v=spf1 include:zoho.com include:_spf.google.com include:spf.sendinblue.com
Reports needs changes (Fine tuning) Branches Introduced but reports by Branches not available.
Dear Support, Report in Zoho Inventory need some fine tuning. For example a) Warehouse report doesn't allow us to select report by Warehouse. b) Committed Stock Report doesn't give us option to club all the quantity by Item code. e.g. If I want to
how to manage damaged stock?
I have products (laptops and cellphones) damaged in my inventory, and I want to sell them in parts (screen, memory, etc). Which is the proper way to write-off the inventory and record the parts that we salvage?
How to attach document(s) to Purchase Order via API?
Is it possible to attach a PDF/document (say of a signed document) to a Purchase Order using the API, Deluge or any other method programmatically? For example: In the code snippet below, the purchase order has a documents array. How can the zoho inventory
Easy way to connect to the API?
Hello I'm a bit stuck with the API. While I generally love the system, connecting to the API is very hard! ... well I haven't managed to get it working yet and I'm using make.com to abstract the connection to Zoho Inventory. This is a bit a bummer. Since
Zoho Inventory Report
Hello – I am looking for a report in zoho inventory that I can’t seem to find. Below is what I need the report to do: Calculate the average cost of all quantities purchased for each item using the amount from the BILL paid This should include the
How to upload Suppliers invoices to Zoho
Hi, would anyone please be able to assist me. I need to upload my suppliers invoices to Zoho with all the details eg product name, product code, price and stock amount.
How long should it take to add a product to Zoho for it to appear in my website on Wordpress
How long should it take to add a product to Zoho for it to appear in my website on Wordpress
Importing New Items to be Added to Existing Item Group
How to use the import sheet to import new items to be added to an existing item group. The import gives me an error that the item group name already exists and won't proceed. If it's possible, how should my import spreadsheet should look like?
Unit - Drop-Down Field
Hello everyone, As far as I know, you can add a unit while creating or editing the Item in the Items module and ZOHO is forcing you to choose any of the units of measure. In our company we have different quantities of item's pieces and we find this feature
When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?
When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store
Cost of Goods Value was double due to Composite Items
Hi All, I am running small home based manufacturing unit for Paper bag. I am facing dual account issue while create Composite items. Can anyone share your input if you are already in manufacturing business. I added all Raw material, Labour and other
Possible to export Sales Order line items to CSV?
Is it possible to export a sales order by line item to a csv file? Would a custom function be able to do this?
Tip #4.2 Auto-creating package and shipment records for your online sales orders
Hello again, I hope you've checked out the part 1 of this post where we auto-create packages and shipments for your offline orders. This is part 2, and here we will see how we can automatically create packages and manual shipment orders for your online sales orders (or in other words, orders generated from Amazon, Etsy, Ebay or Shopify). Setting up the custom function: Log in to your Zoho account and click on this link to generate an Auth Token which is required to make this work. Open your Zoho
Change Multiple Prices on One Screen
Is there a way to change prices when items are listed on the page instead of having to click on each individual item, edit, and change the price?
Multiple Languages for Product Names
Hi, I use 2 languages: spanish and english. I want to have for every product a name in spanish and a name on english. I want to have to possibility of choosing one of these languages when making an invoice or a purchase order. Is there any way to do
Ask the Experts - Zoho Inventory #27: 5 hours of live discussion on the Google Shopping integration for Zoho Inventory.
Hello everyone, We hope you're all doing well. We are back here with another episode of 'Ask the Experts - Zoho Inventory' to discuss everything about the Google Shopping integration for Zoho Inventory. Every business needs marketing, because new customers
What's New in Zoho Inventory - May 2022
Hello customers, This month, we're back with another set of fresh updates and enhancements that we've made to Zoho Inventory. Let's dive in and take a look at what's new: Integrate your Zoho Inventory account with your own EasyPost account It's now
Different MRP / Pricing for same product but different batches
We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now?
Filter Zoho Inventory API Contact List
I am trying to query the Zoho Inventory API to list all contacts that have been modified since a specific date and time. I am sending a GET request to the following endpoint: https://inventory.zoho.com/api/v1/contacts?last_modified_time_greater_than=2020-09-22T06:44:08-0400
Related Lists for Composite Items
Composite items really need to have related lists available, just like regular items. It might be even more important for composite items. The pressing use case here is for people who are using the Zoho ecosystem for manufacturing. One of the shortcomings
Manually Backorder Sales Order and/or Change Sales Order Status
Is there an option to manually 'backorder' a sales order, or otherwise change it's status? In some cases, we receive orders for products that are out of stock, but we already have issued POs to our suppliers for replenishment. Ex- we created a PO on
How to issue BOM and track its cost?
We are struggling with Zoho inventory as it doesn't allow any materials to get out unless it is sold, but we are a cabinet makers. and when we get the design from the showroom, we prepare the BOM and send it to the warehouse, who cannot find any option
API Key Support for Inventory or Books
Could someone tell me if Zoho supports API Keys for either Inventory or Books? I can't find documentation regarding that. I can see OAuth support but what I need is more like 2-legged OAuth to connect my backend to Zoho. There is no browser or actual
Zoho Inventory to Zoho CRM - Option to either link by SKU or Product Name
We have multiple Shopify sites we want to link to inventory, but the product names we have on the sites are different although the SKU is the same. We need to be able to link by SKU not product name into the CRM for our CS agents to see product inventory
Tip #2.1 Auto-updating shipment charges from multiple shipment records to sales orders in Zoho Inventory
Hello, Hope you are doing good today. Last week we saw how we could convert our online sales orders into invoices automatically. This week, we will see how we can automate the process of adding up shipment charges from across multiple shipment orders and add the total shipment cost to a sales order or an invoice using custom functions. To make it easy on the reader, we have split this post into two parts. Part 1, or in other words this post will tell you how to apply this custom function to sales
Woocommerce Integration
Has anyone else used another platform apart from kloudconnectors to connect Woocommerce and Zoho Inventory?
More Flexible Search, Especially "is empty", and/or Sort Options
Here are some use cases and examples: We have a custom field with a date column that lists the date the item was created/imported. It would be really nice to simply be able to search for instances where that field is empty, but only date fields can be
Case Pack option for FBA Inbound shipment in Zoho Inventory
Requesting the send to amazon feature for FBA replenishment include the ability to : 1. Choose casepack as well as individual products 2. Choose who labels and preps 3. Choose the ability to ship via small parcel or LTL This would greatly enhance this
Zoho Inventory: 2021 in a Nutshell
Apart from these updates, we've made a lot of other improvements to Zoho Inventory which you can view by visiting the What's New timeline. If you have any questions, feel free to write to us at support@zohoinventory.com and we'll be happy to help. We
Zoho Inventory Community Digest March 2022 - a monthly rundown
Hello all! Hope you are doing well. We are back with another Community Digest for Zoho Inventory. This month, let's take a look at some interesting updates in the app along with feature spotlights, tips, and more. 1. Spotlight In the spotlight for March,
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