How to integrate Zoho Inventory and Xero - Create a new invoice
Hi, This is a short description of how you can set up an integration between Zoho Inventory and Xero by using Zapier. To use this integration you need a paid plan with Zapier. Trigger: Zoho Inventory - New invoice First action: Find or create contact
Zoho inventory, record payment, Paid Through
Hi. When recording a bill payment in inventory, there is a "Paid Through" field with accounts. Is there a way to edit this list?
Introducing Batch Tracking on Zoho Inventory!
Ever wanted to track the expiry dates of your products so that you may be able to sell every item that arrived in a batch? Ever wanted to curb the instances of selling defective units to your customers? Well, your wait is over! We have something that would help you do all these things and more. Zoho Inventory is happy to announce the release of its much-awaited feature, Batch Tracking! What is Batch Tracking? The term Batch Tracking, in its primal form means, to track a group of items with similar
Push All Stock Feature
Hello, I've noticed that my stock does not sync with Shopify so I have to, periodically, push the stock. The issue is that I can only bulk select 200 items at a time and I have 2450 plus items and more being added, now I have to keep moving to the next
Zoho CRM Integration with Zoho Inventory - Displaying Item Group Attributes
Hello, I'm currently using Zoho Inventory and have organized my items into groups. I've utilized the group module to create unique identifiers as attributes for all of my items. This means that I have multiple items with the same name, but they are differentiated
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
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
Allocating freight costs into the item net cost in Inventory
Do we have to manually calculate the total cost for items we buy to include the cost of freight to get the items? The allocating freight feature only allows one to assign an accounting account to the freight cost. Our old system distributed the cost among
Workflow for serial number items
We do not enter serial numbers for inventory because we do a lot of on demand orders and shipping. However when processing an order we do need to enter the item serial numbers for those which have a serial, and enter the tracking information. I turned
Shipping with UPS & Shipment Export Data
So for a few years now we have tried to get UPS to work for us, we managed to get a few test labels printed but modifying the address was very tricky as you have to use the UPS state, province, country codes and changing our customer database to this
Multiple Purchase Receives with one Bill ?
Hello, On many occasions, our supplier may only deliver part of the PO and bill us for the whole order. How do we manage the PO with multiple purchase receives and only one bill? Currently, im unable to merge 2 purchase receives into one bill? Any
New field request: Virtual Stock
Hi there, We have a Shopify store and we sell a lot of product bundles, i.e. Composite Items. If you want to sync stock of a Composite Item in Zoho Inventory to Shopify, you have to use the Create Bundle feature. This will consume stock of the associated
Different reports for different payment terms
Hi all. Can you please advise me, I need to display reports for invoices issued in Zoho Inventory. My boss wants different reports for different payment terms. We have two types of payment terms - prepayment and deferred payment 30 days. Can you tell
Integration With Takealot & Bobgo of South Africa
Hello, please integrate with South African marketplaces such as Takealot and Bobgo. Takealot is by far the biggest and there are others such as Makro, and Amazon is expected to launch soon. We have to manually enter each Takealot sale on Inventory which
Sandbox for Inventory?
Does Zoho have any plans to introduce a developer sandbox (like Zoho CRM) or environment for Zoho Inventory? I find myself working in inventory frequently for the last few months part of my development work sees me working with Deluge, Flow and the Inventory
I want to export items with pictures How to do it?
I want to export items with pictures How to do it?
'I have received payment' checkbox UI quirk
Hello On the invoice creation screen in Zoho Inventory/Books, there is the option to select 'I have received payment' down below the item table and record the payment there rather than as a separate step, a feature we have been using lately particularly
Handling Returns for Dropship/Force fulfilled orders
My company dropships the goods from vendor directly to customers. So we used dropship feature to do that. When it comes to sales return, we don't return them back to vendor but it goes to our warehouse. Now the problem is, I can't create sales return
where do I get the correct OrgID?
Hi everyone. I decided today to try to solve a problem using Deluge function. For this I need to get all the products that lie in the sales order on which the trigger in Flow was triggered. This is the line where the error occurs: inventoryOrder = zoho.inventory.getRecordsByID("SalesOrders",XXXXXXXXXXXXXXXXXX,MySO_ID);
Can we have Backorder Management ?
Can we have Backorder Management ?
Encountering Decimal Place Issues in Inventory Sales Orders
Hello, We are experiencing issues with our inventory sales orders. When we create a sales order, some of our products are sold in square meters, and we need to specify two decimal places, such as 9.36. However, the system rounds this value to 9.4 upon
Customer Assets - List of all Items Sold for an Account
Hello, we are soon going live with Zoho Inventory and are needing Items/Products to automatically populate into the Account in CRM when Invoices are finalized. Over the lifetime of having a customer, they purchase products from us for than once. Many
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
Multi piece shipment
We are new to Zoho and appreciate the help in advance! I am working with several multi piece shipments through Fed Ex and UPS. Does anyone have the process for how this is done or a setting I may be missing?
Paramétrer TVA dans les factures automatique
Bonjour, Je suis nouvelle sur Zoho Books et inventory. Auparavant j'étais chez quickbooks, mais le logiciel a fermé en France. Je me suis tournée vers Zoho Books car je cherche un moyen d'automatiser ma création de facture via ma plateforme de vente Etsy.
Multiple Suppliers for a single product
What is the best way possible to have a single product listing powered by multiple suppliers? For example, we get potatoes from several farms, but the customer does not need to know this information to make a purchase and we do not want to list potatoes
Price Managment
I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just
Limit on number of shipping addresses
We have some B2B customers whose business partners place orders on us. These orders are billed to the B2B customer, but we will add a shipping address for the business partner who places the order, to whom we ship the order. In the course of transactions
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."
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from inventory.zoho.com/portal to inventory.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected
warehouse tab in items module
we do not like this move at all. it says "now check your stock location details in a consolidated space" it was already. now we gotta click back and forth. all these "updates" are just more clicks. how many screens are we going to need in the next u
customizing the Inventory dashboard
Hey, everybody. I am dealing with Zoho Inventory right now. In the dashboard of the application, there is a report of top selling products. Is there any way to customize the appearance of the report? If for example I want to view it in tabular form? I
QR code generator in zoho inventory
1. How to do a QR code in Zoho inventory items that will match the item name and print it? 2. How do I add/create a QR code that integrates with Zoho inventory so that whenever I scan items, they are deducted from or added to my inventory items quan
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
Tip #1 Automating online sales order to invoice conversions in Zoho Inventory
Hello, Hope the day is treating you well. We've been getting more than a few requests from online sellers who use Zoho Inventory to help them automate invoice generation for all online orders that drop into Zoho Inventory automatically from a sales channel or a shopping cart that they have integrated. Are you an online seller like them? Then we've got some exciting news for you. You can do it with the help of a few simple things that we'll see here today. So how do we go about this? If you have
Manufacturing Support
WE like to see the process manufacturing support to create recipes , routers , work order, production completion and product cost.
How are people handling estimates with Zoho inventory?
We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing
Merge Inventory - Same item, slightly different SKU
I have an issue and not sure how to solve. I have multiple selling platforms. I use Zoho just for inventory control. On certain sites I have had to add a digit to the SKU, so for example the SKU is R2000 and on certain sites its R2000a. Can I link / merge
Ship labels are incorrect
Please please help our shipping labels are not formatting properly. It is pulling the sold to company name and it flips the address 1 / address 2 lines each shipment - so all our labels ar looking backwards and we have to sharper black out the company
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