Sales Order Custom Fields based on Formula
I have a simply formula that I want to apply to calculate shipping and customs duties on inventory. Am I able to create a customer field based on formula?
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
Create Package From A Picklist
Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we
Create Item | purchase_rate is always ignored
Description: I am encountering an issue when using the Create Item API in Zoho Inventory. Specifically, when I attempt to create an item using the following endpoint: POST https://www.zohoapis.com/inventory/v1/items?organization_id=XXXXXXX
Payload: {
Software development tool kit for books and inventory
Hi, when enterprise solutions are planned , there may be a need for us to use some of the already built functions of Zoho books and Inventory and develop a holistic solution. in this case , will we get a vanilla version which is customizable at a code
Allow Multiple usage units to items while adding them to sales/purchase transactions
The usage unit of items added in zoho books are static right now and can not be changed. But certain items are received or sold in multiple usage units. One example is fabric. It can be bought in Meters, inches, kgs or other units. Another example would
Display Profit Margin in Item Details Based on Unit Cost
Dear Zoho, We are interested in having a feature where the item details include a display of the profit margin for each product. Specifically, we would like this feature to automatically calculate and show the profit margin percentage, based on the unit
A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
i have tried three new phone numbers i have but it is giving me this erro on each phone
Hey ZohoTeam i am trying to create my account and verify that account using phone number what could be the solution for this i have tried three new numbers.
When creating new sales order, provide button to "Save as Confirmed"
To enhance the user experience, can you please provide a "Save as Confirmed" button on the new sales order page? For myself, and many others I presume, it is not necessary to send copies of sales orders--invoices, yes, but not sales orders--so the system should not assume nor depend on sending a sales order for setting the confirmed status. As it is now, to confirm an order without sending it, the user must (1) click Save as Draft, and then (2) on the following page, choose More > Mark as Confirmed.
Show all items making up the composite item in transactions
Dear Zoho, Currently, when we select a composite item in Zoho Inventory for a transaction, we do not receive a breakdown of the individual items that make up the composite. This makes it challenging for our team to accurately pick, pack, and ship the
Prepayment of a sales order
How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which
Show backordered items on packing slip
Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -Tom
Process involved in Batch Tracking in Zoho Inventory.
Hello Team. Anyone Please explore the batch tracking process in Zoho Inventory.
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
Problem syncing Zoho inventory and Shopify
Hi, Zoho inventory is not syncing anymore my sales orders from Shopify. The sales orders are still open and not fulfilled in Shopify. I've tried to sync manually, it works for the products but not for the sales orders. The process was functioning two
Does Zoho inventory support multiple locations in warehouse
Hi, I am a wholesaler. Our warehouse is divided into multiple locations( apprx 10ftx10ft size) and we store SKUs ( many) in each location. Currently, we track this in excel sheet. Our warehouse people give given location details of a particular product
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
What is the best way to manage inventory when an item is purchase in Kg but sold in multiple options such as 0.25kg, 0.50kg, 5kg etc?
Hello, I am trying to understand what is the best way to manage the situation described below: Lets assume the item we sell is Onion which we purchase in Kg (Kilo Grams). Now, on our front end website, we want to sell variants in 0.5kg, 1.0kg, 2.0kg,
Inventory to Xero Invocie Sync Issues
Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not
Subject: Custom Function Request - Adding a Free Item to Estimates for a Limited Time
Dear Zoho Inventory Team, I would like to request a custom function that allows me to automatically add a specific free item to estimates for a defined period. Currently, I have to manually add this item to each estimate, which is time-consuming and prone
Custom Fields - More Configure Access Options
Currently, when one makes a custom field, its visibility can be controlled by user role. There are a great many instances where more granular control would optimize the UI. For example, there could be fields that should be shown when creating a new Sales
Bin Locations
Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
Urgent: Issues with Bin Locations in Zoho Inventory
Dear Zoho Inventory Support Team, I hope this message finds you well. I am reaching out to address some critical issues we have encountered regarding the functionality of Bin Locations in Zoho Inventory. As a valued user of your platform, it is imperative
getting { code: 120121, message: 'Invalid Custom field index provided.' } while creating contact in zoho inventory
{ contact_name: String(mobileNumber), custom_fields: [ { value: "", index: 1, }, { value: "", index: 2, }, { value: "", index: 3, }, ], } This is my custom_fields Please can anyone tell why I am getting this error. Hoping for fast reply, thanks in a
Raising sales invoices and sales order
When raising an invoice or sales order , I have the ability to come up with any item details I want which is not right . For instance instead of Nike_test my intern spelt out just Nike (note this doesn't exist in my inventory list ) and he was able to
Zoho Finance Limitations 2.0: #21 Tracking Serial Numbers for products with transactions
Scenario: User sells widgets and decides at a later date to track serial numbers. The user is unable to do so because the following error pops up: Almost there, but... Serial Number cannot be enabled for items which already have transactions What is the
Quantity available not matching up with Physical Stock
I'm unable to make an inventory adjustment to have the actual adjusted amount reflect under physical and accounting stock The physical stock is 155.08 and I tried to make an inventory adjustment to 208. It shows under Quantity Available that it is 208
Integrate Zoho Inventory with Woocommerce
Please can you help me? I have an online sales platform using woocommerce and I want to sign up for a Zoho Inventory account. How do I manage my orders without having to switch to Shopify. Please help. Very urgent
Upload files via API
I want to upload files via API to sales order module or package module. there is no API enabled. What workaround do we have? regards, JS
Items purchased history by customer
I have Zoho Inventory. My sales rep needs to be able to see a list of items purchased history within the customer details. Now we can only see a list of invoices that we can click on. How can I get Item History for the customer to display? Can I place
Custom Fields in PDF outputs
I created a couple of custom fields. e.g Country of Origin and HS Tariff Code. I need these to appear on a clone of a sales order PDF template but on on the standard PDF template. When I select "appear on PDFs' it appears on both but when I don't select
Shopify integration - items not syncing properly
Hello, thanks for your time and assistance to read and provide a response I have integrated my shopify store with zoho. After syncing items, I made changes to shopify products. Names, SKUs. added and removed products. After that, I am having difficulty
Search function for items on Sales Orders is weak compared to searching items in the Items Module.
How can I fix the search function to find items when creating Sales Orders. Items are easy to find when searching Items in the Items Module appear easily. Using the same search terms in the item field on a Sales Order often fails to find the item. It
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
Conversion between multiple units of measurement
Hi, I want to be able to convert a box of 4 units of Item B into 4 individual units of that Item B. Example: In my purchase order to our supplier I specify 10 boxes (each with 4 units/box) of Item B. However, as I sell Item B by the unit, I need the inventory
Can we have Bills of Material Module ?
Can we have Bills of Material Module ?
Items sent, returned and not yet invoiced
Hi all, This is my scenario: 1. I get an order from a customer 2. I send the items 3. The customer sells some, and returns the others 4. I invoice the items sold and return the other to the stock (or destroy them, if they are damaged) How would you capture
INVENTORY SUPER SLOW 6/3/24 AND 6/4/24
Is there a reason why inventory is so slow. when saving an invoice in draft yesterday (just 1 example) it took 34secs. when i asked the help/chat, they just said, "With regards to this, our backend team is already checking on this, please share us your
Price Lists
Hi We have over 100 customers and thousands of products, and every one of our customers has a different price for every product that we sell. When the buying price of a product increases, is there a quick way to increase the selling price for all customers, or do I need to edit more than 100 price lists every time a buying price increases? Thanks Keith
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