Tip #7 Applying a preset credit card charge to a sales order
Good day! Previously, we saw how we could automate vendor notification emails against purchase deliveries. Today, we will see how we can apply a percentage of the total amount as a credit charge to your sales orders. How does it work? Well, we add a string type custom field to capture credit card charges to the sales order module via preferences. Then we navigate to custom functions under automation, we specify the value for the custom field (yes/no) and set a percentage for credit card charges to
Drop ship inventory throwing books off
I have Zoho Inventory synced with my Shopify website, it pulls data for stock availability for both stock we hold and stock that is held and drop shipped by the supplier. When that data syncs with Books opening balance, it is showing all the drop ship
Amazon FBA to Zoho Inventory troubles
Hi We have been working for a few months trying to move parts for our business over to Zoho (we went with Zoho One) and have been having a really hard time with getting Zoho Inventory working smoothly. Been working with support but been about a month
How do I setup SERVICES in ZOHO Books and ZOHO Inventory
We have an Appliance business. We offer many services that do not include physical items, but we need to add them to Sales Orders. For example: -We offer Curbside/Garage Delivery Service. -We offer Delivery & Installation Service. -We offer
Zoho Inventory's 2020 Journey in a Flash
We hope you like the latest updates and would love to hear back from you. Drop a comment below or write to us at support@zoho-inventory.com. We'll be back next month with some new additions to Zoho Inventory. So here's to wishing you a safe and prosperous
Inventory - Items: Exports do not include serials numbers or batch numbers (even not when I chose "Include Serial Numbers") ?
When I export items (by showing all active items, and selecting "Export Items" in the hamburger-menu), I can chose the export to include Batch Numbers and/or Serial Numbers. But the field "Serial Numbers" in both the CSV-file or XLSX-file is always empty,
Item wise Commited Stock
We need Item wise Committed Stock Report, right now in inventory reports, sale order wise a committed stock report is available, Let me how it is possible to get that report...
Default addresses reverting when cloning sales orders
When a Books or Inventory contact has several addresses and we clone a sales order with an additional address, it reverts to the default shipping address. Either we have to check the address again to change or sometimes this is missed by our staff and
Serial Number Management In Zoho
"Can i maintain serial number wise stock location (like rack 1,2,3 etc) stock grade (A,B,C,D)"?
Backorder tracking
We are a wholesale company import from different countries. We get shipped by ocean containers. It takes up to 3 to 4 months for shipment arrival. At least half of the items we order is non inventory items because it’s custom made for particular customer.
How to Integrate Zoho Inventory with 3rd party app (PHP website)
We are an authorized partner with Zoho and we have a client, who wants to integrate their PHP website with the Zoho Inventory and Books. We tried hard but couldn't achieve success. We want to integrate the Zoho inventory with the PHP website (2-way sync)
cost of goods sold
Dear team, Where can I find the cost of goods sold per month?
Zoho Inventory - Purchase order imports are case sensitive
Hi, I have imported my inventory items. When I import Purchase Orders, the system creates new items when item SKU is not exactly the same 'Case' eg. If item SKU is "ABC". I import "Abc", then a new item is created Is there a setting to turn off Case
Zoho Inventory - Set status to paid
Hello I have Zoho Inventory setup to import WooCommerce orders. Now all of my orders are already paid in WooCommerce. My current workflow is (it's all automated): - Create a package - Ship package - Set status to closed But I think what is missing is
Ask the Experts - Zoho Inventory #29: 5 hours of live discussion on Client Portal for Zoho Inventory
Hello everyone, We hope you're all doing well and are having an amazing week here. Today we are back with another episode of Ask the Experts - Zoho Inventory, and would like to discuss in detail the latest feature of Zoho Inventory, the client/customer
Authentication API for Inventory
I'm trying to create an integration with Zoho Inventory but am hung up on the way the OAuth requests work. If I use Postman, no problem. But if I try to use python (because I don't want to manually interact with the API). I'm stuck on the first few steps
Disconnect Zoho Inventory and Zoho Books
This may be an uncommon request, but is there a way to disconnect our Zoho Books and Zoho Inventory accounts, so that invoices in Zoho Inventory do not automatically get created in Zoho Books? I cannot find any way to disconnect them from the integration
Zoho Suggestions
Hello, please consider the following Allocating a salesman to a particular business customer Giving users the option to commit stock or not because many customers request a quote then never buy, so if a salesman does not follow up the stock remains committed.
Custom Button to change Sales Order template and print
Hello, Is it possible to create a custom button (or function to call somehow) for Sales Orders that will update the template applied to the Sales Order and bring up the print preview screen with that changed template? We'd like to create 2 or 3 custom
Expense by warehouse
We sell our products directly from our houses located in different cities. There are different sorts of expenses occur for each warehouse. For example, Rent, food, automobile, electricity and internet bills. Is there any way to know the expenses generated
"You do not have sufficient stock to create out-transactions..."
Hello, I received this error, trying to convert SO to invoice: "You do not have sufficient stock to create out-transactions for the item CMP 6. Please restock the item and try again." But I DO have stock... Noticed that if this Composite item is bundled
Change how a variable displays when executed within a custom module
I have the following code for a custom button within a new custom module I'm building: record_name = cm_returns.get("record_name"); cf_dealer = cm_returns.get("cf_dealer"); cf_item = cm_returns.get("cf_item"); cf_item_2 = cm_returns.get("cf_item_2");
How to update the status of an inventory package in deluge?
I'm trying to update the status of an inventory package from "not_shipped" to "shipped". The problem is that whenever I try to update the package, it's still listed out as not shipped in inventory. Here's my deluge code. packageUpdate = Map(); packageUpdate.put("status","shipped");
What's New in Zoho Inventory - March 2022
Hello customers, We've been working towards bringing you new features and updates to improve your experience with Zoho Inventory. Here's what's new for March: Incoming Webhooks Incoming Webhooks are used to execute custom functions in Zoho Inventory based
SKU on Purchase Order
Hi all, Does anyone know how to have the SKU show up in the Purchase Order pdf version, it seems it only shows when adding the products to a PO. Thanks in adavance
Report for items actually invoiced in a certain period
How can I create a report to show which items I have actually invoiced in a certain period. So not sales order, sales by item as that only shows how many ordered- but invoices. Why ? I hear you ask. I want to see how many of a certain. item I have actually
Looking for a Picking Android App
Hello, I want to ask all the community what solution are they using to do the picking process in their warehouses with Zoho. The Zoho Inventory App is too limited to do this: the workflow is too slow to be efective and is a no for our end. Does anyone
Hiding or Conditional Formatting of Lines within Sales Order templates
Hello, Is there any way to hide line items from a Sales Order when a custom Sales Order template is chosen? We have manually created line items with no inventory ID that we would like to hide when choosing a specific template for our Sales Order printing.
How Do I Add an item(s) that has multiple attributes?
I am trying to figure out how to add an inventory item(s) that has multiple attributes. For example, I am a florist and I want to track roses. A rose is bought based upon color and stem length. I added custom fields (color and stem length). I was
Sales by Salesperson Report
Am I an idiot, or is the Salesperson Name field not available for running the 'Sales by Sales Person' report? I've looked under the customize section, and it's just not available. I can't fathom why this would be or how this report is the least bit useful
What system of POS integrates with ZOHO inventory to use at trade fair?
I cant seem to find anything useful on this. So here is my problem- I go to a trade fair for 3 days, and I sell things face to face ( I normally only sell wholesale or online via Shopify to end customers at full retail price).My Shopify websotre is synced
Emailing a picklist
Has anyone found a convient way to email a picklist? We use multiple warehouses and email our picklists to each of them. Anyone have a solve? .. the process to get from a approved estimate to a sales order to multiple piclists (one per warehouse) is
The ability to pull tracking numbers from Inventory to the Zoho Books module in CRM
I know that there are a lot of moving parts and integrations for this, but it would be amazing if our sales team could view the shipping status / tracking number for their Zoho Books module sales orders. All of the shipping information for these orders
Reoccuring Purchase Order & All Expected deliveries on specific date
Does Zoho Inventory support a reoccurring purchase order? For example, I have a standard order of specific list products from a supplier that is delivered every week for the entire year of 2022. Am I able to input that into zoho inventory without having
How to change the product stock when a sales order is marked as "shipped"
In my Zoho inventory, when a sales order is created, the committed stock goes up by 1 and the available stock goes down by 1. In the sales order, there's an option to mark the order as shipped and when that happens, I want the committed stock to go back
Zoho Inventory Community Digest December 2021 - a monthly rundown
Hello all! We hope you are all having an amazing holiday season this year. We see the pressure you are under as your sales go up and your customer bases get bigger and better. We're thrilled to bring you the last edition of Community Digest for Zoho
How does CartRover map to Zoho Inventory composite items?
Hi, we are currently connecting ShipStation as a cart to Zoho Inventory as a WMS via CartRover. Most orders have come over fine but we are getting issues with some of our bundle SKUs. We have identified one specific SKU item as being the likely culprit
Accessing Custom Field values within Deluge, using Map and List functionality
Hello, I am looking to create a custom function which will pull the placeholder and value data for each custom field for each line item on a Sales Order in order to make calculations with this newly created Map. I have not found a way to directly reference
Best plugin to sync WooCommerce to Zoho Books and Inventory or Zoho Apps?
Hello, we are building a business to business store in woocommerce. What is the best plugin to sync our products in woocommerce to Zoho? Thanks
Major problem regarding the lack of contacts in sales orders, deliveries and invoices.
We are working on a number of Zoho One implementations where the customer wants to use the logistics components of Zoho Inventory/Books. They have been migrated from an environment where a contact person can be linked to an address type (visiting address/shipping
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