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
Different Company Name for billing & shipping address
We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always
UNIT OF MEASUREMENTS
Hi guys!..at professional plan free trial I tried to search for Unit of measurements to be enabled from preference list but I didn't see it so is it available after i make payment for this category of plan? .
Composite items inside of composite items; bill of materials needed
Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights
Custom Function which Changes the Invoice Status to be paid.
Hi Zoho Community, I have created an automation for zoho inventory in which i change a custom field of invoice to paid through zapier so it should triggers the custom function to change the status of the payment to paid. I have created a custom function
Show backordered items on packing slip
We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things
Value shows in balance sheet for Goods in Transit
We have transferred goods from one warehouse to another warehouse and accepted the same at another warehouse. Although my balance sheet shows X amount as goods in transit value. I don't understand, how to clear that Can anyone guide us please?
How to track manufacturing / production and then retail for a small apparel brand
Hi, I have a small apparel brand where we make for example dresses. Most of the dresses are custom made and in very small quantities. Is it possible for me to use Zoho inventory to track manufacturing and retail. Should I be adding items and then making
Automated SKUs
I have just started trialing ZI for a project we are running and I am hitting a problem with SKUs. I created an item group which provided automated SKUs but, with only 3 variables available, it isn't suitable to use so I am creating each item individually
Mutiple Suppliers for a single item.
My question is fairly simple. 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
Stop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.
Add Image or Update Image API - for Items Module
I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?
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