Simple Search for Active Items
Hi, We have over 2000 products in Zoho Inventory and the list keeps on growing. Around 20-30% of the products are active while the rest are moved to the inactive state over time. Currently, Zoho Inventory allows us to search directly on 'All Items'. If we need to search through 'Active Items', we are required to use the advanced search. What is required is the ability to perform a direct search on active items without going to the advanced search tab. It's important because multiple and frequent
Signature and blurb required for packing slip
Hi We need to use the packages/packing slips through Inventory since we send out partial orders from the Sales Order. For example we get an order for 20 packages and send them out in groups of 5, 5 and 10 as per the buyers request. What is missing is the option to add an Authorized Signature line in Inventory, Packages. But it's available in Books, Packing Slips. Additionally, we would like to add a blurb/shipping instructions field to Packing Slips and the custom fields/Customer Notes that display
Price lists
Hi I have created a test sales order for a customer with a price that is different to the price on that customer's price list. Should the price list not be updated with the new price? Thanks Keith
Changing an Item Group name should optionally also update the names of all of the items within the group,
Hello, It seems that when changing an Item Group Name, the user should be given the option to have the system accordingly modify the item names of all of the items within the group as well, instead of having to make the change manually for each individual item. Otherwise they show up on documents with the older Item Group name. Thanks, Bryan
Similar to merging duplicate customers in Zoho CRM, there needs to be a means of merging duplicate items in Zoho Inventory
Hello, I absolutely understand the desire to make an item exist in perpetude if it’s been added to an existing document due to accountability... however... The reality is that there are things that you would like to change as time goes on… e.g. having items in a group vs not... or other circumstances that result in duplicate SKUs. All this to say that there needs to be a way to merge duplicate items together so that the item’s history can be accurately reported on. Otherwise items that are marked
Item groups are assumed to be goods instead of a services, but there's no way to set this when instantiating the item group.
There's no way to set whether an item group is for goods or services. ZohoInventory instead just assumes that an Item Group is for goods, and therefore must be trackable inventory. Having to manually set every member of the group to be a service / non-trackable is a pain - especially for larger item groups. Why shouldn't item groups incorporate this same switch as individual items? Thanks, Bryan
Zoho behaving strangely while doing item search
Zoho is behaving very strangely while during item search in a particular sequence: 1) Go to items -> search for any keyword xyz 2) Now change the item filter to 'Active Items'. You will observe fluctuations and endless loop with url changing. Please check.
Zoho Inventory
Hi, Have the ability to take raw fabrics and convert them to finished products. For example: Fabric A costs $5 / m Finished product 1 takes 0.5 m of fabric A to make plus labor. You increase finished product 1 by 1 pc. The BOM (bills of material) automatically
Book Your Seat For Zoho Finance Workshop UK
Hello Everyone, Have you made your business MTD ready? Are you having doubts filing your taxes online? Is this whole MTD saga worrying you too much? No worries! We are hosting the Zoho Finance Workshop in the UK to help clear your doubts. Find us in: Bristol-May 21st | London-May 25th | Manchester-May 29th | Birmingham-May 30th Get to know about the latest feature updates, industry best practices and also about other Zoho Finance apps that can aid your business. And, what's more? Get one on one demos
Book Your Seat For Zoho Finance Workshop UK
Hello Everyone, Have you made your business MTD ready? Are you having doubts filing your taxes online? Is this whole MTD saga worrying you too much? No worries! We are hosting the Zoho Finance Workshop in the UK to help clear your doubts. Find us in: Bristol-May 21st | London-May 25th | Manchester-May 29th | Birmingham-May 30th Get to know about the latest feature updates, industry best practices and also about other Zoho Finance apps that can aid your business. And, what's more? Get one on one demos
Massive import of products: problems and suggestions
Hello!! Our company works with nearly 10,000 items, most of them with the world color, size, capacity, size, among others. Our suppliers present files (csv) with all the necessary data. I run into some problems when importing, which I understand, I must do it by Article Groups. 1) It is not possible to duplicate the "Name of group of articles": in our case this is essential that there are articles that are duplicated in their name but of different characteristics and suppliers. For example, a pencil.
Batch tracking for composite items issue
Seems as though the new batch tracking feature cripples the composite item feature as you're unable to add tracked items to a composite item. The problem is that you can't add tracking to an item at a later date after it's been used in a transaction, so there's no "add tracking in the future" option. How this made it past testing is unknown... It's on the mystical roadmap as we've all heard before according to support. Has anyone come up with a work around?
Remove duplicate contact persons
Not sure if this was covered before (couldn't find it), but I have an issue with duplicate contact persons in Zoho Inventory. Currently trying out the contacts and contact persons import function. All works well, but as I imported the contact persons of my Client contacts multiple times, now each client contact has the same contact person added 3 times! How can I prevent this and/or de-duplicate contact persons attached to clients/suppliers?
What's New in Zoho Inventory - April 2018
It's that time of the year when we can witness life rising from beneath the blistering ice and nature taking its most beautiful form, adding a lot of colour and joy around us. This spring, Zoho Inventory too is blooming with fresh features. Let's look at what's new. 1) Introducing Custom Functions Step-up your automation game with Custom Functions - a small block of code that executes specific instructions whenever a certain criteria is met. For instance, you offer a 10% discount on the total invoice
Vendor - Reorder items - Groups
If we click on the vendor : Your inventory needs reordering. Order Now - for items which are NOT in a group we get a list of : Items are Below Reorder Level to add to a purchase order ! This does not happen when they are in a group - it just opens a new PO ??
Shipment dates
We process our sales orders by shipment dates so it's important they are accurate. We achieve this by sending the SO details to Google Calendar & making any shipment date changes in the Calendars which updates the Sales order through the api or we amend them manually in Zoho. The problem we encounter mostly is that Sales orders can contain more than 1 package which are booked for shipment on different dates. Once the first package is shipped, we can no longer amend the sales order shipment date !
Stock Reconciliation notice
A better explanation would be appreciated & an option to dismiss the notice if we're unsure maybe ?
Attributes disappearing from Item Groups / Items
Hello, Very happy with the support and products, however we have a problem that I suspect is a bug. Our website is deeply integrated with your products and depends on properties in your API to function properly, for instance "attributes" for item groups which allows you to generate variations of a product. Yesterday I discovered that when I was editing our products that the attributes had disappeared. Not sure exactly what we did which triggered this to happen but I suspect either: It happened when
What's New in Zoho Inventory - February 2018
Hey there, It's the new year and we're already off to a great start! Here's an array of all the new features that we've brought to you in the month of January: 1. Enhanced Composite Items Add service items, create bundles and perform assemblies with the improved Composite Items feature! Read More. 2. Brand New Editions With the introduction of VAT regime in the United Arab Emirates and the Kingdom of Saudi Arabia, Zoho Inventory has introduced two brand new editions: the U.A.E. and the K.S.A. Edition
Shipments
On occasion we only ship part of a package so we have to delete the original & package as 2 separate packages, then ship the relevant one. It would be nice to be able to choose what lines of a package are actually shipped ! Is there any other way of achieving this scenario ?
What's New in Zoho Inventory - March 2018
As promised, we are back again this month with a new set of features and improvements for Zoho Inventory. We continuously look to evolve and bring in additional features which not only enhances the product but also ensures a smooth user experience from time to time. That being said, let's take a look at what we have for you this February: 1. Raise Self-Billed Invoices Following the VAT regulations, the self-billed invoice feature is now available for the UAE and KSA edition users. The self-billed
TLS v1.2 upgrade for Zoho Inventory.
In order to maintain your communication with Zoho Inventory more secure and to meet the updated PCI standards, we will be retiring the support for TLS versions 1.0 and 1.1 on March 31, 2018. After this date, users will be required to update their processing solutions to TLS v1.2 in order to enjoy secure transfer of data. What is TLS? Transport Layer Security (TLS) is a cryptographic technology protocol used to provide secure transfer of sensitive information over the internet. Why is this update
Relative dates in custom views
We have them for "Is" BUT, "After" & "Before" is just as important as well as "is NOT" !!
Email alerts
Trying to create an email alert for sales orders that haven't been invoiced to be fired a few days after shipment but it happens irrespective of the status of the sales order - ie void, closed etc - am I setting something wrong ?......
API call to create create invoice in Zoho Inventory
I am trying to send the following json to create an invoice: { "customer_id": 1167451000000062085, // found by calling the get contact request "invoice_number": "INV-00002", "date": "2018-02-04", "due_date": "2018-02-10", "line_items": [ { "item_id": 1167451000000062103, // found by calling the get items request "quantity": 130 } ] } but the response is: { "code": 4, "message": "Invalid value passed for JSONString" } the post request is being sent to : https://inventory.zoho.com/api/v1/invoices?authtoken=<token>&organization_id=<org_id>
FLAW: Receiving Serialized Stock in zInventory and invoicing it in zBooks
There's a BIG issue with the whole serialized stock process. Warehouse staff receives inventory for serialized stock in zoho inventory BUT they are not forced to enter serial numbers. In fact they can't even enter serial numbers when receiving the purchase order. When invoicing serialized stock, a serial number "MUST BE SELECTED" otherwise an invoice can't be created. Zoho should either FORCE receiving (using zInventory or books) to add serials at receiving stage or NOT FORCE accounts to add serial
Back order notification
We get a wonderful notice - "Yaaayyyy - your purchase order for sales order ### has arrived" etc. , really handy - BUT .... This notice arrives when a bill is received - not on a PO receive - logic behind this ? We sometimes get bills before receipt of goods, which I must say is handled very well in inventory !
Creating an invoice through api end point
I would like to create an invoice from my application by requesting the Zoho Inventory create invoice api but I keep getting the following error: {"code":4,"message":"Invalid value passed for JSONString"}' I am posting with header content-type = 'application/json' and the json body is as followed: { "customer_id": 1167451000000062085, //found by get request to get contacts "invoice_number": "INV-00002", "date": "2018-02-04", "due_date": "2018-02-10", "line_items": [ { "item_id": 1167451000000062103,
Sales orders with back ordered PO
Hmmmmmm !!!! OK - please tell me how to overcome this ..... Sales order | create back order PO ... Sales order is auto marked "On hold" ... Try edit sales order to change shipping date... Almost there, but... Sales orders that have been shipped or on hold cannot be updated.So is NOT shipped ... back ordered PO Received... Try edit sales order to change shipping date... Almost there, but... Sales orders that have been shipped or on hold cannot be updated.SO is NOT shipped ... PO is received ... Enter
Custom Fields show in zBooks screen BUT NOT zInventory for same page
We use sales orders. When our warehouse staff use zInventory custom fields are not shown BUT The exact same Edit Sales order page in zBooks DOES show the custom fields should these not display the same? Zoho Books Screenshot - unable to insert pic... forum bug? See attached instead Zoho Inventory Screenshot of same page - unable to insert pic... forum bug? See attached instead
Bill due dates
Hey Zoho guys - just wanted to thank you for my latest discovery. An absolute gem for those of us that have settlement terms for bill payments (or just an agreement to pay by a certain date) .... Mine is 20th of the month following invoice date & this is achieved by a fantastic workflow. Just wanted to post in case anyone else was looking for this kind of feature - shown in attached image...... (New forum is a long way from finished!)
Email template association
Will this great feature from Books be incorporated into Inventory ?
Dashboard annoyances
Annoying for seasoned subscribers - See attached .....
Zoho Inventory is VAT Ready!
With the introduction of VAT regime in the United Arab Emirates and the Kingdom of Saudi Arabia, Zoho Inventory has brought in two brand new editions: the U.A.E. and the K.S.A. edition. Businesses in the Gulf countries can stay VAT compliant as with Zoho Inventory, you can now: 1. Configure your business's and your contacts' tax details: This will eliminate the need for repetitive manual entries in the future while recording transactions in Zoho inventory. 2. Assign appropriate tax rates for your
Dashboard links
To be packed & To be invoiced links do not work correctly if a custom view is selected in Sales orders ! Is this the expected behavior ?
api responses
Hey guys, A simple question from old Mr. Bean :-) Can you explain why the api returns limited information with these 2 different calls? I'm just wondering why we have to make 2 calls to get the required info when most of us use numbers we understand rather than Zoho ID numbers which I understand are very important ? .... ZohoUrl = 'https://books.zoho.com/api/v3/salesorders/' + ZohoID + '?authtoken=' + token; ZohoUrl = 'https://books.zoho.com/api/v3/salesorders?salesorder_number=' + So_Number + '&authtoken='
Contacts
Hi Can someone please clarify what I should put under the relevant columns in my CSV file for uploading contacts? When placing orders I wish to be able to select the company name to create the order, but I also wish to have multiple contacts associated with each company. I have uploaded them in the following manner: Spreadsheet Column Actual Information Contact Name = Company Name Display Name = Company Name Company Name = Company Name and
Can not Edit Bill for backordered Items
Hello , We did back order for some items and after item received we Converted the PO to Bill successfully. We made a mistake in Bill Prices and we want to edit the Bill but we get the Below Error. (( Only backordered items are allowed in this bill. )) All items in our Bill have been Backordered and fully received. Pls advise how to solve the error and edit the Bill.
How do I apply a pricebook / pricelist when I create purchase order using the Inventory API?
When I add pricebook_id to the purchase order JSON request, I see the correct pricebook associated with the purchase order but the prices are incorrect. Do I have to look up the prices manually and apply them to each item? I should just be able to apply a pricelist to a purchase order and not have to deal with pricing.
Support for Serbian language
Hi - i've been testing your Free version, and so far I like what I see. I was able to change templates to Serbian, but I was wondering if there is a way to translate the interface. I'm willing to assist with translating if needed. Thank you
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