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
Batch/lot # and Storage bin location
Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature
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
How do I see who committed stock is for?
On the items module, it very helpfully tells me that there are x qty of items committed, but I have absolutely no way of finding out who it is committed to? You can try search transactions list of sales orders, and filter by partially invoiced, but that
Duplicate Item Alert
I love Zoho Inventory. We are a wholesale company that uses it every day. We have it setup to integrate with our barcoded of products. We have a lot of SKUs and this workflow works great especially when working tradeshows with our customers and writing
Create/Edit Customer Or Vendor Details/Information Page
Hello, please consider the following amendments the customer create/edit information page Customer Number Please change this wording to Customer Account Number. VAT/TAX Number We need the vat/tax number field up front, not under a customer field or via
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
Bulk invoicing
Can we create bulk invoices in zoho books through an excel or csv?
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?
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
Edit the order of items in Picklist
I am looking edit the order of items on a picklist and I can't find an efficient way to do this. The only way I see is to delete items and re-add them. This would take a lot of time to edit. Something that I can either make a customer order, predetermined
Stock Count - Assign to Role(s) and/or Multiple Users
I've just started to play around with the Stock Count module. Nicely done by the Zoho Inventory team. One piece of feedback that immediately occurred to me is that the idea of administratively assigning individual items to individual team members during
Bring Estimates/Quotes To Inventory
Hello, please bring estimates/quotes to Inventory, why is it only in Books? Thank you
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
Serial Number Tracking
- A Serial Number is a Unique Identification assigned to a particular Item. - When a serial Number of an item is out of stock, the present system is allowing to generate a same serial number for that particular item which is wrong.
Shipping Method
Our business is handling warehousing and shipping for a business with a Shopify web store. In our testing, it appears when an order comes through - we get all the information except for the selected shipping method. We need to be able to capture the customer's
How to remove zero value sales from direct sales report?
My business offers a number of gift products to corporate houses and other businesses that we maintain by including zero value invoice while creating an order. The inventory gets adjusted after creating a package and shipment as intended, but the direct
Cannot authenticate domain because SPF records not found
Hi, I am trying to authenticate my domain name, however, Zoho Inventory cannot find the SPF records. I have tried adding "v=spf1 include:eu-sender.zoho-inventory.com" then "include:eu-sender.zoho-inventory.com" as it mentions to try if you already have
WhatsApp Link Generator On Customer/Vendor Contact Numbers
Hello, please add a WhatsApp link generator feature to easily open a chat with a customer via WhatsApp. The customer module has a Skype option, I'm sure it could have a WhatsApp option, even in the vendor module. It would be especially handy if the WhatsApp
Zoho Inventory to Xero Integration
Hi we are planning to embark into Zoho inventory, however need an integration to Xero. Does anyone know a solution Regards Team Axeze
Printing Shipping Labels
I would like to know how to create a shipping label to be used with self-adhesive thermal shipping label rolls. The printer would be a Zebra or similar. Has anyone done this? John Legg Owner: The Debug Store
report for the Batch Tracking function
Hello, I have a question about building a custom report. I was sent to you by Zoho Inventory support with my question. We use Zoho Inventory to manage sales. We have enabled the Batch Tracking function for some products. Now I need to display a report
How to create itemized sales reports based on categories or brands
I need to do reports on sales by Category. I can only get a total of each category's sales. I need one that lists the items sold by category. I could get by with showing all categories in a sales report and sorting by category but that isn't possible
I need a bundling report that has a column for quantity used of the item in the bundle
Presently the bundle report on an item details shows only the quantity of the composite item made in the bundle. It shows the value of the ingredient item but not the units used. There seems to be no way to export this report so I can do it in a spread
Postman Collection for Inventory
Does anyone have a Postman collection for the Inventory API? I found one for the CRM API which is great but one for Inventory would be very useful.
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
Share SO Link
Hello, we can share invoice links but not SO, why? Please add the feature because SOs also need to be sent to customers, so why not by sharing a link. Thank you
Zoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Help Needed: Billing and Stock Management for Variable Weight Cartons in Zoho Inventory
Hello, I am currently facing a specific challenge in managing my inventory with Zoho Inventory and would like to seek your expertise for a suitable solution. My requirement involves managing the stock of a specific product by the number of cartons, with
Bulk change sales order custom sub-status
We can in bulk mark sales orders as status confirmed but have created custom sub-statuses It would be good to be able to change the order status to a custom sub-status in bulk
Search In Custom Fields By Default
Hello, please implement the feature to search in custom fields by default, especially on "item" search. We sell car parts, so some items, like a spark plug, can fit 100s of different models of vehicles but we can specify all these models in the title,
Create Invoice automated with Package
Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS
How i can do the payments in installment
Some sales order value are very high, so customers are not able to pay in some short . we need to convert them to EMI baisis. pls let me know if there is any option like this.
Is anyone using the UPS integration with Zoho?
We just started using the UPS integration so print labels directly from Zoho Inventory (& Books), however we're running into some quite severe limitations; #1: There is no way to bill the shipment to the recipient's UPS account. #2: The label doesn't show the 'Attention' field from the Ship-to address on the Sales Order. Is anyone actually using the UPS integration, and if so how to do you work around these problems? // Anders
How can we buy items in box / bundles of 6,12,15 or 20 and sell it individual items in pieces
We have a unique issue, Some of our parts are purchased as bulk in bundles and sold in individual level in pieces. For example, item A, have INR 100 per piece as selling price. When we buy item A, we buy it as bundle of 12 pieces at the price of INR 900
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
Custom Fields - Expand Inherit Default Value Feature
I noticed recently that Custom Fields for some modules (Sales Orders, Invoices, likely others) now allow users to populate a default value based on related records. Super-awesome addition. This allows users to really make these custom fields work without
Inventory WhatsApp Integration
Hello, we're in South Africa, WhatsApp is the preferred method of communication with private individuals and some company staff. It would be quite convenient if we could send customers their SO or suppliers a PO to WhatsApp via Inventory, this would save
Selling by wight at different margins
Hi All, I am trying to figure out how to set up my inventory. I did try enabling Composite items but I still don't understand how to apply the logic as I sell by weight and different margins; Eg; I buy a product in bulk, let's say 25 kg. Cost price $2500.
Warehouse Location for Items
I commented on the July 2019 updates announcement but I wanted to create a location for comments/support for this feature request. This is something I have seen requested for many years and I do not understand what challenge there is to it's addition.
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