Dear Zoho Inventory Community,
We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues.
Is there a way to automatically block "Confirmed" status for sales orders if any item in the order would result in negative stock? We’re looking for a solution that:
Validates stock availability during order creation (e.g., in Draft status).
Flags or locks orders with insufficient stock to prevent confirmation.
Works automatically without manual checks.
Ideally, the system would:
Check real-time inventory when saving a draft order.
Apply a marker (e.g., "Insufficient Stock") to problematic orders.
Disable the "Confirm" option until stock is replenished or the order is adjusted.
We’d greatly appreciate any guidance on:
Native Zoho Inventory features for this (e.g., workflows, validation rules).
Recommended third-party integrations or custom scripts.
Thank you in advance for your expertise!
Best regards,