What's New in Zoho Inventory | January - March 2025

What's New in Zoho Inventory | January - March 2025

Hello users,

We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. 

Email Insights for Sales Orders

We have introduced the Email Insights feature for Sales Orders in Zoho Inventory. With this feature, you can track emails sent for Sales Orders and view when the email was opened. The 'Client Viewed' filter allows you to find Sales Orders that have been viewed via email by the recipient.
​

​

Stock Availability Filter in Stock Counts

We have added a Stock Availability Filter to Stock Counts. This  filter allows you to filter and add items to a stock count based on their stock availability, making the counting process more efficient.

View and Customize Stock Status in Transactions

When creating a transaction, you can now see both the Stock on Hand and the Available for Sale quantity for each item. The displayed quantity will depend on the selected View option.



Export Bin Locations Report

You can now export the Bin Locations Details Report and Bin Location Transaction Summary Report in your preferred format such as PDF, XLS, or XLSX. This enhancement makes it easier to analyze your bin-level inventory data.
​​​
To export a bin locations report, go to Reports > Bin Locations Details Report under Inventory

Add Dropshipping Address in Sales Orders

You can now add a dropship address in your Sales Orders. This address is used exclusively for the specific transaction and will not be saved to the customer's additional address list. You can also view and copy addresses from existing customers when setting the dropship address.

To add a dropshipping address, go to Sales > Sales Orders, edit/create a sales order, and click + Dropshipping Address.



New & Improved Zoho Inventory Reports

Introducing enhancements to Inventory reports for better control and visibility. The Stock Summary Report now supports custom reports, amount columns, and a stock tracking mode filter. Bulk export is available for up to 500,000 records (based on your plan) for key reports like Inventory Summary and FIFO Cost Lot Tracking. Purchase Order Reports now offer detailed columns such as Quantity Ordered, Received, In Transit, and Late By Date. Custom reports, Show/Hide Columns, and advanced filters are now supported across various reports including Inventory Aging, ABC Classification, Committed Stock, Product Sales, Valuation, Landed Cost, and Active Purchase Orders. The Sales by Item Report adds a Report Basis filter, while the Sales Return History Report gets a complete revamp with status tracking, return reasons, grouping, customizations, and scheduled exports. The Inventory Valuation Summary includes a new Stock Account column with filters, and you can now exclude transfer orders in Inventory and Stock Summary reports. These changes will provide a more flexible and insightful reporting experience.


Display Type for Lookup Custom Fields

We now support different display types for lookup custom fields. You can choose between a List view and a Dropdown view. This feature is currently available for specific lookup modules, like items, vendors, purchase orders, and customers.

Generate Serial Numbers in Inward Transactions

Introducing support serial number generation for inward transactions. You can set a starting serial number and specify the required count to ensure precise inventory tracking and save time. 
Note: The starting serial number must always end with a numeric value.

To generate serial numbers, select an item from the item table, click Add Serial Numbers, then select Generate Serial Numbers. Enter the starting value and count, then click Generate.

​


Batch Tracking Enhancements 

Batch Tracking just got more powerful and flexible with some major enhancements. You can now create and edit batches directly from the item details page, making management easier. A new return option allows items to be returned to the same sold batch, improving stock accuracy. You can also use the same batch across multiple line items in purchase transactions. Batch status control lets you mark batches as Inactive, keeping them out of transactions while retaining them for reports. Plus, all batch activity including creation, edits, restocks, and transfers is now visible in the Audit Trail report.

Item Description for UPS Line Items

We have improved the UPS Paperless Invoice feature by introducing the ability to add and edit item descriptions and unit prices individually for each line item within a package. Previously, a single description was applied to all items in a package, limiting the level of detail you could provide. With this update, you now have more control and flexibility.


Enhanced Shopify Integration 

We have improved the shopify integration. You can now set sync frequency and mapping options for each store separately. Item sync runs every 24 hours by default, but you can also set it up manually if needed. Non-taxable items are now created with the correct tax exemption. When setting up Sales Order sync, you’ll pick a start date and can set how often it runs. Each store can now sync independently. You can also decide if sales orders should be fetched to Zoho Inventory under a single customer or create new customers using fields like email or name. Now, sync history includes filters for sync type and status, making it easier to show both successful and failed sync. 
​
To integrate Shopify with Zoho Inventory, go to Settings > Integrations & Marketplaces > Shopify

Pin Columns in Transaction List Page

You can now pin up to two columns in the transaction list page in both default and custom views to keep key information visible while scrolling. This feature is available when a view contains more than eight columns.

To pin columns, go to any module, click the Customize Columns icon, hover over the fields, click the Pin icon, and then click Save.
​

Edit Etsy Orders

You can now edit orders fetched from Etsy with ease. Previously, Etsy orders were imported with non-editable details and tax. Now, you can edit these orders and override the tax applied based on the tax rate configured at your organization level.
To integrate Etsy, go to Settings > Integrations & Marketplaces > Etsy

Clone Delivery Challans

You can now duplicate delivery challans by cloning the existing ones, thereby saving time.

To clone a delivery challan, go to Delivery Challans, select a challan, click the More icon, and select Clone from the dropdown.
​


Enhanced Export and Print Preferences for Reports

We have added new customization options for report exports and print preferences. You can now set custom file names for exported reports, display column headers on each PDF page, and organize report data into separate pages based on the group by field.

Multi-Factor Authentication (MFA) for Portals


We are improving security by adding Multi-Factor Authentication (MFA) to both Customer and Vendor Portals. This extra security step requires users to enter a Time-Based One-Time Password (TOTP) along with their login credentials. 

Admins can turn on MFA in the Customer Portal settings, making it mandatory for customers and vendors to set it up using an authenticator app. Once enabled, users will need to enter a TOTP code each time they log in. If needed, admins can reset MFA for users. 

Note that even if MFA is disabled later, users that have already set it up will still need to enter the TOTP code. If they lose access to their authenticator app, they should contact an admin for a reset.

To enable multi-factor authentication for your customers and vendors, go to Settings > Preferences > Customer Portal. Check the Enable multi-factor authentication (MFA) option.
​

Import Move Orders and Putaways

We have introduced import option for the Move Orders and PutAway modules. You can now seamlessly import data for these, making bulk updates and record creation faster and more efficient.

To import move orders and putaways, go to Transfer Orders/Putaways under Inventory > Click More in the top right corner > Import Transfer Orders/Putaways.

Attach Documents in Purchase Receives

You can now upload, attach, and manage documents directly from the Purchase Receive creation and edit page.

To attach a document in purchase receive, go to Purchases > Purchase Receives > + New > Upload File.



Print & PDF Support for Purchase Receives

You can now generate and print or download your purchase receives. We have also supported a standard template with​​​ which you can view the PDF of your purchase receives to simplify record-keeping. 
​
To print or download a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and click PDF/Print.

To view the PDF of a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and enable the Show PDF View option on its details page.



Filter Lookup Custom Fields

You can now filter your lookup custom fields by using custom views and setting criteria. The records will be shown based on the chosen custom view and the rules set by you, making sure all the conditions are met.


Leave Organization Option

We have introduced the option to leave an organization from the Manage Organizations page. However, if you are the admin who created the organization or the only admin, you will need to delete the organization instead. Additionally, before you leave, ensure the integrations are disabled, if any. 


That's all for now, folks! Try these new features and share your feedback. If you need assistance, reach out to us at support@zohoinventory.com.


Best Regards,
The Zoho Inventory Team

    • Recent Topics

    • Zoho ShowTime: Certificates of Completion - Award your learners with a sense of achievement

      In our increasingly competitive market, professional trainers need to differentiate themselves if they are to survive. One way to do this is to focus on innovation and deliver an ideal learning experience. By developing a renowned certificate program that provides learners with a specialized skill set for a particular industry, both trainees and future prospects will recognize the trainer's leadership in that field. This can help with long-term growth, revenue generation, and even marketing and branding.

    • IMAP Migration from Gmail

      I have been trying to import my email from a Gmail server and keep receiving the following error. I have reduced the security, activated imap and no improvement. The link to the Google support item has not helped. Unable to connect to your account. Please

    • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

      When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com

    • Request for Creating Multiple Email Accounts on One Mobile Number

      Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible

    • Signature issue

      Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks

    • mail admin not loading

      i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i

    • Unify All Zoho Video Meeting Experiences into One Standardized Platform

      Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

    • Changing Account in Quote form does not update address information.

      I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?

    • Zoho One Backup of entire account

      Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,

    • Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)

      It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail

    • Unable to send Emails - 452 4.3.1 Temporary System Error

      Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"

    • I can't receive email

      I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.

    • Help for the alisa adding

      Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?

    • Lite plan attachment said 250mb but actually 25mb ?

      Lite plan attachment said 250mb but actually 25mb ? I can't attach over 25mb files, and can't receive mails has attached files over 25mb too

    • Option to Customize Career Site URL Without “/jobs/Careers”

      Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

    • Any update on much requested feature, to delete attachments without deleting the e-mail body?

      People have been requesting the ability to delete e-mail attachments without deleting the e-mail for more than ten years now. The latest I see is marked "Working On It" and a year ago it was supposedly being added, see here: https://help.zoho.com/portal/en/community/topic/is-there-a-way-to-delete-mail-attachments-without-deleting-the-text

    • Old vs New Value for Deleted Lookup Values

      Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently

    • Zoho email using a python or html template

      # main.py import smtplib import csv from email.mime.text import MIMEText from email.mime.multipart import MIMEMultipart from config import SENDER_EMAIL, APP_PASSWORD, SMTP_SERVER, SMTP_PORT # email Subject email_subject = "🎉 Python + Zoho Mail HTML Email

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • customize payment page

      Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

    • Solution: How to send email using a python follow up this

      # Step One Setup Your App Password For this url {https://accounts.zoho.in/home#security/app_password} #How to genarate App password {https://help.zoho.com/portal/en/kb/bigin/channels/email/articles/generate-an-app-specific-password#To_generate_app_specific_password_for_Zoho_Mail}

    • Are Environments Worth It?

      In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

    • Enhanced duplicate check for Leads in CRM

      Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

    • Pause(1);

      I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is

    • Integration Request: Elementor

      Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into

    • Ability to Change Visibility of Published YouTube Videos

      Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility

    • Adding anchor links in Zoho CRM email templates

      I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?

    • openUrl in blueprints

      My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

    • Ability to Add YouTube Video to Playlist During Publishing

      Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has

    • Introducing Zoho Creator's 2025 Release Projection 2

      Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

    • Sharing Form Ownership Among Multiple Users

      I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 

    • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

      Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween

    • I want to create a mailing list, NOT a group.

      Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email

    • Zia expands to China with native features and DeepSeek-powered generative AI features

      Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek

    • Email in each module

      We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.

    • Global Search placement in the new UI

      Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

    • Introducing Skill-Based Ticket Assignment

      The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency

    • Kaizen #213 - Workflow APIs - Part 1

      Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,

    • Browser and address bar hide

      Hi, How i can do hide the address bar with browser headline when i am working on the sheet, because i am using (freeze panes) which i want visible for full work. For your reference here i am attached the screen shot and marked yellow lines which really

    • Cells Border

      Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give

    • Next Page