Custom Buttons - Make More Widely Available
Custom buttons are a great way to really make the software adapt to the unique needs of a given business use case. Unfortunately, their availability across modules is spotty. I was specifically looking for availability in the Sales Return module. I was
Sample CSV to import needed
Hello, We need a full sample CSV to import items. The one that is linked in the import page has very few columns and it is impossible to know how to import items with a lot of options For example, I am getting this error trying to update an item and I
Items (products) Export to PDF Feature as a Catalog Generator
Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document. Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers. I've been duplicating this feature in other apps to make a product catalog. Having a central repository of "items" makes good sense,
Stocktake??
Hello! I'm new to Zoho Inventory and am trying to figure out how things work...I have been reading the help docs etc but I'm not finding anything about being able to do a stock take? Is there no feature for barcode scan stock takes on Zoho? Thanks so
What's New in Zoho Inventory - January - May 2024
Hello, users! We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new: Customer and Vendor Portal Domain Change We are updating the Customer and Vendor Portal's default
Sync Stock Quantity between CRM to Inventory
How can this be achieved? I tried updating the product stock quantity's in the zoho inventory, but it would not change stock quantity's in the Zoho Crm, any ideas? Thanks
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
ShipStation and Zoho Inventory
Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY SHIP STATION Sales Order ==> create ORDERS INVOICE <== Shipments What exactly does BETA mean on the Shipstation connector? This is required for me to sign-on in the next month. Thanks in advance for your efforts
Categorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, Invoices
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
Function #25: Automatically generate purchase orders from a sales order
We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
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
Zoho Rentals
Team, Zoho Inventory provides great features for Retail Sales and Purchases. On a similar note, There are significant portion of Rental industry would be missed out, if not looked into. Can we have a Zoho Rentals which can integrate with Zoho Inventory? Thanks!
Setting Alternative units for an item.
Hello Team, How to create alternate units for an item. We are placing orders for stocks in boxes. One box contain 24 items. At the time of selling we have two categories of buyers wholesalers and retailers. So the sales will be in PCS and in boxes also.
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
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