【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"

【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。

11/21(金)に名古屋 ユーザー交流会 を開催しました。
本投稿では、当日実施したセッションの様子及び投影資料をお届けします。
会場にて参加できなかった皆さまも、ぜひご参照ください。
(Zoho 社員セッションの登壇資料については、11/28(金)開催の東京回の開催報告で共有いたします)


今年2回目の開催となる名古屋 ユーザー交流会では、株式会社エンツナクリエイト 野末さんによる
Zoho Analytics / Inventory の活用事例セッションのほか、「Zoho で”見える化”した / したい自社のデータ」を
テーマに参加者同士でZoho の活用方法を共有し合うグループワークを行いました。

登壇いただいた野末さん、そして参加いただいたZoho ユーザーの皆さん、ありがとうございました!

ユーザー活用事例セッション:Zoho Inventoryでは見えない未来を、
Zoho Analyticsで描いた話 〜構成部品の在庫推移と”仕様の壁”を乗り越えて〜

株式会社エンツナクリエイトの野末様に、工場向け設備の製造販売を行うクライアント企業の
在庫管理(部品の仕入れから商品の製造・販売まで)をZoho Inventory / Analytics で実現した事例についてお話しいただきました。

 
1. 業務課題をZoho で解決
クライアント様は、Zoho 導入前はExcelでの在庫管理をしていましたが、部品点数の増加により運用を続けることが困難な状態でした。
具体的には以下キャプチャの通り5つの要望があり、それらをZoho Inventory / Analytics に
置き換えることで、業務改善に繋がった話を共有します。




2. 具体的なZoho 活用法
2-1. Zoho Inventory の活用
Zoho Inventory では、以下の機能を活用して在庫管理を実現しました。

商品登録機能
  1. 売上価格と仕入れ価格の両方を登録可能
  2. 先入れ先出し法、移動平均法などの在庫計算方法に対応
  3. 期首在庫数と基準在庫数の設定によるアラート機能
組み合わせ商品機能
  1. 部品の組み合わせによる商品作成が柔軟に設定可能
  2. 各部品の使用数量と金額の詳細設定が可能
受発注管理
  1. 取引先ごとの価格パターン設定
  2. 発注書・受領書・支払依頼書の帳票展開機能



2-2. Zoho Analytics :将来在庫推移表の作成
Zoho Inventory だけでは実現できなかった「将来的な在庫予測」について、Zoho Analytics を活用して解決しました。

Zoho Analytics で作成したレポート: 将来の在庫推移予測表を作成し、以下の項目を表示できるようにしました。
  1. 部品名・組み合わせ商品名
  2. 基準在庫数
  3. カスタムフィールド(必要納品数、SPQ(最小発注単位)、MOQ(最低発注数))
  4. 月別の出荷予定・入荷予定・在庫調整・在庫残数
技術的な実装: 在庫変動イベント(受注・出荷、仕入れ・納品、在庫調整、バンドル出荷、仮想出荷)を
統合したテーブルを作成し、全月・全商品の組み合わせテーブルと結合することで、動きのない月も含めた在庫推移を表示できるようにしました。
※実装にあたっては、Zoho Analytics の制約事項(ジョイン制限、NULL値の扱い、レポート列数制限など)を考慮した設計が必要でした。





まとめ

今回の取り組みにより、将来的な在庫見通しが可能になり、発注漏れが大幅に減少したと
クライアント様から高い評価をいただきました。 今後は発注数量などと在庫が連動してアラートを表示するなどの設計を進めていきたいと思っています。

野末さん資料:


グループワーク:Zohoで"見える化"した / したい、自社の数字

Zoho を活用して、自社で見える化したデータ・今後したいデータについて、参加者同士で共有していただきました。

共有内容 一部抜粋:
・Zoho PageSense: ヒートマップ等を利用して、サイト行動の可視化
・Zoho Social: 自社SNS投稿の反応を確認

最後に

今後のコミュニティイベントは、以下の通りの開催を予定しています。
枠に限りがありますので、参加を希望される方はお早めに参加登録をお願いします。

12/18(木)14:00~ ユーザー同士で課題解決! Zoho ワークアウト オンライン

今後取り扱ってほしいトピックや、今回参加した感想などについて、本投稿のコメントにいただけると励みになりますのでぜひお願いします。
SNSハッシュタグ:#Zugmeetup

今後ともZoho コミュニティをよろしくお願いいたします!

ゾーホージャパン コミュニティチーム



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • 【6/22〜6/24開催】Zoho CRM 管理者向けトレーニングのご案内

            「Zoho CRMを導入したばかりで、初期設定や基本操作に不安がある」、「短期間で基礎から理解を深め、運用開始までをスムーズに行いたい」「Zoho CRMを基礎から再度学び直したい」といった課題や要望をお持ちの管理者に向け、Zoho CRM 管理者向けオンライントレーニングを実施します。 2022年6月の開催回よりトレーニング内容を刷新し、有償にて実施いたします。   ─────────────────────────────────── >詳細・お申し込みはこちら:https://www.zoho.com/jp/crm/crmtraining/
          • 【12/17(金)Meetup開催】参加者にはノベルティプレゼント!Zoho サービス相談会/情報交換会もあります

            こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日(金)16:00から、今年最後のMeetup(ユーザー交流会)を開催します! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM
          • 【6/29(火) 初心者向け】カスタム関数勉強会のご案内

            先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します! 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 >>申し込みはこちら:‌attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時:6月29日(火) 17:00~
          • 【3/19(金)】Meetup(ユーザー交流会)開催のご案内。Zoho CRM ユーザー事例やZoho Sign の紹介、Zoho CRM 相談会など

            こんにちは、Zoho Japan コミュニティチームの今成です。 2021年1回目となるMeetupを、3月19日(金)16:00~ 開催いたします! ●詳細はこちら:https://www.zohomeetups.com/ZohoJapanOnlineMeetup2021vol1 毎回好評のZoho ユーザーさまによる活用事例をはじめ、Zoho の電子署名ツール「Zoho Sign」の製品デモや、グループディスカッションをご用意しています。 前半/後半のみのご参加も可能ですので、お気軽にご参加ください!
          • 【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ

            Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか? Zoho Japan Communityでは、今年最後のオンラインMeetup(ユーザー交流会)を開催いたします!以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー <日時>2020年12月17日(木) 16:00-18:00 <参加費>無料 <開催方法>オンライン <概要> 前半(16:00〜17:00)  自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」(ゾーホージャパン株式会社 コミュニティチーム)

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • VLOOKUP FUNCTION PROBLEM

                                       Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?
                                  • Zoho Flow Completely Broken?

                                    Since December 13th, 100% of our flows have stopped working completely. Nothing is working or triggering??? I called support & sat on the line with them for 2 HOURS until they finally concluded it was a back-end problem on their end?? Now i'm calling
                                  • Print / Export full Dashboard page

                                    Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.
                                  • emails duplicated in my outlook client

                                    Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as
                                  • How to check task starting time in zoho mobile app?

                                    I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a
                                  • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

                                    I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need
                                  • List of packaged components and if they are upgradable

                                    Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
                                  • RouteIQ for Zoho FSM

                                    Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
                                  • Export Tickets from the Help Center

                                    Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration
                                  • Is it possible to remove filtering options?

                                    My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any
                                  • Function #18: Associate invoice templates automatically based on customer language

                                    For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in
                                  • Changing field types

                                    Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks
                                  • Quote PDF – Header image stopped rendering suddenly

                                    Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still
                                  • Changing Default PDF Name

                                    Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?
                                  • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

                                    Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables
                                  • Function #48: Manage fixed installment payments using Zoho Books

                                    Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable
                                  • Spotlight series #6: The Show app for Android TV has a new look!

                                    Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve
                                  • Can’t create alias “Email alias already exists”

                                    Hi, I’m trying to create the following alias for my domain email. contact@ personal@ private@ But I get a email alias already exists. I had a soho account previously which I deleted which I suspect is causing the issue. Can someone assist? Kind Rega
                                  • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

                                    The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.
                                  • Paging through API results. a major gap in your documentation.

                                    There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention
                                  • Recurring invoices were generated with old template...

                                    I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,
                                  • Tip #54- Exploring the Files Icon in Zoho Assist- 'Insider Insights'

                                    As we’re already in mid-December, it’s a good time to take a closer look at one of the most useful options in the Zoho Assist remote support dashboard—the Files icon. To get started, log in to Zoho Assist using your credentials. Once you’re in, navigate
                                  • Tip#47: Estimation planner

                                    Sprint planning becomes easier, smoother, more collaborative and more accurate with the Estimation Planner extension. Most work items involve multiple users, and each user's role and effort vary. To provide an unbiased and fair estimation point to the
                                  • Time Tracking on Iphone doesn't stop

                                    When I start a time tracking session the timer starts as expected. However when I hit stop, the timer remains on that project. The only buttons available are discard and start. Start runs the timer more and discard says it will throw away the data from
                                  • Zoho Sign - Zoho CRM extension upgrade

                                    Hi everyone, We've updated Zoho Sign extension for Zoho CRM with significant internal changes. Impact on existing Zoho Sign extension users Users using the extension without customization If you are using the integration without implementing Zoho Sign's
                                  • Group by Owner/ Owner Kanban /Group by Custom Field

                                    Hi, We are missing the option of viewing Tasks grouped by their owner, as it is an essential function for us to manage our employees' working tasks. We find it hard to inspect what are the tasks that our employees are working on.  We are seeking an option
                                  • Flow using way too many tasks

                                    I built a flow that is using way too many tasks for what it is doing. I reached out to support a week ago but never heard back so hoping the community can help. Does a filter count as a task? I am seeing tons of records filtered with < 1 Sec Time Taken
                                  • Regarding the integration of Apollo.io with Zoho crm.

                                    I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google
                                  • Start Workflow from Deluge Script

                                    I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve
                                  • Saved Sections?

                                    In sites editor, the + button reveals options to add a section, element, etc. It includes Saved Sections, but I can find no way to save a section I've already created. Otherwise, is there a way to copy a section from one page to another?
                                  • Marketer's Space: Unable to select a sender address? Here's the fix

                                    Hello Marketers, Welcome back to yet another post! So you've added a sender address in Zoho Campaigns and later found that you're not able to select it while creating an email campaign. Has this ever happened to you? If so, don't worry—you're not alone.
                                  • Loading Project Balances in ZOHO Books for each project

                                    Hello, What is the best method for loading project balances actual and budget into ZOHO books to provide tracking to our project managers. We have projects and federal awards (also treated as projects) which span multiple years. We are converting from
                                  • Scale up your writing style with content analysis tool in Knowledge Base

                                    Hello everyone, Sometimes writers may have strong knowledge about the subject but may find it challenging to articulate clearly or produce comprehensible, jargon free content. To make the process easier and to ensure consistent, high-quality articles,
                                  • Zoho Books "Update" Trigger for Zapier?

                                    Hi Zoho Team, I've been in talks with Zapier about using their services to connect my Zoho Books account to various apps, but I require an additional trigger beyond the "New" trigger. I require an "Update" trigger, which will allow me to filter and create Zaps only when certain conditions are fulfilled on the Zoho Books end before I automate a separate app. Specifically this will help me create invoices in QuickBooks Online only when payments are recorded in Zoho Books, rather than when a new invoice
                                  • How to prevent editing of closed tickets in Zoho Desk?

                                    I would like to confirm whether it is possible to completely prevent agents from editing tickets once their status is set to Closed. Is there any configuration, permission, or best practice in Zoho Desk to ensure that closed tickets remain read-only and
                                  • Zoho Desk Limitations

                                    Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I
                                  • New Mandatory One-Click Unsubscribe Link Overshadowing Custom Unsubscribe Link

                                    I was recently informed by Zoho CRM Support that they are now mandated by the large email service providers like Google and Yahoo to provide a one-click unsubscribe option in the header (not the body) of all mass emails. I have a custom unsubscribe link
                                  • how to undoreconciled transaction

                                    how to undo reconciled transaction
                                  • Change eMail Template for Event-Invitations

                                    Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
                                  • Service Title in Service Report Template Builder

                                    I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot
                                  • Next Page