Kaizen #9 - Handling Product Line Items in the Inventory Modules #API

Kaizen #9 - Handling Product Line Items in the Inventory Modules #API

Hello everyone!

Welcome back to another post in the Kaizen series!
This week, we will discuss handling product line items associated with the inventory modules—Quotes, Invoices, Purchase Orders, and Sales Orders.

What is a product line item?

On the Quote, Invoice, Purchase Order, Sales Order create or edit page, you add individual products in the Product Details section. This section also contains other details like the List Price, Quantity, Amount, Discount, and Tax. Every product and the corresponding details are called product line items.

In this post, we will discuss 
  1. Adding product line items while inserting a quote (through the Insert Records API)
  2. Updating a quote by adding another product line item (through the Update Specific Records API)

The JSON input is similar while adding/updating an invoice, purchase order, and sales order.

1. Adding Product Line Items to a Quote

While adding a product to a quote you can,
      a. Select a price book to associate with the product
      b. Specify a different list price for the product

1. a. Selecting a price book to associate with the product
To associate a price book with the product, you must pass the ID of that price book in the input.

What happens when you pass the Price Book's ID?
  • The discount on the product is automatically applied based on the range you specified in the price book.
  • The cumulative tax (specified for the product) is automatically calculated based on the amount (after the discount).
  • The List Price of the product specified in the associated price book is automatically taken for calculating the amount.

The sample input for Product_Details is as follows.

"Product_Details": [
    {
      "product": {
        "id": "3652397000000491147"
      },
      "quantity": 100,
      "product_description": "product_description",
      "book": "3652397000000616007"
    }
  ]

The following table gives information about each key in the Product_Details JSON Array.
Key
Data Type
Description
product
JSON Object
The ID of the product in the quote.
quantity
Number
The number of units of the product the quote is generated for. Accepts only positive integer values. The amount is calculated based on this number and the price for each unit.
book
String
The ID of the Price Book you have associated with the product.
product_description
String
Description of the product.

Here is a screenshot from the UI.


1.b. Specifying a different list price for the product
When the product does not have an associated price book or you want to give a different list price, you must specify the list price and the discount in the Product_Details array. 
Otherwise, the system enters the value for the discount as 0 and takes the list price you specified while creating that product.
The sample input for the Product_Details JSON array is as follows.
"Product_Details": [
    {
      "product": {
        "id": "3652397000000491147"
      },
      "quantity": 150,
      "product_description": "product_description",
      "Discount": 1000,
      "list_price": 1100,
      "line_tax": [
        {
          "percentage": 1,
          "name": "VAT"
        }
      ]
    }
  ]

The following table gives information about each key in the Product_Details JSON Array.

Key
Data Type
Description
Product
JSON Object
ID of the product the quote generated for.
quantity
Number
The number of units of the product the quote is generated for. Accepts only positive integer values.
Discount
Currency
The discount, in decimals, you want to apply for the product. Accepts up to 16 digits before the decimal, and up to 9 digits after the decimal. This limit may vary based on the value configured in 'Maximum digits allowed' in the properties pop-up of the field, in the UI.
product_description
String
Description of the product.
list_price
Currency
The list price of the product.
line_tax
JSON Array
Contains the percentage and the name of the tax associated with the product.
percentage
Percent
The percentage of tax applied on the product. Accepts only numeric values, up to 5 digits.
name
String
The name of the tax applied on the product.

As mentioned earlier, the Product Details section encompasses the taxes applied for each product and the aggregate tax applied to the Sub Total of the quote or any other inventory module.

You can specify the different taxes you want to apply for your products in the CRM UI.
You can add them under Setup > Customization > Modules and Fields > Products as shown in the below image.


You can use these configured values as inputs in the API.

Adding taxes to the product while creating/updating an inventory module
When you add a product to an inventory module, to apply the taxes to that product, you must specify the tax details in the line_tax JSON array inside Product_Details.

You must specify the percentage and the name of the tax associated with the product as JSON objects.
You cannot specify the amount as the system calculates it automatically based on the quantity.

Example:

"Product_Details": [
    {
      "product": {
        "id": "3652397000001363004"
      },
      "quantity": 100,
      "Discount": 20.1,
      "product_description": "product_description",
      "line_tax": [
        {
          "percentage": 10,
          "name": "Sales Tax"
        },
        {
          "percentage": 1,
          "name": "Vat"
        }
      ]
    }
  ]

Adding aggregate tax to the quote or other inventory modules
This is the tax that you want to apply to the Sub Total of the line items while generating the invoice, quote, sales order, or purchase order. The taxes you specify in the $line_tax key are added to the ones already applied to the product through the line_tax key.
The $line_tax key is present outside the Product_Details JSON array.

The structure for this JSON array is as follows.

"Product_Details": [
    {
      "product": {
        "id": "3652397000001363004"
      },
      "quantity": 100,
      "product_description": "product_description",
      "line_tax": [
        {
          "percentage": 10,
          "name": "Sales Tax"
        },
        {
          "percentage": 1,
          "name": "Vat"
        }
      ]
    }
  ],
  "$line_tax": [
    {
      "percentage": 1.5,
      "name": "Common Tax",
      "id": "3652397000001376005"
    }
  ]

Key
Data type
Description
$line_tax
JSON Array
Contains the name, ID, and the percentage of the tax you want to apply to the quote.
percentage
Percent
The percentage of tax applied on the quote. Accepts only numeric values, up to 5 digits.
name
String
The name of the tax.
id
String
The unique ID of the tax.

Note
Make a GET request to "{{api-domain}}/crm/v2/org/taxes" to obtain the IDs of all the taxes for your organization.

The below image shows the data corresponding to the line_tax and $line_tax keys in the UI for a quote.


Points to note
  • For Product_Details
    When you have associated a price book with an inventory module, and you include the key and value for Discount inside Product_Details, this discount value overrides the discount calculated from the price book.
  • For line_tax
    You must specify the percentage of tax in every JSON object inside the line_tax array.

2. Updating a Quote by adding Product Line Items
You can associate multiple products to a quote.
While updating a quote, you can add/update/remove a line item.
Let us consider an example where you have five line items in a quote, and you want to remove two line items, and add a new one.
In this case, you must
  • Pass the IDs of the line items you want to retain as individual JSON objects.
  • Add the new line item with the required details as a new JSON object.
  • Do not include any details about the line item you want to remove. When you do not specify the ID of any line item, the system deletes it automatically.
A sample JSON structure for the above scenario is as follows.         

"Product_Details": [
    {
      "id": "3652397000001377174"
    },
    {
      "id": "3652397000001378168"
    },
    {
      "id": "3652397000001379172"
    },
    {
      "product": {
        "id": "3652397000001351002"
      },
      "quantity": 100,
      "book": "3652397000000616007"
    }
  ] 

To obtain the ID of the existing line item, make a GET request to fetch the Quote you want to update. The response contains the ID of the existing line item in the Product_Details array.

Note
  • You can add a maximum of 200 line items to an inventory module.

We hope you found this post useful. Please reach out to us if you have any questions, or let us know in the comment section.

Cheers!











      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          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

                                  • Passing the CRM

                                    Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

                                  • Capture Stripe’s Customer ID

                                    Does anyone know of a way to capture Stripe’s customer ID that is created when the form/payment is processed? I would like to have the customer ID stored in our CRM so we could utilize in some custom functions down the road.

                                  • Shortcut to fill a range of cells

                                    Good evening: I'm writing because I haven't been able to find a feature that allows you to select a range of cells, type in one of them, and then use a key combination to type in all of them. In Excel, the keyboard shortcut is Ctrl+Enter. I haven't found

                                  • External User onboarding for zoho connect is not really intuitive.

                                    So the external user is sent an invite, which has a button that directs them to login to zoho to view the invite, but if they don't have a zoho account, they cannot access that invite, which seems kinda silly, as there is not real way on for them to create

                                  • Playback and Management Enhancements for Zoho Quartz Recordings

                                    Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

                                  • Bigin Android app update: Zoho Books integration

                                    Hello everyone! We’re excited to introduce Zoho Books integration on the Bigin Android App. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies, and Pipeline records. The

                                  • 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

                                  • Email login error

                                    Login successfully but email page error

                                  • I want to add my other zoho account in same pc

                                    why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that

                                  • 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

                                  • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar

                                  • 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

                                  • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

                                    Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server

                                  • 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

                                  • 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

                                  • Unify Overlapping Functionalities Across Zoho Products

                                    Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

                                  • 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,

                                  • CRM Mobile reports

                                    When our engineers finish a job they like to email the customer a job report. This is best done todate as an email template but we can find no way to include an image field from that module. Is there any other options?

                                  • why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

                                    I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.

                                  • 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?

                                  • Problem with Writer and Workdrive

                                    Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to

                                  • 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

                                  • How to change a BAS that has been filed

                                    I have discovered that a group of expense transactions were accidentally placed in a asset account rather than an expense account. As a result I need to adjust the transaction and consequently most of my BAS to correct the error. Because the BAS have

                                  • Zoho Books | Product updates | August 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

                                  • Closing Accounting Periods - Invoice/Posting dates

                                    Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

                                  • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

                                    I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for

                                  • Zoho Projects - Visual improvement to parent and sub-task relationship

                                    Hi Projects Team, My feature request is to improve sub-task visibility. Please see screenshot below. I really think parent child relationships could be visually improved. Even if the first letter of the parent task was inline with other same level tasks

                                  • Zoho Projects - Task Owner filter at Project level

                                    Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which

                                  • Good news! Calendar in Zoho CRM gets a face lift

                                    Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

                                  • Create an Eye-Catching Announcement Widget for Your Help Center

                                    Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

                                  • 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

                                  • API Pagination Error: 'from' Parameter Limit

                                    Hello, I am encountering an error while paging through the Zoho Desk API results: Status code: 422 - {"errorCode":"UNPROCESSABLE_ENTITY","message":"The value passed for field 'from' exceeds the range of '0-4999'."} Is 5000 the maximum number of records

                                  • 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?

                                  • 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

                                  • Send mass email using my secondary email

                                    Hello, When I send an email to just one person from Zoho CRM, a complete email editor appears, where I can choose which of my email addresses I want to use in the From field. When I send a mass email, there is not such option. I can only select the email template. When I configure an email template, I can choose who is in the From field, but I can't set it to use my secondary address. The only way to send a mass email using my secondary address that I can think of is swapping my two addresses in

                                  • Next Page