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


          • Sticky Posts

          • Kaizen #217 - Actions APIs : Tasks

            Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
          • Kaizen #216 - Actions APIs : Email Notifications

            Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
          • Kaizen #152 - Client Script Support for the new Canvas Record Forms

            Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
          • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

            Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
          • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

            Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

          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

                                  • Does anyone know how to setup Zoho Desk or Zoho CRM as a custom outgoing/incoming Call Centre?

                                    I need to setup a call center so I can setup agents to make phone calls across Canada to market our services.  I am trying to figure out the most reliable and cost efficient way to do this? I am currently paying for two phone services and neither seem
                                  • zoho mail non vérifié

                                    Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.
                                  • Display actual mileage on an invoice

                                    My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoice
                                  • Assistance needed: Activation of a domain

                                    Hello Zoho Support, I purchased the .com domain "primesolva.com" via Zoho 6 days ago. The domain is still pending, and I cannot access the DNS panel to add the TXT verification for domain ownership. Please confirm the registration status and help me activate
                                  • White Label certificate

                                    Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it
                                  • Prevent Unapproved Quotes from Exporting to Zoho CRM Finance Module

                                    Is it possible to prevent unapproved quotes in Zoho Books from being exported from Zoho Finance module inside Zoho CRM?
                                  • Default font size for printing is too big

                                    A recent issue in printing e mails is that the default font size is huge. This happens in both Edge and Firefox. In order to get what I would call a "normal" printout of an e mail it is necessary to go into the printer preferences / options and set the scale to 75%, otherwise a short e mail with signature and logos etc printed at 100% can take 3 or 4 pages. The annoying thing is that it is necessary to do this each time a printout is to be made as a change in scale only applies to that particular
                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                  • Unable to Create Zoho Booking via the Book Appointment API

                                    Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken
                                  • Consultant-Only Booking Page

                                    Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the
                                  • Request for Auto PO - Min–Max based Automated Purchase Feature

                                    Dear Zoho POS Team, I’m writing to request a feature enhancement that would significantly streamline inventory management for businesses using Zoho POS — particularly supermarkets, FMCG retail, and multi-store operations like ours. Feature Requested:
                                  • Export Invoices to XML file

                                    Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
                                  • Operation not permitted

                                    I am trying to add an email address to the list of user but I am getting error Operation not permitted
                                  • issue with deluge script

                                    i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
                                  • Introducing LinkedIn Apply Connect for Zoho Recruit

                                    Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates
                                  • Recruit paid support?

                                    Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
                                  • Ticket Status email

                                    Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
                                  • Future Orders - Due Date

                                    Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
                                  • Introducing Withdrawal Reasons for Offers

                                    We’re excited to introduce a new enhancement to the Offer module that brings more clarity and accountability to every withdrawn offer. The Withdrawal Reason update ensures that each withdrawal — manual or automatic — is backed by a clear explanation,
                                  • Zoho Creator customer portal users

                                    Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
                                  • GPS tracking only or Check out facility

                                    Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin
                                  • Appraisals on Employee Information Profile

                                    Is it possible to show completed appraisals on each employee's "Employee Information" page? I would presume at the bottom - similar to the "Related Lists" concept in Zoho CRM. Obviously view access would be limited to employee and appropriate other roles
                                  • Kaizen #220: Actions API - Webhooks APIs - Part 2

                                    Hello all!! Welcome back to the follow-up Kaizen post of Kaizen #219: Actions API - Webhooks APIs - Part 1. In the previous week, we covered how to configure a basic Webhook and how to include Headers, Body, and URL Parameters using both the POST Webhook
                                  • Standard Payment Term is not pulled from account to quotation

                                    Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
                                  • Manage your invoices from Bigin's mobile app (iOS)

                                    Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of
                                  • Systematic SPF alignment issues with Zoho subdomains

                                    Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due
                                  • Accessibility controls and multilingual captcha authorization for Help Center users ​

                                    Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users
                                  • Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

                                    La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant
                                  • Item/service subtotal

                                    Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
                                  • Send email template "permission denied to access the api"

                                    Hello, Per the title, I'm trying to send a Zoho CRM Email template based on the advice given here: https://help.zoho.com/portal/en/community/topic/specify-an-email-template-when-sending-emails-in-custom-functions (I'd prefer to send right from Deluge
                                  • how to Solve Conflict Invoices in Zoho POS

                                    Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try
                                  • Copy, Paste, Highlighted text

                                    when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 
                                  • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

                                    "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine
                                  • Publish to LinkedIn via API

                                    Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian
                                  • FSM - Associating and selecting Contacts based on Service Addresses

                                    Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to
                                  • Do Unpublished Products in Shopify Sync to Zoho POS?

                                    Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.
                                  • Problem in Zoho POS frontend ERP.

                                    We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to record
                                  • How to create estimates/Invoices with sub-totals

                                    Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?
                                  • 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
                                  • Emails sent through Bigin are not posting in IMAP Sent folder

                                    I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or
                                  • Next Page