When creating new sales order, provide button to "Save as Confirmed"
To enhance the user experience, can you please provide a "Save as Confirmed" button on the new sales order page? For myself, and many others I presume, it is not necessary to send copies of sales orders--invoices, yes, but not sales orders--so the system should not assume nor depend on sending a sales order for setting the confirmed status. As it is now, to confirm an order without sending it, the user must (1) click Save as Draft, and then (2) on the following page, choose More > Mark as Confirmed.Show backordered items on packing slip
Is it possible to show a column on the Packing Slip that shows number of backordered items when a PO is only partially filled? I would also like to see the Backordered column appear on POs after you receive items if you didn't get ALL of the items or partial amounts of items. And lastly, it would be nice to have the option of turning on the Backordered column for invoices if you only invoice for a partial order. -TomProcess involved in Batch Tracking in Zoho Inventory.
Hello Team. Anyone Please explore the batch tracking process in Zoho Inventory.QR code generator in zoho inventory
1. How to do a QR code in Zoho inventory items that will match the item name and print it? 2. How do I add/create a QR code that integrates with Zoho inventory so that whenever I scan items, they are deducted from or added to my inventory items quanProblem syncing Zoho inventory and Shopify
Hi, Zoho inventory is not syncing anymore my sales orders from Shopify. The sales orders are still open and not fulfilled in Shopify. I've tried to sync manually, it works for the products but not for the sales orders. The process was functioning twoDoes Zoho inventory support multiple locations in warehouse
Hi, I am a wholesaler. Our warehouse is divided into multiple locations( apprx 10ftx10ft size) and we store SKUs ( many) in each location. Currently, we track this in excel sheet. Our warehouse people give given location details of a particular productWorkflow for serial number items
We do not enter serial numbers for inventory because we do a lot of on demand orders and shipping. However when processing an order we do need to enter the item serial numbers for those which have a serial, and enter the tracking information. I turnedWhat is the best way to manage inventory when an item is purchase in Kg but sold in multiple options such as 0.25kg, 0.50kg, 5kg etc?
Hello, I am trying to understand what is the best way to manage the situation described below: Lets assume the item we sell is Onion which we purchase in Kg (Kilo Grams). Now, on our front end website, we want to sell variants in 0.5kg, 1.0kg, 2.0kg,Subject: Custom Function Request - Adding a Free Item to Estimates for a Limited Time
Dear Zoho Inventory Team, I would like to request a custom function that allows me to automatically add a specific free item to estimates for a defined period. Currently, I have to manually add this item to each estimate, which is time-consuming and proneCustom Fields - More Configure Access Options
Currently, when one makes a custom field, its visibility can be controlled by user role. There are a great many instances where more granular control would optimize the UI. For example, there could be fields that should be shown when creating a new SalesUrgent: Issues with Bin Locations in Zoho Inventory
Dear Zoho Inventory Support Team, I hope this message finds you well. I am reaching out to address some critical issues we have encountered regarding the functionality of Bin Locations in Zoho Inventory. As a valued user of your platform, it is imperativegetting { code: 120121, message: 'Invalid Custom field index provided.' } while creating contact in zoho inventory
{ contact_name: String(mobileNumber), custom_fields: [ { value: "", index: 1, }, { value: "", index: 2, }, { value: "", index: 3, }, ], } This is my custom_fields Please can anyone tell why I am getting this error. Hoping for fast reply, thanks in aRaising sales invoices and sales order
When raising an invoice or sales order , I have the ability to come up with any item details I want which is not right . For instance instead of Nike_test my intern spelt out just Nike (note this doesn't exist in my inventory list ) and he was able toZoho Finance Limitations 2.0: #21 Tracking Serial Numbers for products with transactions
Scenario: User sells widgets and decides at a later date to track serial numbers. The user is unable to do so because the following error pops up: Almost there, but... Serial Number cannot be enabled for items which already have transactions What is theQuantity available not matching up with Physical Stock
I'm unable to make an inventory adjustment to have the actual adjusted amount reflect under physical and accounting stock The physical stock is 155.08 and I tried to make an inventory adjustment to 208. It shows under Quantity Available that it is 208Integrate Zoho Inventory with Woocommerce
Please can you help me? I have an online sales platform using woocommerce and I want to sign up for a Zoho Inventory account. How do I manage my orders without having to switch to Shopify. Please help. Very urgentUpload files via API
I want to upload files via API to sales order module or package module. there is no API enabled. What workaround do we have? regards, JSItems purchased history by customer
I have Zoho Inventory. My sales rep needs to be able to see a list of items purchased history within the customer details. Now we can only see a list of invoices that we can click on. How can I get Item History for the customer to display? Can I placeShopify integration - items not syncing properly
Hello, thanks for your time and assistance to read and provide a response I have integrated my shopify store with zoho. After syncing items, I made changes to shopify products. Names, SKUs. added and removed products. After that, I am having difficultySearch function for items on Sales Orders is weak compared to searching items in the Items Module.
How can I fix the search function to find items when creating Sales Orders. Items are easy to find when searching Items in the Items Module appear easily. Using the same search terms in the item field on a Sales Order often fails to find the item. ItConversion between multiple units of measurement
Hi, I want to be able to convert a box of 4 units of Item B into 4 individual units of that Item B. Example: In my purchase order to our supplier I specify 10 boxes (each with 4 units/box) of Item B. However, as I sell Item B by the unit, I need the inventoryItems sent, returned and not yet invoiced
Hi all, This is my scenario: 1. I get an order from a customer 2. I send the items 3. The customer sells some, and returns the others 4. I invoice the items sold and return the other to the stock (or destroy them, if they are damaged) How would you captureINVENTORY SUPER SLOW 6/3/24 AND 6/4/24
Is there a reason why inventory is so slow. when saving an invoice in draft yesterday (just 1 example) it took 34secs. when i asked the help/chat, they just said, "With regards to this, our backend team is already checking on this, please share us yourUNIT OF MEASUREMENTS
Hi guys!..at professional plan free trial I tried to search for Unit of measurements to be enabled from preference list but I didn't see it so is it available after i make payment for this category of plan? .Custom Function which Changes the Invoice Status to be paid.
Hi Zoho Community, I have created an automation for zoho inventory in which i change a custom field of invoice to paid through zapier so it should triggers the custom function to change the status of the payment to paid. I have created a custom functionHow to track manufacturing / production and then retail for a small apparel brand
Hi, I have a small apparel brand where we make for example dresses. Most of the dresses are custom made and in very small quantities. Is it possible for me to use Zoho inventory to track manufacturing and retail. Should I be adding items and then makingMutiple Suppliers for a single item.
My question is fairly simple. What is the best way possible to have a single product listing powered by multiple suppliers? For example, we get potatoes from several farms, but the customer does not need to know this information to make a purchase andAsk the Experts - Zoho Inventory #14: 7 hours of live discussion on the integration between Zoho Inventory and Avalara AvaTax
Hello all! Another episode of 'Zoho Inventory - Ask the Experts' is here. This week, let's discuss integrating Zoho Inventory with Avalara AvaTax to automate your taxes. When using the Avalara AvaTax integration, you can create invoices with automated tax calculations while getting the right customer addresses and postal codes from the Zoho Inventory app. The active tax criteria will be automatically updated with the customers' state preferences, preventing tax errors during invoicing and salesHow to get all the items in Zoho inventory?
I'm currently attempting to get every item from Zoho inventory since it appears that the default call only gets 200 records. The problem is that the only way I could find to get more than 200 records is in CRM but I couldn't find any way to get more thanZoho Finance Limitations 2.0 #20: Inventory Management System with no proper "Stock Count" Report.
Zoho inventory does have some nice features, however like Zoho Books, the reporting side of things comes up short. Being labelled as an Inventory Management System you would hope it contains a decent Stock Count report but unfortunately it does not (orAdd an "Issued" option/stage to Assembly Orders so that Assembly Orders can be sent to production, and once assembled, the AO can be completed.
Currently, an assembly order (AO) in Zoho Books is a single stage process (Create AO, Save, done). This does't always reflect how businesses operate in manufacturing/assembling. It would be good if we could 1. Create and assembly order (as a draft), 2."Ghost" Committed Stock
We're experiencing an issue where an item is marked as having committed stock but no associated listings appear on the Committed Stock Details report. Additionally, there are no standing sales orders that haven't been shipped that would possibly accountAPI: I can´t see line items in salesorders
In the API documentation, I can see that in the salesorders section https://www.zoho.com/inventory/api/v1/#Sales_Orders there should be the detail of the line_items, however, when obtaining the information that section is not shown.How to integrate Zoho Inventory and Xero - Create a new invoice
Hi, This is a short description of how you can set up an integration between Zoho Inventory and Xero by using Zapier. To use this integration you need a paid plan with Zapier. Trigger: Zoho Inventory - New invoice First action: Find or create contactZoho inventory, record payment, Paid Through
Hi. When recording a bill payment in inventory, there is a "Paid Through" field with accounts. Is there a way to edit this list?Introducing Batch Tracking on Zoho Inventory!
Ever wanted to track the expiry dates of your products so that you may be able to sell every item that arrived in a batch? Ever wanted to curb the instances of selling defective units to your customers? Well, your wait is over! We have something that would help you do all these things and more. Zoho Inventory is happy to announce the release of its much-awaited feature, Batch Tracking! What is Batch Tracking? The term Batch Tracking, in its primal form means, to track a group of items with similarMultiple Purchase Receives with one Bill ?
Hello, On many occasions, our supplier may only deliver part of the PO and bill us for the whole order. How do we manage the PO with multiple purchase receives and only one bill? Currently, im unable to merge 2 purchase receives into one bill? AnyDifferent reports for different payment terms
Hi all. Can you please advise me, I need to display reports for invoices issued in Zoho Inventory. My boss wants different reports for different payment terms. We have two types of payment terms - prepayment and deferred payment 30 days. Can you tellIntegration With Takealot & Bobgo of South Africa
Hello, please integrate with South African marketplaces such as Takealot and Bobgo. Takealot is by far the biggest and there are others such as Makro, and Amazon is expected to launch soon. We have to manually enter each Takealot sale on Inventory whichSandbox for Inventory?
Does Zoho have any plans to introduce a developer sandbox (like Zoho CRM) or environment for Zoho Inventory? I find myself working in inventory frequently for the last few months part of my development work sees me working with Deluge, Flow and the InventoryNext Page
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Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the featureIntroducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theFunction #10: Update item prices automatically based on the last transaction created
In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you customZoho Inventory's latest shipping integration updates at a glance.
Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,What's New in Zoho Inventory | Q2 2025
Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting
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Items Below Reorder Point Report?
Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something sAllocating inventory to specific SO's
Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which couldHow to setup pricing in Zoho
Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One
Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their productsSales Order, Invoice and Payment numbers
Hi zoho friends, it is me again, the slow learner. I'm wondering if there is a way to have it so the Sales order, invoice and payment numbers are all the same? It would be easier for me if they were the same number so there is not so many reference numbers
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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 thanZoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,Celebrating our Zoho Community SuperBuds
The SuperBud program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs andZUG leaders, have steppedAsk the Experts - Zoho Inventory #15: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Desk
Hello all! Customer experience lies at the heart of business success. In this week's 'Ask the Experts - Zoho Inventory', let's discuss integrating Zoho Inventory and Zoho Desk for better customer experience. Zoho Inventory integrates with Zoho Desk to bring you the speediest communication with your customers. This integration helps you make sure that your customer service representatives and your sales team are always connected to your back office so they can immediately respond to order-relatedAuthtoken Deprecation for Zoho Inventory APIs
UPDATE (7 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate API calls is being deprecated on 30 August 2021 across Zoho's Finance suite of products,
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