Layout option for orders, invoices and purchase orders
Hi All, I've been using zoho invoice for years now and my inventory management + purchase orders are made through my own excel files. Now it's time to find a new solution. I was hoping to do this all through Zoho inventory because of the best UI there
Composite Items need to be able to total all parts to the sell price as you add them
The composite item functionality must total all parts and add it to the price (rate) of the item when you build an item, or it is really limited on its usefulness. The fact that you can build a kit is great, but not having that kit subtotal itself really
Ebay integration now showing up?
Hello, I am trying out the trial for Zoho Inventory in Australia. When I go to marketplace in integrations the only integration that comes up is Etsy, how do I integrate to Ebay? Thanks.
Item line sorting - Sales Order
Hi, I see it is possible to change the display of your items when editing an order, Example, drag an item from line 1 to line 4. Other than the way each item has been entered one after the other in an order, is their a function where you can filter the
Item and Item Group System IDs
Hello, Upon trying to perform updates in the system using the import feature, it seems that there's a definite need for the system to have a unique "system ID" for every item and item group that the system can key off of. (It seems like Item IDs are not used for this purpose, but perhaps might be something more like an internal date code?) Currently, since the system keys off of the SKU and/or item name (the rules for which are still a little murky for me) there's no way, insofar as I can tell,
Zoho Inventory MobileApp compatible with barcode scanners such as Zebra
Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scanners
Item Image Whatsapp from Deluge Script
We are trying to send whatsapp of images after invoice is created for this we want the image to be fetched from itema s well. We can get item using : itemdet = zoho.inventory.getRecordsByID("Items",organizationID,itemID,"zom").get("item"); but the json
Package and Shipment needs link to Sales Order
When clicking Packages or Shipments from the left panel and clicking into a given Package or Shipment, the Comments and History tab needs a show a time stamp with a link to the Sales Order so that we can easily get to the Sales Order to perform necessary
Mark SO/PO/Bill/Invoice As Confirmed From That Page
Hello, please reduce the amount of steps to mark SO/PO/Bill/Invoice as confirmed. Why do we have to save and send or save as a draft then go mark as confirmed or sent? We would prefer to mark as confirmed on the SO/PO/Bill/Invoice page. Thank you
2 users editing the same record - loose changes
Hello, I'm very new to Zoho so apology if this has been addressed somewhere i can't find. I have noticed the following: If we have 2 users put an inventory item in edit mode at the same time: say user1 click on edit and user2 while user1 is still in edit,
How to record stock given on consignment to customer
Hi, I would just like to know the best way to record stock given on consignment to a customer. I thought about just raising a standard invoice to that customer but only when those items that I have given on consignment are sold will those items become payable (so not the whole invoice at once) I need to be able to raise something that will adjust my stock levels accordingly as was thinking of doing a sales order and then converting those items into a bill once the customer sells them but this way
Clone sales orders- for amazon or Shopify orders
A customer places an order, they don't receive the item, you need to send it again. So you want to clone the sales order so you can resend it ( with zero price) . or you want ot edit the sales order to add another item, and then create a new invoice.
Mercado Libre Marketplace / Sale Channel
Hi! Any idea when "Mercado Libre" integration channel and/or shop cart for LATAM will be available? Thanks
What Books / Shipping integration do you use, and why?
What Shipping integration do you use, and why? We ship with UPS, and UPS extends to us some cost discounts. Any integration we select must make that portion of the process transparent: we 'register' our UPS account with the Shipping provider, and the
Branches from different countries
Hi, We are a company with multiple branches, from different countries. Is there a way to set it up in ZOHO inventory?
Upload Zoho Inventory Item Image by API
itemID = item.get("item_id"); organizationID = organization.get("organization_id"); resvp = zoho.inventory.getRecordsByID("items",organizationID,itemID,"zoho_inventory_conn"); info resvp; image_file = invokeurl [ url: "https://t4.ftcdn.net/jpg/03/13/59/81/360_F_313598127_M2n9aSAYVsfYuSSVytPuYpLAwSEp5lxH.jpg"
Creating Invoice and Package from sales order API
Hey there, I simply need a way to create an invoice and package from a sales order. I tried already the API endpoint "invoices/fromsalesorder" but using this is always chaning my sales order status to "fulfilled". How can I solve that? Can I manually change the status or conntect invoices/packages with sales orders? Is there a way to create a package from a sales order, too? Thanks for your help
Workflow rule for packages/shipments - In app notifications/emails
Hello, Id like to create emails or in app notifications for packages and shipments. Anyone know if this is possible? Scenario: Sales team create sales order for immediate invoice/payment and collection. Ideally would like a in app notification to be
Connect to API using OAUTH from a webserver
I am able to generate the code from step 2, but not the access token from step 3 https://www.zoho.com/inventory/api/v1/oauth/#overview I tried with self client and server-based applications Here is my call to obtain a access token : https://accounts.zoho.com/oauth/v2/token?client_id=*CLIENT
Workflow on Zoho Package module
Hi Team, I am wondering about the workflow availability for the Packages module for Zoho inventory/Books. I didn't find the packages module in the drop-down option while creating a new workflow rule. Is that with a different name? and if we cannot create
Amazon Sales Tax
We have our Amazon store set up to collect and pay the sales tax, but when the Sales Order comes through to Zoho from Amazon it also includes the tax, in it's own Amazon jurisdiction. Is anyone familiar with this situation or know how to resolve?
Inventory Management for Raw Materials
Product A has 5 raw materials that make it. Let's say a lotion. We create a batch of lotion that makes 500 individual lotions. How is this entered correctly info Zoho Inventory and the tracking of that product handled? I see how to create a composite
What's New in Zoho Inventory - April 2023
Hello customers! We're back again this month with a bunch of updates and enhancements that will make your inventory management experience better. Let's take a look at some of the updates we've made to Zoho Inventory this April. Record Locking We've now
Upon Initiating a Sales Return in ZOHO ,refund amount not reflecting
When tried to test the Sales Return process by creating a Refund , we found that the amount is not refunded on the same payment gateway . How do we trigger the refund of payment made on the original payment mode ?
Can you create your own sales order and invoice templates?
I've looked at the options for custom templates in Inventory however they appear to only allow you to customize existing templates, not create your own templates. Is it possible to create you own templates and install them to Inventory like you can with
How to make Previous & Next Button with per page 200 items show in The Zoho inventory customer under related list
I made a Zoho inventory customer under a related list to show my third-party orders in this table. that has API Limitation 250 items. some customers are more than 1000 orders, so I would like to show 50 items per page and the rest of the items show the
Composite items Stock/Boxing
My company uses zoho as its primary business engine, and all data from zoho is farmed out to our sales channels, such as eBay and Magento 2. We make quite extensive use of the composite item feature, we sell many variations and combinations of items,
Print PO receipt
Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
How to execute Zoho CRM extension Read only mode function from Zoho inventory for make a work-driver folder?
How to execute Zoho CRM extension Read only mode function from Zoho inventory to make a work-driver folder? if you have any ideas please explain to run.
Adding weights for items
Hi all, I'm a new user and am a manufacturer. We sell our products wholesale. We currently use a couple of different couriers that don't integrate with Zoho and a few different box sizes. Currently, I raise the SO, Invoice, Packaging slip etc. in Zoho
Zoho Inventory Integration With Xero
Hi all, We're just trying to sort out our Xero Integration with Zoho. I've used Xero for several years, but we've never had to deal with stock/inventory before, so I'm on a bit of a learning curve. My problem at the moment is that when I receive inventory
Can I get a list of transactions by warehouse?
We have multiple warehouses set up. When I check inventory transactions for an item, it lists all transactions across all warehouses. Is there a report or a feature that allows me to get transaction history separated by warehouse?
Inventory Integration With Yoco For Online Payments Same As Books
Hello, you'll have integrated Books with Yoco payment gateway for online payments, can it be done for Inventory as well? Books and Inventory are quite similar so I'm assuming integration of Yoco with Inventory should be possible? Having at least 1 South
Search Suggestion on Sales Order
Hello, When we prepare a sales order and we must add the name of our customer, the search box is quite clumsy, if the customer's name is "The Big Store" and you only write "Big Store" it does not appear even as a suggestion. The same happens with items.
Packages
Can we please get a "Expected shipment date" column in the list view & the same in the kanban "Sort by" selector. Ideally I'd like to see the expected shipment date in the kanban list rather than the package date. This is very important for those of us
Amazon FBA - Not Getting Sales Orders
Sales orders are not being synch to Zoho Inventory. Any ideas how to resolve? Products are being sync'd. Just not sales orders. Dale
SKU Automatic generation with alpha-numeric variations
Hi All, I'm trying to generate the sku's automatically in item group. but the problem is the variation in sku's are in last with only numeric value. I want it to be Alphabets as mentioned in image. Kindly please help me out with this issue.
BUNDLE ITEMS TEMPLATE
Hi Zoho Team, We are struggling regarding the Bundle Items PDF Template in zoho. The cost/unit price of each associated items are not showing in the pdf File. There is edit option in the bundle module as well. When we want to edit, we need to delete and
Using Zoho Forms & Zoho Inventory? Import All SKU's and Current Stock Level to Zoho Form?
Hey All- Has anyone used Zoho Forms for end of month inventory counting? If so, how did it work? Are you able to upload active SKU's and current stock level into a Zoho Form and then add the counted stock?
AmazonCA sales Tax sync with Inventory
Hi, We recently activated the integration with AmazonCa. We ship from our warehouse. Being in Canada, we have different provinces with different tax percentage/province. The orders coming in from Amazon shows and names the tax as followed "Amazon Sales
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