Credit Allocation Approve Request For Subordinate Staff
Hello, the way the system allows credit allocation does not make sense for all business'. My sales staff have "view" permission selected but cannot allocate credit, your support says they have to have the "create" permission active but in our business,Inventory Adjustments Effect
hello I have a question Please I have many inventory adjustments that have been done on Zoho inventory to account cost of goods sold and I noticed that an entry is run automatically with each sales invoice that made a decrease in cost of goods sold. IAmazon Tax Mapping
Is there an area in the system where we can look at the mapping of orders coming in from Amazon through the integration? The reason I ask is because of taxes. If an order comes from an area where we do not charge tax, Amazon charges the customer tax,Zoho 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,Configure access in field customization
Please look at the attached image & explain to me why this configuration should throw an error ?...Link item in purchase order to Customer
Is it possible to link each item in purchase order to a customer which would create an associated list, so I can easily find where, when and what my customer have order from us. Thanks!Quotes in Zoho Inventory
Hello everyone, We are currently looking to implement Zoho Inventory for order management. The business workflow covers the "Quote/Estimate" cycle prior to the creation of a sales order. We track all activities within Zoho CRM, including the leads andHow to make item transaction in zoho inventory
Hello Sir How to make item transaction in zoho inventory . ThanksSquare Payment option no longer present in Zoho Inventory Invoices?
Hi Folks, previously (last week) we had the option to allow Square payments from ZI invoices. Once this option was selected we could then "charge customer". I no longer see this option even though Square is configured and active. Any suggestions?Create a Sales Return Receive. Can not create sales return recive
POST /salesreturnreceives {{Books_Base_URL}}/api/v3/salesreturnreceives?organization_id={{Organization.Organization_ID}}&salesreturn_id=188922000008266525 { "date": "2022-01-28", "line_items": [ { "line_item_id": 188922000004095887, "quantity": 1, },Adding a Reference Number to UPS labels and printing labels directly
Hello All, We have been using Zoho Inventory for a couple of months to ship our products. It works fairly well with a few issues. One is, we want to the Reference Number from our Sales Order to print on the UPS labels. We used to be able to do this withShow discounted amount on sales order / invoice against MRP when using Price List
Zoho has this great feature of having different Price Lists. The only thing missing perhaps is that MRP isn't shown when a price list is selected and discounted amount isn't shown on Sales Order / Invoice. This simple feature could be a great tool forattachment via python Rest API
I'm trying to attach a file and I only get the following code {"code": 15, "message": make sure that F} \ u0012: o9__ Jq \ rsC P \ u0003L \ u0006 \ u0018 \ u0007L Agz $ $ \ u001CppX \ u0017u ~ \ u00117u ~ \ u001E \ u0010] 4 \ u0006F \ u0017 P] \ f \ u0010 \ u0012 q9- \ nj \ u0005 ֏ k | \ u000F \ u0003 {~ E \ u0001: W \ u000F RJv \ u0018 {x {} and 9 6 @ n \ r I4 vL \ u001A. \ u001A 5 - r <HZ \ u0005 Y \ u0019A \ u001F n T U W, i; N \ u0010 \ u0011 Y \ u000F a ^ OVn P1 <K8 G c G \ u0018B in 8AaGSFZoho Inventory synch with QBO double counting Payments
I'm posting here in case someone else has or had the same problem and found a solution. Thanks for any help. Me Hello, we are using QBO to accept payments and invoice customers. When we need to close an invoice in Zoho Inventory, we mark the invoice asWhat's New in Zoho Inventory - July 2023
Hello users, As we step into the second half of the year, we are back with another set of updates that will make your inventory management a breeze! Let's take a quick look at what's new this July. New Allocation Methods for Landed Cost Introducing twoNeed stronger custom templates in books &inventory
User templates always require various types of information, and the experience of putting them at the top and bottom of the page is not good. The appendix will change pages. I hope there can be stronger customized solutions on the page.PO - Bill Increase Stock But Item "Not Received"
Hello, we issued a PO from our Head Office (all purchases for branches done here) which was converted to a Bill that was saved as Open (our stock is set to increase/decrease based on invoice/bill). The stock in Head Office increased, we transferred theBulk update to confirm delivery of shipments
Hi there. When shipping manually (not integrated), a user needs to select each shipment order and manually confirm the shipment is delivered. If you are shipping 100 orders a day this process is very tedious. Some transport companies are not integratedMore Filters Under Adjustments
Hello, please add more filters to the adjustment module. Created by SKU Thank youzohi inventory and shopify sync issue
We are having issues with items in shopify not syncing with Zoho inventory. Followed the steps to unlink from sales channel, editing the items in shopify and initiating a manual sync. Net result being , the items that did manage to sync all got syncedHow to generate a report with custom fields
Hello, I have created a customs filed at the package and sales order forms. but i cannot find a way to search this fildes in a report. How do i do that please? Thanks, Yonatan.Transfer Order Quantity Total
Hello, TO does not show the total quantity of items being transferred, unless I missed something, please add. There is only an option for the total value. Thank youSales Returns (RMA) Is it too much to ask if we could Print One?? ;-)
The sales return process is extremely helpful. However I still scratch my heading wondering why there is no template that we can print out. Currently we screenshot it and print that out. Yes, we could create a whole PDF template that we could fill outProduction Management Tool (MRP / BOM)
Hi Guys, is there any recommended App available that works with zoho and covers the needed applications for a production? What we need is a system that covers the BOM (bill of materials), MRP (material ressources planning), MRP II (manufacturing ressourcesHow to transfer raw materials to production?
Hi We have a warehouse and a workshop. In the previous inventory management software, the raw materials are transferred to the production under the client name so we can track the cost. How to do this in Zoho?Easyship treatment of one sales order with multi packages
Hi all, Just wondering how Easyship treats the following scenario: I have a customer who orders 10 items on one sales order, which will be packed into 2 packages and sent all at the same time to the same address. When I sync my orders across to EasyshipPicklists for composite items
We are an electrical contractor. We moved to Zoho earlier in the year, due to the diverse functionality offered, and the reps answered 'yes' to all of our questions in relation to functionality (as well as the promise of the 'imminent' release of a serviceCan I go back to old version of a Sales Order in ZOHO Inventory
Hi there, I was busy making some changes in a Sales Order but saved it by accident. Is it possible to go back to an older version of the order? Thanks. Kind regards, LeroyZohoOneException: UNKNOWN_ERROR: The organization you are trying to join is deleted. Please contact support@zoho-inventory.com for further assistance.
I am getting this error when trying to add Zoho Inventory to my Zoho One account. ZohoOneException: UNKNOWN_ERROR: The organization you are trying to join is deleted. Please contact support@zoho-inventory.com for further assistance.Ability to categorize items into Product Lines, with the product line controlling various settings
Currently all item settings (pricing, unit, sales account, etc) are at the item level. It would be useful to have a "Product Line" type feature that an item can be associated with, and at the product line level you set the sales account, if it's taxable,I have a finished good item that requires 4 raw materials to make it.
Hello I have a finished good item that requires 4 raw materials to make it. I created a composite item for the finished good and inserted the raw materials but when I make an invoice and sell the finished good none of items quantity gets decreased. IsHow can I add same batches in different purcahse bills?
Hi, In some instances we receive the same batch in different invoices from a vendor. While creating purchase bills, the system doesn't allow to enter the same batch as it already exists. It's possible to receive the same batch in different invoices fromDirect Integration With CRM &/or Bigin
Hello, why is there no direct integration with CRM or Bigin, we have to use a third app? You'll have Books so I can manage finances, Inventory so I can manage stock, both sync, but you have CRM and Bigin, neither of which integrate with Inventory so thereInter Branch Stock Request Pick List
Hello, please implement a stock request module where a branch can request/order (branch order BO) line items from the main branch after seeing what is available, live at the time of selecting, which will then reserve the stock and create an alert at theDuplicate/clone custom views on filters
Hello, we had to create custom views for our salesman to see which of them have open SO, we created the first, then went to clone and found no clone feature. We had to create the same filter many times, manually, when a clone feature would have takenCustomer Vat Number Field Location
Hello, please add a customer Vat/Tax/Gst number field on the same level as company name and address, instead of a work around like creating a custom field, which we then have to edit the address field under customisation just to get the vat number visibleInventory Asset vs Finish Goods vs Work in Progress please explain or help me choose
New to this so please if you can help in any way I would really appreciate it. So here we go. I make and sell and item which is made out of bunch of other items. (Composite Item). Now one of the parts that the item is made from is also a composite item.Zoho Inventory - Amazon UK, DE, FR, IT, ES Integration
Hi I have been waiting for Amazon EU integration for a long time now. At the moment, I have to connect via our ECommerce platform. When will Zoho Inventory support Amazon integration in the EU?Inconsistent documents between modules - Package slip & Shipment order
We have recently moved over to Zoho One from TradeGecko and we have noticed a few strange inconsistencies between the document templates of various modules such as the Package slips and the Shipment Order. Package slip consists of the following informationAdding a Barcode to Invoices, Package Slips
It would be good if we could add a custom field to print on Invoices and Package Slips that allow us to print a barcode. With our current ERP we have set it up so that it prints a barcode on the Invoices/Package Slips so that we can scan it into our Fedex machine and it automatically brings up all the shipping details on the Fedex machine. Here's and example:Next Page
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Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and takeBatch Tracking Enhancements In Zoho Inventory
Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify BatchesZoho 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,Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures
Hello, We’re updating the Authorize.Net integration in Zoho Inventory on November 20, 2024. This update may cause payment failures in your recurring transactions if the Transaction IP velocity filter is active. What You Need to Know About the TransactionIntroducing 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 feature
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Automated Shopify adjustment problem. "An inventory adjustment has been created by the system to set the initial stock from Shopify"
Has anyone noticed issues since the Shopify Sync has been updated recently? If you sync with Shopify, check to see if there are automated adjustments for old products that keep recurring. We have this problem for 6 SKU's that Zoho is doubling the stockhow to sync shopify orders to zoho inventory instantaneously?
hi, Is it possible to sync shopify orders to zoho inventory sales orders instantaneously using zoho flow? if so can anyone give me a step by step guide as im not too tech savvy. currently i have set up sync at 15 min intervals but thats too long for me.Data migration Limits
We are in the process of migration from Global version to Mexico. We have downloaded all the information ( 5 years) and are stopped with the transtaction limits. We have over 30,000 Sales orders. and we can only upload 7,500 in the zoho finance plus verison.Report to see committed stock vs quantities on order with suppliers
Hello Zoho Community, I am looking for a report in Zoho Books / Inventory that will show the committed stock from sales orders, and show what quantities of the same part are on order from purchase orders. I have found the committed stock details report,Zoho 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,
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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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