How to signify a Purchase Order # has been used from an external excel spreadsheet when creating Purchase Orders in Zoho Inventory?
I'm looking for ideas on how I could get Zoho Inventory to signify that a purchase order # is already used from an external excel sheet. We offer custom services that we are not planning to enter in Zoho. Those services are assigned purchase order numbers
How to use purchase orders module in the right way?
Let's say my boss tells me to order 70.000 Black T-shirts and look for a company which can supply them. Taking into account I have to search for a supplier and of course I do not know the pricing. Should I enter the information to Zoho Books and create
Fix the most basic basic issues before so called "New features" that the select few request
Along with others that have mentioned required fixes below,... My biggest annoyance is with purchase order receives. Many of us receive more / less quantity than than the quantity ordered so we have to amend the PO every time items are received, some
How to convert Item to composite Item
Dear Team, We need to convert Item to composite Item as Zoho is importing partial information from Shopify.
Inventory Doesn't Match Up to Physical Stock
I noticed this issue several times where my inventory doesn't actually match up to the physical stock we're supposed to have In the Fifo Cost Lot Tracking repot - For a specific SKU item in the report it shows for a specific invoice I sold 88 units of
Get and Update ZOHO Inventory Category by API
#Tips of the Day 15 - Feb - 2023 We can GET the ZOHO Inventory Category by the API inventorydata = invokeurl [ url :"https://inventory.zoho.com/api/v1/categories?organization_id=" + organizationID type :GET connection:"zohoinventory" ]; info inventorydata;
Shopify integration + serialized items
Hi. I am currently testing a zoho inventory environment as a replacement to what we use. I created a fake shopify store to link to. I would need my items from shopify to link to zoho, but I need zoho to handle serial numbers. The problem I am running
How do I create subitems in inventory?
When I click on ITEMS, I would like to sort my inventory by VENDOR. For example, I order certain supplements from vendor Standard Process. I would like to have all the products I purchase from Standard Process grouped together. I do not want products
Zoho Inventory Backups
Does Zoho Books backup also backups Zoho Inventory data?
Bug in API documents for POST /salesorders (contact_persons)
Hi all, what is the correct place to report bugs in the documentation? There are several, and this last one cost me a few hours of trial and errors, so I would love to see them fixed. Anyway, when creating a sales order, at this page: https://www.zoho.com/inventory/api/v1/salesorders/#create-a-sales-order
Ability To Transfer Credits Between Branches
Hello, right now I have customers, who we owe credits under branch A, and suppliers, who are holding credits for us under branch C. I can't transfer the customers credit to a transaction made at a branch B, and I can't transfer credit owed to us by supplier
Sync Stock Quantity of 2 Differently Named Items
Hello, Sync stock qty of 2 items - in the motor industry you might have a part that fits 2 different vehicles but the name of the item is important to the customer. For example a Hyundai D4BH cylinder head and a Mitsubishi 4D56T cylinder head are the
Items Landed Cost and Profit?
Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
Inward carriage charges
Hi, I'd be grateful if you could give me an update on an ongoing issue you said you'd be addressing shortly, it's to do with incoming shipping charges. Some of our suppliers bill us a shipping charge for sending goods to us and Zoho Books/Inventory doesn't seem to provide a direct way of handling this. The shipping charge will vary and we often don't know what it will be until the bill turns up. For purchase orders that are manually created, we add an additional product line and charge it to a
Moving Items on SO/PO/INVOICE/BILL
Hello, On SO/PO/INVOICE/BILL moving items with drag and drop is not smooth, possible to have clickable arrows? Thanks
How to Use units of measurement??
My company is a distribution company: Let's say we got 200 different references. We sell for example potato chips. These potato chips came in different units of measurement. * Each: 1 piece * Box: 10 pieces per box * Pallet: 10 boxes/100 pieces per pallet
Sync images with Shopify/Cart
Hello, sync images with shopify or other cart, it cuts out the double work of having to upload to shopify/cart and zoho. Thanks
Prevent selling of an item at a branch even if there is stock at another branch
Hello, feature to prevent selling of an item at a branch even if there is stock at another branch. In it's current form, the feature is pointless and just causes problems Thanks
Direct integration with Bigin
Hello, direct integration with Bigin. At the moment we have to pay for another application to get Bigin to work. Thanks
inventory
Need an inventory with null value allowing to pick an object in different sizes to made in different materials. 1 shape, 3 sizes, 10 different fabrics, on 5 different choice of size. Bells in different fabrics on a tablecloth of different sizes. Different
Tip #4.1 Auto-creating package and shipment records for your offline sales orders
Hello, Hope this post finds you in good health. Last week we saw how we could automate item weight calculation for your orders. This week we will go a step further and see how you can automate the process of creating packages and shipments for your sales orders. To make it easier for the reader, this post has been split into two. Part 1 or tip #4.1 will tell you how you can auto-create package and shipment records in Zoho Inventory for your offline orders while tip #4.2 or part 2 will tell you how
Send reminders to users to follow up on Sales Orders after some time
Hello, feature to send reminders to users to follow up on Sales Orders after a set time. Thanks
Forum Topic detailed to specific integrations
Hi Zoho, Can you please add a filter to your Zoho Inventory forum to have sections regarding the different integrations offered with Zoho Inventory. The community is using the integrations and lots of them would need some user feedback for corrections/modifications/improvement.
RETURN MODUL SYNC WITH "LOOKUP" DATA TYPE CUSTOM FIELD
Hi Zoho, 1- Should we expect the possibility to offer custom field settings for the Return Module? It would be very interesting for after-sale service. I would also suggest an option where you can create a replacement order directly from your Return which
Zoho Inventory/CRM item integration
Hi, I've integrated Zoho Inventory and CRM, so when a user creates an item in either app it's created in both. So far, so good. However, the items which are being created in Zoho CRM (and then auto-created in Inventory) aren't then available for use in Purchase Orders, because the 'Purchase Information' box in the Inventory item creation form isn't ticked. I can't find a way to automate the ticking of that box, so it would have to be done manually for every item created in CRM, which for me defeats
Category searching
I believe category searching could be improved in several ways. It would be great if like when creating categories there was an option to organize products following a tree scheme instead of just indicating the category in the column.
Composite Items: list of Articles to be ordered
Hi Zoho Team, one of our customers has a need for it: with the order of several Composite Items, some products are not in stock and need to be ordered. The customer wants a single list of all the Articles to be ordered to be produced and not a list for each single Composite Item. Example: we have a SO for the Composite Item "A" and one SO for the Composite Item "B" when we create the bundles we discover that for the Composite Item A we need to order few Articles and the same happens for the Composite
Shopify orders not syncing over to Zoho Sales Orders
I have a major issue with the Shopify integration (which is the main reason I decided to use Zoho). The problems I'm facing are the following: - Automatic sync is no longer syncing all Shopify items. - Automatic sync it no longer fetching any Shopify
Zebras, Motorolas and warehouse devices & scans
Is there a way to implement BIN locations with scanners? Most warehouses use this type of picking devices which seems a must when managing them. Is there a way to implement them with Zoho Inventory software?
Tracking Item's price change in Zoho Inventory
Hey I have a Zoho One and I am using Zoho inventory to manage food manufacturing process and I wanna ask how can I manage the supplies "items" price changes that is happening frequently ... Example Scenario: * Item A purchase price is $100 last month
Inward receipt of returnable items
Hi We keep getting some items that are required to be returned after servicing or after taking necessary dimensions or so. There is no way of recording these items in the inventory. Without recording it becomes difficult to track. Please let me know if
zoho amazon image product
hello i am new to zoho coming from sellbrite and i was wondering how i get the image to sync with the listing imports
Second Barcode /SKU field
Is t possible to set up a second barcode field on items that works with the app? Our system is set up to use the SKU field for an internal identifier. This field is synchronised with various external ecommerce platforms for stock tracking so we don't
Can the package and carrier/tracking information from a "shipment" be referenced and displayed on the invoice?
I have a customer who wants to see the indivdual package and its related shipment tracking number stated on the invoice that we send. Is it possible to create a new colum that includes this information?
How to change the user associated with an automation action?
We use EasyShip. The user "Robert" did manually create the Package in Books, but the user "Ken Florian" (me), did not manually take the next two actions. Where is that user attribution happening? I want it to show as our Zoho One/CRM SuperAdmin account.
Multi-Select Lookup Fields in Zoho Inventory
Hello fellow Partners and the Zoho team, One of the big problems with Zoho Inventory is that it does not have multi-select lookup fields. Here's the use case. Say we have a wholesale company that wants to distribute products across some store chains.
Custom Fields on Transfer Orders
Hello everyone! As for now we have to deal with the lack of this functionality with a lot of workarounds, troubles and of course human errors that lead to discomfort for our team. Is there any plan on developing this feature? I can even see how in Zoho
Can't ship zero quantity on pack list
I have a sales order with multiple lines. I want to ship several of the line items now, but keep the others open to ship later. When I try to create a package for only the items I have on hand, the system won't allow me to pack zero of the other items.
Things I believe should be added.
* Warehouse organization tool: I believe it is already in development. * SMS notifications for shipments/deliveries * Giving clients the possibility of signing delivery notes digitally. Ex: Trucker always needs to ask the clients to sign the invoices
Bulk Markup on Selling Price
Hi, So, we want to markup all of our prices 10% for this upcoming year. I tried the price list option, but it only applies to certain documents or clients that you select. Is it possible for me to update the prices in bulk by exporting all of my products,
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