How to reverse a Zoho Inventory invoice completely
Been doing some testing with the Zoho API (works great) and I was able to create an Invoice in DRAFT mode, then I went and record the payment to verify that the stock was reduced. Again, worked great. Now I want to delete that test invoice, what's the
Item Groups
Hi, I was looking for a couple of features for item groups? Is there some way to add custom fields to item groups, like you can items? Also is it possible to add just one photo for the entire item group? Last, is it possible to view a sales report of items by group?
Zoho books and squarespace integration
I currently have a squarespace store and am looking into Zoho books. Some of my key products are configurable and I also make extensive use of product variants. I have an extensive ERP and Product Lifecycle background and am looking for the best way to
TIME STAMP ON ALL INVOICES
in all all invoices we would like to know which time this invoice has been mad we don't have any information about which time this invoices has been created. we required a time stamp on all invoices sales orders and retain invoices
need to assign stock to worker on the road is that possible?
I need to be able basically allocate stock from the warehouse to a worker on the road. I want to be able to take away the stock from what is available in the warehouse for them and for them to be able to make invoices based on the stock that has been
Query re composite items and bundling
Hi! I saw this discussion and it says IMPLEMENTED - so I assume that at least may have been finally done: https://help.zoho.com/portal/en/community/topic/auto-bundle-composite-inventory If it has I think my issue may be solved, can someone confirm this
Tip #6.1 Notify vendors whenever you receive goods automatically
Hello, Hope you are doing good. Last time, we saw how we could automate the process of giving discounts at item level to customers based on the total number of items per item group on a sales order. Today, we are going to see how we can send out email notifications to vendors whenever purchased items reach your store or warehouse. This post has been divided into 2 parts. In this part, we will only talk about delivery notifications. In part 2, we will tell you how you can send reminders to vendors
What's New in Zoho Inventory - December 2022
Hello customers, This month, we've added new statuses for shipments, shipment tracking in the Client Portal, the ability to invoice your customers in multiple currencies, and more. Let's take a look at all the updates made to Zoho Inventory. Introducing
Updating Existing Price Lists - Bulk option
Hi, I know a lot has changes in the pricelist section and you can now import whole lists from a CSV file.. Great!! My question regards a rather complex issue.. Updating an existing price list. We have 50 products and 12 price lists, so if we want to update
Cloning orders - Ship too address
Hi, Is there a specific reason why the SHIP TOO address does not follow when cloning an order. If not, can this be added to your updates? Thank you!
BUG - Branches & Warehouses Deactivated Monthly!
Hello, every month I have this niggling issue where at the beginning of the month some branches and warehouses are automatically set to "inactive" by the system and no one from support can help because the issue has to be escalated to Finance Plus who
VAT for the Shipping Charges and imported Sales Orders
Hello! I have two questions: 1. Seems that Zoho Inventory has no implementation of VAT for the Shipping Charges, which is a common case. Is it hidden somewhere and can be enabled? 2. VAT for the Sales Orders imported from a marketplace cannot be changed. The system doesn't allow that, which is also a blocking issue. Why and can this "feature" be disabled so that VATs can be adjusted correctly when needed? Many thanks!
Problème sur une fonction personnalisée
Bonjour, nous avons mis en place depuis 1 an, une fonction personnalisée sur Zoho inventory pour convertir automatiquement une commande client en facture et marque la facture comme envoyée. Or depuis quelques jours cette fonction ne marche plus et affiche
Product : multiple prices for the same reference
Hi, I have a doubt. I need to have my stock in the crm in order to be able to send quotations. and the same ref might have differents prices. Let me give you an example ! I sell refurbished Iphone 6s. The ref stay the same "iphone 6s refurb" but I can
Zoho Inventory and Costing
Does anyone know how does Zoho Inventory works with QuickBooks Online when it comes to sending inventory COSTING data between raw materials and standard labor costs. Is there a way to add labor costs and if so, is there a way to separate product costs
Inventory - no field on package slips for the sales order reference number
This is about the sales order reference number (customer's purchase order number), not the sales order number. We use Inventory for package slips - however there is no field for the sales order reference number (which is the customer purchase order number) - please add this to the package slip or the customer cannot match deliveries to orders. The field is in the sales order but not as an option to add to package slips. There is the field in Zoho Books called reference number so why not in Inventory?
Sales Order: export Excel file. Why miss the Packed column?
Hi Zoho, doing an export of Sales Order, with Excel file, we see that there is not the column: QuantityPacked There are QuantityOredered, QuantityInvoiced and QuantityCancelled. Can you enable the QuantityPacked too? TIA
My cost of goods sold (COGS) is calculated twice as I purchase inventory items
Dear Zoho team, I have a coffee roastery and I buy green coffee beans (recorded as expenses/cost of goods sold) then I roast the beans and bag it (inventory tracking is on for the individual products), I adjust inventory based on the amount I roast. When
Option needed to Invoice from single part shipment and multiple part shipments.
E.g. Currently we make sales order let save for 10000 cases of different items. Part Packaging and Shipments are made during the month. Sometimes the sales order is not closed for 2 month. To make invoice for part shipments is like manual work we have
Zoho inventory process - How to
I can not manage to understand very good the process I should follow. Right now. Estimates -> Sales Order -> Package created -> Package sent -> Package delivered Customer gets notified once the package is sent and then another time it gets delivered.
How to handle a part that we get from multiple sources
Hello, If i have a part that I can get from different vendors depending on who has it in stock, is there anything i need to do differently when putting it into inventory? For example: If we are installing an septic tee, we need an Infiltrator Septic Tee.
Shopify not Update Products Quantity from Zoho Inventory
Hi, Products were created in shopify, sync'd and confirmed in ZOHO Inventory. The inventory policy in Shopify is set to "Shopify tracks this product's inventory" for all products. During the products' creation, the initial inventory count in Shopify was set to zero. Although the inventory level in ZOHO products are not zero, the inventory level on Shopify for the same products still set to 0 and not get updated even after do the synchronization. I have performed manual sync and also waited 4+ hours,
Cannot Create Bundle - Associated Items No Quantity Available
So I added several items, set their opening stock levels, etc. I then created a composite item by adding all of the associated items. Clicked save. All associated items accurately show physical & accounting stock #s at 50 to 1,000pcs. I then click 'Create
Colours Schemes in Item mAster
Can i Give different colour to different text in item Master see the attached image for clarification I want to give colour to Cost Price . Selling price, Vendor name etc
Can I create a custom formula field in Items?
I would like to create a custom formula field in Items. I want the formula to calculate a percentage of the sale price. Is that feasible?
HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?
HOW TO CREATE MASS INVOICES IN ZOHO INVOICE?
Project Numbers
Does anyone use Zoho Inventory to manage PO and Invoices linked to projects they are doing (eg building a house). We have a construction company but our current CRM uses project numbers as the main grouping in the hierarchy. Can Zoho Inventory be used
Discounts as a nominal figure, not only percentage
Hello, please make it possible to give a discount as a nominal figure and not only as a percentage. Sometimes it's easy to pick a number and enter it than having to pick a number and work out the percentage, which is not always a round figure. Thank
Promotion pricing
If we run a promotion for some SKUs such as buy 10 for $x + 1 free item or within a group of SKUs if you buy above 3 you get 20% discount, or buy this SKU at usual price and 2nd item you get it at 50% off. How do we set this up in ZOHO?
Quantity Allocation on order
Hi, Is there any way to allocate or deallocate quantities on orders. For example, if I have a booking model, I do not want certain quantities/items to be engaged on an order for a certain time lapse. I want to keep them available for sale on another sales
Ship-to Addresses for drop shipments
Most of our orders are drop-shipped to addresses that are rarely or never used again. Right now, we have to input the ship-to company name in the "attn" field, then save the ship-to address with our customer's information. It's a lot of extra steps (and
Shopify Integration - Customers being created as 'accounts' in CRM
Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'
What's New in Zoho Inventory - October 2022
Hello customers, We hope you’re doing well. This month, we've released a new edition of Zoho Inventory, enhanced the shipments module, and added powerful extensions that will supercharge your inventory experience. Here's what's new in Zoho Inventory
Zoho Inventory and Shopify sync items
Hi All, I signed up for Zoho inventory for one purpose and one purpose only is to track my online store from shopify. My understanding of how the two platform sync together is that you can add the item in the zoho inventory and it will sync up to the shopify product page, vise versa the other way around. However; I have found that it seems to be only syncing one way which is from shopify first and then sync to the zoho inventory. Is this how its designed? Am I missing something here? Hopefully someone
Feature Request: item groups
Hello. I use Zoho Books to run a video production company and I think other industries would benefit from this idea: I need to group different kind of items and services into the same estimate to help me and my clients understand better my proposal and allow me to have more control over the overall estimate. For example, first group would be: PREPRODUCTION, where I'll stack items such as Location Scouting, Casting, Some travel and set design. The second group will be PRODUCTION, which will be populated
Zoho Finance Limitations 2.0 #22: Sales Return RMA does not show the related Sales Order on the RMA screen (non list view)
This is a very small issue but might be an easy one for Zoho to fix so I'll present it just in case! Sales Returns RMA's are great. However when you click into an an RMA there's no way to see what Sales Order it is related to. Although, the related Sales
Webhook triggers for Item Groups
Is there a webhook trigger I can use that can be triggered when an item group is deleted or is set to inactive? Thanks Chris
Zoho Inventory - language setting per user
Hi, Will Zoho be working on a feature where you can set the language per user and not only per organisation. Let me know, Thank you
About Zoho Inventory API and Creating a Shipment
Hello, I’m currently trying to create a Shipment for a Sales Order using Zoho Inventory API and I’m having an issue with the API docs and the actual API. In Zoho Inventory API docs, while creating a shipment, there are no arguments such as package_ids
I need to assign a different warehouses based on item sku
Hi, i am looking for a way to assign warehouses to sales orders based on wether or not one or more items inside an order contain the string "SR". All orders are being added to zhoho inventory via automation from amazon, ebay and more. When they first
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