Serial Numbers on Sales Orders and Picking List and maybe even packaging lists
I keep reading about of a lack of functionality that does not allow a serial number to be added to a sales order. How can we keep a true track of our inventory if we cannot follow a serial number from Receipt, through Sale and on to order fulfilment? This should surely be a basic requirement of any inventory system. When is this due to go live please as we cannot hope to use Zoho as our inventory system without it. Thank you.Can we have Backorder Management ?
Can we have Backorder Management ?Zoho books API: Picklists API
Hello Zoho wizards, I am looking for Picklists API for Zoho Books but there's no mention of it in the docs. Is it available at all?Zoho Inventory tax_override_preference field in salesorder API not working.
HI, I want to override the sales order's tax calculation for Zoho Inventory API. How I can disable the automatic tax calculation for the salesorder coming from the Sales order API in Zoho Inventory. Thanks,Backorder For Composite Items
Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.How to generate 1 Purchase Order for Items on multiple Sales Orders
Hello, if I have 10+ open Sales Orders that are ready for the items to be ordered from the Vendors, I cannot find a way to multi select 2 or more Sales Orders from the list view and convert them to a Purchase Order, similar to being inside a Sales OrderRemoving attributes from dropdown when creating Item Groups
I spent the last week or so experimenting and testing in Zoho Inventory to figure out how the system worked, and to write up some documentation for our staff with examples to guide them - overall, very happy with the software. I finished going and cleaningLot Traceability for Assembled Items
My company produces food and skin care products out of raw ingredients. The system that we're using now is quite hefty and were hoping that Zoho would help cut down on a lot of things for us. However, I'm having a hard time pinpointing the workflow andSelect Serial Number - Barcode Scanning to be enabled by default
When using Inventory to track serial numbers, the select 'Select Serial Number(s)' pop-up window has an option to enable Barcode Scanning. Currently every time we need to enter a serial number we have to turn on the Barcode Scanning option. How can weCreating a purchase order via API
Hi I'm trying to create a purchase order via API (https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchase-order) This is the payload: { "purchaseorder_number": "PO-1002", "vendor_id": 239026000000448513, "date": "2022-06-28", "status_formatted":Exploded or Multi-Level BOM - Best Way to Generate from Inventory?
What would be the best approach for generating multi-level (aka "exploded") BOMs for composite items in Zoho Inventory? Our final products are composite items that are made from raw materials, labor, and other composite items. The intermediate compositeShopify integration changing Unit to lb when EA is needed
Hi all, I've reached out to both Shopify and Zoho on this and both customer supports tell me to talk to the other company's customer support. I'm working on migrating our ecommerce store from Prestashop to Shopify and turned on the Zoho Inventory appCLIENT PORTAL (If clients can place orders directly on the portal)
Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.inventory - barcode scanner - picking
Hi! Is it possible to use a barcode scanner to automatically entering the products on the packing list? We want to use this system to minimise the number of errors that we make during the process. ThanksAdding items via purchase orders and sales orders form - sticky search criteria, better search criteria
Please could you make the item search when adding lines to purchase and sales orders sticky? At the moment - type search term, find product, click to add to order, followed by type search term, find product, click to add to order, and on and on. BetterItem images
Can we get an "On hover" expanded image for items please ?Bulk Update Certain Fields without Export/Import?
Is this on the roadmap? There are situations where it would be very nice to apply bulk changes without having to export and import. As an example we have a few custom status fields where we would like to be able to bulk update without have to go throughCreate Invoice automated with Package
Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JSAllow Multiple usage units to items while adding them to sales/purchase transactions
The usage unit of items added in zoho books are static right now and can not be changed. But certain items are received or sold in multiple usage units. One example is fabric. It can be bought in Meters, inches, kgs or other units. Another example wouldStop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.Cloning Items in Inventory App
Is there a way to clone items easily so that you do not need to recreate a new item with very similar attributes and values? For example, If I already have an item in my item list, and I just want to add a new variation based on this existing item, there should be an easily way to just clone this existing item, make the modification to a specific attribute, and then just save it. It would save people a lot of time.Zoho Inventory Vendor module API
Hi Zoho, I am not able to see any API that related to create / get vendor info. Any method I can get inventory vendor id from CRM/third part app? Could you please help with this? https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchasItem to item transfer both quantity and value
We are using zoho inventory extensively and making the most out of it by just using native functionality although it is missing a few functionalities like Bins and multi-level BOM handling. But one thing is still challenging which is item-to-item transfer.How would you handle Warranty replacement parts or items in zoho inventory
Hi everyone, I'm working on setting up zoho inventory for our distribution business. We handle the service for our customers and will replace items that malfunction under a warranty basis. Does anyone else do this and how do you set it up in inventory? Do you have to create a sales order and if you want to the original item back, do you use a RMA? If so, how is it done so there isn't a credit memo associated with it? Thanks, TimAutomatic bundling with sales orders
What I do is I make products to order. Some of my products share same part. So sometimes one product sells better then the other one. When I create a bundle now I might sell out one product but then I cannot make it anymore because I already use the part"Inventory tracking cannot be enabled or disabled for items that have transactions."
I'm trying to enable inventory tracking for all items in my company's inventory but I keep running into this "Inventory tracking cannot be enabled or disabled for items that have transactions" issue. This seems to suggest that in order to enable inventoryProduct Sale Report.
How is the margin calculated if the purchase order is created after the initial allocation of item cost price? Will it use the cost price of the initial item or the cost price of the purchase order? For example, suppose I add an item with a cost priceTracking Shipments - Pallets -Pieces
Hello, We are just beginning with Zoho Inventory, but we need to keep track of pieces that belong to a pallet and that pallet to a shipment. I guess I can treat pallets as batches, but how do I assign batches to a shipment? Thank youNeed customizable dashboard for Zoho Inventory
Hi, The current Inventory dashboard content is of little use for us. We like to put other information on it. Are there plans to have a customizable dashboard?formula for calculating boxes into unit of meassure
hi ... i need help on how to do the following : We sell tiles.... and invoices, quotes, etc.... are sold in Boxes. We want to show customer how many square meter is the total of the boxes purchased. Example ..... 1 box contains 1.44 square meter.......Order Processing Work Flow and Pending Item Report
Hello, Zoho Community, Excited to join you all! Our business specializes in building materials trading, and we're currently transitioning from Tally to Zoho Books and Inventory, with existing Zoho One licenses. We're facing some challenges, particularlyManaging Rental Sales in Zoho Inventory
I am aware that Zoho Inventory is not yet set up to handle rental sales and invoicing. Is anyone using it for rentals anyway? I'd like to hear about how others have found work arounds to manage inventory of rental equipment, rental payments, etc. ThBulk change sales order custom sub-status
We can in bulk mark sales orders as status confirmed but have created custom sub-statuses It would be good to be able to change the order status to a custom sub-status in bulkPossible To Ascertain Item Demand By Way Of SO Reports
Hello, we sell car parts, we want to ascertain demand for products without having to track it on a separate software. Since we specialise in a few parts, which are generally big ticket items, it is viable for us to make SO for all customers. When a customerUnable to execute Sales Order Cycle - Android Zoho Inventory App
While testing the Zoho Inventory APP in Android, I have the following issue. I have setup automation of the Sales Order creation. This would allow a sales order cycle to be triggered on a save and confirm of a sales order. The option works fine usingItem Videos Or 360 Images
Hello, please add item videos or 360 images. Thank youcustomizing the Inventory dashboard
Hey, everybody. I am dealing with Zoho Inventory right now. In the dashboard of the application, there is a report of top selling products. Is there any way to customize the appearance of the report? If for example I want to view it in tabular form? IGraphQL API Implementation
Does Zoho have any plans in the foreseeable future to add GraphQL to the API so that we can have some flexibility with our API requests? GraphQL would allow us to get the data we wanted, and would drastically minimise API requests, reducing server loadsDifferent Units for Purchase and Sale
Hello, We are in a bit of a dilemma in setting up Zoho, We have different purchasing and selling Unit, Example The Supply Chain Team, buys 10 CTN of Syrup Each CTN have 6 Pieces The Selling Unit is by pieces Is there a way the SC team can continue with"We’ve fine-tuned Zoho Inventory..."
Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?Next Page
Announcements
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 similarZoho 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 thanTip #3 Automating total item weight calculation for your sales orders in Zoho Inventory
Hello, Hope the day is treating you well. Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders. How does this work? First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you orCategorize Items with Item Headers
Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. To add an item header: Go to the Estimates, InvoicesWhat's New in Zoho Inventory - Q4 2023
Hello, users! As we draw curtains on 2023, we would like to thank each and every one of you for being a part of our exciting journey so far. 2023 has been a year of performance enhancements and updates. We've tried to fill the small gaps that you've been
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How Organize Items
Hi. I'm new to Inventory and fiddling how to use it for our business and sales process. Could somebody please push me in the right direction? Almost everything we sell consists of ready-made individual parts that we buy in, upgraded with parts we produceZoho 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?HS Codes and Country of Origin placeholders
Hello It would be helpful if there could be a placeholder under items whereby we can insert the HS/Tariff Code and Country of Origin. Currently, I use the placeholder EAN for the HS/Tariff code and the MPN as Country of Origin, as these placeholders pullWhatsApp Link Generator On Customer/Vendor Contact Numbers
Hello, please add a WhatsApp link generator feature to easily open a chat with a customer via WhatsApp. The customer module has a Skype option, I'm sure it could have a WhatsApp option, even in the vendor module. It would be especially handy if the WhatsAppSalesperon PlaceHolder
Hello, I want to add the salesperson in an invoice email notification but salesperson is not listed as a placeholder. How can we get this done? Thank you
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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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