Zoho Inventory to Zoho CRM - Option to either link by SKU or Product Name
We have multiple Shopify sites we want to link to inventory, but the product names we have on the sites are different although the SKU is the same. We need to be able to link by SKU not product name into the CRM for our CS agents to see product inventoryTip #2.1 Auto-updating shipment charges from multiple shipment records to sales orders in Zoho Inventory
Hello, Hope you are doing good today. Last week we saw how we could convert our online sales orders into invoices automatically. This week, we will see how we can automate the process of adding up shipment charges from across multiple shipment orders and add the total shipment cost to a sales order or an invoice using custom functions. To make it easy on the reader, we have split this post into two parts. Part 1, or in other words this post will tell you how to apply this custom function to salesWoocommerce Integration
Has anyone else used another platform apart from kloudconnectors to connect Woocommerce and Zoho Inventory?More Flexible Search, Especially "is empty", and/or Sort Options
Here are some use cases and examples: We have a custom field with a date column that lists the date the item was created/imported. It would be really nice to simply be able to search for instances where that field is empty, but only date fields can beCase Pack option for FBA Inbound shipment in Zoho Inventory
Requesting the send to amazon feature for FBA replenishment include the ability to : 1. Choose casepack as well as individual products 2. Choose who labels and preps 3. Choose the ability to ship via small parcel or LTL This would greatly enhance thisZoho Inventory: 2021 in a Nutshell
Apart from these updates, we've made a lot of other improvements to Zoho Inventory which you can view by visiting the What's New timeline. If you have any questions, feel free to write to us at support@zohoinventory.com and we'll be happy to help. WeZoho Inventory Community Digest March 2022 - a monthly rundown
Hello all! Hope you are doing well. We are back with another Community Digest for Zoho Inventory. This month, let's take a look at some interesting updates in the app along with feature spotlights, tips, and more. 1. Spotlight In the spotlight for March,Tip #7 Applying a preset credit card charge to a sales order
Good day! Previously, we saw how we could automate vendor notification emails against purchase deliveries. Today, we will see how we can apply a percentage of the total amount as a credit charge to your sales orders. How does it work? Well, we add a string type custom field to capture credit card charges to the sales order module via preferences. Then we navigate to custom functions under automation, we specify the value for the custom field (yes/no) and set a percentage for credit card charges toDrop ship inventory throwing books off
I have Zoho Inventory synced with my Shopify website, it pulls data for stock availability for both stock we hold and stock that is held and drop shipped by the supplier. When that data syncs with Books opening balance, it is showing all the drop shipAmazon FBA to Zoho Inventory troubles
Hi We have been working for a few months trying to move parts for our business over to Zoho (we went with Zoho One) and have been having a really hard time with getting Zoho Inventory working smoothly. Been working with support but been about a monthHow do I setup SERVICES in ZOHO Books and ZOHO Inventory
We have an Appliance business. We offer many services that do not include physical items, but we need to add them to Sales Orders. For example: -We offer Curbside/Garage Delivery Service. -We offer Delivery & Installation Service. -We offerZoho Inventory's 2020 Journey in a Flash
We hope you like the latest updates and would love to hear back from you. Drop a comment below or write to us at support@zoho-inventory.com. We'll be back next month with some new additions to Zoho Inventory. So here's to wishing you a safe and prosperousInventory - Items: Exports do not include serials numbers or batch numbers (even not when I chose "Include Serial Numbers") ?
When I export items (by showing all active items, and selecting "Export Items" in the hamburger-menu), I can chose the export to include Batch Numbers and/or Serial Numbers. But the field "Serial Numbers" in both the CSV-file or XLSX-file is always empty,Item wise Commited Stock
We need Item wise Committed Stock Report, right now in inventory reports, sale order wise a committed stock report is available, Let me how it is possible to get that report...Default addresses reverting when cloning sales orders
When a Books or Inventory contact has several addresses and we clone a sales order with an additional address, it reverts to the default shipping address. Either we have to check the address again to change or sometimes this is missed by our staff andSerial Number Management In Zoho
"Can i maintain serial number wise stock location (like rack 1,2,3 etc) stock grade (A,B,C,D)"?Backorder tracking
We are a wholesale company import from different countries. We get shipped by ocean containers. It takes up to 3 to 4 months for shipment arrival. At least half of the items we order is non inventory items because it’s custom made for particular customer.How to Integrate Zoho Inventory with 3rd party app (PHP website)
We are an authorized partner with Zoho and we have a client, who wants to integrate their PHP website with the Zoho Inventory and Books. We tried hard but couldn't achieve success. We want to integrate the Zoho inventory with the PHP website (2-way sync)cost of goods sold
Dear team, Where can I find the cost of goods sold per month?Zoho Inventory - Purchase order imports are case sensitive
Hi, I have imported my inventory items. When I import Purchase Orders, the system creates new items when item SKU is not exactly the same 'Case' eg. If item SKU is "ABC". I import "Abc", then a new item is created Is there a setting to turn off CaseZoho Inventory - Set status to paid
Hello I have Zoho Inventory setup to import WooCommerce orders. Now all of my orders are already paid in WooCommerce. My current workflow is (it's all automated): - Create a package - Ship package - Set status to closed But I think what is missing isAsk the Experts - Zoho Inventory #29: 5 hours of live discussion on Client Portal for Zoho Inventory
Hello everyone, We hope you're all doing well and are having an amazing week here. Today we are back with another episode of Ask the Experts - Zoho Inventory, and would like to discuss in detail the latest feature of Zoho Inventory, the client/customerAuthentication API for Inventory
I'm trying to create an integration with Zoho Inventory but am hung up on the way the OAuth requests work. If I use Postman, no problem. But if I try to use python (because I don't want to manually interact with the API). I'm stuck on the first few stepsDisconnect Zoho Inventory and Zoho Books
This may be an uncommon request, but is there a way to disconnect our Zoho Books and Zoho Inventory accounts, so that invoices in Zoho Inventory do not automatically get created in Zoho Books? I cannot find any way to disconnect them from the integrationZoho Suggestions
Hello, please consider the following Allocating a salesman to a particular business customer Giving users the option to commit stock or not because many customers request a quote then never buy, so if a salesman does not follow up the stock remains committed.Custom Button to change Sales Order template and print
Hello, Is it possible to create a custom button (or function to call somehow) for Sales Orders that will update the template applied to the Sales Order and bring up the print preview screen with that changed template? We'd like to create 2 or 3 customExpense by warehouse
We sell our products directly from our houses located in different cities. There are different sorts of expenses occur for each warehouse. For example, Rent, food, automobile, electricity and internet bills. Is there any way to know the expenses generated"You do not have sufficient stock to create out-transactions..."
Hello, I received this error, trying to convert SO to invoice: "You do not have sufficient stock to create out-transactions for the item CMP 6. Please restock the item and try again." But I DO have stock... Noticed that if this Composite item is bundledChange how a variable displays when executed within a custom module
I have the following code for a custom button within a new custom module I'm building: record_name = cm_returns.get("record_name"); cf_dealer = cm_returns.get("cf_dealer"); cf_item = cm_returns.get("cf_item"); cf_item_2 = cm_returns.get("cf_item_2");How to update the status of an inventory package in deluge?
I'm trying to update the status of an inventory package from "not_shipped" to "shipped". The problem is that whenever I try to update the package, it's still listed out as not shipped in inventory. Here's my deluge code. packageUpdate = Map(); packageUpdate.put("status","shipped");What's New in Zoho Inventory - March 2022
Hello customers, We've been working towards bringing you new features and updates to improve your experience with Zoho Inventory. Here's what's new for March: Incoming Webhooks Incoming Webhooks are used to execute custom functions in Zoho Inventory basedSKU on Purchase Order
Hi all, Does anyone know how to have the SKU show up in the Purchase Order pdf version, it seems it only shows when adding the products to a PO. Thanks in adavanceReport for items actually invoiced in a certain period
How can I create a report to show which items I have actually invoiced in a certain period. So not sales order, sales by item as that only shows how many ordered- but invoices. Why ? I hear you ask. I want to see how many of a certain. item I have actuallyLooking for a Picking Android App
Hello, I want to ask all the community what solution are they using to do the picking process in their warehouses with Zoho. The Zoho Inventory App is too limited to do this: the workflow is too slow to be efective and is a no for our end. Does anyoneHiding or Conditional Formatting of Lines within Sales Order templates
Hello, Is there any way to hide line items from a Sales Order when a custom Sales Order template is chosen? We have manually created line items with no inventory ID that we would like to hide when choosing a specific template for our Sales Order printing.How Do I Add an item(s) that has multiple attributes?
I am trying to figure out how to add an inventory item(s) that has multiple attributes. For example, I am a florist and I want to track roses. A rose is bought based upon color and stem length. I added custom fields (color and stem length). I wasSales by Salesperson Report
Am I an idiot, or is the Salesperson Name field not available for running the 'Sales by Sales Person' report? I've looked under the customize section, and it's just not available. I can't fathom why this would be or how this report is the least bit usefulWhat system of POS integrates with ZOHO inventory to use at trade fair?
I cant seem to find anything useful on this. So here is my problem- I go to a trade fair for 3 days, and I sell things face to face ( I normally only sell wholesale or online via Shopify to end customers at full retail price).My Shopify websotre is syncedEmailing a picklist
Has anyone found a convient way to email a picklist? We use multiple warehouses and email our picklists to each of them. Anyone have a solve? .. the process to get from a approved estimate to a sales order to multiple piclists (one per warehouse) isThe ability to pull tracking numbers from Inventory to the Zoho Books module in CRM
I know that there are a lot of moving parts and integrations for this, but it would be amazing if our sales team could view the shipping status / tracking number for their Zoho Books module sales orders. All of the shipping information for these ordersNext Page
Announcements
Introducing 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 featureAuthorize.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 TransactionWhat's New in Zoho Inventory | July - September 2024
Hello, users! We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new: Introducing the South Africa Edition We're thrilled to introduce the newest edition of ZohoUpdate on PDF Download Issues Caused by Antivirus Software
Hello there, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reportsJoin Us for Zoho User Group Meetups: Explore Zoho Inventory and Zoho Payroll Across India!
Are you a Zoho product user eager to meet, network, and share ideas with Zoho product experts, industry peers, and local partners? If so, you're in the right place! We're excited to announce a series of interactive and engaging Zoho User Group (ZUG) Meetups
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Can not buy warehouse One Zoho One
Goodday, I have zoho one now and i hade stand alone from iventory also as the rest, i have Zoho FSM for the employees Normaly i could buy a exstra warehouse for 9 dollors but now i cant buy anything anymore Whats goning one? because our employees can'tInventory Barcode Creation - Add Picture of Item
Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?Show ordered quantity on packing slips and invoices
Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently
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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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