Disconnect 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 ordersReoccuring Purchase Order & All Expected deliveries on specific date
Does Zoho Inventory support a reoccurring purchase order? For example, I have a standard order of specific list products from a supplier that is delivered every week for the entire year of 2022. Am I able to input that into zoho inventory without havingHow to change the product stock when a sales order is marked as "shipped"
In my Zoho inventory, when a sales order is created, the committed stock goes up by 1 and the available stock goes down by 1. In the sales order, there's an option to mark the order as shipped and when that happens, I want the committed stock to go backZoho Inventory Community Digest December 2021 - a monthly rundown
Hello all! We hope you are all having an amazing holiday season this year. We see the pressure you are under as your sales go up and your customer bases get bigger and better. We're thrilled to bring you the last edition of Community Digest for ZohoHow does CartRover map to Zoho Inventory composite items?
Hi, we are currently connecting ShipStation as a cart to Zoho Inventory as a WMS via CartRover. Most orders have come over fine but we are getting issues with some of our bundle SKUs. We have identified one specific SKU item as being the likely culpritAccessing Custom Field values within Deluge, using Map and List functionality
Hello, I am looking to create a custom function which will pull the placeholder and value data for each custom field for each line item on a Sales Order in order to make calculations with this newly created Map. I have not found a way to directly referenceBest plugin to sync WooCommerce to Zoho Books and Inventory or Zoho Apps?
Hello, we are building a business to business store in woocommerce. What is the best plugin to sync our products in woocommerce to Zoho? ThanksMajor problem regarding the lack of contacts in sales orders, deliveries and invoices.
We are working on a number of Zoho One implementations where the customer wants to use the logistics components of Zoho Inventory/Books. They have been migrated from an environment where a contact person can be linked to an address type (visiting address/shippingZoho Inventory Bug: On Custom Sales Order Templates, the item "Serial" displays the item line # instead of Serial #
I have custom templates enabled in my system. The Item Serial is an available option however it shows the line item number instead of the actual item serial number. I want to be able to view allocated Serial Numbers for each item on the sales order whenHow do I take pre-orders?
I want to take pre-orders for a set number of items that in production right now. ability to capture payment info would be great but not a must.Item Line Number
Is there a way in Zoho Inventory's Sales order section to add sequential line numbers to a sales order, packing slip, and invoice? We work with customers who order a large number of SKUs. Often when we are working with them they ask how many differentPackages
Please, please, can we have a sales orders to pack filter & Kanban showing the same. The ability to print these out is also essential for the warehouse guys to take out into the warehouse for picking !.....Custom field update from Deluge custom function giving permission error
Hello, We are trying to create a custom function which will sum the total quantity of all line items on a Sales Order and output this to a custom field on the Sales Order. We have a custom field called "Sum of Line Items" which is a Number type and isAsk the Experts - Zoho Inventory #28: 5 hours of live discussion on anything about Zoho Inventory.
Hello everyone, We hope you're all doing well and having an amazing holiday season. We are back with another great episode of Ask the Experts - Zoho Inventory, this time to discuss anything and everything about Zoho Inventory. Inventory software canhow to display subproducts detail of a product bundle in my sales order template?
how to display subproducts detail of a product bundle in my sales order template.. please let me know..Shopify Interface - New UK VAT rules on shipping
Hi, Following a recent update on Shopify to meet the UK VAT regulations on shipping, all orders with a VAT inclusive item and shipping are failing on the Shopify interface. You get the following error: There is a mismatch between the tax total calculatedZoho Inventory API gets 401 error
Hi, I have been trying to connect through the inventory API using the self-client authentication generated codes and I keep getting error 401 Unauthorized access. I am trying to connect from Excel VBA with the codes below(replaced all credentials withZoho Books category API
Hello everyone! Are there any API calls to manage items categories?Custom field
setting - Preferences - items - Custom field - Add Values When I click on add another option, I have to scroll down every time to find the blank space to enter the value, It is very difficult to scroll down again and again, I want the blank space shouldCRM Products don't sync as inventory trackable items
Hello Support, We haven't been able to use the finance suite within CRM because we have too many features we use in CRM Quotes and Sales order that finance doesn't offer. I tried creating a deluge to send CRM Sales Orders to Books. My goal was to thenUpdate purchase scheme in sale scheme
I want to update purchase scheme in sale scheme … like i purchase 100 quantity of item A and got 10 quantity free it should be automatically update in sale also for that item like when i sale 10 quantity of item A - it should pick 1 quantity as free ..Alphabetically
How can i arrange alphabetically - (Manage Manufacturer) Field in Item MasterSTICKER PRINTING
we need stickers to be printed in inventory having the following 1- product name (available) 2- product part code (available) 3- Barcode (available) 4-product Qty 5- product storage Location 6- Date & time Currently the sticker printing in zoho isItem Colours
Is it possible to give Different Type of Colours to Items Name, And it will show while searching of an item also .. see the attached fileNext 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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