Bulk action to switch all items to "Track Inventory" or import items with Track Inventory enabled
Hi, We have been trying to import products to our zoho inventory account, but we cannot do this with "track inventory" enabled. What are the fields required on our spreadsheet to allow this to happen? We cannot afford to do this item by item. Thanks,
Basic report- open sales order by item, with filter for customer ..
HI, we really need a basic report that sorts all open sales orders by Item, so you can see which items in your inventory are awaiting invoicing. Then you need a filter by customer, so you can see all the items a particular customer is waiting for. daily,
Objection to Zoho advertising banners on user dashboards without option to remove
I have just had a chat with Zoho Inventory support regarding this issue, asking how I can remove a banner that has appeared on ALL our user dashboards advertising an upcoming Zoho webinar, and not for the first time, have been told there is no option
UI / UX Enhancement: Bottom Margins
I'm running into an issue that's not huge, but annoying. When page content goes all the way to the bottom of the screen, there's not enough margin at the bottom to allow one to scroll down so that work can be done in the middle of the screen. You're forced
What's New in Zoho Inventory - April 2021
We're back with a list of new enhancements. Let's dive in and check out the new additions made to Zoho Inventory. Mails tab in the contact page We've introduced the Mails tab in the customers' and vendors' contact page in Zoho Inventory. Here, you can
VAT on imported Sales Orders
We're creating a scheduled task which will import and create Sales Orders in Zoho Inventory. We're struggling to get VAT to show on the orders which are being created. I've set up the line items fields as follows: "line_items": [ { "name":"some_product"
Report Customization Consistency
There seems to be wide variation of report customization capabilities within Inventory / Finance. Some reports already have good customization capabilities, others still lack what's readily available elsewhere. As an example, the Inventory Valuation Summary
FREE Zoho Inventory Webinar - Overview & Best Practices
Hey everyone, Our monthly overview and best practice webinar for June is on Zoho Inventory. In this hour-long webinar, we will do a general overview of Zoho Inventory and cover best practices when using this application. There will be a live Q&A at
Need Item Custom Field Visible only to internal staff
How can we display custom fields to internal staff only in zoho inventory dashboard for sales orders / invoices? I have added a custom field to our "Items" objects, and while it is present during the estimate/invoice/sales order creation stage, it does
Choose at which pointe items 'leave inventory'
I find it very frustrating that items are only taken out of stock at the point of shipping the goods. I would like items to be removed from physical stock as soon as a package is created. The scenario:- . 10 customers have been waiting for the same item.
Getting finished goods from Vendor
I needed to ask if there is any feature that I'm missing out on. I manufacture Process vessels from steel sheets. I purchase steel sheets (unit - 'kg'/sq m). This is then sent to a vendor & I get laser cut parts to roll from a vendor. I then store these
How Can I Manage Unique Versions of the Same Item With Different Prices?
I am evaluating Zoho Inventory for potential use with my record store. Part of what I need is the ability to have a listing for several versions of the same exact product, with different prices tied to a specific unit. EXAMPLE: The Beatles - Abbey Road
Zoho Inventory Community Digest May 2021 - a monthly rundown
Hello all! Our last month has been quite interesting, with a lot of informative content passed on through our social media posts and discussions. Thank you all for your support on our community forums and for staying engaged with all the different discussions
Importing sales invoices in foreign currency
When foreign currency invoices are imported, exchange rates are not automatically applied even if exchange rate history is available. This is a serious flaw and needs to be addressed. The only alternative for me is to start with the SO and then let the conversion take place while invoicing. This is tedious and defeats the purpose of importing
Do more with the improved Composite Items feature!
The term 'Composite Item' in Zoho Inventory represents a single commodity that is made up by putting two or more items together. With composite items you can, Create kits and sell them for customized rates. Perform assemblies to create finished goods. During the past few weeks, we made several enhancements to the Composite Item feature to improve its utility to suit different businesses. We thought we should tell you about it. Read on to know what's new and how you can get the best out of this feature.
Zoho Inventory Community Digest April 2021 - a monthly rundown
Hello all! Hope you are doing well. We saw many updates and new features in Zoho Inventory during this month, and I am sure many of you have already come across at least some of them. Let us give you a quick synopsis of what has changed in the last month.
Zoho Inventory API: Sales Orders, Packages, Shipment Orders and Items
https://www.zoho.com/inventory/api/v1/#Packages_List_all_packagesDear all, Currently, I am using another warehouse management system, but I would like to integrate ZOHO inventory system via API to: Retrieve Confirmed Sales Orders or Packages from ZOHO to my WMS; My WMS will then process the Sales Order or Packages to create Shipment Orders on ZOHO; From time to time, my WMS will update Shipment Orders status to Delivered; From time to time, my WMS will synchronize the stock balance from WMS to ZOHO
One Item Two Barcodes - One for the Item, One for the Batch
Hello Zoho Team, We want to scan barcodes as part of our QA during packaging stage, just before shipping. The challenge is.. we have multiple items on each shipment and each item might have more than 1 batch No. Batch No. is a big deal here and knowing
How to prevent API Throttling?
I am working in a CREATOR app that will create a pick list for the warehouse floor. The basic logic is: loop through all pending sales orders and pull any line_item that is both in-stock and in-inventory. Output this as a pick list page The staff marks
How to access Inventory Pick Lists?
I can create pick lists using the Zoho Inventory portal, but I can't find any documentation on accessing pick lists via the API or Creator. Can any one point me to info on how to do CRUD operations on pick lists?
Zapier to Zoho - rate not including decimals
Hi guys, I am wondering if anyone has experienced the following: I am importing woocommerce orders into Zoho Inventory using Zapier. Every field in my Zap is working as it should *except* for my “rate” field. Despite trying the raw sales item price
Custom fields
Some of my custom fields in items do not have an api field name. How can I force this field name or either get the cf_id into the template ? The template ${SALES ORDER.Item.CF.<myFieldName>.Value} does not work !
Updating items by importing
I have a lot of items which need to have the status changed to "inactive" ! Nice & easy to do with a spreadsheet but there is no option to map this field on importing ??? It would take a very long time to do each manually ! Update : before posting I checked....
invoice to packaging material adjustment
As We / anyone manufacture any product , in that everywhere packaging material is uses , example 20 bags manufactured = 20 empty bags / drum / bottles / pouch etc should be less from stock how to atuomatcially adjust it while generate invoice there should
Managing Backorders
Hi there, many of our customers buy items that are out of stock (backorders). When we create purchase orders (monthly), we want the automatic quantity calculation to take them into account: if we would normally need to reorder 1 piece and there's 1 backorder,
lookup field
Hello I got a problem. I got 2 fields in my Item form , 1 Category and 2 sub category Q1. How to link a look up field to a field , I am importing my data and i got a coulmn call category , , i created a field call category and when i import data , i
Bulk edit of cost prices
I am trying to edit cost prices for Purchase Orders & sale prices for Sale Orders on number of variation, Naviagtion > Price list > Import File But when do this activity , file gets save in xls or csv but changes are not reflecting in the system, Please
Printable Receving Sheet
Our shipping/receiving department still lives in the 1800's and doesn't have access to a computer. So to circumvent that, I print a copy of the create receiving screen and they put the notes on there to input by someone in the office. The problem with
Lookup
Hello , I am new to zoho , great product , but i am stuck , any idea how can i do dynamic lookup field, or when i am importing my date , it will create lookup values ( like it does in MS Access ) or any other way arould
Create invoice returning code 2, the request passed is not valid.
Hello, I've successfully create contacts and sales orders, but have not been able to create an invoice via the API. I tried different combinations but the error is always the same.. My request is as follows: { "adjustment": 0, "adjustment_description": "Adjustment", "currency": "USD", "currency_id": "551422000000000097", "customer_id": "551422000000059003", "date": "2017-02-09", "discount": 0, "discount_type": "entity_level", "exchange_rate": 1, "invoice_number":
Duplicate inventory transaction in Zoho book
Hi, i am new to this inventory thing. When i create a purchase order then a bill and record the payment in inventory, that transaction also appears in Zoho books since i'd have selected the bank account. But then let's say i refresh the banking feed
Make Sales Order Reference# Automatically Available When Creating Invoice
When creating a new Sales Order it's very common, for example, to reference a customer's incoming purchase order number--and this is sufficiently accommodated by the Reference# field. However, when creating a new invoice from within an existing Sales Order that has a Reference#, the Reference# is not available. Instead, the actual Sales Order number is added. This should not be the case because a sales order number should be an internal tracking number, while a reference number should be for external
Serial number tracking with composite item
Same as topic. Is it possible to add an item with serial number tracking to a composite item?
oAuth is not returning any response when using Excel Online Script
I am trying to transfer the macro VBA codes in generating authentication tokens to online excel 365 script to pull data from Zoho API but I am not getting any response. This is my function for calling the oAuth: async function webRequest(client_id: string | number | boolean, client_secret: string | number | boolean, code: string | number | boolean) {
Cost of production and calculation of raw materials
My project depends on production. I did not know how to enter the raw materials and then transform them into the final product. Raw materials tracking is very important for me without it its very hard to work
Item Bundling status
Hi there, We are working together with a logistic company, that is doing all tasks around storage and fulfillment. We have bundle items and we create bundles when needed. Now we have the problem, that all bundles are completed immediately after creation. In the API docs https://www.zoho.com/inventory/api/v1/#Composite_Items_Create_Bundle there is written: "Denotes the status of the bundle. Currently, this has to be true since we didnt support any other status as of now." This is bad for us, as we
Sync Final / Salable Products Only
My company is a manufacturer. We only have a few dozen products that we sell to customers, but because of raw materials and work-in-progress, we've got thousands of individual SKUs. It would be really helpful to the organization to have a way to only
Inventory Audit Logs
Hello, New to ZOHO and am fumbling my way around the platform. Are there audit logs of changes made to settings? For example...any changes made in Preferences? Thank you, Frank
Inventory Adjustments - Upload supporting documentation
When performing an Inventory Adjustment, it would be preferable to have the ability to upload the supporting documentation - such as the stock-take report and the manager sign-off approving the adjustment. When it comes to Auditing of Accounts, this documentation
Shopify to Zoho Item Sync
I am totally new to Zoho and trying to wrap my head around certain features and functions. I have attached a doc outlining my question. Thank you, Frank
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