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 shouldManaging 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 , iBulk 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, PleasePrintable 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 withLookup
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 arouldCreate 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 feedMake 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 externalSerial 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 workItem 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 weSync 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 onlyInventory 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, FrankInventory 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 documentationShopify 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, FrankIdentical Product, different channel
In eBay I sell the same exact product in different (in stock) and (backorder) buyout listings as well as on Etsy. How are they supposed to be stored in zoho Inventory? Do they all need to have different sku's? The product only shows up in 1 item group and not the others. Ebay listing 1: Product x Ebay Listing 2: Product x Etsy Listing 1: Product xAuto Populate Contacts Custom Field (Cf.SalespersonAssigned) data to Sales order Default Field (Salesperson) when same customer is selected while preparing salesorder
Auto Populate Contacts Custom Field (Cf.SalespersonAssigned) data to Sales order Default Field (Salesperson) when same customer is selected while preparing salesorder. For Eg. Customer A has custom field "Salesperson Assigned" = Andrew I am preparingAutomatically convert my online sales orders to invoices in Zoho Inventory
Hi, I need a custom script to convert my sales orders created in Zoho Inventory automatically to a paid invoice in Zoho Inventory. Every topics about this I found here are very old and using the deprecating authtoken mechanism. Can you please provideCan I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?
Can anyone helps me, I don't want to use the SKU code for scanning my products. Because all my products have a CODE-128 label attached.Custom Item Fields and Reporting
Hi, Is it possible to view custom item fields in reports? I would like to view reports based on certain fields that i have created. Thanks,could not update an item in the inventory
Hi, I am a developer from Germany. I 'm new to zoho. I am able to add an item to the inventory. However, I am mot able to update an item. This is how I used to add an item to the inventory. And its successful. curl https://inventory.zoho.eu/api/v1/items?organization_id=20075964771Item field customization - configure access
You cannot disable read permission for the user Warehouse as read access is provided in Package. These details are not shown in packages - very confusing - I want to hide these fields (& all monetary figures in fact) in all modules for a certain role,Single-Item Composite Items
TL;DR: Zoho Inventory appears to not allow for composite items that are made up of a single unit of one other item. There's no reason for this artificial restriction, and it should be removed. Background / Use Case I'm working to transition our manufacturingComposite Item Bundling - Use Default Recipe in API and Import
Right now, when composite item bundles are to be entered via API or import, it is required to also list the associate items consumed as part of this process, even if we just want to follow the recipe / BOM / list of associate items and labor that areZoho Inventory Community Digest February 2021 - a monthly rundown
Hello all! Hope you are all doing well as we get close to finishing the first quarter of 2021. This month, we have some cool feature updates and an amazing webinar to help you learn more about using artificial intelligence for managing transactions.EXPORT AND IMPORT Composite Item
I NEED TO EXPORT COMPOSITE ITEMS, WHAT SOLUTION DO WE HAVE AVAILABLE, ALSO WANT TO AS IF WE CAN IMPORT COMPOSITE ITEMSWhat's New in Zoho Inventory - March 2021
We've made some nitty-gritty enhancements to improve your overall user experience. Let's check out what's new in Zoho Inventory this March. Default Customer Type Based on the customers you mostly do business with, you can now choose the default customerQuotes
Hi Zoho Inventory seems to do everything that I require at this stage for my business however there does not seem to be an option for creating sales quotes in Zoho Inventory, only sales orders. Is there a way to do this or do I need to use Zoho Invoice or Zoho CRM for this? Thanks KeithShopify Payments and Zoho Inventory
I am looking at integrating Shopify and Zoho Inventory. As online sales and payments are processed through Shopify, how is the payment information bought across and matched to the invoice. I understand the process of creating packages, shipping them andmaintaining Bills of Material using Composite Item
The Composite item feature in Zoho Inventory is a very useful feature. However, I realised during the course that I cannot edit an item once there are transactions. As a workaround, I had asked if I could create a new composite item and ask you to get the transaction history for the old item copied to it. STILL WAITING. I hope whoever from Zoho Support answers quickly after having understood the problem, as I had raised a ticket a few days back and haven't had a response yet Unless there is moreHelp with Shopify to Zoho Inventory product/item pricing updates needed
We are researching an issue for a client where they need to switch all of their Shopify products as Include all Taxes. But, when this switched over they want to increase the prices in Shopify to adjust for the tax that will be taken off each productSales Order shows completed/fulfilled but no package/shipment ever created
I have 2 examples of this happening now, and it's very worrying as our back office now has to comb over every single order and cannot trust the dashboard for order status. The Sales order shows nothing in the history that the status was changed by theShow sales without shipping cost
How to see the sales report without the shipping cost getting added to the total sales amount. ??? This is an issue when calculating sales for each sales person as the shipping cost gets added when clicked on reports.Inventory in Books- our problem with pallets
We buy pallets full of products let us say 100 items on a pallet. We then sell these items various ways- Example customer pickup we batch them into 5,10, 15, 20 etc delivered and each quantity has a fixed price. We would like to use the selling side to effect the inventory off the pallet. I cannot think of a way of doing? Is it possible even?Bulk / Volume cost & price for Zoho Inventory
Hi, I am looking to manage bulk / volume prices for Zoho Inventory. I receive QTY based costing from my suppliers and also offer this method of QTY based pricing to my customers. EG QTY 1-49 = $55 QTY 50-200 = $47 QTY 200+ =Introducing Serial Number tracking in Zoho Inventory
Hey everyone, Hope you're all doing great! As your business grows, you'll need more and more control over the flow of your inventory. For example, you'll need to be able to uniquely identify every single unit that comes in and goes out of your warehouse. This pin-point precision is very much important for handling many day-to-day business scenarios. With that in mind, we're happy and excited in bringing Serial Number tracking to Zoho Inventory. Why do I need serial number tracking? "Hey, theShipping Options . Available Shipping Locations
Is there a possibility of adding available shipping options per product for suppliers/dropshippers? e.g I have a supplier who only ships to UK & Eu countries. Is there somewhere I can save this information? Many Thanks DannyNo Purchase Receive in Response API List All Purchase Order
Hello, i use API List All Purchase Order and i want get reveive_id, but when i run API on postman column receives is null. maybe this a bug or API is not finish. and the consultant can't answer becouse not understand this problem thankNext 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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