Zoho Inventory Community Digest November 2020 - a monthly rundown
Hello all! The holiday season is here! We hope you all enjoy it while still prioritizing the health and safety of yourself and your loved ones. We assume that for many of you, it's going to be quite a busy month with the different promotional offersUsing the API how do I determine which warehouses have stock on hand for a specific item?
Business Objective: when creating a sales order via the API, we want to associate it with the closest warehouse that has inventory on-hand (in-stock). Via the API I have the list of warehouses and list of items, and the documentation for creating a salesAuto delete Purchase Orders after a certain time
Hey Team, How do I create a workflow to automatically delete Purchase Orders created after a certain time? I am implementing cut off times for creating Purchase Orders and I need Purchase Orders created after 3 PM automatically deleted. I have a webhookRMA Process
Hi, Our business model is based on a large amount of returns (try before you buy concept). Does anyone have any great tips about how to use RMA/ returns efficiently?Has anyone changed item tracking from item name to item sku? and if so, what do I need to be aware of?
We started using Zoho about a year ago without really knowing how it all worked or doing any prep work. We dove in and set everything up and used item name instead of sku. Worst idea ever in hindsight. We didn't know any better and didn't know what theGot this error
I am using https://inventory.zoho.com/api/v1/salesreturns?organization_id=xxxxxxxxx Authorization : Zoho-authtoken XXXXXXXXXXXXXXXXXXXXXXXXXXXX and got this error. Please help. { "code": 2, "message": "The request passed is not valid." }UPCs beginning with cero
When I am creating an item, the system erase the cero at the beginning when I enter the UPC manually. What can I do?Fastway Courier Integration
Your integrations includes support for the Fastway Courier API. I have asked the company in New Zealand if they support the system and they tell me that they do not. Could you please clarify if this integration is only for certain countries?Exporting Tracking data imported sales orders
Hi, I just wanted to enquire about whether it is at all possible to pull tracking information down via CSV for packages created previously? We work with a number of online channels that require us to import tracking numbers to portals. Due to us notincorrect VAT calculations from Ebay sales?
We have tried to resolve the problem with Zoho people couple of times but no joy so far (they are working on it so I hope it will be resolved soon) Maybe there is someone with similar problem and I hope solution is easy. When we sold product on ebayUPS TO BE INTEGRATED WITH ZOHO INVENTORY IN UK!
Hi guys, Last year when I went to etc.venue Zoholics activity in UK, I requested if is possible to integrate UPS and DHL with Zoho Inventory in UK, for us it is very important as we send weekly lots of shipments and would like to have Zoho to controlIntegration of Zoho analytics return an error for Zoho Reports
Hello, I'm trying to add Inventory to Analytics. I'm Admin in Inventory and Organisation Admin in Analytics. From Inventory, It seems the integration with Analytics have been set up, but when I clic on details, I get the following error: I don't get where is this Zoho Reports is coming from. And why as admin I don't have access ? Is it only the super admin who is allowed to setup the connection ? ThanksHow do i create items for mobile spare parts business
I have below fields for each product Family-> this is for grouping category-> this is for grouping Sub category--> this is for grouping Brand--> Model-> Colour-> Quality-> Warranty Type-> Product type---> Title = Brand + Model + Colour + Quality + Warranty + Product Type Attaching Product Master SampleSerial number limit
Hello, I would like to ask how you solve the limit of serial numbers, it usually happens that we work with items in the number of 2000+ pieces. We are currently unable to close the store and it appears to us as open. It doesn't work for us in severalInventory Adjustment Limits?
Are there limits on the number of inventory adjustments and/or lines in an inventory adjustment per day? The reason I ask is that we keep track of our manufacturing processes via a Zoho Creator app, and the plan is to once per day submit an inventoryMulti Warehouse permission
Dears, I have multiple warehouses and I need each user to have access to specific warehouse(s) which means he cannot see other warehouses stock and create sales orders on that warehouse only. In users and roles settings, it allows only permission on module level, how I can do the above?Creating Invoice from sales order API
Hey there, I created a new sales order via API. Then, I created an invoice from that sales order (tried both ways, via api and manually). Once I did this the status is automatically "closed" instead of "confirmed". Now the crux : when I manually create a sales order and then create an invoice from that it works fine : status is "confirmed". How can I solve that? Is there even a way to change the status of Invoice, packaging and shipping via API in the sales order display? I also attached the responseEnter variable code that goes with each item sold
We have a variable code (for access to our online resources) that is assigned to each item when it is shipped. Is there a way to enter this code for the item upon shipping so that it is recorded in Zoho Inventory and possibly able to be pulled on a reportAsk the Experts - Zoho Inventory #26: 5 hours of live discussion on Purchase Management in Zoho Inventory
Hello everyone, We hope you're all safe and well. We are back with another episode of 'Ask the Experts - Zoho Inventory' to discuss everything on inventory management. Procurement is a crucial part of every businessZoho Inventory Community Digest September 2020 - a monthly rundown
Hello all! Hope you are all safe and holding up well. Another month has passed, and we've managed to gather a number of updates, a few webinars, and some expert sessions for you. Check out some of the latest developments for this month in the September edition of the Community Digest for Zoho Inventory. 1. Ask The Experts series: The recent episodes of our Ask The Experts series have been mostly focused on two areas: tools for internal collaboration, and improving customer experiences throughMulti-languages on Zoho Invoice for Items in Inventory
We are Canadian based company and have clients worldwide. We communicate in English, French, and Spanish language. Our quote and invoice are written in English for English clients, and French for French clients. (no invoice in Spanish yet). Our invoiceSerial number tracking for sales orders
Hi, currently trialling Zoho One, tracking of serial numbers is very important to our business. One thing I find slightly odd is that we cannot enter/scan serial numbers for a sales order until the Invoice stage. It makes sense to me that when we create a "package", this is when the order is being picked&packed and we want to scan & enter the serial numbers at this point. As it is, we have to ship the package, mark it as delivered and then raise an invoice in order to enter serial numbers. IsTracking of shipments sent via Carrier
Hi there, I have a question concerning the package tracking feature of Zoho Inventory. We are sending out packages with Carrier DPD directly from Zoho. This is not a very "fast" solution for our fulfilment centre, but anyhow .. I want to know, why the tracking feature only works for packages created manually. Furthermore, I see an actual status of packages created via carrier - but I don't know, if I can rely on that one: We really would love to see a general overview of all packages currently inZoho Inventory without a physical inventory; Dropshipping
Hello, we sell physical products but we don't have a physical inventory. For each order from a customer we create an internal order for our supplier. The products are send directly to our customers. How can I reproduce this in Zoho Inventory? Zoho Inventory wants me to provide an inventory setup for each product. In fact the inventory is infinite from our perspective. Sunny regards, ArtjomAsk the Experts - Zoho Inventory #22: 6 hours of live discussion on the integration between Zoho Inventory and GoCardless
Hello everyone! We are back with another episode of 'Ask The Experts - Zoho Inventory,' and this week, we will be talking about the Zoho Inventory and GoCardless payment integration and how it can help you with your everyday customer payments. Managing payments have always been a tiresome job. Receiving timely payments, matching them with the right invoice, making the process convenient for customers, categorizing payment transactions, reconciling statements etc. are just some of the major challengesHow Can I list 1 items all inventory transactions order by transaction date?
How Can I list 1 items all inventory transactions order by transaction date? I can't find any report or functions in zoho inventory?How can I check the transaction history about item had been bundled?
Hi , If A had been created bundle from B and C. I can check bundled history from A. But for B and C. I can't find any info to show the bundle transaction. Could you give me a advice ?Ask the Experts - Zoho Inventory #25: 5 hours of live discussion on Sales Management in Zoho Inventory
Hello all, Hope you are all safe and well. So far in 'Ask the Experts - Zoho Inventory,' we have been talking about the different integrations available in Zoho Inventory. Now we will be looking into some of the basics of managing business. Efficient sales management is an important part of every business, and this week, we will be discussing everything you need to know about handling sales with Zoho Inventory. Zoho Inventory helps you manage sales transactions and invoicing all at once. The SalesZoho Inventory Ebay Integration
Hi, We have set up a trial with our Ebay account and whilst Zoho Inventory has pulled in the items successfully it fails to pull in orders? This is an Ebay UK account. Thanks BryanFunction to change status of shipment after 3 days
Hello! I am trying to make a function that through a workflow, changes the status of the shipment to "delivered" after 3 days. The 3 days time is made with the workflow, but the update function is not working. When I try to debug it always give me this error: Check and update the code in line 13 as there is a Exception : Value is empty and 'getJSON' function cannot be applied This is the code. Can someone tell me what I am doing wrong? salesorderID = salesorder.get("salesorder_id"); organizationIDClone an Item WITHOUT positive stock
I have noticed, after making many a stock check, that when you CLONE an ITEM in Books or Inventory that has a stock quantity, The new ITEM has the SAME stock quantity!! Really can't fathom the logic. The 'donor' Item should have a default zero stock quantity. Anyone else seen this, or think that I have it wrong?Recommended Reorder Point
Hey Team, Hoping you could someday implement a recommended reorder point based on our sales data. Since you have all our Sales Order data, it would be nice if the system can automate or recommend a reorder point for all our active items. It can be done via Reports. Just a thought but hope you think about it. Other inventory systems, like Inflow Inventory, has a report for their system's reorder points.Zoho inventory returning "Internal Server Error"
I am trying to push existing data to Zoho via API calls and that is not working. https://inventory.zoho.com/api/v1/items?authtoken=*****&organization_id=***** returns {"code":6,"message":"Internal Error"} To insert, I am doing the following const params = { authtoken: '******', organization_id: *****, JSONString: JSON.stringify({ contact_name: 'Bowman and Co' }), }; HTTP.post('https://inventory.zoho.com/api/v1/contacts', { params, }, (err, response) => { if (err) { return console.error('uploadShopify Order status "Paid" into zoho inventory sales
Hi Team, I have integration between shopify and zoho inventory and it is pulling shopify orders(paid & unpaid) as sales order into zoho inventory. I am then creating invoices using automation automaticly for the the sales order. While creating invoices using automation, I want to check if shopify order (salesorder in zoho) came as "paid" or not. If Paid then I will mark the invoice status as paid else will mark it invoice sent. But the problem is it is not clear as how to get the order status details.Zoho Inventory is e-Invoicing ready for India
A recent update shared by the Central Board of Indirect Taxes and Customs (CBIC) confirms that the much-anticipated e-invoicing requirement will be implemented in India on 1st October, 2020. If your business has a turnover of more than 500 Cr INR every year, then it is mandatory for you to register for the e-invoicing facility and use a system that supports this functionality. This new rule means that you have to generate e-invoices with systems that have a built-in e-invoicing function. Then,Ask the Experts - Zoho Inventory #24: 5 hours of live discussion on the integration between Zoho Inventory and Microsoft Office 365
Hello all, Hope you are all well and safe. Microsoft is an everyday solution preferred by many of our users and we are glad to bring you an episode discussing the Zoho Inventory and Microsoft Office 365 integration. This integration helps companies who use Microsoft Office 365 for their daily office operations. With this integration, you can fetch every user and contact into your Zoho Inventory account from Office 365 and easily manage the user roles in Zoho Inventory to protect your accountSales forecasting
Hi, I am looking at using Zoho Inventory with our WooCommerce stores. I was wondering if it has sales forecasting? I have signed up for a trail Zoho Inventory account, and can not find sales forecasting in admin panel. I saw it is part of Zoho CRM. I am also confused if I need Zoho CRM or Zoho inventory? I see the price for the "Zoho CRM Professional" is cheaper than "Zoho Inventory Standard"? And, Zoho CRM Professional apparently includes inventory? Does "Zoho Inventory" have more features?How can I see in a reporte the quantities of the single items sold in composite items
I want to know my sales of some single items but because them are included in a composite items I can not see the info on the report. This is very important so we can know how many items we are selling and how many to buy.About Currency
Hi Sir, I want to know where can I exchange my currency on my item or PO/SO ? Thanks!Add items to groups with Deluge or Workflow
Good morning, I have Zoho CRM and Zoho Inventory in sync one way, so all articles that are created or edited in Zoho CRM are automatically reflected in Zoho Inventory. In Zoho Inventory I have created several groups of articles to be able to organize all the articles that come from Zoho CRM and that each article can go to a specific group. What I would like to know is, how can I schedule each article to go to a specific group? The articles have a text field that specifies the group that should go,Next 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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