UPS UK Integration
Is there any news on UPS UK being integrated into Zoho Inventory?
Ask the Experts - Zoho Inventory #7: 7 hours of live discussion on the integration between Zoho Inventory and QuickBooks Online(QBO)
Hi folks! This week's 'Ask the Experts - Zoho Inventory' session will be on our QuickBooks Online integration. Zoho Inventory offers a really comprehensive integration with QuickBooks Online. This feature equips you with a tight synchronization of your financial data in QuickBooks Online to Zoho Inventory without compromising your inventory management capabilities. Feel free to discuss anything and everything about this integration to help you stay on top your daily accounting practices while handling
Composite Items - Itemise components
Is it possible when an invoice is created listing a composite item to itemise all the components in the composite item on the invoice? i.e. Composite item is "Bunch of Goods" which contains "pears" "apples" "oranges" Currently I generate an invoice with item line which says just "Bunch of Goods" which is not very descriptive - is it possible to have an item line of a composite item which reads: Bunch of Goods -pears -apples -oranges Cheers in advance Chris
Ask the Experts - Zoho Inventory #1: 4 hours live discussion on the integration between Zoho Inventory and Zoho Books.
Hi folks! We're happy to announce the first episode of Ask the Experts - Zoho Inventory. This is a weekly forum discussion. Each session, a panel of experts will take questions on specific topics related to Zoho Inventory and the chosen feature for that episode. The panel will be available for a 4-hour period and answer any questions posted here. In this first episode of Ask the Experts - Zoho Inventory, we will cover questions related to Zoho Inventory and its integration with Zoho Books, along
Can I select a saved template when I am creating a Purchase Order?
On this page (https://www.zoho.com/us/books/help/purchase-order/po-createsend.html), I read that I should have the ability to select a predefined template when creating a Purchase Order. I have two templates created yet I can't seem to find out how to select the template I want to use. is this no longer a feature?
What happened to bulk adds in purchase orders?
Hello, I was thrilled a while back to see that someone was being especially thoughtful in coming up with the "bulk add" feature in the Purchase Order area. This one feature cut the time for creating a lengthy PO down to a fraction of the the time. Now it's suddenly vanished. What happened? -Bryan
Pulling sales report for each item from Zoho Inventory
Hi, When I pulled a report for last quarter I noticed that the system reports all items, including the items that are invoiced, but are not paid or shipped. Is there any way to avoid that? Thanks!
API: Create a purchase receive, the API only work when the PO have not been billed
this message returned: The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s).
How to setup warehouse in CRM and do transfer of inventory and sales invoice for a particular warehouse
How to setup warehouse in CRM and do transfer of inventory and sales invoice for a particular warehouse
How To Update A Composite Item By Adding An Additional Item?
I'm trying to add an additional item to a composite item and the system will not allow me to complete this task, I keep getting the error message: "Items associated with a composite item cannot be updated if the composite item has been boxed or unboxed" See screenshot image below If I have to create this composite item again this will create another issue because the system will not allow me to delete the existing composite item, when I try I get the following message: "Items which are a part of
Ask the Experts - Zoho Inventory #2: 7 hours of live discussion on the integration between Zoho Inventory and Zoho CRM.
Hi folks! Thank you all for your response on the first episode of 'Ask the Experts - Zoho Inventory'. We're back with the second episode, and our topic for discussion will be the Zoho Inventory and Zoho CRM integration. Our panel will be available for a 7-hour period this time and will answer any questions posted here. In this episode, we will be covering some of the key sections of this integration, including: Setting up the integration Creation and mapping of the right fields between modules Using the 'Zoho
Cant Find A Variable
Hello, I need some assistance : i want to send me by email (later use this variable with WebHook) the tracking number (text field when i ship a package, look at the first attachments) but i can't find this variable. I try a deluge script but it doesn't work. Can someone explain me how to access this data? Thanks
How to add products Images in quotes?
Hello, I've trying to insert pictures of my products in the sales order quotes. I was trying to do it with the URL of the images but I cant find to access the HTML in order to insert the necessary code. If you know how to make it possible or another way that could help I would appreciate it too much. Thanks!
Inventory Purchase Order Item Report
Hi, I want to get a report that for a given time period shows me all items on order yet to be delivered. In this report I would like to see: PO-number Date Item not yet delivered Quantity not yet delivered I want to send this report to our suppliers to check if they will be able to deliver or if these items should be removed from the PO(s). Is there such a functionality in Inventory/Books/Reports? Thanks, Peter
Question/Request: Can you set a max. stock limit to be maintained in an integrated sales channel (Etsy?)
Hey all, Thank you for your help and advice. I would like to know if there is a capacity to Zoho Inventory to deal with the following situation: I have a listing on Etsy that I would like maintained at a certain threshold - for example 20 units, even though I may have 100 units in my warehouse. In an ideal situation, when 1 unit is purchased by a customer, I would like the system to update my warehouse stock to 99 units, and sync to maintain the 20 unit threshold on Etsy. Is this a function that
Add custom field from SO to Packages and Invoices?
Is there a way i can add a custom field that I have in the Sales Order module to Packages and Invoices? There are a few fields that I would like to be able to see throughout the whole process. Or is there a way I could create a custom function/field update to create a separate field and have it updated when the package and invoice are created?
Upload inventory adjustment shows The batch number cannot be left empty. Please enter a valid input.
URGENT NEED HELP!!!!! Hi I am trying to upload a file with inventory adjustments & need help urgently as i cannot inward fresh inventory till issue is resolved. facing backlog & customers are complaining. the error that i see when i try to upload a trial file is: The batch number cannot be left empty. Please enter a valid input. PLEASE HELP URGENTLY
What's the best way to start building my shopping, inventory and accounting stack?
I am planning to migrate from another inventory system and online shopping cart. I plan to move to Shopify and use Zoho Inventory and Zoho books for my inventory and accounting purpose. However, I don't know whats the best way to start going about it. Is it better to build the Zoho books first, then Zoho inventory then last is Shopify? Or is it better to build Shopify then Zoho books then Zoho inventory? I hope you get my point and tell me the best way to build this. I have over 1000s of products
What's New in Zoho Inventory - February 2020
It's the first post of the new decade and we are excited to share the recent updates that were added to Zoho Inventory in the past month. View the price lists associated with an item When an item is associated with several price lists, it becomes difficult to identify the item's rate in each list. For that purpose, we have added a section in the item details page where you can view the different custom rates applied to an item in each list and edit them then and there. Note: Markup/Markdown price
Shopify not in sync with Inventory
After integrating the two apps, I updated the Shopify inventory of a product and the change didn't reflect on Zoho Inventory. The change was manual, and it didn't even detect the "FAILURES"on Zoho Inventory. How can this be a reliable inventory or which is the correct use?
Consignment Basis Sales
Hi, we are a brand for lifestyle products like iphone covers, ipad covers, laptop sleeves, backpacks, work bags etc. We sell our products to distributors and retailers on consignment basis. Alternatively, we also sell our products on marketplaces and on our own website powered by Shopify. We are interested in using Zoho Books & Inventory for our offline as well as online sales. However, we are having a hard time finding a solution to the sales that we make on consignment basis. Our consignment basis
Free Webinar: Kickstart your financial year with Zoho Books and Zoho Inventory
Hello everyone! Hope you are all good. I am doing great as well, and I have some great news for you. We are doing 12 new webinars that are tailor-made for the users of Zoho Inventory this year, and I am here to tell you about the first one titled "Kickstart your financial year with Zoho Books and Zoho Inventory." I am doing this webinar in association with Harsha Vardhan A from the Zoho Books team, and together, we will demonstrate some key tools that are available within these two platforms that
Credit/Refunds in Zoho inventory/books
Hi Everyone, We are just starting Zoho Inventory/Books at the beginning of this month. We are having a problem with returns/refund. Credit memo's or refunds can only be given if an item is returned. However, there are several times where a simple refund is needed or partial refund or the item was purchased at the end of last year where there isn't an item to return. How do you all work around this?
2019 - The year at a glance
Over the course of this year, Zoho Inventory was completely revamped to accommodate new tax laws and features and keep up with the ever-changing market. It now rivals the leading products in its category as a highly recommended inventory management app for today's businesses. Here are some of the accolades Zoho Inventory has bagged this year: Even better than awards is the appreciation we get from our valued clients. What have we done differently this year? We have incorporated Zoho's in-house artificial intelligence,
Removal of Inventory Item Group menu options under "More"?
Hello, Previously Zoho Inventory allowed you to open an item from the item list, then click on the "More" button in the upper right, and add it into an existing item group if it was a standalone item, remove it from an item group if it was part of one (thereby creating it's own item group), or move it to another one. For some reason, I now see that these options are seemingly available for only a limited number of my items. Has this functionality now been limited? If so, this would really be unfortunate,
No 'Track inventory for this item' option after CSV import
Hi there, Due to a large amount of items my company needs to add to Zoho, we imported all of our data to Inventory .via a csv file. However, I've come to noticed that the option to 'Track inventory for this item' is not available for the items that were imported from the .csv file. I've attached two screenshots for reference. Right: Item created directly in the Zoho interface Left: Item imported via .csv The opening stock and inventory account maps were imported with no issues, but it's not appearing
What's New in Zoho Inventory - December 2019
For this joyous holiday season, we are back with a bunch of product updates to make your day merrier! Let's take a few minutes to check out what's new in Zoho Inventory. Zoho Inventory - Zoho Sign Integration Add a layer of authenticity to your invoices by embedding your digital signature. This will prevent users from making unauthorized changes to a document. Zoho Sign makes the process of digitally signing documents as simple as it can get. Here’s what the integration with Zoho Inventory
Retrieve image url in zoho inventory
Hi folks, I would like to display an image from an inventory item in my app. I'am able to get the image name in the json answer, what should I add before to get the full path to the image and be able to display it in the app ? Chears
Zoho Inventory gets a refreshing new facelift
You may have noticed that on reloading your screen, Zoho Inventory had also refreshed itself with a new look and feel. The following are the most prominent changes that could be found at first glance: 1. Separate modules for Customers and Vendors During the initial instalment, we had split the Contacts module into Customers and Vendors for easy accessibility of the desired contact without confusion. Take a look at the related forum post to learn more. 2. Price List moved to the sidebar
What's New in Zoho Inventory - September 2019
We have introduced a slew of new features, integrations and value-added enhancements to Zoho Inventory in the past month. 1) Zoho Inventory - Amazon CA Integration The much-awaited update on the Amazon integration is here for the Canada edition. Now you can integrate Zoho Inventory with amazon.ca and effortlessly sync items, orders and stock updates between the two platforms. 2) Zoho Inventory - Zoho Analytics Integration Integrate Zoho Inventory with Zoho Analytics and generate over 75+ insightful
Free Webinar: 5 Must have inventory reports for online sellers | Zoho Inventory & Zoho Analytics
Hey everyone! Hope you are all doing fantastic today! I am Ajay from the Zoho Inventory team, and I am so glad to tell you that we are back with yet another holiday webinar, but this time in collaboration with the Zoho Analytics team on "5 must have inventory reports for online sellers". During this session, we will discuss and demonstrate how product based companies, including online sellers can measure some key performance indicators (KPIs) with Zoho Analytics using the data they have inside
Headers and footers for this holiday season
Hello, customers! The holiday season is here and 2020 is just around the corner. Just as we introduced holiday-themed transaction templates last year, we have published new headers and footers for templates. They are designed to help you send holiday-themed invoices or other transactions to your customers. To use the themed headers or footers in your templates: Click the Gear icon and select Templates. Hover over a template and click Edit. Click Header or Footer in the left sidebar. Click Choose
Zoho Shipments tracking number
Hi everyone. I am having trouble using the Zoho Inventory. What is happening is that after I create a shipment manually, I want to send the email notification with the tracking number on it to a third person. Example: I am selling a product to a company A, but I need to send the tracking number to a person B that is not related to the A. Zoho only allows me to send tracking emails notification to people under that company name. If I try to add a new email there, it asks me to add a contact and it
Inventory Location/ Custom Field on Receive.
With Zoho Inventory, when a Purchase Order is received with a series of items, the number of steps to see and or update information on the item in our case a custom field for the physical storage location adds a lot of extra steps. Would it be possible to have on the receive interface, custom fields or if a location system is in the works instead of custom fields, have that information there as well?.
Multiples shops, same business, same products
Hi, We have two shops that largely sell the same products (although both have some that the other doesn't sell). The are both owned by the same legal entity that subscribes to Zoho One. How can we manage stock for both shops in one instance of Inventory? Thanks
Stats on Item Groups
I might be missing it, but are there any reports available on the item group level compared to single items? I am looking for a sales per item group report...
Custom Field not Cloning while Cloning Composite Item
When I Clone Composite Item, It's not copying Custom Field Data to the new Item. See Attachment for more clarification.
Updating purchase_description and purchase_rate via the API
When updating an item via the API we have found we can not set the purchase_description and purchase_rate for items that do not already have values for these fields. How can we overcome this? We can only update these fields if the "Purchase Information" checkbox has already been checked using the UI and the product saved with some existing purchase information. Can someone suggest a fix for this? Is there a field/flag I can update with the same API call that will allow these fields to be set?
How to add a icon besides sales order number using an API.
I have integrated my website orders to zoho inventory sales order and it was successful. But I wanted to add an icon beside the sales order number as my reference that it was coming from my website. How could I able to do that? Something like shopify did, please refer on the screenshot
Where in the world is the Zoho Inventory data stored?
Dear, Can you tell me where in the world the data of Zoho Inventory is stored? Sincerely, Rens Eliens
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