Filter Fields Should Provide Full Text Search (CONTAINS vs. STARTS WITH)
When typing in a product name, for example, results only appear if the product name STARTS WITH with typed in text. It would be incredibly useful if the filter searched with CONTAINS criteria, rather than STARTS WITH. Thank you!
What's New in Zoho Inventory - August 2019
The much awaited product updates is here for the month of August! Let's take a look at what's new in Zoho Inventory. Multilevel Approval for Purchase Transactions You can now have more than one supervisor double-check the transactions created by your staff members. Doing so ensures that the transactions are verified thoroughly by each appointed personnel before it can ultimately be sent to the intended recipient, leaving little to no room for errors. If the transaction is successfully approved
What's New in Zoho Inventory - November 2019
The following are the new updates added to Zoho Inventory in the past month. Add Item Header You can now easily categorize items in your invoices and give them a common title using the Item Headers feature. To add an item header: Go to the Invoices module. Click the + New button in the top right corner. Under Item Details, click the drop-down button next to Add Another Line and click Add Item Header. Add the header name and press tab. The Item Headers can be dragged and placed above any item.
How do I set up items to automatically adjust stock number when creating an invoice?
I have made several invoices recently and I thought that whenever I added items to that invoice it would automatically deduct that item from my stock. Why does it not or am I missing something?
Search item by field VENDOR
Please could you add the field PREFERRED VENDOR to the advanced search for items? When wanting to place an order with a particular vendor, we wish to list of products to look at the stock levels - not just the ones low on stock (vendor reorder) but all.
Mass Import Items with multiple images in Zoho Inventory
Hi - I need to import hundreds of items with each item has multiples images in Zoho inventory.I have xls sheet where each item with details and respective image urls . So far I am aware it is not possible using direct import option in zoho inventory to import images as well. I don't want to go each item manually to upload images . Is there any way to do it automatically ? Thanks for your help .
Sales Order Item Status in PDF template
Is there a way to display the Sales Order Item status in the PDF template? e,g, whether it is "packed" or "invoiced" or "canceled"?
Zoho API Create Item
I am trying to create an item using the Zoho API with the following code: curl -d '{ "item_type":"inventory", "name":"Bags-Small", "sku":"123456" }' https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXXXXXXXXXXXXI get the following error: {"code":4,"message":"Invalid value passed for JSONString"} Help would be appreciated thanks.
Custom Part Numbers / Custom Pricing
Hello, i am new to Zoho and would like to use custom customer item numbers, and custom pricing. I would like to take what i can do in the AS/400 and do it in Zoho. Is that possible? for example, If i set my selling price as $5.00 each, but if a quantity of 50 is ordered it will be $4.00 each. And lets say a specific customer referrers to my item #1234 as their item#56405, is there a way to put this info in Zoho to better track inventory thank you in advance!
Recieve payment for invoice API
Hello, I have an integration scenario where when a customer pays an shopify order then a sales order is created in zoho inventory and from sales order we create a sales invoice using deluge script. I want to mark the sales invoice as "paid". I am not able to find as by which API I can do it automatically. I can see there is API to mark invoice as sent but no API to mark it as paid ? Ex call I have. I want to use "paid" instead of sent but that does not work (it says invalid url). So which API is
WAREHOUSE MANAGEMENT
1. No option to designate particular user to particular warehouse.. Any user can operate any warehouse. 2. Invoice printing only the Head office address not the warehouse address. 3. When exporting stocks item serial numbers are not exporting. 4. Retail invoice cannot select serial number of product. 5. item universal search required
Recieving inventory in consignment
Hello , Has anybody had this problem before. In our company sometimes we have inventory in consignment and until we have a sales order for the product we send a purchase order to the provider. Is there any way to track this so that I know how much product I have in my warehouse even though it is not on my inventory. Please help.
Shopify not sync well with Inventory
Hi, I'm trying to sync Shopify with mi Zoho Inventory, but I only can sync the articles, not the sales orders. Please Help Me
New UI Updates in Zoho Inventory
We have split the Contacts module into Customers and Vendors. These are now positioned along with the Sales and Purchases modules in Zoho Inventory and the functionalities are divided accordingly. Important Note: These changes are currently rolled out only to a few organizations. It will shortly be available in all the Zoho Inventory organizations. Benefits of splitting the module: Reduces Clutter: Currently, the Contacts module is cluttered with the details of both customers and vendors, all saved
Make fields like UPC and EAN (and custom fields) available to PDF templates
Good day, Currently, it's not possible to present certain fields like UPC, EAN, and custom fields on PDF templates. Some of these can be quite important. Is it possible to soon make these available to the template system? Thank you! Chris
Issue with creating packing list and Invoice from sales order placed to multiple vendors.
Hi all, I am facing this strange issue. I have sale order against which I back ordered to different vendors, shipment from one vendor is received while from other is still pending. Now I want to ship the item from first vendor but to my surprise the sales order shows ON HOLD and I cannot generate invoice nor package list etc. This happens when I use back order option. I wonder If anybody have solution to this issue. Regards Bilal
Pricelist Export/Printing
Dear Zoho, I normally update product prices by updating Price List Can I export/print the price list and send to Customer ? Thanks LT
empty string
create a role for salesperson, generally just read only access but with the ability to create and edit sales orders. The saleperson can create a sales order no problem on the desktop version but in the Android app gets an "empty string" message after selecting a product. No price or tax details come through either.
'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory
Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }
Inventory Maintenance
Hi, Is it possible to add a simple form for recording of inventory (equipment) maintenance? If a customer, for example, sends back an item for service, can this be recorded against the inventory item? TIA Al
Asset Value in ZOHO inventory valuation report
Hi there, I would like to know how does calculate the unit cost when we purchase an item and receive it from a bill. Below is an example we have question with. As of 18th Sep, we have 7 qty remaining for item A with unit value $7.59. We purchased 20 qty more, and received in stock from bill 9119T92726 part1, on 19th Sep. The unit purchase value recorded on the invoice is $12.61, however the unit cost in inventory valuation report shows $8.716. Please could you advise how does the zoho calculate
Zoho Crm - Inventory Integration
Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.
Add price and cost when creating description of composite item
Dear team, We are using the Composite Item in Zoho Inventory. We love the feature to create the description of this Composite Item using the name and units of the items bundled. We would appreciate as a feature request that you also add the price and the cost of these items within the description. Many thanks in advance! Christophe Mendez Partner Zoho en Mexico
Free Webinar on The Taxation Law Ordinance 2019 (Indian Edition)
Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. The amendments are made with the intention to boost investor sentiments, push for 'Make in India' initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: 1. Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. 2. Companies that do not avail tax incentives will be charged at 25.17% inclusive of cess and surcharges. 3. Listed
"stock_on_hand" field for Item is not saving on create/update via API
I have tried to create/update zoho Item via API, all fields beside "stock_on_hand" are saved/updated correctly, but "stock_on_hand" is not saving in any way. The simplest json for this can be: { "name": "Test", "stock_on_hand": 25 } or { "name": "Test", "stock_on_hand": "25" } I have tried both with string and number format for 'stock_on_hand' field. I am not getting any errors, evertying is being saved and updated, excluding exactly that field.
Adding documents to a PO / SO
Hello, Using Books, I found out you can upload documents (which may be scanned) then attached to a Purchase or Sale Order. Very usefull when receiving Delivery documents, Customs Form etc... What about Inventory? Is there a similar document management I need to enable (and where)?
Zoholics A/NZ is here!
Hello All! Our annual user conference, Zoholics is all set to go live in Melbourne, Sydney and Auckland. Experience Keynote presentations, hands-on training and one-on-one sessions with our Zoho experts! If you're new to Zoholics, watch this video to discover what it's all about. What to expect: Learn all about Zoho Inventory & other amazing line of products from Zoho. Get your slot for one-on-one product sessions with our Experts. Fun learning, great food and a relaxed atmosphere to network with
How to add serial numbers for inventory adjustment of a particular item
When trying to add a serial number using Inventory adjustment via API in Postman I am facing an error like: { "code": 2205, "message": "The serial number value cannot be left empty. Please enter a valid input." } please help me with proper format to add serial numbers into the json. this the json prepared by me { "date": "2019-09-11", "reason": "Extra Stock", "description": "", "reference_number": "Test-IA-123", "adjustment_type": "quantity", "line_items": [ { "item_id": 519558000000686015, "name":
Webinar for European ?
Is there any webinar to be seen for Europeans ? It seems Inventory is for now only for Americas and Asia... Thanks
Synch from 2 shopify stores not working
Hi, i have installed zoho inventory e connected my 2 stores shopify. Sync seems to be freezed, i have contacted the support but they didn't solve. Someone has some idea? I have also disconnected and reconnected the shopify stores, but nothings changed. Maybe should be better to try to reset all but i don't know if it's possible.
Shopify & Inventory Integration - Item fields are deleting
We are trying to integrate a shopify store with our Zoho Inventory. We have noticed that once we turned on the sync, our item fields were getting deleted. eg, Product category, Manufacturer, Brand, + all our custom fields. We have now lost all our Item Field data & do not wish to import the back up data if it will continue to delete. Wondering if any one else has come across this issue? Hoping someone can assist us with the field mapping to prevent it overriding and deleting!
Shipping integration for Recurring Subscription billing
Hi, I am trying to create a recurring monthly subscription (for a Chocolate Club) where we need to add variable shipping costs with our UPS account. We set up the subscription plans and integrated UPS with Zoho Inventory but am hitting a wall. How do we integrate Zoho Inventory and Subscriptions? Basically how we want this to go: Customer selects subscription plan Adds shipping address shipping costs are calculated with our UPS integration Updated price in Subscription bag Checkout Alternatively,
Zoho Inventory : Export/Import Item Adjustments
Hello, I enable batch tracking. I create an Item I manually adjust its quantity I export this adjustment in CSV I delete this adjustment manually I import the csv without any change I get fields mapping issue : this fields are not automatically mapped (which is annoying) : - Reference Number (which is mandatory and cause me problem) - Description - Item Description - Unit I manually map them but can't figure how to map the "Reference Number", I ve tried the brute force method by trying every fields
Bundling item units less than 1
I am trying to bundle a composite item. Some of the items need to be bundled using units less than one. ex. 0.25 kg. These items are also batch tracked. Anything that I bundle with a quantity of one or more (including other decimal quantities like 1.5 kg) allows me to select which batch I am bundling from. However, when I try to select the batches for items with a bundling quantity less than one, the option to do so disappears and if I try to save the bundle, I (unsurprisingly) get an error message
Inventory for Users
I run a direct sales network and when I originally took the tour of Zoho Inventory, it was my understanding that the Inventory application would track each of our distributors inventory in their own account. Now, I'm being told that the Inventory application is for the whole organization and cannot be broken into individual distributors. Am I missing something here? Our direct sales network is in many different states and we offer local delivery to circumvent the freight issues we have with our
What's New in Zoho Inventory - May 2018
A month has flown in a blink of an eye, and here we are again with the much awaited post! This time around we have directed our focus on the little details and improved the existing features so that it can enhance your experience with Zoho Inventory. Let's jump right in! 1. Link Invoices to Sales Orders in Bulk When you import invoices in bulk, you can link them to the corresponding sales orders in Zoho Inventory. This saves you the time from manually creating invoices for every sales order.
Problems with Create Sales Order API
I would do with some help here. Trying to use your API to create a Sales Order in Inventory. Below is the CURL post I am making: curl -X POST 'https://inventory.zoho.com/api/v1/salesorders?ignore_auto_number_generation=false' \ -d organization_id=XXXXX \ -d authtoken=YYYYYYYYYY \ -d JSONString={ "salesorder_number": "1", "date": "2015-05-28", "reference_number": "ONline Nos 001", "customer_id": "320401000000046596", "delivery_method": "FedEx", "shipping_charge": 7, "notes":
What's New in Zoho Inventory - April 2019
We have introduced some new features and enhancements in Zoho Inventory this month. Let's find out what's new! 1. Tax Inclusive Sales Orders from Shopify Fetch all your tax-inclusive sales orders from Shopify to Zoho Inventory. This is applicable for organizations in the US, UK, AU, CA, and Global editions. Learn more about the Shopify Integration. 2. Workflow Automation for Transfer Orders Create Email Alerts, Custom Functions, and Webhooks for your transfer orders in Zoho Inventory. Learn more
Stock on hand not showing on backorders
I have a sales order which has items on it requiring backorder. Some of those items have had a stock adjustment completed on them, however when I generate a backorder it is not taking the adjustment into consideration. For example The sales order has 2 red t-shirts on it. When the sales order was generated we were showing as having no red t-shirts in stock (Stock on hand = 0) A red t-shirt was located and a stock adjustment was completed to reflect this (Stock on hand = 1) When generating a backorder
How and Where to add GST details of Vendor?
I couldn't find an option to enter GSt details of a Contact. Kindly help.
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