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 withHow 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... ThanksSynch 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 fieldsBundling 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 messageInventory 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 ourWhat'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 moreStock 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 backorderHow and Where to add GST details of Vendor?
I couldn't find an option to enter GSt details of a Contact. Kindly help.Purchase Order
Hi, I have a question about the inventory.zoho. I have marked the Purchase order with receive but our stock did not increase. while I have marked the Purchase order with billed (even they are not marked asa received), the stock increase. I find my understanding for this two items are different from yours. Can you advise what I should do as I sometimes receive goods before payment?Point of Sale : How to update stocks in Zoho Inventory through API
Hi, We have a retail shop with an external POS system. I would like to update the product stocks every time a product is sold in the shop. How should I do that. I was thinking of using Item Adjustment but the description does not really fit that need : "Item Adjustments are used to synchronize the inventory/stock to account for things that occur outside the normal business like theft, damaged goods, data entry error etc." Should I create a sale order instead ? I won't always have a customerId tomanufacturer missing in Sales Order Template
Hello Zoho, There is a manufacturer by default added to Items. 1. First of all we want this field to be made mandatory which is not happening. 2. This same manufacturer does not appear when created Sales Order, and there is not way that it can be edited from template to show on Prints of SO. As of now we have added the Custom Field but that is not going to work for longer period of time. Any solution?Can Custom Fields be added to Purchase Order of Inventory?
Hi All, I want to know if we can customize the Purchase Order (PO) module of Zoho Inventory. I want to add custom fields and modify existing fields in PO. Thanks DineshBatch - Take the oldest expiry date first (FIFO)
Hello, I've activated Batch Tracking for expiry date for my items. But EACH time I create an invoice, I have to select the correct batch for EACH Item. Is there a way to avoid that ? I'd like Zoho to take automatically the oldest expiring date items (A little bit like the FIFO method for cost). It adds click which is not the best for user adoption. ThxSplitting pallets
so we buy a pallet of the same product and then sale them off as other products. So we buy salt on a pallet and then sell them off as 5 delivered or 10 delivered etc or perhaps people come in and pickup product. We would like each of these product sales to effect the inventory of the master pallet. Does that make sense.Is it possible to receive a partial quantity for a PO line item?
I have a PO for 100 items of widget A, my supplier makes a partial delivery of 50 widgets today, and 50 remain pending delivery tomorrow. How can I only enter a bill to receive a partial quantity for a PO line item?? Thank you,Invalid value passed for Rate
WHEN ENTERING A NEW ITEM IT GIVES ME THE ERROR MESSAGE-Invalid value passed for Rate. Need troubleshooting ideas. CrystalReaching Item page directly from invoice page
Kindly implement these points if you can:- 1. in invoice, all items should be hyperlinked to their transaction records. it will save a lot of time. 2. please devise a way to see item transaction with client done in past from within invoice. to see earlier rate we need to navigate to items page, then go to transaction---> then invoice__>open invoice --> then again come to new invoice."Statement of Accounts does not exist" error with create inventory item API
Hi Im using Inventory v1 REST APIs to create an inventory item. this is my request body: { "group_id": 1668091000000285059, "group_name": "Pistachio", "unit": "qty", "item_type": "inventory", "product_type": "goods", "tax_id": -1, "description": "description", "purchase_account_id": 1668091000000034003, "inventory_account_id": 1668091000000034001, "attribute_name1": "Fried", "name": "Pistachio-Fried", "rate": 6, "purchase_rate": 6, "reorder_level": 5, "initial_stock": 50, "initial_stock_rate": 500,Adding Image for itemgroup / items in Inventory from Creator
Hi, I am integrating the zoho inventory with the creator. As it cannot be done directly on the integration tasks, I am using restapi call for adding/retrieving the details from the creator. I have added all the details in the inventory, but there is no option for inserting the image for the itemgroup/item in the api document of the inventory. Can anyone help me to resolve this issue? ThanksCan’t turn on serial number tracking
I cant turn on serial number tracking for certain items because they already have transactions attached to them. we have over 100 items created that all have transactions attached to them, and we’d like to turn on serial number tracking. these items are already on bills, and invoices. They are already attached to certain clients/projects, and inventory is being tracked for them. is there no way to turn on serial number tracking for these items?hello anybody there
It does seem on the inventory forum most questions do not seem the get acknowledged. Is this normal?Shopify and Zoho inventory shipping details
I have connected Zoho inventory with Shopify, However, once i create an order in shopify if gets synced in to Zoho inventory. But when i mark item as shipped, the same details are not showing in shopify against an order. How to fix this? Is there any settings required in Zoho?Separate Revenue Accounts One Inventory Item
We are clothing distributor that has two main sources of revenue, wholesale and custom orders. Under our revenue accounts, I want to see these two revenue's classified as wholesale and customer, rather than just sales income. The problem that I have run into is that when creating an invoice we select an inventory item to use. This inventory item has a preset revenue account tied to it. Many of our inventory items are sold both wholesale and custom. How can I create an invoice with an item being deductedReserving Products
Hello Zoho, Do you have a recommended method for reserving products? The use case is you have created an estimate and/or sales order for a project, and now need to reserve those products to make sure they are available when it is time to deliver or install them. I suppose we could mark them as a not shipped package, but that does not seem ideal, because how does anyone know they are only on hold? If there is no good workaround for this, please consider adding an "on hold" status for product reservations,June Zoho Inventory Webinar Question
I just saw a past webinar in my Zoho Inventory announcements - "Running a micro-business? Here are 5 free tools to help you with your inventory." Can anyone from Zoho list the tools this webinar was referring to? ThanksIntegration of Flipkart Marketplace with Zoho Inventory
Is there a way we can directly integrated Flipkart Marketplace with Zoho Inventory? Have anyone tried out this integration?EAN characters
I have problems when typing the barcode, I throw the following information Invalid value passed for eanAdding Multiple item to item groups
Hi, how can I Add Multiple item to item groups. Each time I add a item to item group, it takes me to item group page. Then I have to navigate again to items page , again select only 1 item and repeat entire process over and over again. Only way to add multiple item in a single group is to , when you are adding new item inside group. What about existing items? what if I want to add multiple items already there in inventory to a group? how do I achieve that. kindly provide add on feature for this onAdd Custom Field "Item Pick Notes" to template
Is it possible to add a custom field to the Package Template / pick list? When we do a pick list we have "Pick Notes" against our items. Current Workflow - Sales Order Created - Print Pick List - Each item has pick notes... EG - Line Item = HAT, pick notes would be "Add discount card with item" I can add a custom field to each item call "Pick Notes" but how do I add that to the printed Pick ListItems's Custom fields Via API
Hi, I can't set values to Custom Fields of an Item when i create a Group Item -> Item, i'm trying with this: "custom_fields"=>[ [ "label" => "NAME_FIELD", "value" => VALUE1 ], [ "label" => "NAME_FIELD2", "value" => VALUE2 ] ] Even using "id" for "label" can't set it, if someone can help me, i will appreciated it, thank you so much.How can I add a serial in zBooks if I do not have the BILL but I have the item and packing slip with serial
So my warehouse receive in Stock (in zInventory) by selecting "Receive All" on the PO. BUT... My accounts team have not received a BILL so we can't ADD a serial number because SERIALS can only be added on BILLs. However... My accounts team using zBooks can't convert the PO into a BILL because the PO was created in zInventory (so says zSupport email to me) So... We want to invoice an item which shows stock of one BUT... I can't invoice because I don't have a serial number against the item so my Accountsprevent selling expired items
Hello. I need to make a constraint on expired batch items not to be sold. Is it possible in Zoho Inventory? if so, then how? Thanks for further help.Preferred Vendor
What's the point of preferred vendor? I would have thought that if we specify a preferred vendor in an item, that when we go to backorder that item it would pre-populate the 'vendor' selector. CheersNext 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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