Unpaid Invoices warning on Sales Orders
The Unpaid Invoices warning when creating a new invoice if the customer has unpaid invoices is a nice touch. However, could it be added to the sales order? Otherwise we will ship the items and only know that they have unpaid invoices when they have received their goods and we create an invoice when it is a bit late!Minor revamp for Inventory to attract more subscribers......
We use Books for office users & would love to use inventory in the warehouse but ..... Quite a lot of users don't want to use sales orders ..... Will there ever be purchase orders from invoices ? Will there ever be packages from invoices with a change for package status to include "To be fulfilled" ? The sales staff should be able to create packages as "To be fulfilled" & the warehouse staff do the rest ! I really want to use Inventory but these things along with a user role that does not show monetarysinchronization between Zoho Inventory and Zoho CRM
Hi, I have just setup Zoho Inventory and I currently use Zoho CRM, and I will appreciate some answers since I cannot find them in the help documentation, which is very limited. Where should I manage my Purchase Orders and Sales Orders? In Zoho Inventory or in Zoho CRM? Both applications have the modules. Do they synchronize? Do inventory levels in Zoho CRM and Zoho Inventory get synchronized? or will I get different inventory levels in Zoho CRM and Zoho Inventory depending on where I generate myOne Item Multiple Purchases
Hi, i have built my own order management software with Zoho Creator. I'm wonder if i can use Zoho Inventory to fit my need. I run a photography service company. Each photography "Item" that I sell, i need to purchase two items from other vendors. 1) the photographer to go out and do the shoot. 2) the photo processor to process a certain amount of photos. I want to have a system so i can manage all the items I sell as well as all the items i need to "purchase" from other people. Can Zoho InventoryBoxing of Items Report
Could we have a report showing boxing of items? We need to evaluate our sales on a regular basis in order to set the reorder level but sales are only the composite items. Sales reports do not tell us how many items that make part of the composite have been used and so need ordering. If an item has been used in more than one composite then we cannot see how many to have in stock.Improve custom views in sales orders - such as OR and IS NOT
The custom views in Inventory for sales orders are very limited and not much use as they stand. As well as AND we should have OR As well as IS we should have IS NOT This would enable us to filter out orders. See attached image of screenshot.Low Stock Item Not Showing
Hello, On the ZOHO inventory dashboard the number of low stock items do not match the items shown when in the low stock filter view. Right now the number of low stock items is 3 but only 2 show up in the low stock view. Also when testing I noticed that when creating sales orders items don't show up in the low stock view even when the physical stock goes below the reorder level. The only way to make them show up is to edit the item and re type in the reorder level. Any help would be appreciated. ThanksInventory items available less unshipped sales orders
Is there any possibility in having a report in Inventory that tells what the availability of items is minus the sales orders that are not shipped? We can see items available based on stock tracking when orders have been shipped or invoiced but with hundreds of orders a day it would be good to be able to see in advance what the stock situation would be like when the orders have been fulfilled. At the moment we have no idea if we will run out of stock until we package and ship the order which cannotAPI to get fetch related item in composite item
I have relate 3 items in a composite item. How do I get the relationship in the API? Thanks.How to remove relationship or SO and PO?
What are the steps to remove relationship between Sales Order and Purchase order? Scenario: Customer places order and eligible for BO, Create the PO against the Sales Order. There can be two scenarios why the sales order should de link with PO i) You get a rush order which can be fulfilled with the PO generated for another Sales order. ii) Customer Cancels or changes the order before shipping. Appreciate your help.How to tag a PO to a brand for a company that operates multiple brands under same registered entity?
How to tag a PO to a brand for a company that operates multiple brands under same registered entity?Input Mass Serial Number at once
Hi Zoho, we receive 1000+ items each month and try to input the serial number for each item. However, our manufacture gave us the serial number in a excel format. Is it possible to upload excel/doc/text into serial number field? instead of type/scan one by one. ThanksReport / View -- Sales by Customer and then by Item
Is it possible to generate a report or custom view in Inventory app to see all items a customer purchased during a predefined / custom date range? I like that I can go into each customer and see the transactions tab. But I can only filter by sales order, invoices, packages, payments received. I would like to be able to see all the items this customer purchased over the last 30 days (or some custom date range), so that our sales team can go back to them to remind them to reorder the same items.Issue with COGS report and composite items.
When I box composite items the number in the COGS report does not correspond to the cost of the items. My cost is $79.20 and it is showing $6.19. Is anyone else having this problem? Thank you, SethChanging a sales order
I have a case where the customer decided to reduce volume on one SKU and add another SKU. There are packing slips and invoices already created for partial shipments. Is there a way to reduce a SKU on the SO and add another one without having to back out all the invoices and packing slips? Thank youPurchase price, Imported price and Sales price.
I manage a business that imports goods from Australia to New Zealand. I'm using Zoho Inventory. I have the option to put in purchase price and sales price, but there is no way to put the imported price in. For example: If I import something that costs $30 from the distributer in Australia, it will end up costing me $50 once the import costs have been factored in. Then I might sell it for $70. All three numbers are important. The first ($30) lets me easily create purchase orders. The $50 and $70zoho inventory: 3pl fulfillment intergration
hi all, i'm looking for a 3pl fulfillment integration for zoho inventory. are there any existing solutions providers for this?Error Message
Invalid value passed 529961000003410009 for line_item_id I am getting this error when I try and save an edited sales order...please help.Shipping Fees in Purchase Order ?
HI When I make a Purchase order, I add a line for the Shipping and choose a different COSG than Inventory for this line. However, when I receive the order, I cannot <receive> the shipping item (which is ok) but, all my Purchase orders remains Partially Recived. Is there a better way to manage the shipping fees I got to pay from my suppliers on a purchase order ? Should I distribute the shipping cost on the cost of each item ? ThanksHow do I set color by hex value?
I am trying to set a color to a standard hex value for one of our corporate style standards, but can't seem to figure out how to do it. I only seem to be able to use the picker which shows the hex, but I cannot select/enter the color by typing the hex value. Is there a way to do this? Thanks! --MikeError "zom.product.group.imagenotattached"
I am executing a requset api for posturl method in which the image has to be updated in the zoho inventory item details. While executing the api, I get the error mesage as {"code":33003,"message":"zom.product.group.imagenotattached"}. What it denotes, is there any other options for sending images to the zoho inventory??Payment reminder / data based webhook
Hello everybody, i wanted to setup a payment reminder when "due_days" reach a specific number, lets say 14 days. I thought there is already a function like this and in the api documentation I could see that there is a function to turn on the "payment reminder" - whatever that is actually. Anyway, I tried to setup a webhook which fires data once an invoice is overdue for 14 days. But whatever I set up, it doesn't fire and testing is very slow as I can only set times in 30-minute steps. This is whatReorder Level 0 shows as low stock
I have discovered in Zoho Books and Zoho Inventory that if the reorder level is 0 the item still shows up in the low stock filter. This is a problem as we have items we stock and items we don't stock but customers can still order and we get them in to order. Therefore we want to track inventory on everything but only want notifications on items we stock. Right now everything with available stock below reorder level AND anything with reorder level 0 and available 0 shows up in the low stock view.Why can i not have a composite item that just consists of a single unit of an inventory tracked item
we want to be able to create composite items that just consist of a single unit of an inventory tracked item. it looks as if this has changed since the original implementation in that it now allows you to just have one item code, but it forces you that the quantity must be greater then 1. please can you explain the logic of why this restriction is in place? surely we should be allowed to choose how to use the system rather than havig it dictated to us. please can you also explain whether there isPartial items of a Purchase order in a Bill
Dear All, I have the following problem I can't convert partial purchase order in Bill. What can i do? Thank you so much for your help Best Regards Filippo D'AttiliaReceive partial Purchase Order
Dear All, how can I do to convert only some items PO into a Bill? In our Company we create Purcahse Orders before receive the items (like 90% of the companies) but then it happen that we received some materials of the PO for one Bill and some materials for another Bill. Please can you help me? Best Regards Filippo D'AttiliaVAT and Shipping charges
Hi, I have two question. Question #1: We can configure VAT in two places, one is at item level and one is at Salesorder order at item level. I want that VAT at salesorder is not changed and is readonly. Is it possible? Question #2 I have created shipping charges custom field on item module and if i add item in salesorder, the shipping charges at salesorder is sum of shipping charges of individual item. Is it possible?sold items , stock not change on marketplaces
I sold products, and followed all the steps but my available stock continues with the same amount of 12, Physical Stock works correctly and low . The problem is that in marketplaces does not change the stock , keep the original 12Inventory API get and add (post) contact in nodejs, javscript
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('upload failed:',Portuguese language
Hello team zoho, I am very happy although they did not announce that the language in Portuguese is already available in zohoinventory, but I got to see it. I thank your team for the effort they have made to please their customers. Well now we are waiting for a functionality that will make the zohoinventory in one of the best logistics tools this functionality is "location within the warehouse" for more information on this functionality can click on the link- https://zohofinance.uservoice.com/forums/294735-zoho-inventory/suggestions/12560541-location-inside-a-warehouse.invoices import in Zoho Inventory - stock not issued
Hi, I had imported sales invoices in Zoho Inventory. I could see that the GL Journal is proper and a COGS/Inventory entry has been posted with the sales entry. However, I found that the W/H stock was unaffected; no stock has been issued against the invoices. Am I missing something over here? Is this how it is designed to work?What's New in Zoho Inventory - March 2017
Here's a list of new features & updates for the month of March! Take a look, try it out and share your feedback with us. 1. 'Mark as fulfilled' status for sales orders. You might often have customers who just drop by at your place or your store for picking up the products. In such cases, you haven't done any packaging or shipping, yet you would have to create manual shipments to close the sales order status. Now, with the 'mark as fulfilled' status, you no longer have to create packages for salesDocument templates for Japan
Good afternoon, I have a request for a change on the packing slip template so as to fit the Japanese Market. In Japan 3 documents are quite important in a sale : The estimate, Mitsumorisho, 見積書 The packing slip, Nouhinsho, 納品書 The invoice, seikyuusho, 請求書 So the initial Sales Order document is not transmitted. In the packing slip it is mandatory to show the price, so until now I have used the SO and given it another title. But I am facing now packages that are incomplete (products out of stock).Books/Inventory email
Hi, We currently use MS/Outlook as our mail server. When we started using Zoho a few months back we were using the Zoho program to send out the estimates, purchase orders, invoices and all the other documents Zoho offers. It quickly became clear this gave us a couple of problems. Some of our customers (Government Departments, Defence Ministries) have secure servers that only allow communications from known (verified, security cleared and certified) addresses which our Zoho identity is not. Secondly,serial number with multi warehouse
hello, i happy that you Release the multi warehouse could you advice if the system support also Serial number for selected item if we bulk of transfers from warehouses...could we upload Excel for that? thanks avishayHow Far away is the Serial Number Integration for Zoho Invenory?
Hi, Before I signed up Zoho I was told you were working on adding Serial Number Options to the Inventory Section. I was told it would be ready in the next month. Haven't heard anything since. Is it still on track for release next month?Best Practices - Sales Order / Invoices integration in Zoho CRM and Zoho Inventory
Hi Guys, Fairly new to the Zoho CRM landscape and recently started dabbling with Zoho Inventory. I find some features of it to be more useful than Zoho CRM (order delivery tracking etc.), but find it odd that a sales order/invoice created in CRM does not automatically sync and show up in Zoho Inventory (or the other way around). Does anyone have a solution or best practice method that they currently use? Thanks.Canada Post Shipping Carrier integration not working
Please help canada post integration not working. i get this error meesage. i think you coded the api request wrong. https://www.canadapost.ca/cpo/mc/business/productsservices/developers/messagescodetables.jsfEditing associated items on a composite item after transacting
Hello, Our growing tech company--currently using several Zoho database solutions including Zoho Inventory--does some light in-house manufacturing and piece-part kitting prior to having a finished and ready-to-sell product. While composite items are functionally working to manage this, we are running in to a growing problem in that line items and quantities associated to composite items cannot be modified once the composite item has been transacted in any way. Our products undergo regular R&D changesShipment Orders API issue
Hi! I'm trying to extract shipmentorder_id from the Shipment Orders API, so to be able to mark as delivered a package. Problem is that I cant find where this key is. I also tried by listing all packages but no key like that one is given, so how can i POST /shipmentorders/{shipmentorder_id}/status/delivered ? Thanks :)Next Page
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Introducing 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 featureAuthorize.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 TransactionWhat's New in Zoho Inventory | July - September 2024
Hello, users! We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new: Introducing the South Africa Edition We're thrilled to introduce the newest edition of ZohoUpdate on PDF Download Issues Caused by Antivirus Software
Hello there, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reportsJoin Us for Zoho User Group Meetups: Explore Zoho Inventory and Zoho Payroll Across India!
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Can not buy warehouse One Zoho One
Goodday, I have zoho one now and i hade stand alone from iventory also as the rest, i have Zoho FSM for the employees Normaly i could buy a exstra warehouse for 9 dollors but now i cant buy anything anymore Whats goning one? because our employees can'tZoho Inventory | Can't uncheck/turn off Advance Tracking
Hi, I wanted to know if there's a way to turn off Advanced Tracking (such as Serial Number or Batch Tracking) for an item in Zoho Inventory. I’ve read that you might need to delete associated transactions and clear the opening stock to disable these features.Inventory Barcode Creation - Add Picture of Item
Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?Show ordered quantity on packing slips and invoices
Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently
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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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