How do we sort sales orders by need to backorder
We cannot figure out how to define a view, or which of the existing views allow for a view of the confirmed sales orders that need backorder. ----A clear way for purchasing team to see what needs to be backorder any time of the day. ----A clear way forZoho Inventory work with Reveives and Deliveries without PO and SO
Hello all, We want to use the inventory app just as inventory - no sales order, no invoices, no purchase orders, etc. We want to manage this in a different place. We want to use the inventory just at the name suggest - track deliveries and receives andSync Item Bill Rate With Item Field
Hello, is is possible to sync the latest bill rate of an item to a custom field of that item? Thank youImporting Excel File With Multi-Select Value Error
Hello, I am bulk importing items back into Inventory after editing, using an excel file. All items are skipped due to the following error Invalid Values Sent For Multi Select I have tried adding a comma after each value with no success and tried a semi-colon."Reset All" Zoho
All of our inventory and transactions have become out of sync with the actual situation in the company. We have recently done a stock take and want to know if there is a way to delete all the data in inventory and books and start again?Items in Purchase Orders Billed in Zoho Inventory are increasing stock in Shopify before they are received.
When I create a PO in Zoho and have it billed, the quantity of items in my Shopify store increases before the items are actually received so I end up having double the items in my Shopify store. Seems like the accounting stock and physical stock are seenTransfer Order to same warehouse
Is this possible to Transfer Stock to save warehouse? I'm doing this because I would like to use the transfer order to transfer batches onlyWhat's New in Zoho Inventory - Q4 2023
Hello, users! As we draw curtains on 2023, we would like to thank each and every one of you for being a part of our exciting journey so far. 2023 has been a year of performance enhancements and updates. We've tried to fill the small gaps that you've beenCycle Count in Zoho Inventory
Is it possible to do a Cycle Count with Zoho Inventory? Definition of Cycle Count: A cycle count is an inventory auditing procedure, which falls under inventory management, where a small subset of inventory, in a specific location, is counted on a specifiedCorrecting Zoho Inventory
Hi Zoho Community! Looking for some advice - My Zoho Inventory isn't matching correctly with what's actually on hand. I know why - but I don't know how to fix it. This is a bit of a long post... sorry... Back Story: Close to 2 years ago, we switched overAccounting Stock and Physical Stock
Good morning I would like to ask this community whether they have ever encountered a request on how to issue the Accounting Stock and Physical Stock quantities [found on the Item Card] via a report or custom view. If yes, how did you go about it (becauseImages Carry Over When Items Cloned
Hello, it would be great if images carry over when items are cloned, if it they don't then it does not meet the definition of "clone". You wouldn't clone a sheep and leave out the ears would you? Then it's not a clone, it's a copy with a deformity!Alternative Units for Purchase & Sales
Hi, We need to be able to use alternative Units for items. Use Case: We buy Cat-6 Networking Cables in "Rolls" of 305 mtr or 100 mtr, which are Industry standard across all manufacturers. However, when we do Projects, our Clients expect us to InvoiceUpdating Sales orders on hold
Surely updating irrelevant fields such as shipping date should be allowed when sales orders are awaiting back orders? Maybe the PO is going to be late arriving so we have to change the shipment date of the Sales order ! Not even allowed through the api - {"code":36014,"message":"Sales orders that have been shipped or on hold cannot be updated."}In zoho inventory my items not showing.
In inventory items not not showing I entered each item in zoho invoice and it’s woring fine. I want to use inventory but those items are not showing in inventory, when I am making a purchase order, otherwise it’s showing in ITEMS but not able to see them in making purchase order. I seems I am doing some thing wrong..[Free Webinar] Build an online store and boost your sales with Zoho
Good day, everyone! We're hosting a free webinar that will walk you through the ecommerce business cycle and showcase how Zoho Commerce and Zoho Inventory bring efficiency and innovation to your business at every stage from start to sale. Don't miss outInventory Set-up
We made errors as we learn how to set up inventory. Correcting those errors is tedious. Is there a better method? We imported items from Shopify. For thousands, we want to start over. But, Zoho will not allow deleting items that have not been "confirmed".Why is there no API that can fetch inventory stock details by date?
Our Goal: To generate an automated Inventory Stock report. The idea: We thought we could use Zoho Inventory's APIs to fetch available stock by date. (either custom date or date range) The problem: Although we can go into Reports and see inventory details by date, this is a total manual system and not very helpful to generate an automated report everyday. Question: Why is there no API that can fetch inventory stock details by date?Backorder quantity change
New Purchase Order × Almost there, but... Quantity of items in this purchase order is greater than the quantity that can be backordered from that sales order. Why can't I change the quantity of a backorder purchase? It looks like a normal order form and I would like to use it as one because I increased the amount and added some items.Search Using Contain
Hello, enable "contains" behavior for search rather than "begins with" behavior as default, instead of having to request the feature via support. Credit @Donald Love Thank youAssociate an invoice template for Zoho Commerce orders
Hello This question relates to Zoho Commerce and Zoho Inventory/Books ... Is there a way to automatically associate a particular invoice template for all Zoho Commerce sales channel orders?Sales Order -> Purchase Order Relation Tracking
A great feature would be to track which items on a Sales order have already been added to purchases orders when "Convert to Purchase Order" has been selected. This way, you can view if an entire Sales Order has been "purchased" from your vendors. Also,Inventory API returns different JSON fields than documentation shows.
The API document shows the GET statement as: https://inventory.zoho.com/api/v1/purchaseordersauthtoken="authtoken"&organization_id="orgID" To get a list of purchase orders. It shows the response as containing the "line items". The response that I get contains the purchase order information, including the qty totals, but no line items. How do I get the line items from the purchase order? In Creator, this: map ZohoAPICall.Inv_GetPurchaseOrders() { zohoOrgId = "999999999"; zohoAutToken = "bunchofnumbersandsuch";Packing slip details
How do I change the company details on the packing slip? I am trying to fulfill my first order using zoho inventory and when I went to print the packing slip I saw it has way too much personal information on the top. Like my tax ID, my EIN, my home phoneBakery Recipe
I am in the process of evaluating whether Zoho is the right fit for our soon to be opened bakery. I want to be able to track inventory of raw ingredients such as flour, sugar, butter etc. I then want to have set "recipes" for baked goods, such as a "cake",Package Geometry
how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?Email From Logged In User By Default
Hello, please make it such that the "from" email for sending SO/INV/PO etc is from the logged in user by default, and not the primary set email, which means the user has to manually select their email from a drop down. Thank youZoho Inventory really should have a means of auto-generating simple numeric SKUs for new items.
Hello, Zoho Inventory should have a means of auto-generating simple numeric SKUs for any newly created item (or items if generated from the instantiation of an Item Group) based on the next available number SKU. And while I was happy to see that item groups now allow has a SKU generator, as it is a step in the right direction, it's unfortunately unusable if you’re needing to maintain a link to legacy systems that use numeric-only SKUs - which probably account the majority of retail POS systems.Update carrier after package is created with API
Hello, We use carriers not compatible with Aftership and other integrations Zoho Inventory has, so we are developing a way to select the carries automatically according carrier's rates. We uploaded a CSV to Zoho Analytics with the rates combined and weNew Inventory cost posting to Opening Balance not Inventory Account
I add my new inventory to Zoho Inventory via Shopify. When the inventory is added, the cost of the item is posting to the opening balance account not the balance sheet Inventory account. I can't find where to make a change to fix this other than the fieldZoho Inventory Item Creation API
We have been using Zoho Inventory API for several years to create items in the portal successfully. Suddenly we get the common and uninformative error response {'code': 4, 'message': 'Invalid value passed for JSONString'}. I have checked with our ZohoZoho Inventory - Inventory Integrity when utilizing third party platform to Ship
Good Day! I have a unique situation and wanted to see if anyone has any ideas on this. Diving in, I don't currently use Zoho Inventory as it does not quite fit my needs. The reason for this is that I Ship Externally from Zoho but utilize Zoho using ZohoShopify Sales Tax
Just testing Shopify sync - good to see that both item tax and shipping tax import. However, they are importing as "Shopify Sales Tax" and "Shopify Shipping Tax" How can these be changed to be "VAT 20%"?Any work around to track warranty of an asset
Is there any way we can keep track of warranty that has gone out. We have created a custom module named asset so we are currently able to map the tickets associated with the robot, but wanted to check whether can we track warranty happened per robot,Customer views thru a customer portal link
When you establish a Customer Portal, and share it with the group of customers, can each customer see the others transactions or are they only viewing their individual transactions. My objective is that the customer logged in only views their own transactionsDrop shipment cancellation
Hello! I have a problem and need a piece of advice. Me and my customer had a deal. I have created all the documents ( SO, PO, Invoice, Bill), however, unfortunatelly, we have to cancell it. Now, I would like to mark all these documents as void. At theComposite items in Zoho while creating an estimate
Certainly! Here's a refined version: I intend to create a bundle featuring multiple products sourced from Zoho Inventory. When generating an estimate or quotation in Zoho Books, my goal is to seamlessly utilize this bundle to automatically populate allInvoice and sales order update
Is it possible to automatically update a linked draft invoice when we add for instance an item, shipping cost, item quantity to the linked sales order? Thanks!Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks
Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in ZohobooksWholesaler: "Ship To" Company Name Field Missing for Carrier UPS labels
We are a wholesaler, so we ship orders for our retailers directly to their customers. In zoho we enter the retailer as our Customer and add their customer as the "ship to". The problem is: when we create the UPS Carrier shipping label, zoho pulls theNext Page
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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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