• Zoho Inventory // Lineitems from sales order

    Hi There,  Hope I haven't missed something obvious (as a newbie).  When a sales order is created, I am trying to loop through the line_items and then trigger a fetch product to search for item (based off the line_item_id) and see if it is a composite
  • Removing LineItem from SalesOrders with the PHP SDK

    Hello, I am having some trouble trying to remove a LineItem entry from a SalesOrders record via the PHP API. Here's how I'm trying to do it: $salesOrders = ZCRMModule::getInstance("Sales_Orders"); /** @var ZCRMRecord $salesOrder */ $salesOrder = $salesOrders->getRecord(3841630000000284001)->getData(); $newItems = []; $salesOrder->setFieldValue('Subject', 'Test change'); /** @var ZCRMInventoryLineItem $item */ foreach ($salesOrder->getLineItems() as &$item) { $item->setDeleteFlag(true); } $response
  • Is it possible to create line items in Email Templates?

    Hi, I want to be able to list line items for Products in Sales Order but I can't figure out if this is even possible.  Is it, and if yes can I possibly get an example? Thanks. Scott B.
  • (2) Products, (2) Vendors, (1) Sales Order. Generating a PDF to respective Vendors from (1) Sales Order...

    This issue is that when you have (1) Sales Order with (2) Products from (2) Vendors, there is no way to generate a PDF Template that would allow you to send a PDF Order to Vendor A and Vendor B. HOWEVER... I believe that with a tool that has already been developed, there is an easy fix to this problem. The Tool On the Vendor and Product Pages, there is a 'Tool' located in the upper right hand side of the page that allows you to 'Generate PO for the Products below the 'Reorder Level'. See Image Below...
  • I have a Sales Order with (2) Product Line Items from (2) different Vendors. I have an idea on how to divide the PDF Templates up so that Vendor A is displayed on one and Vendor B on the other...

    Currently, under both the Vendor Page and Products Page, there is a 'Tools' Button on the upper right hand side... When you click on the Tools Button a drop down box appears where you have the ability to select 'Generate a PO for  the products below the 'Reorder Level'. On the following page, it asks you to select a Vendor and a Pick-List is available that lets you select from a list of Vendors who have products that are below the 'Reorder Level'. When you select a Vendor all of their products that
  • Potential Products on Communication template

    I don't believe you can include merge fields for the potential product line items in an email template but perhaps someone can enlighten me othewise. The use case is that when an opportunity is won a workflow rule fires and sends the contact an email with information about the sale (we don't use sales orders as it requires duplication of user effort).  However there doesn't appear to be a way to include the product data on the email template.  Very frustrating. As a workaround I tried to avoid the