Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory

Tip #3 Automating total item weight calculation for your sales orders in Zoho Inventory

Hello,


Hope the day is treating you well.
Last week, we saw how we could automate the calculation of total shipping charges from numerous shipments for your sales orders and invoices. This week, we will see how you can automate the calculation of total item weight for your sales orders. 

How does this work?
First, you are required to capture the weight of all your items using a custom field. And when you create a sales order, you can either have the system display the individual weights for you or you can manually enter new weights. You are also required to define a custom field under sales orders and packages called Weight to capture the total package weight. Through the custom function, the system will then add up the individual weights of items to arrive at a total weight and display it on your sales orders and packages. Later when you ship via a carrier, you can refer manually to this weight and input them into the shipment order to generate shipping rates.

Note: This custom function works only if a sales order has a single package. If there are multiple packages, then please note that this function will display the total weight of all items in the sales order inside of every package and not the total weight of items present inside that package. 

What do you need before writing the custom function?

How do I set it up?

Log in to your Zoho account and click on this link to generate an Auth Token which is required to make this work.

 

  • Open your Zoho Inventory organization.

  • Navigate to Settings using the gear icon from the top-right corner.

  • Select Automation from the sidebar. Now click on the button adjacent to +New Workflow Rule.

  • Out of the four options from the drop-down, select Custom Functions.

  • Now let's add a name for this workflow rule and make sure that there are no spaces between words.

  • Choose "Sales Orders" against the module field.

  • Add a description if you need one.

  • Now, the workflow type is going to be "Event Based".

  • And for the trigger, we are going to choose the option - "when a Sales Order is created".

In the deluge pane, we are going to copy and paste the following code snippet:


authtoken = "Copy and paste your authtoken here";
salesorderID = salesorder.get("salesorder_id");
salesorderdate = salesorder.get("date").toDate();
organizationID = organization.get("organization_id");
bson=Map();
lineitems=salesorder.get("line_items").toList();
weight=List();
for each line in lineitems
{
cfs=line.get("item_custom_fields").toList();
for each cf in cfs
{
if(cf.get("label").toString().equalsIgnoreCase("weight")) /*replace with item level custom field name*/
{
weight.add(cf.get("value").toDecimal() * line.get("quantity"));
break;
}
}
}
wei=0;
j=0;
for each index j in weight
{
wei=wei + weight.get(j).toDecimal();
}
info wei;
cf=List();
cf1=Map();
cf1.put("label","Weight"); /* replace with sales order custom field */
cf1.put("value",wei);
cf.add(cf1);
customs=salesorder.get("custom_fields").toList();
customs.addAll(cf);
bson.put("custom_fields",customs);
bson.put("customer_id",salesorder.get("customer_id"));
res=zoho.inventory.updateRecord("SalesOrders", organizationID,salesorderID, bson);
info res.toMap().get("message");

  • Before you save, you are required to copy and paste your auth token inside the quotes in the 1st line that says:

    • authtoken = "Copy and Paste your auth token in place of this text";

    • The auth token is a critical piece of information that helps the system identify you, so keep yours safe and confidential. Do not share it with anyone, not even folks from Zoho.

  • Now, hit Save to finish.

Henceforth, the total weight of all your items in a sales order you make will be calculated automatically and updated to the package that is associated with it. 

Don't use this, if you have multiple packages for a single order.


Hope this makes shipping a little more easier for you. Have you tried custom functions for your business? Email us your recipes (scenarios and code snippets), questions and suggestions to support@zoho-inventory.com.


Until next time!


Your everyday end user,

Ajay Aadhithya Chandrasekaran

Zoho Inventory



    Nederlandse Hulpbronnen


      • Recent Topics

      • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

        Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

      • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

        Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features

      • Connecting two modules - phone number

        Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created

      • Zoho Marketing Automation 2.0 - Landing Page function not working

        Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me

      • Unable to use Sign "You have entereed some invalid characters"

        Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshot

      • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

        Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

      • Messages not displayed from personal LinkedIn profile

        Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

      • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

        I'm trying to make changes to a query but every time i try to save it i get this error message. I'm not touching the data it's flagging. All I've tried to do is reorder a couple of fields and add a new one. Why won't it let me do this? It's a core query

      • Onboard new users easily with native screen recording in Zoho Projects Plus

        Communication involving both visual and audio elements tends to capture more interest among the audience. Whenever we onboard new employees to the organization, the task of engaging them in the induction sessions, and keeping the spark going in their

      • Request to Add Support for PDF Templates and More Flexibility in Email Editor

        Hi Zoho Campaigns Team, I hope you're doing well. I wanted to share some feedback and request a few improvements in the Email Template feature of Zoho Campaigns. Right now, we can create email templates using the HTML editor, which is helpful. But we’re

      • Can you stop Custom View Cadences from un-enrolling leads?

        I'm testing Cadences for lead nurture. I have set un-enroll properties to trigger on email bounce/unsubscribe, and do NOT have a view criteria un-enroll trigger. However, help documents say that emails are automatically un-enrolled from a Cadence when

      • Zoho Desk Android and iOS app update: Agent detail overview

        Hello everyone! We’ve introduced agent detail overview on the Zoho Desk Android and iOS app update. With this feature, you can get a complete view of agent’s tickets, response times, logged hours (for both tickets and activities), customer happiness ratings

      • Blog Widget: Show recent blog posts on my homepage

        Hey there I am using the Zoho Sites Blog feature. On my homepage, on the bottom I'd like to have a featured content section where I show some of my blog posts (selected, most recent, filtered by category and so on...). It would be nice to have a blog

      • How to iterate through excel data using zoho rpa

        I wanted to iterate or loop through excel data ( datatable). How can i do that

      • Zoho Commerce

        Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

      • Mass (Pull back) (Close WOs) (Close APs)

        Hi develop team. Just idea because Zoho FSM is great but its too manual. we have a lot of task to do every day and the system needs to have more features to automatic our tasks. I need to close several WOs, APs and Pull Back per day. Please we need mass

      • Customising Zohidesk portal default widgets

        Hello, I'm wondering how could I customise the default widgets such as "popular topics", "popular articles" using CSS or to make the tiles at the bottom match the ones that I made in the picture attached. I have made some custom widgets and edited them

      • If there’s a batch at the end, the ‘mark as inactive’ function doesn’t work.

        when my batch has a date to batch end and I "mark as inactive" he batch does not obey the status and reactivates the batch.

      • Seamless multilingual messaging and tone control in Zia IM Composer

        Hello everyone! Managing customer conversations across multiple languages can be time-consuming. Using Zia in the Instant Messaging (IM) Composer helps you overcome this by providing tools to translate content, adjust your tone, and refine your messages

      • Advanced Deluge help needed with custom function and COQL limits

        I have a scheduled function that takes a snapshot of specific metrics and saves them to a custom module. However I'm struggling with the limits of COQL. I attach my full code, but an example of the issues I'm having is that it's erroring with a 'Limit

      • Tip of the Week - Conditional Formatting Chart

        Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend.  Zoho Analytics allows you to

      • Zoho Learn - AI Translate

        Hi Learn team, I had a situation today where I was providing training to a client team and I had written articles into their Zoho Learn to support their learning. I realised that one of the team members was a non-native English speaker and they were struggling

      • Power of Automation :: Auto-Sync Custom Date Field Between Related Tasks via Blueprint Transition

        Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

      • Introducing auto-upgrade in Zoho LandingPage

        Hi everyone, We’re excited to share an upcoming update to help you get the most out of your landing pages — the auto-upgrade option, launching on October 22, 2025. Your landing pages are designed to bring in leads, and we want to make sure you never miss

      • Workdrive comment links stopped working.

        I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it

      • How to Bulk-Update Sales Orders in CRM

        Hi - I need to bulk update existing sales orders with dates from our ERP of when the sales orders were created. I made a date field on the Sales Order module where I want to insert that data. I can't Mass Update because I am not updating the fields to

      • Zoho ToDo in Cliq

        Our organization utilizes Zoho ToDo in the Zoho Mail Desktop app. Is there a way for these to show up in Cliq Desktop app as well?

      • 【Zoho CRM】サンドボックス機能のアップデート：カスタムビューが利用可能になりました。

        ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、サンドボックス機能のアップデートをご紹介します。 目次 1. カスタムビューとは 2. 今回の機能アップデートについて 1. カスタムビューとは カスタムビューは、ユーザーが設定した条件に基づいてデータをフィルタリング・整理し、 重要な情報へ効率的にアクセスできるようにする機能です。 「過去15日間の見込み客」や「受注間近の商談」、「特定の優先度レベルが設定された案件」など 条件を指定してわずか数クリックで設定できます。

      • Changing an agents email address

        How do you change an agent's email address? I keep getting a red circle even though I am an admin. And on one of my agents he has two email addresses? How is that possible?

      • Zoho CRM - Potentials Tab

        Hi! When I create a Deal (Potentials tab) the header looks like this: After a refresh on the page it looks like this: What should I do so that it is displayed like in the second pic without refresh? Also I have a user that as of recently, cannot see this

      • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

        Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

      • Unable to create embed code for resource of workdrive using API

        Hello Team, I am trying to create embed code for a resource using workdrive api in powershell, however facing some issues with injecting data in body. Followed Doc: https://workdrive.zoho.com/apidocs/v1/filefoldersharing/shareeveryone Please help, below

      • Feature Request - Insert URL Links in Folders

        I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

      • not able to convert pdf to jpg and other forms and vice versa.

        i want to change my pdf to jpg, word, etc and some times jpg to pdf. i don't know how to do in this.

      • Enable / show scroll bar when Mega Menu is opened

        Hey there I am using the mega menu add-on and experience a "flicker" whenever the mega menu opens. The reason is, that the scrollbar, which has a width of a few pixels, stops showing when the mega menu opens. As the scrollbar disappears the whole page

      • Reports: Custom Search Function Fields

        Hi Zoho, Hope you'll add this into your roadmap. Issue: For the past 2yrs our global team been complaining and was brought to our attention recently that it's a time consuming process looking/scrolling down. Use-case: This form is a service report with

      • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

        Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

      • How can I transfer data from Production to Development environment?

        Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?

      • Add "Reset MFA" Option for Zoho Creator Client Portal Users

        Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,

      • New portal SAML authentication error: User not found

        Dears, Has anyone else been experiencing this lately? I am creating a new portal authenticated by SAML (Entra ID). I followed the same process as I did with other portals, but any new portal created after this always encounters this error. I’ve been reporting

      • Next Page