Tip #6.2 Notify vendors of the remaining goods you are yet to receive.

Tip #6.2 Notify vendors of the remaining goods you are yet to receive.

Hello again,


In part 1, we saw how we could notify vendors of successful deliveries made by them. Here, we will see how we can notify vendors of purchased items that we are yet to receive, whenever these vendors make partial deliveries.

How does it work?

Let's suppose you order items A (20 pcs) and B (35 pcs) from a vendor. Now the vendor delivers only 15 pcs of A and 7 pcs of B to your warehouse. When you record a purchase receive for these items, the custom function will automatically send out an email notification to the vendor telling them that they are yet to deliver 5 pcs of A and 28 pcs of B. Similarly, the vendor will be informed of all "yet to arrive items" until all of them have been received by you. 

Setting up the custom function:

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 to this workflow rule and make sure that there are no spaces between words.

  • Select Purchase Orders against module.

  • Add a description if you need one.

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

  • The condition to set shall be, "When a Purchase Order is" "Created or Edited".

  • Function shall be executed "When any field is updated".

  • And set the frequency of execution to "Everytime".

  • Click on the Apply Advanced Filter option.

  • The trigger to execute this function shall be: "When" the "Purchase Receive Status" "is" "Partially Received".

  • Now copy and paste this code snippet into the deluge pane:

purchaseorderID = purchaseorder.get("purchaseorder_id");

purchaseorderdate = purchaseorder.get("date").toDate();
organizationID = organization.get("organization_id");
ponum = purchaseorder.get("purchaseorder_number");
authtoken = "XXXXXXXXXXXXXXXXXXXXXXX";
vendorID = purchaseorder.get("vendor_id");
str = "<u>YET TO RECEIVE FOLLOWING ITEMS</u>";
res = invokeurl
[
url :"https://inventory.zoho.com/api/v1/purchasereceives/editpage?purchaseorder_id=" + purchaseorderID + "&organization_id=" + organizationID + "&authtoken=" + authtoken
type :GET
];
po = res.get("purchaseorder");
//info po;
prdet = po.get("line_items").toList();
//info prdet;
i = 1;
lineitems = purchaseorder.get("line_items");
for each det in prdet
{
if(det.get("quantity_ordered").toDecimal() != det.get("quantity_received").toDecimal())
{
iid = det.get("item_id");
for each line in lineitems
{
if(iid == line.get("item_id"))
{
sku = line.get("sku");
prate = line.get("rate");
break;
}
}
info sku;
info prate;
str = str + "<br>";
str = str + "<br>";
str = str + i + ".";
str = str + " " + det.get("name");
str = str + " " + " " + "[ SKU : " + sku + " ] ";
str = str + "-";
str = str + " " + " ";
tbr = det.get("quantity_ordered").toDecimal() - det.get("quantity_received").toDecimal();
str = str + " Quantity : " + tbr.toString();
i = i + 1;
}
}
//info str;
if(str.contains("Quantity"))
{
// info vendorID;
resp = invokeurl
[
url :"https://inventory.zoho.com/api/v1/contacts/" + vendorID + "?authtoken=" + authtoken + "&organization_id=" + organizationID
type :GET
];
cont = resp.get("contact");
contactdet = cont.get("contact_persons").toList();
//info contactdet;
for each deta in contactdet
{
if(deta.get("is_primary_contact").toString().equalsIgnoreCase("true"))
{
vendoremail = deta.get("email").toString();
break;
}
}
info vendoremail;
sendmail
[
from :zoho.adminuserid
to : vendoremail //EMAIL ID
subject :"REGARDING PURCHASE ITEMS FOR " + ponum
message :str
]
}
else
{
info "all received";
}

  • Don't forget to navigate to the line containing the authtoken within the code snippet and replace the XXXXXXXXXXX with the auth token number that you had generated in the first step.

  • To send this notification to one or more dedicated email addresses instead of the vendor, you can do that by navigating to this line:

    • to : vendoremail //EMAIL ID

    • And replace vendoremail with one or more email addresses of your choice like "abc@xyz.com, def@xyz.com"

  • Hit Save to finish.


Hope this helps in reducing your product wait time and improves your relationship with your vendors.

Until next time.

Your everyday end user,
Ajay Aadhithya Chandrasekaran
Zoho Inventory


    • Recent Topics

    • "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

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • 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

    • Devis et facture multi page

      Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité

    • Rotate an Image in Workdrive Image Editor

      I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

    • Help with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator

      Hi Zoho Creator Community, I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices. I want users to

    • How to Send Email from within a custom module (with or without an email template)

      It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't

    • Convert invoice from zoho to xml with all details

      How to convert an Invoice to XML format with all details

    • Feature Suggestion for Zoho Websites – Inspired by Squarespace Systems

      Dear Zoho Team, I’m a Zoho user and also a Squarespace Platinum Circle member, and I recently noticed the launch of Zoho Websites in India. I wanted to share some ideas for features that could enhance the platform for professional users and agencies.

    • Next Page