What's New in Zoho Inventory - December 2022

Hello customers,

 

This month, we've added new statuses for shipments, shipment tracking in the Client Portal, the ability to invoice your customers in multiple currencies, and more. Let's take a look at all the updates made to Zoho Inventory.

Introducing Zoho Inventory for Mexico

We're excited to announce the launch of the Mexico edition as the 15th edition of Zoho Inventory. After you create an organization with Mexico as your business location, you'll be able to create transactions that are in compliance with Mexican VAT. To learn more about this edition of Zoho Inventory and what it has to offer, visit the home page.

Advanced Multi-currency Handling

Elite and Ultimate plan users of Zoho Inventory can now create transactions for their customers in any currency! When you create a transaction in a different currency for a customer, Zoho Inventory will fetch the current exchange rate and apply it to your transaction automatically. To learn more about Advanced Multi-currency Handling, read our help document.

More statuses for shipments

We've added more statuses to the shipments module to help you track your shipments efficiently. Now, shipment statuses are split into two status groups: Shipped and Delivered. Each status group will have multiple statuses to inform the customer about the precise status of their shipment.

To apply a status to a shipment, go to the Shipments module, select a shipment, click the dropdown next to Mark as Delivered, and select Update Shipment Status.

Track shipments from the Client Portal

Your customers can now track their packages from their portal using the tracking link. They can also view a timeline that shows the status of a shipment since its creation.

Edit non-mandatory fields in transactions pushed to the Invoice Registration Portal (IRP)

You can now choose if you want to edit certain optional fields in transactions that were already pushed to the Invoice Registration Portal (IRP). However, if you enable this preference and make edits to a pushed transaction in Zoho Inventory, that transaction will not be in sync with the ones in the IRP.

Improvements to UPS integration 

UPS provides certain forms for customs clearance purposes. With this update, Zoho Inventory will now auto-attach these forms with the respective shipment as a document when you generate shipping labels for it.

 

Updates to Zoho Inventory's Android app

• Record the credits you've received from your vendors.
  
• Added support for the Mexico edition of Zoho Inventory.
  
• View associated transactions in a customer's details page.
  
• Use the custom fields that were created in the web app in Inventory Adjustments, Transfer Orders, and Picklists.
  
• Print or download inventory adjustments, bundles, and transfer orders as PDFs.
  
• Attach files to inventory adjustments and transfer orders.
  
• Execute Sales Order Cycle.
  
• Improved user experience and bug fixes.
  

 

These are some of the major updates we've made to Zoho Inventory this month. To view a list of all the updates, visit our What's New Timeline. Try the new features, and if you have any questions or suggestions, write to us in the comments below or reach out to us at support@zohoinventory.com. We'll be glad to help.

 

Cheers,

The Zoho Inventory Team

• Topic Participants

• Varun R

• alopez

• Thena

• Madhan Gopal

  

• Sayedi

• Recent Topics

• Zoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed

  We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every

• How to setup pricing in Zoho

  Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,

• Introducing the revamped What's New page

  Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

• Prefilled Date fields auto-changed and then locked when using “Edit as new”

  If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to today

• Is there a way to update all the start and end dates of tasks of a project after a calendar change?

  Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

• Access Phone Field Components (Country Code) Directly

  Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,

• Send mass messages through WhatsApp from the Tickets module

  Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submitted

• The difference between Zoho Marketing Automation and Zoho Campaigns

  Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?

• Lead Owner Signature Merge Field

  I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields

• How do I create a time field?

  I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

• Experience effortless record management in CRM For Everyone with the all-new Grid View!

  Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

• Alternating columns - How to reverse order on mobile - Responsive template

  Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text Row

• openUrl in blueprints

  My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

• Let us view and export the full price books data from CRM

  I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

• InvokeURL butchering JSON for OpenAI API calls

  My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

• CRM for email in Outlook: how to ignore addresses?

  We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

• Custom order for Current Stage (Blueprint field)

  Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!

• CRM E-mail Sync from Outlook

  We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.

• Run your help desk on your schedule

  In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk.   In order to accommodate teams that work

• The Customer Happiness REST API is broken

  1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls per

• Can the Product Image on the Quote Template be enlarged

  Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

• Automatic Department and Employee Sync Between Zoho One and Zoho People

  Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

• Zoho Expense and Chase Bank Visa credit cards - Direct Feed?

  Our company uses JP Morgan Chase Visa credit cards. We can't be the first to try and use a combination of Zoho Expense + Chase Bank + Visa Credit Cards --- anyone successful with this combination? 1. The direct feed automation isn't working. When I go

• Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

  " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

• Image inputed in Zoho Form were displayed to small in exported version

  Good evening, my name is athallah, i am a trainee in government office Right now, i use Zoho form to digitalize an airfield monitoring form. my problem is, the image were to small to displayed in exported version. it really bad for formal presentation

• API. How do I get responses submitted to the form?

  Hi, I'm trying to retrieve a list of form responses via the API. I've created a Self Client application in API Console. What scoup should I enter? What are the endpoints? Is there documentation on this anywhere? I've wasted a lot of time searching. GPT

• Question about Zoho CRM Professional plan users

  Hello! I have a question about the Zoho CRM Professional plan. Is the pricing charged per user or per organization? Are there any free users included in this plan, or do I need to pay for each additional user separately? Thank you!

• Communicating with emojis

  On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on

• Changing the Default Search Criteria for Finding Duplicates

  Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

• Microsoft Teams now available as an online meeting provider

  Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

• Is it possible to create a word cloud chart in ZoHo Analystics?

  Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

• Help integrating Aircall into Zoho CRM

  Hi all, We are need to get better AirCall integration into Zoho. We have configured in the Aircall dashboard but we have not done the Zoho side. We cannot see Zoho CRM information on incoming calls. And we calls and text's are not being logged. Specifically

• Shopify Extension no longer working in CRM

  Zoho CRM and Extension are no longer working properly. We have used Shopify Basic for years. All of the sudden it stopped working, then started working again, and now no longer working again. There are several ways for Personal Information to sync from

• How to keep track of bags, cans, drums of inventory?

  We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

• Easy third party collaboration: Zoho Flow Integration

  Third-party integrations extend your project functionality with improved workflow, and data processing. With Zoho Flow integration you can include multiple third party actions into your project or task automation. Add Zoho Flow action in Workflow rules

• Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

  How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against

• Introducing Configure, Price, Quote (CPQ) in Zoho CRM | Public early access 2023

  Greetings Customers! We're excited to announce that the CPQ feature will soon be available in Zoho CRM and accessible to all accounts using the Professional, Enterprise, and Ultimate editions. We've opened this feature to select customers, and it'll be

• Create folder is fetch fails

  coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

• how to edit the converted lead records?

  so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I try

• Good news! Calendar in Zoho CRM gets a face lift

  Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

• Next Page