What's New in Zoho Inventory - January - May 2024

What's New in Zoho Inventory - January - May 2024

Hello, users!

We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new:

Customer and Vendor Portal Domain Change

We are updating the Customer and Vendor Portal's default domain from inventory.zoho.com/portal to inventory.zohosecure.com/portal for enhanced security. Starting June 5, 2024, users will automatically be redirected to the new domain. This change will not affect your users' data on the portal, including transactions, comments, and more. They will be able to access their portal as usual.

UPS v2.0 Shipping Integrations 

We're excited to announce the new and improved UPS v2.0 integration, which leverages OAuth 2.0 for a more secure and seamless user experience in authentication. We've already started migrating our existing integration users to ensure a smooth and uninterrupted transition. UPS will stop providing new licenses starting from June 6, 2024.

Manually Push E-Invoices [India Edition]

You can now manually push your e-invoices to the IRN. If you wish to make any changes to the manually pushed e-invoices, you can delete the e-invoice from IRN, make the changes to the transaction in Zoho Inventory, and push it again. Once the associated e-invoice details are deleted from the IRN, the transaction's status will revert to Yet To Be Pushed.
Note: You can only delete e-invoices that are manually pushed.

Klarna Payment Method for Stripe [Global Edition]

Introducing Klarna, a global payment method now available in Zoho Inventory through Stripe. With Klarna, you can make payments immediately or split them in instalments. This offers your customers greater flexibility and convenience in managing their payments. 

To enable Klarna: Navigate to Settings > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, select the Edit icon next to Payment Methods, and choose Klarna from the list of payment methods.




Alipay Payment Method for Stripe [All Editions except India]

Alipay, a popular digital wallet in China, is now available as a payment method for Stripe payments in Zoho Inventory. With Alipay, you can securely make payments online. You can collect payments in Chinese Yuans from any location. Additionally, based on your Stripe account's location, you can receive payments in AUD, CAD, EUR, GBP, HKD, JPY, SGD, MYR, NZD, and USD.

To enable Alipay, navigate to  > Online Payments > Payment Gateways, and click Edit Settings under Stripe. Then, select the Edit icon next to Payment Methods, and choose Alipay from the list of payment methods.



UPI ID Option for Invoice QR Codes

We have introduced the UPI ID option for your invoice QR codes. You can include your UPI ID as a QR code in the PDF of your invoices. This allows your customers to scan the QR code with their device and make payments directly to your UPI ID.

To use this feature, go to Settings > Sales > Invoices > General and select UPI ID as the QR code type in the Invoice QR Code section.



WhatsApp Integration 

You can now link your WhatsApp to your Zoho Inventory organization, which enables direct notifications of payments and sales transactions to your customers. You can customize it for marketing and sales templates for each module to send notifications, as well as directly initiate conversations with your customers from your Zoho Inventory organisation

To enable WhatsApp for your customers: Navigate to Sales > Customers, select a customer, and edit their Primary Contact or Contact Person details on the overview page. Then, mark WhatsApp as their Communication Channel.


New Unique Quantity Codes for Items

We have added two new unit codes to the Unique Quantity Codes: BAL (Bale) and TGM (Ten Gross). A Bale refers to materials packaged together, while Ten Gross represents a quantity of 1,440 items. These units are especially useful for businesses dealing with wholesale goods. 

To access this option: Click Configure Units from the Unit dropdown in the Item creation or edit page.

Bulk Export Option for Two Reports

We have introduced a bulk export option that allows you to export over 50,000 rows of the Inventory Aging Summary and Inventory Valuation Summary reports. You can choose to export the report in sections or as a full report. These reports are in early access and available only in the Premium and higher plans. You can contact support@zohoinventory.com to enable it in your organisation.

Send Item Identification Codes for Electronic Invoicing [Mexico Edition]

You can now include unique codes, such as the Stock Keeping Unit (SKU), when sending item details to SAT for e-invoicing. By default, no code will be shared with SAT, however, you can configure it under item setting when needed. Once configured, the code will be visible in the item table of the transactions. Additionally, you can choose to send a single code for all items in your organization.

You can also include codes such as the Universal Product Code (UPC), European Article Number (EAN), International Standard Book Number (ISBN), and Manufacturer Part Number (MPN).
To configure this preference: Go to Settings > Taxes & Compliance > Electronic Invoicing> Edit icon next to Item Information.

Additional VAT Treatment Options [UK Edition]

We've introduced VAT Exempt and Out of Scope VAT treatment options for items. These options are available only for customers whose VAT treatment is set as United Kingdom or Overseas Customer. VAT Exempt can be applied only to items that are classified as services.

Safaricom M-PESA Integration [Kenya Edition] 

The Safaricom M-PESA integration is now available in Zoho Inventory. M-PESA is a digital mobile payments service in Kenya that lets you seamlessly process payments using e-wallets. You can set up the integration and receive payments in Kenyan Shillings from your customers.

To enable Safricom M-PESA: Go to Settings > Payment Gateway > Alternate Modes > Set Up Now near Safricom M-PESA.
​



Give these features a try and let us know your thoughts in the comments section below. If you have any queries, send an email to support@zohoinventory.com. We'll be happy to help.
 
Regards,
The Zoho Inventory Team

    • Recent Topics

    • Display name & account type change

      I made a mistake and subscribed with an individual account instead of business, how can I change the account type and enter the details of the business. The other question, if I can't, then I want the display name of our email to be 'Business name' instead

    • Request to change display name in Zoho mail

      Hello Zoho Mail Support, I am experiencing an issue with changing the display name on my Zoho Mail account. My email address is: info@witchcraftproduction.rs . I have already updated the display name in Settings > Mail Accounts, where it now shows as

    • Outbound IP address SPAM problem.

      Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.

    • Answer Bot and Personalized Questions

      Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"

    • Forwarding

      How can I forward my Zoho account to my gmail account? Noël

    • Kaizen #89 - Color Coding using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. Today let us see how you can apply color codes to the List and Detail Pages of Zoho CRM using Client Script. Need for color code in Zoho CRM When you mark things with different colors as a

    • Your bot just got smarter: AI-Powered routing that reads between the lines

      What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing

    • Add a Way to Duplicate Cards in the Same Canvas (Retain All Settings)

      Dear Zoho SalesIQ Team, We would like to request a new feature in Zoho SalesIQ: the ability to duplicate an existing card within the same canvas while retaining all of its information and settings, including conditions, configurations, and display preferences.

    • Zoho Mail CC and BCC not working

      Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report

    • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

      When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working

    • Zoho Autoplay Issue

      Currently, we run our graphics on a playlist with youtube videos interspersed in our office -- however, when we go to update the playlist (since last Thursday at around 8-9am EST) it no longer saves the autoplay function.  We have tried making a new account, manually saving with cntrl+s, making a new show, etc but nothing seems to work.  Even with our old program, we can't change it off of autoplay for ones that were created in the past. Another issue is that if we change a slide transition to anything

    • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

      Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

    • Adding hyperlinks in CRM emails time automatically

      It may just be me, but when I am writing an email to a lead, I find inserting a hyperlink very time consuming. Granted, I can use templates but there are a ton of scenarios where I might want to put a link in to an website that wouldnt require me to go though the effort of creating a template.  Ideally, the crm would identify that I that a string of text is a URL and insert the hyperlink automatically, just like microsoft outlook or gmail. Has anyone else had this same experience and found a way

    • Enhance "Applications Usage" with Date Filters, Historical Analytics & App-Level Breakdown

      Hello Zoho Creator Team, We are writing to request a critical enhancement to the Applications Usage section to improve our ability to monitor, analyze, and manage our platform consumption over time. While the current view of today’s usage is helpful for

    • External File Share - Allow delete

      Hi Team, when I share an external link and give it edit rights the external user can add but not delete files and folders. what am i doing wrong?

    • Tables from ZohoSheets remove images when updated from source

      I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

    • Where is the Global Search field?

      I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of

    • Enhancements to finance suite integrations

      Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also

    • How to notify all members on any updates to zoho crm?

      Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho. 1. How do I s et notifications that go to the team for any and all changes

    • How to change the format for phone numbers?

      Mobile phone numbers are currently formatted (###) ###-####.  How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?

    • Unattended Access on Android without Play Store

      I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment

    • How can I bold text on Zoho Forms submit buttons?

      In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.

    • Open Sans Font in Zoho Books is not Open Sans.

      Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

    • Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

      Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

    • Show Attachments in the customer portal

      Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

      Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup

    • Zoho Projects Webhook fails with HTTP Error 0

      Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • ZOHO Campaignで表のカラムの幅を調整したい。

      表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。

    • 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

    • Auto-upload Creator Files to WorkDrive

      Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

    • Cannot connect to 365 business calendar and Teams, says personal but it is not.

      hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Kaizen #129 : Client Script Support for Blueprints

      Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

    • Search Bar Improvement for Zoho Commerce

      Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

    • Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

      Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

    • Account Owner Field From Accounts Module to be Displayed in Contacts module

      I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".

    • Update a field in the ZOHO Form, basis numeric value in another field in the same form

      I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another

    • Default Sorting on Related Lists

      Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

    • Next Page