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
Missing Zoho Desk integration option for form workflows
According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
Gantt for 2 or more projects
Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.
Integrating a Zoho Project Gantt Chart into Reports
Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports. Please let me know! Thanks
ZOHO BOOKS - EXCESSIVELY SLOW TODAY
Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
Gantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
Displaying related quotes in sales order and back
Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords
We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong
Clearing Fields using MACROS?
How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
Migrating a Zoho Forms form into Zoho Creator
Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad
Is there any way to recall an email sent using Zoho CRM?
If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
Problem with reports due to "Connected" items change - Yes this IS a problem
Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child items
Introducing notifications in the vendor portal
Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older version
CRM limit reached: only 2 subforms can be created
we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.
LESS_THAN_MIN_OCCURANCE - code 2945
Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
Analytics for notes created
Is there a way I can see how many notes were created per day? Via reporting or analytics?
No TDS Deduction
In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we
Cannot update Recurring_Activity on Tasks – RRULE not accepted
Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"
Add image to report...
Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to add
More controls for User Fields in CRM
Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certain
Calls to accounts rather than leads or contacts?
So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" for
Image Upload Field | Zoho Canvas
I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when building
Power of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date
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
Lead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
Range names in Zoho Sheet are BROKEN!
Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheet
populate email address and name in zoho desk?
Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,
Are there default/pre-built dashboards in Zoho Desk?
Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank you
SAP S/4 HANA to CRM Integration - change the SAP Client ID
Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi Aswani
Adding branded signature to tickets reply
Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .
How to share ticket numbers across different ticket types
I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main Event
Adding Social Media Buttons to Basic Campaigns
Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!
Hide Inactive Social Sign-In Providers from Login Screen
Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,
[Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Download All Attached Files
It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.
Ship via Carrier Not Working Since Commerce Update
Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happening
automations: Can I execute a step on a specific date?
I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sending
Zoho Expense - The ability to add detail to a Trip during booking
As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by the
Adding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!
Schedule Exports for Regular Project Updates
Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthly
Question about custom fields using Pivot Tables.
I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?
Request for Light/Dark Mode
Would love the ability to switch between Light and Dark mode similar to Zoho CRM. https://help.zoho.com/portal/en/community/topic/introducing-dark-mode-light-mode-a-new-look-for-your-crm
Next Page