Zoho Inventory Community Digest August 2021 - a monthly rundown

Zoho Inventory Community Digest August 2021 - a monthly rundown



Hello all!

Hope you're doing well! We're back again with a bunch of updates from the past month. We have everything from product updates and webinars to customer appreciation highlights, so let's get started!  
 
 
1. Spotlight

Are you confused about the difference between accounting stock and physical stock in your Zoho Inventory account? Well this month's Spotlight has all the information you need, so you never have to worry about mixing the two up again. Simply check out this video for detailed insights on how to track accounting and physical stock for your company with Zoho Inventory.

CTA button: Watch Video


2. Product updates

  • In Zoho Inventory, you can now include PAN to your customer and vendor contacts from unregistered GST organizations. Along with this, you can also add PAN to your overseas treatment contacts from registered organizations.

  • You can now view the total number of warehouses that are accessible for a particular user from the Users & Roles section in Zoho Inventory.

  • When you import invoices, you can also import new addresses for the associated customer. This will automatically map the address to an existing account or it will add the address to your import file as a new address while creating an invoice.

  • We have provided an option to change the customer advance account while recording excess payment. Under Accountant Settings, you can find an option to set a default account in Zoho Books to perform this change.
 
3. Mobile app updates
 
  • iOS/MacOS updates

    This month's updates to the Zoho Inventory iOS app include:

    - Add universal links and deep links for multiple apps through our mobile app. This functionality works for creating templates and contacts so you can associate any relevant links.
    - Manage the enabling and tracking of transfer order shipments in Zoho Inventory.
    - Take advantage of custom view filters for transfer orders and the new item adjustment modules.

4. Customer Corner

This month we had a huge shout out from our dear customer Lila Zarski from Equicore Concepts. Listen to how moving to Zoho Inventory helped her company.

"Zoho Inventory has helped us manage our business easily and meet all our inventory needs. The onboarding experience was quite impressive in that our not-very-tech-savvy employees could learn the software easily and quickly. The product support has always been of great help every time we talk to them, especially with the implementation of multiple automations within the app."

We would love to hear all of your feedback on Zoho Inventory, too. Check out our customer testimonial page and click Share your story to the right of the page to let us know your thoughts! 

4. Important

Replacing Authtokens with OAuth by October 30th

Please note that we had announced the removal/deprecation of Authtoken support for Zoho Inventory APIs by August 30, 2021. This change is part of switching to OAuth 2.0, a more secure and robust protocol. If you are a heavy user of Authtoken, the migration has been extended for your organisation until October 30, 2021, before which you will have to migrate to the OAuth functionality. Kindly confirm your extension with the Zoho Inventory support team at the earliest.
 

5. Webinars

Join us for a LIVE webinar on the topic 'Master your Inventory and Order Management this Holiday Season' where we will be talking all about the best tips to follow during this shopping season. Listen from our experts in the domains of Inventory and Order Fulfilment to buckle up for this holiday season.

Register Now:

For the Americas
For the APAC
 
6. Hottest Inventory Management Tips 

We discuss multiple tips and tricks in our community forums every month. This month, the most discussed tip was the conversion of Sales Orders to Invoices and automated recording of payments in Zoho Inventory using the custom function module. To find out more about these codes and implement them for your account, please follow this link.
 
7. Resource Center
 
Read all about using Analytics to accelerate multichannel online retail in Zoho Blogs, where Ashwinth discusses how to specifically optimize your online sales transactions and different sales channels with Zoho Inventory.

We encourage you to join our webinars and follow our community forums to stay updated on Zoho Inventory and inventory management best practices. If you need any additional assistance, feel free to send us an email at support@zohoinventory.com. We'll be happy to help you find the answers you need.

Cheers,
Salman Nazar
Community Manager | Zoho Inventory

    • Recent Topics

    • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

      Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert
    • Marketing Tip #2: Recover lost sales with abandoned cart emails

      Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set
    • Billing Management: #9 Usage Billing in IoTs

      We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has
    • {"code":1038,"message":"JSON is not well formed"}

      Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input
    • How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

      I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.
    • Remember all the ways we've posted?

      The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital
    • Add Support for Authenticator App MFA in Zoho Desk Help Center

      Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,
    • Can no longer upload my own Notebook cover

      I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this
    • Zoho Desk - Cannot Invite or Register New User

      Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process
    • Custom domain issue

      I recently changed records for my support area custom domain for a few months, I then wanted to come back to Zoho, but now I can't connect it and I can't login as it's having an SSL issue. I cannot get a good response from support, as I've been notified
    • How do you generate personalized certificates and save them in dynamic folders using Writer's mail merge?

      Zoho Writer's mail merge feature can help you enhance the certificate management process. It's a great way to save time and effort! Merge certificates and maintain a well-organised repository with personalised certificates stored in separate folders for
    • Zoho Editor

      Zoho PDf Editor is not working I am clicking on EDIT PDf then it again bringing me back to the same page. again and again.
    • The present is a "present"

      The conversation around mental health has been gaining attention in recent years. Even with this awareness, we often feel stuck; the relentless pace of modern life makes us too busy to pause, reflect, and recharge. In the world of customer support, this
    • KPI Widget dashboard select periods

      I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects
    • Market cap

      Market cap formula?? Kaise nikale
    • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

      Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to
    • Direct Integration Between Zoho Cliq Meetings and Google Calendar

      Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just
    • Zoho sheet

      Unable to share zoho sheet with anyone on internet with editer option only view option is show
    • Mail and OS

      Jai Hind! Zoho is doing good by creating good software (made in india) on par with other tech giants. 🥰 Suggestion: 1. Whenever we sign up on zoho mail its asking for other mail id. It shouldn't be like that. You should ask general details of a user
    • Personal account created under org account

      Hi there, I am Jayesh. We are using ME Central, and we have an account by the email ID soc@kissht.com.. Now I have created a personal account., jayesh.auti@zohomail.in, accidentally. Can you help me to remove this jayesh.auti@zohomail.in from my organization
    • Add another account

      How to add another mail account to my zoho mail.
    • Recover deleted user

      Hi by mistake i have deleted an added user and his email associated. Please help me recover it thank you.
    • No connection to the server

      Hello! I can't add a new email address to my mailbox because your server is rejecting me. Please help. I took and added a screenshot of this problem Marek Olbrys
    • Emails missing from desktop but visible on phone

      Subject says it all. Windows 11 laptop. Apple phone. all systems up to date.
    • Website Hosting

      Hello, I want to host my domain on Hostinger, and I want my emails to run through Zoho Mail. Please provide me with the SPF record, MX record (Type: TXT), and A record, so that I don’t face any issues with my emails. My website is on Hostinger hosting,
    • Can not search zoho mail after update V.1.7.0

      i can not search mail on to and cc box from attached picture and then search contacts box can't click or use anything. include replay mail too.
    • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
    • How to retreive the "To be received" value of an Item displayed in Zoho inventory.

      Hi everyone, We have our own Deluge code to generate a PO according to taget quantity and box quantity, pretty usefull and powerful! However, we want to reduce our quantity to order according to "To be received" variable. Seems like this might not even
    • Payment on a past due balance

      Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used
    • Kaizen #211 - Answering your Questions | Using Canvas and Widgets to Tailor CRM for Mobile

      Howdy, tech wizards! We are back with the final post in addressing the queries you shared for our 200th milestone. This week, we are focusing on a couple of queries on Zoho CRM mobile configurations and custom payment gateway integration. 1. Mobile SDK
    • Remove "Invalid entries found. Rectify and submit again" modal

      Following up on a post from a few years back, but can the Zoho team consider either removing the 'Invalid entries found. Rectify and submit again' modal that displays for empty mandatory fields OR allow an admin to change it? I've built a custom error
    • No Functional Autosave or Manual Save Button

      Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried
    • Cadence reports as front-end reports

      Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can
    • Show elapsed time on the thank-you page?

      Is it possible to display the total time a user spent filling out a Zoho Form on the thank-you? I’d like to show the difference between the `form submission timestamp` and the `start time` (currently have a hidden Date-Time field set to autofill the date
    • Email Integration - Zoho CRM - OAuth and IMAP

      Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
    • I need to do crud with snippet html

      I need to implement a form with an improved user interface. I would like to use snippets to build a CRUD that allows me to create and update records. How could I achieve this using snippets?
    • Allow Stripe Credit Card and Stripe ACH payment methods to be enabled separately on an invoice.

      I need to be able to pick at the invoice level whether Stripe Credit Card and/or Stripe ACH payment methods are available. Currently, I'm not able to select from the two Stripe payment methods individually on an invoice. However, there are some larger
    • Meeting impossible to use when sharing screen

      he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are
    • Resume Harvester: New Enhancements for Faster Sourcing

      We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
    • Incorrect “correct” password on email client apple mail

      I have troubleshot this account several times. I have deleted and re added account. It keeps saying incorrect password. Can you check that it is not locked on your end?
    • Next Page