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

    • [Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025

      We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-Party
    • Feature Request: Tag, Search, and Report on Individual Private Comments

      Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear history
    • Zoho CRM Community Digest - August 2025 | Part 2

      Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August. Product Updates: Meeting Enhancements in Zoho CRM! Track whether a meeting is online, in-office, or at the client’s location using the new
    • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

      Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response
    • Round robin

      Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
    • Time Entry Notifications

      Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?
    • Change text in help desk

      Hi, Please let me know how can i change the this text, see screenshot.
    • Customer happiness customisation

      Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? Also
    • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

      792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.
    • No Zoho Support Response in Months

      I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a support
    • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

      Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It
    • Null

      If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?
    • Format a "return" message

      Good day, Is there a way to format the message of the "return" function in CRM deluge script?
    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
    • Having Trouble Opening The Candidate Portal

      Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.
    • Tip of the Week - Spot Risky Sales with Conditional Formatting

      In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply
    • How do I duplicate / copy a campaign

      I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns.  It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try to
    • For a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?

      We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "Pay
    • Creator Change History: Ways to improve

      Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,
    • Currency selector (based on variable) usage in comparsion

      Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison
    • Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis

      Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expand
    • add employees and customiz

      I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employees
    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
    • Zoho People Attendance Module - Split Shifts

      Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pm
    • Zoho One subscription

      we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.
    • How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?

      In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everything
    • Dashboard

      I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to create
    • Can i connect 2 instagram accounts to 1 brand?

      Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?
    • Zoho Forms - Improved Sub-Forms

      Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to make
    • What's New in Zoho Billing | Q3 2025

      Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designed
    • How to Delete Personal Account Linked with My Mobile Number in past or by someone else

      How to Delete Account Created with My Mobile Number in past or by someone else This is creating issues in making or sync with my credentials mobile and email address..
    • WhatsApp Business Calling API

      Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need
    • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

      Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
    • Marketer's Space - Going beyond basics: Smarter ecommerce marketing with Zoho Campaigns

      Hello Marketers, Welcome back to this week's Marketer's Space. In the last post, we discussed the basics of email marketing and how to get started with email marketing in ecommerce. In this part, we'll dive much deeper into some other advanced features
    • Connecting two modules - phone number

      Hi, I’d like some guidance on setting up an automation in Zoho CRM that links records between the Leads module and a custom module called Customer_Records whenever the phone numbers match. Here’s what I’m trying to achieve: When a new Lead is created
    • Zoho Marketing Automation 2.0 - Landing Page function not working

      Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
    • 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
    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
    • Messages not displayed from personal LinkedIn profile

      Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,
    • "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
    • Next Page