Zoho Inventory Community Digest September 2021 - a monthly rundown
Zoho Inventory Community Digest September 2021 - a monthly rundown
Hello all!
Another month and here we are with another edition of the Zoho Inventory Community Digest. We have product updates, spotlights, webinars, and much more in our Community Digest for you this month. Let's check it out.
1. Spotlight
Micro businesses are an important part of the small business world. Micro business owners generally look out for the best money-saving options available in the market, and free is a great price point. In this video, we suggest you take a look at 5 free inventory tools for micro businesses.
Existing dropdown options in your dropdown custom fields can now be marked as inactive. You can go to Settings > Preferences and select the module containing your custom field to mark options as inactive or view the existing inactive options if your wish to turn them active again.
Now you can connect your Amazon FBA stock to other integrated sales channels like Etsy, eBay, and Shopify. This will allow you to fulfill sales orders from these other sales channels via the Amazon FBA inventory or warehouse.
Managing customer and vendor statements at the branch level is now easy. You can manage your company's branches while viewing your statement reports in the Customers/Vendors module of Zoho Inventory.
The FIFO cost lot tracking report in Zoho Inventory now has an option to filter this report by branch.
When you record a payment toward an unpaid invoice in Zoho Inventory, you will be able to see a list of up to 250 unpaid invoices from this customer at the top of the invoice list. This will help you identify the right unpaid invoice and apply the payment to it.
While creating a transfer order between your warehouses or making an item adjustment to your stock, you can now attach a file to this transaction. This will make it easier to associate reference documents like stock take sheets or internal transfer requests with your transactions.
The latest update to the Zoho Finance and Zoho Analytics integration now allows the following modules to be synced via this integration.
System Mails SMS Notifications Budgets Landed Costs Sales Receipts (for all sales receipts enabled customers) Shipping Bills Bill of Entry
We have now introduced the option to edit the billing and shipping addresses for Amazon orders in Zoho Inventory.
If you have integrated a marketplace or shopping cart with your Zoho Inventory, we now offer a reduced sync time for your orders. You can now schedule a sync interval of 15 minutes for your integrated online sales channels.
When sales orders from your integrated shopping cart or online marketplaces are brought into Zoho Inventory, they will now have their shipping charges (not including taxes) mapped to the default shipping charges field in the Sales Order module.
3. Mobile app updates
iOS/MacOS updates
Zoho Inventory is now live on iOS 15. Live texts, scanning of multiple serial numbers, and enhanced privacy on widgets—have it all with a better user experience with the latest iOS 15 updates for Zoho Inventory.
4. Customer Corner
Read this excellent tribute from our customer Omar Fattah, who runs a watersports equipment distribution center in Cairo.
"After a few months of searching for a great cloud-based solution to manage my books and inventory, I came across Zoho. It had everything I needed to run an import and distribution business spread across several warehouses and stores. The experience has been seamless, the support has been great, and best of all, I learned it all by myself with no tutorials. It's extremely user-friendly."
Omar Fattah Director Holix Watersports Showroom, Egypt
We would love to hear your feedback on Zoho Inventory, too. Check out our customer testimonial page and click Share your story on the right side of the page to let us know your thoughts!
5. Webinars
Were you able to join us for the webinar in partnership with Easyship, Mastering your inventory and order management this holiday season? Well, no worries. If you missed it, watch our webinar recording from below to get our tips and tricks on managing your inventory and fulfillment efficiently during this shopping season.
6. Hottest inventory management tips
In this month's most-discussed tips, we would like to bring you an automation solution for converting your sales orders into packages and shipments in Zoho Inventory. Find out more about this code.
As always, we encourage you to join our webinars and follow our community forums to stay up to date 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 all the answers you need.
Cheers, Salman Nazar Community Manager | Zoho Inventory
I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity
Zoho Creator displays a detail view that slides out from the right onClick of a record in a report. Am I able to access that detail view from an html snippet, e.g. click a record in a list and display the detail view? The zc_LoadIn dialog is a bit clunky,
Over the past few weeks, we have explored different facets of billing, from the simplicity of traditional one-time billing to the evolving landscape of subscriptions, retainers, and usage-based models. We've unpacked how billing isn't just about sending
Combining html/css into a single snippet can grow quite large for a UI that has a lot of functionality/styling. To keep things tidy, are we able to pull files into an html snippet using a <link> tag? If so, what are some best practices?
Two things it would be nice to have the attachment size the same as the attachments sections and it would be nice to be able to attach links like you can in the attachments section. Thank you
Hello. If I add an image field like contact photo in a Canvas design, and the field is empty, there is an ugly placeholder in its place. This doesn't happen in the standard view. In the standard view, if the contact photo is empty, nothing appears in
Hi guys, I've connected Zoho CRM through Google Ads interface with the goal to setup the enhanced conversion tracking in Google Ads. I have to Zoho related conversion goals which you can see in the images below: For the conversion goal above I've setup
Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just
Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email
Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer
I have a section on my home page with numerous elements within it and I'd like to move the entire section to a different page on my site so I don't have to recreate it from scratch. Is there a way for me to do that easily? I could use a quick answer on this please.
Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest
Hi, Just wondering if there's a way to export/convert a presentation to an MP4 video file or even a GIF. One use case would be to use the animation functionality to create social media graphics/charts/gifs/videos. Thanks for a great tool... Rgds Jon
When editing the layout of, for instance, the Potentials page, is there a way to insert a horizontal rule or white space in between fields? I'd like to keep a group of fields in the same Section, but would like to create some seperation in order to further group together certain fields within the Section. If this is not possible, does anybody have any other suggestions on how to create this same effect? Thank you!
Hello users, Starting from May 15, 2024, Zoho Books will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than 100
Hello Users, The final quarter of the year 2025 has begun, and we at Zoho Projects are all set with a plan. New targets to achieve and new milestones to reach, influenced by the lasting imprint of the past quarter. 2025's Q3 saw some new features and
I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,
I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by getting
Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the
Hello Everyone, In Zoho Books, updating selling prices is taking too much time. Right now we have to either edit items one by one or do Excel export/import. It will be very useful if Zoho gives a simple option to: Select multiple items and update prices
I'm having problems with the form in my database. The edit view is not showing the whole form: This is how it looks in the normal view: As you can see, there is a whole section in the bottom right of the form which is not displaying in the Edit View. This means that I can't change or delete any of these fields... Anybody had a similar problem or know a solution? Any help would be appreciated. Cheers,
I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.
Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:
Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only
Hi to everyone A "real" WYSIWYG or HTML field that outputs good HTML code when accessed through the API would be excellent. I tried to use the rich text field, but the styling options are limited. For example, there are no heading tags (h1 to h6), and
Hi Team, I want to delete my stores of commerce. Please help me asap. Looking for the positive response soon. Thanks Shubham Chauhan Mob: +91-9761872650
As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained
Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but
I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for
It's the first with any software where I am experiencing that an existing customer has some of his exiting features removed. Moreover, new Zoho One users are paying less than us. Is this going to be Zoho's "normal behaviour". If so, it is going to be
Right now we are using a page variable to filter a report on a page. However, it being a page variable makes it reset if you go to another report/form, we want the filter to be kept the same. I tried using an application variable according to zoho you