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.

Watch the video.

2. Product updates

• 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

• Topic Participants

• Salman Nazar

  

• Recent Topics

• 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?

• Is it possible to lock editing subform rows?

  Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the

• "Spreadsheet Mode" for Fast Bulk Edits

  One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

• What is the maximum file size of a video upload in Zoho chat?

  Can I upload a 20 mb video file and share it with my colleagues? 

• Update a field in ALL all calls under a contact

  HI guys! I have written some deluge code to update a field in my calls after i have comepleted the call, i need this field to update in all my scheduled calls as well that are comeing up. I just cant seem to get it to work, i have put teh code below,

• In place field editing for candidates

  Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

• Automatic Matching from Bank Statements / Feeds

  Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

• Verifying Zoho Mail Functionality After Switching DNS from Cloudflare to Hosting Provider

  I initially configured my domain's (https://roblaxmod.com/) email with Zoho Mail while using Cloudflare to manage my DNS records (MX, SPF, etc.). All services were working correctly. Recently, I have removed my site from Cloudflare and switched my domain's

• Fat Download of Ulaa Browser

  I just observed that Ulaa Browser is offering an one-capsule big download. These days it is a custom to offer a small bootstrap downloader and based on user customization options an appropriate download completes. And this is particularly common with

• Cancelled Transfer order problem

  Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

• Next Page