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
Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
Hi everyone, I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below. To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really
We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)
Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of
Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features
Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,
Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when
Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow
Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress
I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?
Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser
I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle
Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen
How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.
Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?
Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.
We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but