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 All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. The requirement
I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions
Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding
I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facing
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.
I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.
hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this data
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening
This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.
I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window
Hi Community, I'm working on a client portal and it seems like the only I can make the Account record editable to the Contact, is if I add another lookup on the Account to the Contact record. Am I missing something as the account already has a list of
These tools are extremely helpful for: Filtering and extracting data using simple SQL-like queries Combining or transforming data from multiple sheets or tables Creating dynamic reports without using complex formulas Having a Query-like function in Zoho
Hi, I am trying to connect my Zoho Mail account with my Apollo.io account to start sending cold email for prospecting purposes. I have activated the IMAP setting but I am still unable to connect to the Apollo account. I am using my email credentials but
Hi Community, I'm building a customer portal and I can't find a way to hide the notes related list. I don't want the client to see the notes I have about them. Is there a way to do this as it is no bin/trash icon when I hover over.
when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current
Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure this
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,
Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.
Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to
There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
We've integrated UPS with Zoho inventory. When creating and downloading the shipping labels they are created in a larger paper size. I'd like them to be generated to print on a 4x6 printer. Zoho have told me I need to do this within our UPS portal. UPS
Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elements
I have a team folder with many subfolders, and in those folders we add new documents all the time. I'd like to have a workflow or script to notify me (and then take other actions) when a file is added anywhere in that structure that ends in "summary.txt".
Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zones
Make system emails adjustable in terms of branding. We want our system to be completely white label, because it is not a CRM anymore, it's way more than that. We are following the strategy of "CRM for everyone" to use the CRM in all departments, not only
I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going through