Zoho Inventory - Walkthrough

Zoho Inventory is an important part of Zoho's suite of applications, particularly designed for small to medium-sized businesses. It is a cloud-based tool and includes an application for both Android and iOS devices. Besides being exceptional inventory management software, Zoho inventory integration offers multichannel selling, order management, good reporting options, warehouse management, etc.

It is all these qualities that make Zoho Inventory perfect for retailers who have both an online and a physical retail store. Zoho inventory management software is a great option for retailers who sell their products on a global scale because it streamlines everything for these retailers and makes business operations easier.

With both a mobile application for instant changes and an extensive range of desktop applications, the Zoho inventory is an extremely smart choice for the purpose of inventory management. It facilitates great management of inventory across various warehouses and also allows end-to-end tracking. If you are a retailer who is trying to find a dependable solution for managing inventory across multiple warehouses or know someone like that then Zoho inventory can help immensely.

In this blog, we will go through a complete walkthrough of the Zoho inventory to understand the tool much better.

Creating an Account

Zoho Inventory is a web-based application that works best and supports the latest versions of the browsers such as Mozilla Firefox, Safari, Edge, Google Chrome, etc. There are two common ways in which you can sign up for the Zoho Inventory. If you already have an existing Zoho account then you can proceed with that and if you don't then the best probable way to move ahead is by going ahead with a new sign-up.

For a new sign-up, the first and foremost requirement will be to sign up for the 14 days free trial period. This period will enable you to test the product and use all its features included in the professional plan of the Zoho Inventory. You have an option of upgrading to either of the paid plans during or after the trial period.

To go ahead with a new sign-up for the Zoho Inventory, take the following steps:

1. Log in to the Zoho Inventory website.
2. Click on SIGN UP NOW. You can find this button in the top right corner of the page.
3. Enter the company's name because that will be the organization's name in the Zoho Inventory.
4. Make sure that you enter a regularly used email address and a strong password. This will act as your login credential.
5. Choose a country in which your company is located.
6. Mention the phone number for authentication purposes.
7. Click on SIGN UP to complete the process so that you can be navigated to the organization details page.
   
   

Zoho Inventory Quick Setup

Set up your organization details. When you sign up for the Zoho Inventory management software, you are going to be redirected to the organization details page that will ask you to enter some basic information about your business. On this page:

1. The portal name is going to be auto-generated. In case you wish, you have an option to suit this name according to your business needs.
2. You can now choose the industry type and enter the complete address of your organization
3. Choose the currency so that it serves as a base currency for all future transactions and cannot be edited later.
4. Now select the time zone of your company's location
5. For comparing the setup, click on the Click to Finish button so that you can be logged in and redirected to the Zoho Inventory organization.

Setting Up Data

After signing up for the Zoho Inventory and setting the organization details, you can also set up all the data and manage your business in the right way. To get started, follow the steps mentioned below. It is also highly recommended that the steps should be followed in this order only for a better start-up process.

1. The first step is to update the organization details. You can configure the organization details, upload the brand logo, and add significant information for completing the organization's profile.
2. The next step is to create and import the items. Click for loading your item details into the Zoho Inventory.
3. The third step is to make purchases. It is about purchasing stocks from different vendors.
4. The last and final step is to sell the products. Create sales orders for your customers and learn more about them.

Joining an Existing Zoho Account

In case you are already using one of the Zoho Finance apps such as Zoho Books then you can sign into the Zoho Inventory with similar credentials. Here are the steps that you should follow:

1. Log in to the Zoho Inventory website.
2. Click on the SIGN IN button that you can find on the top right corner of the page.
3. Begin to enter your Zoho Credentials.
4. After you sign in to the website, you are going to be redirected to a page that mentions all organizations that you are a part of in different Zoho Finance Apps.
5. Choose from any of the existing organizations for which you wish to create a Zoho Inventory organization.
6. Finally, click on the Join Organization button at the bottom of the page and go ahead.
   
   

This will let you set up a new organization with a similar name as the selected organization almost immediately in Zoho Inventory so that all the data can be synced easily with the existing organization.

Sign-up to Zoho Inventory

In case you have already signed up for the Zoho Inventory, from the next time ahead you will be able to directly sign in with the help of your registered email address. For signing in:

1. Go to the Zoho Inventory website
2. Now click on the Sign In button that is there in the top right corner of the window.
3. Enter the right email address and password and go ahead.
4. Click Sign in and you will be logged into the Zoho Inventory
5. In case you have also configured two-factor authentication, you can enter the One Time Password sent to your mobile phone.
6. Check the verify code.
7. In case you have not configured the two-factor authentication and wish to do the same then click on Manage TFA to do the same.
   
   

Zoho Inventory

1. Dashboard: The main purpose of the dashboard in the Zoho inventory management software is to give information on what all transactions were doing so far. It will contain an inventory summary, product details such as all items, item groups, low stock items, unconfirmed items, sales activity, etc. It is basically like a home page and the very first thing that you are going to see when you log into your Zoho Inventory account. Its main purpose is to give you a clear picture of all the sales completed by a company and stock summaries as well such as sales orders generated by far, stock purchased from a vendor for the selected period, top-selling items, etc.
   
2. Sidebar: The sidebar is to access all modules of the Zoho Inventory. It enables the creation of transactions like sales orders and invoices from the Sales modules and it also helps in recording the transaction such as receives and bills from the Purchases module.
3. Recent History: With the help of recent history, you can view the recently visited transactions.
4. Organization Name: Here you can manage and even change between different Zoho Inventory organizations.
5. Quick Create: The Quick Create tab enables you to create new transactions for different modules almost instantly.
6. Settings: This allows you to customize the Zoho inventory modules so that they become suitable for the business.
7. Help and Support: You can get quick access to the user guide and also reach out to the support team with the help of this section.
8. Notifications: Finally, notifications help in receiving all the important alerts on marketplace sync status, new product updates, and low stock updates.
   

Navigation in a Module

The module page of Zoho inventory management software is designed particularly to facilitate easy and simple transactions, filter them, navigate to the module settings, and perform other functions as well. It includes the following things:

1. Page Filters: With the help of this option, you can filter any data in the modules based on the present criteria. This also allows you to create your own filters.
2. Collapse Button: This button is for collapsing the sidebar and providing more space to navigate within the modules.
3. Creation Button: The creation button helps in creating transactions, contact, and also an item based on the module in which you might be tagged.
4. Action Buttons: This button helps in performing various actions on the transactions that are specific to different modules.
5. Search: You can look up items, different transactions, and contacts in the search bar.
6. Hamburger Icon: It helps in sorting the modules based on factors such as created time and last modified time. This icon also helps in importing and exporting the data regardless of the respective modules. Furthermore, you can also generate the respective module preference page from this icon.
   
   

Conclusion

It can be easily said that Zoho Inventory is one of the best-suited tools for retailers and online merchants. It is a scalable tool with four plans while also including a free plan.

If you are a retailer or know one who might be interested in the Zoho inventory integration then get in touch with the expert team of Encaptechno. We can help you from beginning to end until you start to see tangible results because of the Zoho Inventory implementation.

• Topic Participants

• Abhishek - Zoho Partner

  

• Sticky Posts

• Ask the Experts - Zoho Inventory #15: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Desk

  Hello all! Customer experience lies at the heart of business success. In this week's 'Ask the Experts - Zoho Inventory', let's discuss integrating Zoho Inventory and Zoho Desk for better customer experience. Zoho Inventory integrates with Zoho Desk to bring you the speediest communication with your customers. This integration helps you make sure that your customer service representatives and your sales team are always connected to your back office so they can immediately respond to order-related

• Ask the Experts - Zoho Inventory #13: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Sign

  Hello all! We are back with an important topic for discussion today on 'Ask the Experts - Zoho Inventory.' Let's discuss the integration between Zoho Inventory and Zoho Sign for e-sign capabilities for your organization.   We're seeing a tremendous increase in e-signature requirements with most of our customers currently working from home. At the moment, the only workflow available in Zoho Inventory to handle this is to create an Invoice and get it signed digitally by your customers. Here are some

• Recent Topics

• Open Sans Font in Zoho Books is not Open Sans.

  Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

• Is it possible to embed Zoho Bookmarks in the Cliq sidebar?

  Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq all

• Instant Sync of Zoho CRM Data?

  With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there are

• Show Attachments in the customer portal

  Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.

• Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

  Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

• Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience

  Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in Setup

• Zoho Projects Webhook fails with HTTP Error 0

  Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and log

• API 500 Error

  Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

• ZOHO Campaignで表のカラムの幅を調整したい。

  表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。

• Auto-upload Creator Files to WorkDrive

  Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—to

• Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

  Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

• Kaizen #129 : Client Script Support for Blueprints

  Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

• Search Bar Improvement for Zoho Commerce

  Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

• Making digital signatures accessible to all: Introducing accessibility controls in Zoho Sign

  Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will go

• Account Owner Field From Accounts Module to be Displayed in Contacts module

  I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".

• Update a field in the ZOHO Form, basis numeric value in another field in the same form

  I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby another

• How to update "Lead Status" to more than 100 records

  Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

• Meet up de Zoho en Bilbao

  Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentro

• Picklist reference value in REST

  picklist options can be configured to have a different reference value than the displayed one, should be helpful in things like multilanguage: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/translations/articles/translations is there a way

• In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}

  In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_value

• How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

  Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

• Marketing Tip #2: Recover lost sales with abandoned cart emails

  Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and set

• Billing Management: #9 Usage Billing in IoTs

  We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has

• {"code":1038,"message":"JSON is not well formed"}

  Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the input

• How can I migrate Shared Mailbox from Zoho Mail to Team Inbox?

  I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.

• Remember all the ways we've posted?

  The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digital

• Add Support for Authenticator App MFA in Zoho Desk Help Center

  Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

• Can no longer upload my own Notebook cover

  I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did this

• Zoho Desk - Cannot Invite or Register New User

  Hi who may concern, we encountered a problem that we cannot invite user or the visitor cannot register for a user at all through our help center portal, with the snapshot shown as below and the attachement. It always pops up that "Sorry, Unable to process

• 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

• Next Page