Can a bundled product once added to invoice split into its component products
Hi, Our business case requires we show the bundled product as a part and service separately in the invoice. Currently the bundled product is shown as 1 product. Can the component products be shown separately once the bundle is added in the invoice.
Inventory batch details
Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the
Add Item Group Names to Quote/Sales Order/Invoices
Has anyone created a custom function (or other solution), to include Item Group names into quote, sales order and invoices? I want to keep the item name short for use on the website, however it not descriptive enough for a sales document. Additionally
I am very dissatisfied with the results of Zoho Books and Zoho Inventory.
I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet report
Sales order Sync not working with eBay
I have opened a ticket and spoke with someone who connected remotely. I recently upgraded my account hoping to get some more automation on processing orders. I connected eBay and had it do a sync, it will fetch items and sync inventory, but the sales
Purchase order status
When we create and send a PO the status is automatically set to Received, must be doing something wrong just cant figure it out, Thanks all
Zoho Inventory plan - We don't use order function and only use sync Inventory.
Zoho Inventory plan - We don't use order function and only use sync Inventory with Shopify and Etsy then how much does it cost?
Tracking Item in 2 Unit Types
We sell slabs that are individually measured and billed. Currently, we track inventory on a Square Feet basis. We would like some way of also tracking the number of slabs being sold alongside individual measurements. Would it be possible to achieve this
Track a product that varies per item
I am trying to use Zoho inventory to track my inventory of fabric. Each item I have varies. In one pattern and color I may have 6 pieces that are all a different size. Is there a way to configure the inventory to allow me to add the pattern and color
Print address labels for sending shipments
Hi, Let me know how to print address labels while sending shipments in books/inventory. Currently we are dependent on third party software.
Problem tracking $0 cost inventory (items that were produced, not purchased)
Hi. As a beekeeper, I 'produce' inventory items such as honey, beeswax etc. All these items are essentially zero cost as there is no vendor I am purchasing them from. Additionally, the items have variable sale $ values - for example, 1kg block of beeswax
Get warehouse ID and warehouse name from Get All Items API Call
Is there a way to have the warehouse datapoints be called in when doing a get all items API call? I see that its included when you call one item, but my client has a lot of items and we would surpass our API call limits if we were to do it one by one
How to get zoho inventory Sales Order sale channel Store Name?
I need to get the Store Name from inventory under Sales Order API. how is possible?
Custom Field in Shopify Order to sync on Zoho Inventory
Hi, We run a personalisation business where customers can personalise their products. The personalisation text is created as custom field on Shopify and with the shopify integration in zoho, the custom field is not syncing. Because of which our team is
Can we have a PO number on shipment??
I am using zoho inventory to make shipments to our customers, please suggest a method to add purchase order number issued by customer to our shipments, so that customer could tally his purchases on shipment arrival. Also is there a specific reason to
Partial Invoicing
hello can we do part invoice for example if a customer bought item A x5 Item b x5 can i generate 2 invoice Invoice 1 for item A x2 Item Bx4 Invoice 2 for TItem Ax3 item Bx1 reason for that is , we want to generate invoces as customers reciieves thier
Pre population of quote line items
Look to have a quote template for line items Hi I am trying to achieve the following. Our company sells different packages (composite items) A few line items quantity changes per client. I want to add a composite item to the quote but be able to change
What's New in Zoho Inventory - May 2023
Hello customers! We've compiled a list of some of the major updates that were made to Zoho Inventory this April. Let's take a look at what's new this month: Cross-Origin Resource Sharing (CORS) We've added support for Cross-Origin Resource Sharing (CORS)
Layout option for orders, invoices and purchase orders
Hi All, I've been using zoho invoice for years now and my inventory management + purchase orders are made through my own excel files. Now it's time to find a new solution. I was hoping to do this all through Zoho inventory because of the best UI there
Composite Items need to be able to total all parts to the sell price as you add them
The composite item functionality must total all parts and add it to the price (rate) of the item when you build an item, or it is really limited on its usefulness. The fact that you can build a kit is great, but not having that kit subtotal itself really
Ebay integration now showing up?
Hello, I am trying out the trial for Zoho Inventory in Australia. When I go to marketplace in integrations the only integration that comes up is Etsy, how do I integrate to Ebay? Thanks.
Item line sorting - Sales Order
Hi, I see it is possible to change the display of your items when editing an order, Example, drag an item from line 1 to line 4. Other than the way each item has been entered one after the other in an order, is their a function where you can filter the
Item and Item Group System IDs
Hello, Upon trying to perform updates in the system using the import feature, it seems that there's a definite need for the system to have a unique "system ID" for every item and item group that the system can key off of. (It seems like Item IDs are not used for this purpose, but perhaps might be something more like an internal date code?) Currently, since the system keys off of the SKU and/or item name (the rules for which are still a little murky for me) there's no way, insofar as I can tell,
Item Image Whatsapp from Deluge Script
We are trying to send whatsapp of images after invoice is created for this we want the image to be fetched from itema s well. We can get item using : itemdet = zoho.inventory.getRecordsByID("Items",organizationID,itemID,"zom").get("item"); but the json
Package and Shipment needs link to Sales Order
When clicking Packages or Shipments from the left panel and clicking into a given Package or Shipment, the Comments and History tab needs a show a time stamp with a link to the Sales Order so that we can easily get to the Sales Order to perform necessary
Mark SO/PO/Bill/Invoice As Confirmed From That Page
Hello, please reduce the amount of steps to mark SO/PO/Bill/Invoice as confirmed. Why do we have to save and send or save as a draft then go mark as confirmed or sent? We would prefer to mark as confirmed on the SO/PO/Bill/Invoice page. Thank you
How to record stock given on consignment to customer
Hi, I would just like to know the best way to record stock given on consignment to a customer. I thought about just raising a standard invoice to that customer but only when those items that I have given on consignment are sold will those items become payable (so not the whole invoice at once) I need to be able to raise something that will adjust my stock levels accordingly as was thinking of doing a sales order and then converting those items into a bill once the customer sells them but this way
Clone sales orders- for amazon or Shopify orders
A customer places an order, they don't receive the item, you need to send it again. So you want to clone the sales order so you can resend it ( with zero price) . or you want ot edit the sales order to add another item, and then create a new invoice.
Mercado Libre Marketplace / Sale Channel
Hi! Any idea when "Mercado Libre" integration channel and/or shop cart for LATAM will be available? Thanks
What Books / Shipping integration do you use, and why?
What Shipping integration do you use, and why? We ship with UPS, and UPS extends to us some cost discounts. Any integration we select must make that portion of the process transparent: we 'register' our UPS account with the Shipping provider, and the
Branches from different countries
Hi, We are a company with multiple branches, from different countries. Is there a way to set it up in ZOHO inventory?
Creating Invoice and Package from sales order API
Hey there, I simply need a way to create an invoice and package from a sales order. I tried already the API endpoint "invoices/fromsalesorder" but using this is always chaning my sales order status to "fulfilled". How can I solve that? Can I manually change the status or conntect invoices/packages with sales orders? Is there a way to create a package from a sales order, too? Thanks for your help
Workflow rule for packages/shipments - In app notifications/emails
Hello, Id like to create emails or in app notifications for packages and shipments. Anyone know if this is possible? Scenario: Sales team create sales order for immediate invoice/payment and collection. Ideally would like a in app notification to be
Connect to API using OAUTH from a webserver
I am able to generate the code from step 2, but not the access token from step 3 https://www.zoho.com/inventory/api/v1/oauth/#overview I tried with self client and server-based applications Here is my call to obtain a access token : https://accounts.zoho.com/oauth/v2/token?client_id=*CLIENT
Workflow on Zoho Package module
Hi Team, I am wondering about the workflow availability for the Packages module for Zoho inventory/Books. I didn't find the packages module in the drop-down option while creating a new workflow rule. Is that with a different name? and if we cannot create
Amazon Sales Tax
We have our Amazon store set up to collect and pay the sales tax, but when the Sales Order comes through to Zoho from Amazon it also includes the tax, in it's own Amazon jurisdiction. Is anyone familiar with this situation or know how to resolve?
Inventory Management for Raw Materials
Product A has 5 raw materials that make it. Let's say a lotion. We create a batch of lotion that makes 500 individual lotions. How is this entered correctly info Zoho Inventory and the tracking of that product handled? I see how to create a composite
What's New in Zoho Inventory - April 2023
Hello customers! We're back again this month with a bunch of updates and enhancements that will make your inventory management experience better. Let's take a look at some of the updates we've made to Zoho Inventory this April. Record Locking We've now
Upon Initiating a Sales Return in ZOHO ,refund amount not reflecting
When tried to test the Sales Return process by creating a Refund , we found that the amount is not refunded on the same payment gateway . How do we trigger the refund of payment made on the original payment mode ?
Can you create your own sales order and invoice templates?
I've looked at the options for custom templates in Inventory however they appear to only allow you to customize existing templates, not create your own templates. Is it possible to create you own templates and install them to Inventory like you can with
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