Composite Items & Purchase Orders
The Composite Item is great way to bundle different products and services into a single line and sell it as a single line item in Estimates, Sales Orders and Invoices. However, on the other side - i,e,. Purchasing - this item creates quite a bit of a
New User - Opening Stock Aging Report
I am setting up new client and am entering Opening Stock - created items and entered quantity/price details. Now the aging report is showing all the opening stock as new. How do I enter the Purchase Dates of these items so that I get accurate Inventory
Bulk Receive Multiple Purchase Orders
Is there a feature or function that will allow you to bulk receive issued purchase orders? I have about 100 that need to be received from 5 years ago.
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ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED
Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered."
Unable to create custom fields for shipment order
I'm unable to create custom fields for shipment orders, even though the custom fields are set up correctly. A request to the following endpoint: https://www.zohoapis.com/inventory/v1/settings/preferences/customfields?organization_id=${ZOHO_ORGANIZATION_ID}&entity=shipment_order
Can we have Bills of Material Module ?
Can we have Bills of Material Module ?
Stock count by bin location
Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
How to show Assemblies AND component items in a report
Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this
Zoho equipment rental - just like Booqable
Hi Zoho Team, is it possible to create a module or a system like booqable? our business starts renting our IT equipment assets that have been recently used for Events and Projects, we are having ZOHO books so its easy to integrate if you create one. Booqable
Make Packages from multiple sales order of a single customer
Our customers sends orders to us very frequently, some times what customer wants is to ship items from 5 to 6 sales orders in a single shipment. it will be very nice if, zoho can implement this function, in which we can select items from other sales orders of the customer.
Product management across integrated apps
Hi everyone, I’m setting up my business for selling products and integrating CRM, Inventory/Books, Ecommerce, and other apps. Where should I load products for the first time so they reflect across all apps? And for updating prices or adding new products—where
Automatic pricing feature for sales orders
I am currently setting up my Zoho Inventory system and would like to implement an automatic pricing feature for sales orders. We have created a custom field called "brandline" for our items. All products with the same brandline value should have the same
Stock Count History in Product Details – Zoho Inventory
Hello Zoho Team, When I perform a Stock Count for a product in Zoho Inventory, I would like to view the history of those stock counts later — especially from the product details page. Currently, I can perform the count and update the quantity, but I’m
Value shows in balance sheet for Goods in Transit
We have transferred goods from one warehouse to another warehouse and accepted the same at another warehouse. Although my balance sheet shows X amount as goods in transit value. I don't understand, how to clear that Can anyone guide us please?
Show all items making up the composite item in transactions
Dear Zoho, Currently, when we select a composite item in Zoho Inventory for a transaction, we do not receive a breakdown of the individual items that make up the composite. This makes it challenging for our team to accurately pick, pack, and ship the
Kits: Option to Hide Associate Items on Documents
The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settings
inventory based on bills and not physical stock
Hello, I have noticed a very annoying issue with zoho books/inventory. I use composite items. If I have an sub assembly item on back order, I am unable to make up the composite item, even when I have received the goods and it is in my stock. I have to convert the PO into a BILL in order for the item to show as 'Accounting Stock'. The problem is that the supplier Invoice is not shipped with the goods, but can follow even a week later. So I have to make the bill have a 'dummy name and number' until
Using Zoho Inventory for managing Item compatibilities
Use case: Using Zoho Inventory for managing (as an example) aftermarket car parts, where a single part can suit many makes, models and years. How do most businesses assign and manage compatibility for each part? Do ZI users typically do this using multi-select
A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items
We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
Allocating Salesman To Customer
Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards
Shipment
I have 70 shipments Out of which 40 delivery date are updated( since it is live tracked) 30 numbers i need to update manually. How to do it in bulk?
arabic not printing
Qatar has a legal requirement to have invoices in English and Arabic. When writing invoice fields in Arabic, they don't print. Why?
How to show Order Number/SO Ref on Invoice emails
When creating a sales order or invoice we have an option to input an order number or ref# (see attached images). For the Sales Order email template we can add a placeholder for the SO_REF. However, for the Invoice email template there's no option to reference
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Item Batch Creation/Updation
I have a requirement to integrate a local system with Zoho Books. I need to create items in Zoho Books with batch tracking enabled, but I couldn't find a specific API for that in the Zoho Books API documentation. Is there a dedicated API endpoint to create
Inventory Barcode Creation - Add Picture of Item
Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?
Zoho Inventory Feature Roadmap Visible To All
Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether
How to get batch number of item by api?
Hi there, Is there any way to get batch number of item by api? Batch number is the batch reference number in https://www.zoho.com/inventory/help/advanced-inventory-tracking/batch-tracking.html . When I call the https://www.zoho.com/books/api/v3/#Items_Get_an_item
Convert Item to composite item
When using Zoho CRM integrated with Zoho Inventory/Books, the item creation process is a little messy. After a few years of trial and error, we have settled on creating items in CRM, which are sync'ed to Zoho Inventory using Zoho's own internal integration.
Upload Zoho Inventory Item Image by API
itemID = item.get("item_id"); organizationID = organization.get("organization_id"); resvp = zoho.inventory.getRecordsByID("items",organizationID,itemID,"zoho_inventory_conn"); info resvp; image_file = invokeurl [ url: "https://t4.ftcdn.net/jpg/03/13/59/81/360_F_313598127_M2n9aSAYVsfYuSSVytPuYpLAwSEp5lxH.jpg"
Prepayment of a sales order
How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which
How do i add another purchase information heading?
i would like to add another section right here to enter an amount which then link directly to the cost of goods sold account
Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories
Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items
Work Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of
we need to add a Customer Number field to the PDF document templates
Hello everyone. We are currently using Zoho Inventory for our small business operations and have found it to be a valuable tool. However, we’ve encountered a specific requirement: we need to add a Customer Number field to the PDF document templates (such
Any Impact of Amazon Listings API on E-commerce Integration?
Amazon sent the following message about changes to their APIs. Our only Amazon app / integration is Zoho Inventory's eCommerce for Amazon US, so the message below in bold gives us concerns about if Amazon's warning is referencing Zoho's Amazon US integration.
ePOD Devices
Has anyone tried and tested and devices that deliver ePOD (electronic proof of delivery)? We would like our drivers to use an ePOD device to get the customer signature The app should then be capable of updating the sales order to show delivery.
Convert Multiple PO in 1 Bill
Does anyone know how to convert multiple POs in 1 Bill? Thank you
merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory
HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .
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