CRM & INVENTORY SYNC
1) Sales Orders and Purchase Orders created in CRM do not show in INVENTORY. Purchase Orders created in CRM can not be advanced.
2) Zoho Inventory modules and not displayed in Zoho CRM under a custom tab Zoho Inventory as it stated in:
"Sync Transaction Modules
The Zoho Inventory modules listed below will be displayed in Zoho CRM under a custom tab Zoho Inventory. You will be able to straight away create, edit, view and send transactions from Zoho CRM."
Moderation Update (30th April 2025):
We have a separate post discussing the need to sync the native inventory modules and the Finance modules in CRM. Please join the discussion in the below thread. Thank you!