Hello customers,
The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory operations. From advanced multi-level approvals to better warehouse management, and critical integration updates, we hope these updates and enhancements to empower your business. Let's dive in and explore the updates for the month of August, September, and October.
You will learn about the following features:
Revamped Inventory Dashboard
Advanced Control & Customization
Custom Approval for Inventory Adjustment and Transfer Order
Custom Modules in Customer and Vendor Portal
Custom Buttons & Related Lists
Lookup Custom Fields for Locations
Custom Field Inherit Value Support
Simple Approval for Purchase Receives
PDF File Name Customization
Location Operations & Fulfillment
Serial Barcode Bulk Generation
Picklist Custom View Support & Column Customization
Import and Export Replenishments
Batch Details in Picklist PDF
Dimensions and Weight in Items List view
Scan Items option in Transfer Order and Sales Receipt
Reporting & Data Visibility
Dedicated Inventory Reports
Picklist Reports
Assembly Detail Report Enhancements
Enhanced Batch Details Report
Export Bin Location Detail Report
Integrations & Ecosystem
Email Translations
Kit Item Support in Sales Channel Integrations (Early Access)
WhatsApp Notification for Purchase Orders
PayNow Payment Method - Stripe
GST 2.0 Rate Rationalization & HSN/SAC Bulk Validation
Mobile Updates
Revamped Inventory Dashboard
As part of our 10 Years of Zoho Inventory milestone which we celebrated on October 23rd, we’ve revamped the Inventory Dashboard to deliver improved insights, enhanced visibility, and a smoother you experience. The new dashboard introduces smarter widgets such as Top Selling Items, Top Stocked Items, Sales by Channel, Sales Order Summary, Top Vendors, Receive History, and more, offering a complete overview of sales, purchases, and stock performance. You can quickly identify top selling items and top-stocked products, track sales across channels, monitor vendor performance, and manage pending actions like orders to be picked, packed, or shipped all from a single view. The Recent Activities section provides a snapshot of your actions in your organization for quick tracking. These changes apply for iOS as well.
Advanced Control & Customization
Custom Approval for Inventory Adjustments and Transfer Orders
Introducing Custom Approval for Inventory Adjustments and Transfer Orders. This enhancement allows you to design approval flows tailored to your specific business requirements, offering greater flexibility and control over transaction approvals.
You can create multiple custom approvals within a module and define their priority order. When a transaction meets the criteria of more than one approval rule, the system will follow the priority set by you to determine which approval flow to trigger first. Additionally, the Auto Approve and Auto Reject options let you automate decisions based on set conditions to help your streamline routine approvals and reduce manual effort.
To set custom approvals: Go to Settings > Inventory Adjustments or Transfer Orders > Under Approvals tab, select Custom Approval.
Custom Modules in Customer and Vendor Portal
You can now show Custom Modules in the Customer and Vendor Portals. This enhancement enables your customers and vendors to view, create, and manage records from custom modules directly within their respective portals. Admins can define record-level visibility, set permissions, and control actions such as view, edit, comment, and draft, ensuring precise access management. Once configured, the selected modules will appear in the portal's left sidebar. Your customer or vendor with permission can create, edit, and save records as drafts, which are listed under Portal Draft. Submitted records will then be reflected under Portal Submitted, where they can be reviewed and approved. Note that Preferences can be edited or disabled anytime.
To configure: Go to Settings > Custom Modules > Module > Preferences, click Enable and Configure, and set your lookup field, permissions, and display criteria.
Custom Buttons & Related Lists in Modules
We have introduced Custom Buttons and Related Lists for Transfer Orders, Purchase Receives, and Sales Returns. With this enhancement, you can now create and manage custom actions and related data views within these modules. This update lets you streamline operations by automating actions, linking relevant records, and enhancing visibility directly within othermodules.
To create custom buttons and related lists:, Go to Settings > Inventory > Transfer Orders > Custom Buttons/Related Lists > + New
Lookup Custom Fields for Locations
Lookup Custom Fields are now supported in the Locations module. You can now use lookup custom fields for Locations in both Custom Fields and Custom Modules. Earlier, this functionality was limited to Warehouses. With this enhancement, support is now extended to Branches as well. For organizations migrating from Warehouses to Locations, all existing custom fields will automatically be migrated to the new Locations module.
To do this, go to Settings > Sales > Invoices > Field Customization > + New Custom Field
Custom Field Inherit Value in Transactions
We have introduced support for Inherit Value across various transactions to ensure smoother data flow and reduce manual entry. Custom field values will now be automatically carried forward between linked transactions as follows:
- Package: Inherits values from Sales Orders
- Shipment: Inherits values from Packages
- Sales Return: Inherits values from Sales Orders
- Purchase Receive: Inherits values from Purchase Orders
- Credit Note: Inherits values from Sales Returns
Simple Approval for Purchase Receives
We’ve introduced Simple Approval for Purchase Receives.Admins and approvers can Save and Approve, Approve, or Reject transactions, while non-approvers can only Save and Submit. Once approved, you can mark the transactions as In Transit or Received.
To enable this feature: Go to Settings > Purchase Receives > Approvals > Set up notifications to alert you when transactions are submitted, approved, or rejected.
PDF File Name Customization
You can now customize PDF File Name, giving you more control over how your exported documents are named. Previously, PDF exports followed a fixed format based on the module number. With this enhancement, you can now customize file names using supported placeholders, and even add prefixes or suffixes..
To customize invoice file names for example: Go to Settings > PDF Templates > Invoices > Configure Export File Name.
Location Operations & Fulfilment
Generate Bulk Serial Barcodes for Printing
We’ve introduced Add in Bulk and Autofill options when selecting and printing serial numbers from the Items and Composite Items details pages. With this enhancement, you can now paste or autofill multiple serial numbers at once, eliminating the need to select them individually.
To do this, go to Items > Serial Item > In the details page, click Generate Barcode
Picklist Custom View Support & Column Customization
We’ve made enhancements to the Picklist module, bringing greater flexibility and control to how you can view and manage your data. With this update, you can now customize columns by adding, removing, reordering, pinning, and adjusting text display (clip or wrap). You can view the custom fields in the list page by marking them in the Customise Columns section . We’ve also introduced Custom View Support, allowing you to create and manage personalized views.
Import and Export for Replenishments
We’ve introduced importing and exporting options for Replenishments. With Import Replenishment, you can now upload replenishments in bulk. A sample file is also available for reference to ensure proper formatting. Duplicates are identified based on Item Name and its Location Name and can either be skipped or overwritten. You need to map the fields during import. If there are any errors, they will appear in the preview with the related item and location details. With Export Replenishment, you can export data using customizable export templates. Specific fields can be selected for export, and the export file can be password protected.
To import or export replenishments, go to Inventory > Items > More > Import/Export > Import/Export Replenishments
Batch Details in Picklist PDF
We’ve introduced Batch Details such as Batch Reference Number, Quantity, Manufacturer Batch Number, Manufactured Date, and Expiry Date in the picklist PDF. You can customise the details you want to displaye from the Items Customization section of the PDF. If multiple batches are linked to the same line item, their details will appear within the same placeholder, separated by spaces.
To enable batch details in picklists pdf: Go to Settings > Customization > PDF Templates > Picklists > Edit a template > Table
Dimensions and Weight in Items List View
You can now display Dimensions and Weight columns in the Items List View. You can enable these columns through Column Customization to view the item measurements and weight details directly from the list view page.
To do this: go to Items > Customize Columns > Check the Dimensions and Weight box
Scan Items Option in Transfer Order and Sales Receipt
You can scan the items to add them directly to line items in Transfer Orders and Sales Receipts. This option was only available in Invoices previously. When multiple units of the same item are scanned, the quantity automatically increases in the existing line item. For advanced tracking enabled items such as Serial or Batch tracked items, both the item and its tracking details can be captured.
Reporting & Data Visibility
Dedicated Inventory Reports (Inventory Adjustment & Replenishment)
We’ve introduced three new dedicated inventory reports to help track and analyse stock movements and adjustments more effectively.
Replenishment Task Details Report
This report provides detailed insights into past and ongoing stock replenishment tasks. You can track replenishment trends, monitor the total stock replenished or pending, and group data by items, locations, vendors, or source locations. The report supports column customization, scheduling and saving as a custom report, advanced grouping and filters
To access this report: Go to Reports > Inventory > Replenishment Task Details
Inventory Adjustment Reports
Two new reports have been added for better visibility into inventory adjustments:
- Inventory Adjustment Summary: Gives an overview of all inventory adjustments within a chosen date range with support for customizable columns, filters, and grouping.
- Inventory Adjustment Details: Offers item-level insights into each adjustment, with options to customize columns, group data, apply filters, schedule, and save reports.
To access this report: Go to Reports > Inventory > Inventory Adjustment Summary/Inventory Adjustment Details
Picklist Reports
We’ve introduced the Picklist Summary Report and Picklist Details Report to provide clear insights into picklist operations and performance. The Picklist Summary Report gives a consolidated view of all picklists within a selected date range. It helps you analyse picking activity efficiently with options to customize and organize the data. The Picklist Details Report provides item-level details for each picklist within the chosen period. Key highlights of this report are customizable column visibility, advanced filters, multi-level grouping, export support, custom report creation, and scheduling capability.
To access this report: Go to Reports > Inventory > Picklist Details Report/Picklist Summary Report
Assembly Detail Report Enhancements
We have enhanced the Assembly Detail report to provide deeper insights and improved data flexibility. The report now supports additional fields such as SKU, Manufacturer, Brand, UPC, ISBN, EAN, MPN for both assemblies and their associated components. You can also view the custom fields for assembly items in the Show/Hide Columns section. Advanced filters have been introduced for the mentioned fields, allowing you to refine your analysis more precisely. Additionally, the report supports grouping by Item SKU or Component SKU.
Enhanced Batch Details Report
We’ve enhanced the Batch Details Report to supports full column customization, including show/hide options, and displays warehouse or location-level stock. Multi-level group-by and advanced filters are also available, along with custom report creation. Now we have support for XLSX, CSV and Export to Zoho Sheet along with the existing formats i.e., PDF and XLS. You can sort key columns such as Item Name, SKU, Batch Number, Expiry Date, and Manufactured Date.
Export Bin Location Details Report
You can now export the Bin Location Details Report across all warehouses and locations. This new option is available under the Export section of the report, enabling you to generate a consolidated export for easier analysis and reporting.
Integrations & Ecosystem
Email Translations
We’re excited to introduce Email Notification Template Translations, making multilingual communication effortless. Until now, you had to create separate templates and workflows for each language. With this enhancement, all translations can now be managed in one place. The email template edit page now includes a tab-like interface to switch between languages easily and manage translations. Each template supports multiple language versions, all displayed neatly on the templates list page. The Portal Language field has been renamed to Customer Language in organisation profile settings, which determines the default language for each customer.
To configure your preferred languages, go to Settings > Organization Profile > Communication Languages.
Kit Item Support in Sales Channel Integrations [Early Access]
We have introduced support for kit items in sales channel integrations including Shopify, Etsy, Amazon, and eBay. kit items can now be mapped to sales channel items that have inventory tracking enabled. Once mapped, when an order is synced from the channel, the associated components will automatically be populate based on the mapped quantities. For manual mapping, ensure that the sales channel item does not have existing stock or synced orders. Stock availability for kit items will now be dynamically calculated based on the stock levels of their associated components across the organization at the location levels. Stocks will be automatically updated whenever transactions occur for the kit item or any of its components.
Note: FBA items cannot be mapped with kit items.
WhatsApp Notification for Purchase Orders
WhatsApp notifications are now supported for Purchase Orders. You can now create and manage WhatsApp templates for Purchase Orders, send notifications individually or in bulk, and track message delivery and responses through comments, history, and dedicated reports. These notifications can also be included in the workflows to automate alerts and updates.
To configure this feature: Configure your WhatsApp number under Settings > WhatsApp > enable Purchase Orders.
PayNow Payment Method via Stripe
We’ve introduced PayNow as a new payment method through Stripe integration. PayNow enables customers in Singapore to make instant payments using bank or financial apps. Your customers can complete payments by scanning a QR code, with transactions recorded instantly upon confirmation. You can collect payments in SGD from any location, but the connected Stripe account must be registered in Singapore.
To enable PayNow: Go to Settings > Online Payments > click Edit Settings in Stripe > pencil icon > enable PayNow
GST 2.0 Rate Rationalization & HSN/SAC Bulk Validation [India Edition]
Following the GST Council’s 56th meeting, the GST structure has been simplified to 18% (Standard), 5% (Merit), and 40% (Sin/Luxury), effective September 22nd. To support a smooth transition, in-app assistance is now available to update GST rates across items, plans, add-ons, and recurring profiles based on configured HSN/SAC codes. Additionally, we’ve introduced HSN/SAC Bulk Validation to help identify and fix invalid codes across items and recurring transactions. You can validate in bulk, track update history, and reschedule the migration if any corrections are made ensuring full compliance withGST 2.0.
Android Mobile Updates
We’re excited to announce the latest updates and improvements in the Zoho Inventory Android app, bringing better performance, usability, and feature parity with the web version.
- Feature Update:
We’ve implemented Kit Item enhancements to display associated kit components in Sales Receive, Sales Return, and Transaction Details screens for improved visibility and accuracy. - Enhancements:
We’ve added Custom View support in the Package and Shipment modules and enhanced external scanner handling for smoother Stock Counting operations.
That’s all for now, folks! We hope these updates make your inventory management smoother and more powerful. Do try these features out and let us know what you think in the comments below. If you have any questions, feel free to reach out to us on
support@zohoinventory.com.
Best regards,
The Zoho Inventory Team.
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