What's New in Zoho Inventory | January - March 2025

What's New in Zoho Inventory | January - March 2025

Hello users,

We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. 

Email Insights for Sales Orders

We have introduced the Email Insights feature for Sales Orders in Zoho Inventory. With this feature, you can track emails sent for Sales Orders and view when the email was opened. The 'Client Viewed' filter allows you to find Sales Orders that have been viewed via email by the recipient.
​

​

Stock Availability Filter in Stock Counts

We have added a Stock Availability Filter to Stock Counts. This  filter allows you to filter and add items to a stock count based on their stock availability, making the counting process more efficient.

View and Customize Stock Status in Transactions

When creating a transaction, you can now see both the Stock on Hand and the Available for Sale quantity for each item. The displayed quantity will depend on the selected View option.



Export Bin Locations Report

You can now export the Bin Locations Details Report and Bin Location Transaction Summary Report in your preferred format such as PDF, XLS, or XLSX. This enhancement makes it easier to analyze your bin-level inventory data.
​​​
To export a bin locations report, go to Reports > Bin Locations Details Report under Inventory

Add Dropshipping Address in Sales Orders

You can now add a dropship address in your Sales Orders. This address is used exclusively for the specific transaction and will not be saved to the customer's additional address list. You can also view and copy addresses from existing customers when setting the dropship address.

To add a dropshipping address, go to Sales > Sales Orders, edit/create a sales order, and click + Dropshipping Address.



New & Improved Zoho Inventory Reports

Introducing enhancements to Inventory reports for better control and visibility. The Stock Summary Report now supports custom reports, amount columns, and a stock tracking mode filter. Bulk export is available for up to 500,000 records (based on your plan) for key reports like Inventory Summary and FIFO Cost Lot Tracking. Purchase Order Reports now offer detailed columns such as Quantity Ordered, Received, In Transit, and Late By Date. Custom reports, Show/Hide Columns, and advanced filters are now supported across various reports including Inventory Aging, ABC Classification, Committed Stock, Product Sales, Valuation, Landed Cost, and Active Purchase Orders. The Sales by Item Report adds a Report Basis filter, while the Sales Return History Report gets a complete revamp with status tracking, return reasons, grouping, customizations, and scheduled exports. The Inventory Valuation Summary includes a new Stock Account column with filters, and you can now exclude transfer orders in Inventory and Stock Summary reports. These changes will provide a more flexible and insightful reporting experience.


Display Type for Lookup Custom Fields

We now support different display types for lookup custom fields. You can choose between a List view and a Dropdown view. This feature is currently available for specific lookup modules, like items, vendors, purchase orders, and customers.

Generate Serial Numbers in Inward Transactions

Introducing support serial number generation for inward transactions. You can set a starting serial number and specify the required count to ensure precise inventory tracking and save time. 
Note: The starting serial number must always end with a numeric value.

To generate serial numbers, select an item from the item table, click Add Serial Numbers, then select Generate Serial Numbers. Enter the starting value and count, then click Generate.

​


Batch Tracking Enhancements 

Batch Tracking just got more powerful and flexible with some major enhancements. You can now create and edit batches directly from the item details page, making management easier. A new return option allows items to be returned to the same sold batch, improving stock accuracy. You can also use the same batch across multiple line items in purchase transactions. Batch status control lets you mark batches as Inactive, keeping them out of transactions while retaining them for reports. Plus, all batch activity including creation, edits, restocks, and transfers is now visible in the Audit Trail report.

Item Description for UPS Line Items

We have improved the UPS Paperless Invoice feature by introducing the ability to add and edit item descriptions and unit prices individually for each line item within a package. Previously, a single description was applied to all items in a package, limiting the level of detail you could provide. With this update, you now have more control and flexibility.


Enhanced Shopify Integration 

We have improved the shopify integration. You can now set sync frequency and mapping options for each store separately. Item sync runs every 24 hours by default, but you can also set it up manually if needed. Non-taxable items are now created with the correct tax exemption. When setting up Sales Order sync, you’ll pick a start date and can set how often it runs. Each store can now sync independently. You can also decide if sales orders should be fetched to Zoho Inventory under a single customer or create new customers using fields like email or name. Now, sync history includes filters for sync type and status, making it easier to show both successful and failed sync. 
​
To integrate Shopify with Zoho Inventory, go to Settings > Integrations & Marketplaces > Shopify

Pin Columns in Transaction List Page

You can now pin up to two columns in the transaction list page in both default and custom views to keep key information visible while scrolling. This feature is available when a view contains more than eight columns.

To pin columns, go to any module, click the Customize Columns icon, hover over the fields, click the Pin icon, and then click Save.
​

Edit Etsy Orders

You can now edit orders fetched from Etsy with ease. Previously, Etsy orders were imported with non-editable details and tax. Now, you can edit these orders and override the tax applied based on the tax rate configured at your organization level.
To integrate Etsy, go to Settings > Integrations & Marketplaces > Etsy

Clone Delivery Challans

You can now duplicate delivery challans by cloning the existing ones, thereby saving time.

To clone a delivery challan, go to Delivery Challans, select a challan, click the More icon, and select Clone from the dropdown.
​


Enhanced Export and Print Preferences for Reports

We have added new customization options for report exports and print preferences. You can now set custom file names for exported reports, display column headers on each PDF page, and organize report data into separate pages based on the group by field.

Multi-Factor Authentication (MFA) for Portals


We are improving security by adding Multi-Factor Authentication (MFA) to both Customer and Vendor Portals. This extra security step requires users to enter a Time-Based One-Time Password (TOTP) along with their login credentials. 

Admins can turn on MFA in the Customer Portal settings, making it mandatory for customers and vendors to set it up using an authenticator app. Once enabled, users will need to enter a TOTP code each time they log in. If needed, admins can reset MFA for users. 

Note that even if MFA is disabled later, users that have already set it up will still need to enter the TOTP code. If they lose access to their authenticator app, they should contact an admin for a reset.

To enable multi-factor authentication for your customers and vendors, go to Settings > Preferences > Customer Portal. Check the Enable multi-factor authentication (MFA) option.
​

Import Move Orders and Putaways

We have introduced import option for the Move Orders and PutAway modules. You can now seamlessly import data for these, making bulk updates and record creation faster and more efficient.

To import move orders and putaways, go to Transfer Orders/Putaways under Inventory > Click More in the top right corner > Import Transfer Orders/Putaways.

Attach Documents in Purchase Receives

You can now upload, attach, and manage documents directly from the Purchase Receive creation and edit page.

To attach a document in purchase receive, go to Purchases > Purchase Receives > + New > Upload File.



Print & PDF Support for Purchase Receives

You can now generate and print or download your purchase receives. We have also supported a standard template with​​​ which you can view the PDF of your purchase receives to simplify record-keeping. 
​
To print or download a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and click PDF/Print.

To view the PDF of a purchase receive, go to Purchases > Purchase Receives. Select the purchase receive and enable the Show PDF View option on its details page.



Filter Lookup Custom Fields

You can now filter your lookup custom fields by using custom views and setting criteria. The records will be shown based on the chosen custom view and the rules set by you, making sure all the conditions are met.


Leave Organization Option

We have introduced the option to leave an organization from the Manage Organizations page. However, if you are the admin who created the organization or the only admin, you will need to delete the organization instead. Additionally, before you leave, ensure the integrations are disabled, if any. 


That's all for now, folks! Try these new features and share your feedback. If you need assistance, reach out to us at support@zohoinventory.com.


Best Regards,
The Zoho Inventory Team

    • Recent Topics

    • Calendar Year View?

      Is there a way I can view the calendar in year view? Maybe create a page with a view like this?

    • ABN Amro

      Hi, We are trying to add Abn AMRO as a bank in Zoho Books. However we get the following error: Type of Error: User Action Required Description: The request cannot be completed because the site is no longer supported for data updates. Possible workaround: Please deactivate or remove the account. Suggested Action: The site will no longer be supported by Zoho Books and should be removed. Does that mean it's no longer supported? Thanks!

    • Add bank transfers via a webhook or API

      Hello ZOHO Books Community, is there anyway to add single transactions to bank accounts via an API or webhook? I found in docs to upload a bank statement. But i want to add a transaction from an external (unsupported bank) in the moment there is a transaction

    • Books does not allow 19% tax rate for invoice - Please help!

      Hi there, I need to do an import of invoices into Zoho Books. The process worked smoothly before we migrated to the Books Germany Edition in December 2024. It does import 13 out of 14 invoices from my csv-file. For the one it does not import I get the

    • When will Zoho Books offer native NFS-e issuing, now with Brazil's National Standard?

      Hello Zoho Team and Community, I'd like to follow up on my previous suggestion regarding the critical need for Zoho Books to natively issue Brazilian Service Invoices (NFS-e). My original idea was that this could be achieved by extending the same integration

    • Admin Access to Subscriber Information for System/Default Bots in Zoho Cliq

      Dear Zoho Cliq Team, Greetings, We would like to request an enhancement to Zoho Cliq's bot management capabilities. Specifically, we are asking for the ability for organization administrators to view the list of subscribers for system/default bots, such

    • zoho webmail keeps opening an empty tab when on log in/vist webmail

      as the the title says, whenever i log in or visit the page in a new tab, zoho webmail with open a new tab, but it errors out (see attachment). how do you stop it from doing this?

    • FSM work order creation on books quote approval

      I have followed https://help.zoho.com/portal/en/kb/fsm/custom-integrations/zoho-books/articles/perform-actions-in-zoho-fsm-on-estimate-approval-in-zoho-books#Step_1_Create_a_connection_for_Zoho_FSM_in_Zoho_Books in order to create a work order in FSM

    • Tip of the week #46 - Stay more organized by moving threads between inboxes

      Have you ever come across a thread in your inbox that should have been handled by a different team or inbox? Or maybe you've wrapped up your part of the conversation, but another team needs to step in to finish the task or assist further? Keeping such

    • Text summarization and field detection with Zia, Zoho's AI assistant

      Have lengthy documents that take forever to read and sign? Tired of placing fields into hundreds of pages? Here's a single solution to solve both challenges: Zia, Zoho's AI assistant. With Zia's integration with OpenAI, you can summarize long documents

    • Sending Links to Functions in CRM

      Maybe I'm crazy, but currently there's no way to send someone a link to a custom function. The only link you can get is to the myfunctions page, which is very frustrating. This should work like workflow rules where when you click on one, it should have

    • zohoからの自動メールについて

      zohoからの自動メールにおいてちょっと困ったことが起こっており、サポートにも相談中なのですが ほかの方にも同現象が発生していないか相談したい。 ▼事象 zohoからの自動メールにおいて時折「このメールが送信者からのものであると確認できないため、このメールに安全に返信できない可能性があります」とメーラーから警告が出る。 ▼状況 発信元：設定した独自ドメイン SPF/DKIM設定：済 利用メーラー：outlook 発生頻度：稀（連続するときもあるが、パタッとでなくなる時もある） サポートへの連絡：ただいま継続相談中

    • Using Deluge scripting to create/update data in TabularSections

      I am having following Form structure with some other usual fields, and a tabular section which allows putting question, self rating and lead rating. (pic below) I am trying to create a record of this form via Deluge, but can't figure out way to populate

    • Zoho Recruit: How to link lookup fields using record ID instead of name during import?

      Hi, I'm having an issue with lookup fields in Zoho Recruit during data import. When I import records into a module that includes a lookup field (e.g., to an Interview record), Zoho Recruit matches the lookup by the display name (string) instead of the

    • Add a "Success" Route to the "Forward to Operator" Card in Zobot

      Hello Zoho SalesIQ Team, We hope you're doing well. We would like to request an enhancement to the "Forward to Operator" card in Zobot. Current Limitation: At present, the "Forward to Operator" card provides the following routes: Operator Not Available

    • Power of Automation :: Auto-update Project status based on Tasklist completion

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • Multi Module Lookup Fields

      🎯 Use Case: In many custom implementations, especially those involving financial tracking, service operations, or project-based work, a single record (e.g. an invoice or bill) often relates to one of several different modules — but only one at a time.

    • Introducing AI Modeler—a no-code approach to adding AI to your business applications

      Forward-thinking businesses today are embracing AI to make life easier for themselves, their employees, and their customers. But if you haven't started yet, you might be concerned that your business will be left behind. Or maybe you're worried because

    • Zoho People how do i view the history of leave taken

      Hi All What is the report that i am unable to view the history of the leave taken for an individual and team?

    • UK Registration for VAT with existing stock/inventory

      We have an existing inventory of stock and are investigating how to handle the conversion from a UK VAT unregistered company to a UK VAT registered company. Enabling VAT registered status looks extremely easy, but we cannot find any way within Books to

    • Trigger action after workflow

      I would like to trigger a deluge function after the approval workflow is complete. Is this possible? The objective is to take the approved document and move it over to Zoho Contracts to send out to our customer for review and signature. The reason we

    • Unable To Enable Google Calendar Sync

      Hi Folks, I am unable to enable google calendar sync. I get Internal Error, Problem Occurred Internally. Screenshot attached. How do I solve this?

    • Export to Zoho CRM Not Triggering Workflow Rules

      Hello, I have set up an automated export from DataPrep to Leads in CRM but none of my Workflow Rules are triggering once the leads are created. The Timeline history is completely empty in every lead. How can I fix this issue? Do I need to set up a Schedule

    • 【Zoho Projects】サンドボックス機能（テスト環境）リリースのお知らせ

      本投稿は、本社のZoho コミュニティに投稿された以下の記事を参照し作成したものです。 Sandbox - Your Secure Testing Space in Zoho Projects ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Projects のサンドボックス機能リリースについてご紹介します。 サンドボックス（テスト環境）とは？ Zoho Projects の「サンドボックス」は、新たな設定を作成、検証、そして既存の処理を妨げることなく本番環境に適用することができるテスト環境です。

    • Sending from domain alias

      In the Control Panel/Domains, I have set up some domains as aliases for my main domain. Only my main domain has mail hosting. The other domains are verified as aliases for the main domain, and emails sent to <user>@<alias domain> arrive successfully at

    • Difficult to Purchase More users

      It's surprisingly difficult and un-intuitive to purchase more user licenses in Zoho One under the new UI. It's not actually possible to do it anywhere from the admin interface. You have to leave the admin/directory section, then click your profile icon,

    • How to link web sales payments through Stripe to invoices?

      I have just set up an online shop website which accepts payments through Stripe.  The payment appears in Zoho Books through the Stripe feed as 'Sales without invoices'.  In order to keep Zoho Inventory in step, I manually (for now) create a Sales Invoice

    • Announcing New Features in Trident for macOS (v.1.22.0)

      Hello everyone! Trident for macOS (v.1.22.0) is here with thoughtful updates to improve your daily workflow. Here's a quick look at what's new. Switch email response type easily. You can now switch between Reply, Reply All, and Forward directly in the

    • Layout Rules / Quick create

      Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna

    • Zoho Notebook Will Not Open After App Install

      I am a new user of Notebook. I was able to successfully import my data from Evernote and the product is working well on a Windows 11 computer and Pixel device. I have also installed Notebook on a Samsung S6 lite tablet however the software freezes on

    • Leads, contacts, deals table view is not sorting

      i am unable to sort the table view of leads, contacts and deals

    • Zoho CRM Multi-select values not translated

      Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values.  Please, help me to undestand, is

    • Unable to Download Invoices via API – Code 57 Authorization Error

      I’m integrating the Zoho Billing API with the scopes ZohoInvoice.invoices.CREATE,ZohoInvoice.invoices.READ. I’ve completed the OAuth2 flow successfully, including generating the auth code, access token, and refresh token. All tokens are valid and fresh.

    • Weekly Tips : Stay in loop with Conversation View

      You receive a series of emails back and forth with a client regarding a project update. Instead of searching through your inbox for each separate email, you would want to see the entire email conversation in one place to understand the context quickly

    • Introducing Zoho PDF Editor: Your free online PDF editing tool

      Edit your PDFs effortlessly with Zoho PDF Editor, Zoho's new free online PDF editing tool. Add text, insert images, include shapes, embed hyperlinks, and even transform your PDFs into fillable forms to collect data and e-signatures. You can edit PDFs

    • RSC Connectivity Linkedin Recruiter RPS

      It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me

    • Water-Scrum-Fall approach for finance institutions with Zoho Projects Plus

      Finance is a highly regulated sector with strict rules and compliance requirements. Handling sensitive client data and complex transactions like multi-currency deals requires elaborate workflows and precise management. Implementing project management

    • Get instant summaries of your notes with the help of Zia

      Hello all, We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glance

    • Zoho one web page are not available

      Why I am not able to enter to zoho one web page?

    • Zoho People > Onboarding > Candidate do not view all the data field on the Employee Onboarding

      Hello In my onboarding portal I do not see all the fields that i want the candidate to fill in In my Employee Onboarding Form These details i can see In the work information, i have enable the Company View but in the Employee Portal i do not see I have

    • Next Page