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

    • AI Calling

      Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.

    • Email Forwarding to Zoho Desk Failing After Migration from Gmail to Outlook (Microsoft)

      We recently migrated from Gmail to Microsoft Outlook. Since the migration date, emails sent by our customers are no longer being received by Zoho Desk. I tried setting up the email forwarding rules in Outlook similar to what we had in Gmail, but it still

    • Record positive and negative bank transactions in the same expense account

      Hello, I hosted a promotional event and paid a vendor $600 for food catering (bento boxes). Twenty people attended the event, and each person paid $30 for a bento box, resulting in 20 separate $30 transactions deposited into the bank. I coded the $600

    • CRM Address Field - States with Countries in brackets

      Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet

    • Different Report sharing filters within same Dashboard

      I have a question about sharing filters for a dashboard which contains separate reports built from the same query. Below are the pieces of the puzzle: - “Sales Query”: line-level query containing sales for a team of 5 sales reps; there’s no need for the

    • Make Your Workflows Smarter with Zia Agents

      Hello, Enterprise Support Community, Workflow rules can now go beyond predefined actions. Zia Agents can now be invoked directly from workflow rules in Zoho CRM, allowing you to bring contextual, AI powered actions into your automated processes. Choose

    • How can I add a Custom Field (or Customer_name) to a picklist?

      Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

    • DYK 14: Create Tasks with AI

      Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects

    • #11 Nithya's First Overseas Client

      Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer as

    • Other languages in Schedulers (Zoho Books)

      Hello everyone, currently we have create functions in other languages, like nodejs etc but on schedulers we can use only deluge.. Are other languages on schedulers roll out? Kind regards, Sakis Oikonomou

    • New in Office Integrator: Extract data from images into your spreadsheet

      Hi users, We are pleased to introduce the Data from Picture feature in Zoho Office Integrator's spreadsheet editor. It intelligently detects and organizes text and numbers from any image into structured cells using OCR. With this feature, users can turn

    • Edit PDFs using Zoho PDF Editor

      Hello users, In a previous article, we covered the organizing capabilities of Zoho PDF Editor. Here, we'll provide a quick recap of its editing features, including a few new additions. A few highlights of Zoho PDF Editor's editing capabilities: Add and

    • Partner with HDFC And Sbi Bank.

      Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

    • Multiple subscription plan line items in Zoho Billing quotes

      I run an IT company and sell a lot of licences. A client might have multiple subscription plans including software licences in different categories. A client might have Microsoft licences, antivirus licences, web hosting and maintenance package services.

    • Mail Merge templates in Sandbox

      Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often used

    • Dashboard Table of “My New Work Orders” Changes View

      Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we return

    • Tips & Tricks #6 | Zoho Vault: Audita actividad, Gestiona accesos, Comparte credenciales & mucho más.

      ¿Sabías que Zoho Vault puede hacer mucho más por la seguridad de tu equipo? Las contraseñas forman parte del día a día de cualquier persona y organización. Aplicaciones, herramientas internas, cuentas de clientes, servicios externos, plataformas de marketing,

    • Inquiry Regarding Customer Hierarchy & Sub-Customer Creation via Zoho API

      Dear Zoho Support Team, Our mutual client has requested support for implementing the Customer Hierarchy (Parent/Sub-Customer structure) within our existing workflow. At the moment, all invoices are being created in Zoho under the main (parent) customer

    • Which Zoho CRM tasks would you want an AI assistant to handle?

      I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

    • Introducing MCP for Zoho CommunitySpaces

      Hello everyone, Your AI assistant can now share the community workload with you. Zoho CommunitySpaces supports MCP (Model Context Protocol), so you can link an AI assistant like Claude, ChatGPT, or Cursor to your community and run it through plain language

    • CV-Library: The Newest Source Booster in Zoho Recruit!

      We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without

    • Tip 52#: Ways to improve data flexibility using related list

      A related list offers an ideal solution to string related data across entities together. It enables you to pull records from any module or external source and float them as a tab within your project, sprint, epic, work item, or release detail view layout.

    • Email Blast

      Hi, How do we send an email blast to thousands of customers? The email addresses are not yet saved in Zoho Desk.

    • Zoho ERP | Product updates | September 2026

      Hello users, A new month, a fresh set of updates in Zoho ERP. This month brings Netting, enhancements across our verticals, and more updates to help streamline your everyday work. Explore this month’s updates and see what’s new. Introducing Netting If

    • Introducing Zoho POS for Restaurants

      Hello Community, We’re thrilled to announce the launch of Zoho POS for Restaurants, unveiled at the 30th milestone edition of Zoholics India 2026. Running a restaurant involves multiple teams and workflows. A single table journey, from seating a guest

    • WhatsApp Business Message Pricing Update: Effective October 1, 2026

      Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges

    • Zoho Calendar integration for Bigin

      Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.

    • Setting to turn off Paying for all invoices in customer portal

      We enable our invoices to be paid via authorize.net. When a customer gets an email of an invoice and clicks on the link to view/pay for it, if he/she has other outstanding invoices that were enabled for online payments, there will be a banner that says

    • Does Updating Employee Names and Profile Pictures in Zoho One Automatically Sync Across All Zoho Applications?

      Hi Zoho Team, We are currently using Zoho One in our organization and want to centrally manage employee profile information. As a Zoho One Super Admin, if I update the employee name and profile picture for all users from the Zoho One Admin Panel, will

    • Enhanced shared mailboxes: Dedicated Sent folders, Run-through filters & fresh UI

      Hi everyone, Collaborative communication is the backbone of smooth operations; whether you are handling customer support queries, managing vendor requests, or tracking sales leads. Shared mailboxes in Zoho Mail ensure your team stays on the same page

    • 10/22 15時〜 オンラインもくもく会のお知らせ | Zoho ワークアウト

      ユーザーの皆さま、こんにちは。コミュニティグループの中野です。 10月22日（木）開催の「Zoho ワークアウト」をご案内します。 Zoho ワークアウトは、参加者それぞれが取り組みたいテーマを持ち寄り、ユーザー同士で交流しながら、 設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「試してみたい設定があるけれど、なかなか時間を取れない」 「一人で進めていると、途中で手が止まってしまう」 「他のユーザーの活用方法や工夫を聞いてみたい」 そんな方は、Zoho ワークアウトで一緒に取り組んでみませんか？

    • Reporting tags associated to Project in Zoho books?

      Hi, I know you can add reporting tags to contact, articles and transactions. Is it possible to add reporting tags to Project. We Zoho reports I would be able to generate reports by tags. Sometimes tags for a contact is different for projects (ie Projects

    • Reporting Tags in Profit and Loss Reports Analysis

      Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,

    • Spam Quarantine: Manage suspicious emails in Zoho Mail

      When an email is quarantined by spam processing, it need not always be blocked right away. Some emails may be marked incorrectly, or may need to be reviewed before a final decision is made. The Spam Quarantine feature in the Zoho Mail Admin Console gives

    • What is the difference between "Reply" and "Public Comment" in a ticket?

      Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest

    • Comments Vs. Replies

      I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!

    • Forms data export bug

      The export csv with a password has changed for the worst. It is less secure by not allowing complex passwords. Just last week and the last year (at least) I was able to use a complex, secure password. Export CSV moreover doesn't even work if I use a simple

    • Fax and email questions

      Does Zoho offer faxing capability? If so, how to do it? And, why is has my email inbox stopped in 2019? There are no more emails since then. Also if I delete all of those emails, will they delete it from my gmail account (I'm linked to a gmail email address).

    • How to present an Analytic on a CRM dashboard and filter it on loginuser id

      How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,

    • CNIL - Suivi de Pixel

      Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant

    • Next Page