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

    • Read webpage - MSXML2.ServerXMLHTTP

      I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value

    • Zoho Creator Form Search

      I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i have

    • How to setup DKIM / SPF in Zoho Mail

      Hello there! I'm having a hard time understanding how to setup the TXT records for SPF and DKIM with Zoho Mail. I'm following the instructions here: https://www.zoho.com/campaigns/help/setup-spf-dkim.html Specifically, when it comes to the value for the

    • Mass update cant trigger a workflow?

      Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.

    • search and Smart Bar both missing in Mail

      One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?

    • Let us add Lookup fields in the Blueprint Transitions

      We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected

    • Zoho Projects API Scope for Issue Attachments

      I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've tried

    • How to fetch custom fields for time entries in Zoho Project API v3

      In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using

    • Zoho Survey Enhancements

      We love Survey. We use it a ton. It needs some enhancements. Maybe some of these are already on the roadmap? API - this is crucial. We have some complex surveys that take place and need to update records, trigger other functions/automations, etc. I would

    • Images Don't Display on Blog

      Hi, I've just posted a new blog entry, but regardless of format (png or jpeg) Images that display in Preview mode do not display on any browser in the published post.  I've not done anything different with this post than others regarding images, please advice. Thanks! Edit:  I've discovered that moving the image files from a my sub directory folder "Pics for Blog" to the top level of the "Files" folder on my site allows the images to display live.  This, even though my other blog posts are correctly

    • Checkbox Field Mapping Zoho Forms to Zoho Sign

      I have an application that will be filled out via Forms that I am mapping into a PDF Filler on Zoho Sign. I need to have a series of checkboxes mapped to the corresponding fields in Sign and I only see single checkboxes available via the mapping, though

    • Books P&L by Customer

      Lately, we have found that the Customer field filter for the Profit & Loss report in Zoho Books is no longer available. We have several projects with the same customer and look at the P&Ls by project AND by Customer (overall). Can you please add back in this field selection alongside the Project field to the P&L report filter? Thanks! -Gina

    • Sent mail sort by date disappeared

      Hello, We used to be able to sort the emails by date in the sent folder, but this feature has recently disappeared. Can we bring it back?

    • I cannot check out to Zoho People.

      When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobs

    • Pricing Strategies: #2 Plan your Service Offerings using Plans

      Meet Harvey & Mia, hailing from the same Tech school, carrying the dream of setting up their own IT maintenance firm in their location. They drew up a clear business plan and put their business in motion on New Year's Eve. They had great reception right

    • Open a record to edit based on another form being edited

      Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it to

    • Problem with signature on zoho survey

      Hello, I'm trying to export individual responses with signatures on zoho survey. But the signatures on some of my surveys are not exported as the original image, but as a generic image, same for all (screen joins). Is there a solution to have the signatures

    • Change in Zoho CRM API?

      Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",

    • MTA - BAD IP reputation by outlook/hotmail

      Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)

    • QuickBooks Extension for Zoho CRM - Advanced Features -2025

      Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful set

    • Changing Department often causes the Firefox tab to freeze

      Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the

    • Need to integrate Zoho Mail Mobile app with Zoho Meeting Mobile App for Android and Apple

      Hello Zoho Team, Please bring integration of Zoho Mail Mobile app with Zoho Meeting for Android and Apple Thanks

    • ¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho

      ¡Hola Comunidad de Zoho en Español! 👋 Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestros

    • Anyway to move mail from one account to another yet?

      Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.

    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

    • Building Toppings #2 - Learn how to use Bigin's Developer Console to build toppings

      Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowers

    • Links are incorrect when sent out

      I'm adding in hyperlinks into my eDM. When I send a test email, it's all correct. However, when I send out the eDM, all the hyperlinks jump up one space so none of the links are opening to the correct page. Why is this happening and how can I fix it?

    • Tip of the week #16 - Search and filter threads based on criteria

      Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition.   Firstly, there is a global search you can

    • Introducing recipient authentication via Stripe Identity in Zoho Sign

      Hi everyone! It's important to authenticate your recipient's identity before they access and sign important documents to ensure the highest level of compliance. Zoho Sign already helps businesses do this with various authentication methods: SMS OTP Email

    • Keep Converted Leads

      How do I keep the converted leads in the Leads Module after conversion (converting it to account, contact, deal). I want to add it in a converted stage in the leads module in order to get a report or dashboard and see all converted leads from my pip

    • Customizing Global Search Settings for All Users

      Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the

    • Introducing Formula Fields for performing dynamic calculations

      Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

    • Tip of the Week #77– Stay informed of the activities happening in your organization

      Whenever a message is handled in Zoho TeamInbox, every action is recorded in the Activity Log. This ensures you always know what’s happening across your teams and inboxes. To access it, simply click the Audits icon on the left pane’s top bar after logging

    • Zoho Logs - Not seeing logs since 30 Nov

      Hi, we have a few functions running, I am testing some new ones and noticed that although I can see executions, I cannot see any logs, even when the first line on the functions is a log. I reviewed some existing functions, one of which is invoked on a

    • Workdrive MS Office integration

      Have installed subscribed version of Zoho WorkDrive VSTO runtime not found is the error when I try to install Zoho_WorkDrive_For_Office Unable to open work files in Excel and Word Urgent, since I have migrated all my OneDrive files to work drive already

    • How to change Zoho Vault password

      I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!

    • Zoho Workdrive - Communication / Chat Bar

      Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

    • When Marking a Multiple Choice Answer Exclusive - Not Following My Survey Disqualification Logic

      Using a multiple choice (many answers) question and I created survey disqualification logic that was working as intended. My question: Disqualification page logic is: If (QUESTION) is "any one of the following" then (OPTIONS) - a custom message populates

    • Where to Add Machines as Products to Map with Assets in Zoho FSM?

      implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In

    • Show Zoom Link in Recipient's Calendar

      We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

    • Next Page