What's New in Zoho Inventory | July - September 2024

What's New in Zoho Inventory | July - September 2024

Hello, users!

We are back with the latest features and enhancements we've made to Zoho Inventory in the last few months. Let's take a quick look at what's new:


Introducing the South Africa Edition

We're thrilled to introduce the newest edition of Zoho Inventory, the South Africa edition.   We've enhanced this edition with features designed to cater specifically to your accounting needs by complying with all the latest rules and regulations levied by the government. We've added support for VAT, capital goods and services, and HSN codes. 

Integrate Zoho Inventory with The Courier Guy [South Africa Edition]


We have introduced The Courier Guy shipping integration in Zoho Inventory. You can use this integration to connect customers with various shipping carriers and streamline your shipping.  

To setup The Courier Guy Integration: Go to Settings > Integrations & Marketplace > Shipping  > Click Set Up Now under The Courier Guy.



Bin Locations

Introducing Bin Locations in Zoho Inventory. Bin Location is the smallest unit of storage space within a warehouse where you can store your items. This feature allows you to create bins and easily identify and access the items from anywhere in your warehouse. To use this feature, all you have to do is enable it, create bins, and then start using them in transactions. But before you enable Bin Locations in Zoho Inventory, you'll have to ensure you check the below points.


If Batch Number Tracking and Serial Number Tracking options are enabled;

  • Ensure Inventory Tracking Preference is set to Packages, Purchase Receives, and Return Receipts.
  • Mandate serial number or batch tracking in transactions option is enabled.

You can learn more about the Bin Locations feature in detail from our help document.

To enable Bin Locations: Go to Settings > Warehouses > Click the Gear icon on the Warehouse in which you'd like to enable the feature > Click Enable Bin Locations.

 


Stock Counts

Introducing Stock Counts in Zoho Inventory. Stock Counts is the process of physically counting the stock in the warehouse and verifying the same with the inventory records. 

Once the Stock Count is enabled, you can start creating stock counts and assign them to the warehouse staff. Stock Counts can only be done using the Zoho Inventory Mobile Application. The staff can view the counts assigned to them and can start counting and adding them using the mobile app. Staffs can also filter the items based on the manufacturer, brand, and category to make the counting process a breeze. Once the stock count is complete, they can submit the data for approval from the mobile application. Users with approval access can view the matched and unmatched counts along with the overall accuracy of the stock count and proceed to approve them from the web app.  They can also either manually enter the counted quantity or use the barcode scanning to record the counts.

To enable Stock Counts: Go to Settings > Preferences > General > enable Stock Counts.

 


Enhanced Barcode Templates

You can now customize templates according to your business needs. All you need to do is under Template Properties, you can now add fields like MRP (Maximum Retail Price), Organization Name, Company Logo and Item Units (e.g., kg, litres, pieces) to barcodes. This will help you display precise information about the measurement of the item.

To enable these options in your barcode templates: Go to Settings > Customisation > PDF Template > Item Barcodes > Edit.


 

Enhance Your Keyboard Navigation

We've added a new Navigate To option in Zoho Inventory to enhance navigation through the app if you majorly rely on keyboard navigation or accessibility tools. You can activate this feature by pressing the shortcut (Option or Alt) + 0 and use the Tab key to navigate through the page.


This feature enables you to jump directly to the Main Content, Left Sidebar, and Tool Bar of the page. For example, if you want to access the Invoices module in the Left Sidebar section of your Zoho Inventory organization, you can select Left Sidebar from the Navigate To dropdown, avoiding the need to navigate through all the other headers and buttons in the page. 



Bulk Download E-invoices in JSON Format

You can now download invoices in JSON format, which can be uploaded directly to the E-invoice portal to generate e-invoices without any modifications.

To download invoices in the JSON format, go to Invoices > Select the Invoices > More > click Export as JSON for E-Invoicing.




Print/Download e-Way Bills

We’ve introduced an option to print or download e-Way Bills in the PDF format. This option is available for generated, cancelled, and expired e-Way Bills.


Give these features a try and let us know your thoughts in the comments section below. If you have any queries, send an email to support@zohoinventory.com. We'll be happy to help.


Regards,

The Zoho Inventory Team


    • Recent Topics

    • How to send binary data in invokeurl task?

      Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the
    • "notes"-field in a task to full width?

      Hi, Is there someone that can tell me how to adjust the "notes"-field in a task, to full width? I already played around with 1 or 2 columns, but this has nu effect on the standard width. Thx in advance for your help. Cheers, Ralph.
    • Search function not working anymore

      Hi! The search function is not working anymore. How can we solve this problem?
    • Set up multiple IMAP email addresses

      Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
    • How to download Job Sheets in Zoho FSM?

      Hello, I'd like to download copies of completed job sheets as PDF's for upload to a workdrive to keep an audit record of completed Job checkout sheets. I do not see download of this file type as an option - any help is appreciated!
    • Custom service report or Zoho forms integration

      Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different
    • JOB Sheet can not send PDF as service rapports and more info needed other topic

      Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk
    • Zoho One not working

      I'm having several issues accessing Zoho One. Some pages don't load (for example, Zoho Directory) and the labels are all messed-up (oz.account.directory.display.shorname, oz.settings...., etc.)
    • Dialing Microsoft Teams Phone Service via Zoho CRM

      I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone
    • [Webinar] Zoho Writer for law firms and legal professionals

      Are manual processes slowing down your legal practice? Are you ready to simplify document management and free up more time for your team to focus on what truly matters? Join us on January 16, 2025, for an exclusive Zoho Writer webinar designed specifically
    • Introducing Bin Locations In Zoho Inventory

      Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
    • Zoho CRM search not working

      The search bar is not showing any results in our CRM installation. We have a lot of items and can not search them by using the navigation each time. Can someone please check this asap.
    • How to send mail with js SDK

      Hell o I'm using https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js, for my widget in CRM (built with sigma) Is it possible to send email from js file, I try ti use that ZOHO.CRM.API.sendMail({ "Entity": "Accounts", "RecordID": sharedVariableEntityId,
    • In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components

      Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the sales
    • Feature request - pin or flag note

      Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
    • Flow with CRM

      Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the
    • SendMail in CRM Deluge function rejects a validated email address

      In a CRM Deluge function, the email address is considered invalid. Is there another method by which it can be validated? It's unacceptable in my current situation to use either the zoho.loginuserid or adminuserid as the From address.
    • how do i remove a specific Zoho Service from my account

      I no longer need Zoho CRM, ZRM Assist nor ZRM BugTracker. How do I remove them from the list of apps for my account?
    • Link project tasks to tasks in CRM and/or other modules.

      Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks
    • Introducing 'Queries' In Zoho CRM

      Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
    • How to map a global picklist from one module to another

      Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to be
    • Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

      Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers
    • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

      Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
    • Pay Contractor Timesheets

      I have contractors that fill out a timesheet. Each hour must be assigned to a current client. I need the easiest way to get the contracts paid. They are paid on an hourly bases. How can this be done?
    • Inventory Valuation Method Feature

      Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed
    • Set up slack alert based on a field changing from one option to any other

      Hi, I'm trying to set-up a workflow to send a slack alert if a field changes from one option to any other. I've set-up a workflow to trigger on Edit and when a specific field gets modified but the only option I have 'is modified to' when really it should
    • Better UI more user friendly

      Hello everyone, I think all finance apps, especially Zoho Books, would benefit from the following suggestions/ notes: 1. Grouping Fields in Zoho Books: Unlike Zoho CRM, Zoho Books does not seem to have an option to create sections or group fields. This
    • Chronicles of 2024: The Year in Retrospect

      As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features
    • Power of Automation :: Automatically archive your inactive Projects

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
    • 554 5.1.8 Email Outgoing Blocked

      HELP!!!!! My e-mail marymariya@zoho.com is blocked. Error: 554 5.1.8 Email Outgoing Blocked The third day I am writing to the forum, but zohosupport is not responding. Why? What is the problem? I ask to help solve the problem, because I can not communicate with my customer base.
    • Zoho Inventory: Rewinding 2024

    • Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions

      #CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho
    • Assistance with Custom Attendance Report in Zoho People

      Hi, I created a custom report in Zoho People 5.0 to track employee attendance according to our specific needs, as the existing reports do not include all the required details. However, I’ve noticed that the report doesn’t update continuously or on a daily
    • Zoho analyticsでのタブを跨いだ集計

      Zoho analyticsまたはCRMレポートなどを用いて、 見込み客タブと商談タブで共通するユニークキー(リード管理番号)を軸に、「共通選択リスト」で設定した項目別の集計を行うことは可能でしょうか? ・要望 ①リード管理番号をキーに、見込み客テーブルと商談テーブルを結合したRAWデータを作成したい ②具体的には下記表のように「共通選択リスト」項目(サービス)別のマーケ数値を一表にしたい  ※リード=見込み客タブ 商談・成約=商談タブ      リード数 商談数 成約数 サービスA   10   5   2
    • Key Highlights of 2024: Recalling a Year of Progress and Advancements!

      As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us
    • How to refresh the page by widget in related list?

      Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an any
    • Organization Variables - Restrict Access

      Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates
    • How Can I Customize Sales Reports in Zoho CRM to Better Track Our Sales Team's Performance?

      Hello everyone, I'm new to using Zoho CRM and need some help with customizing our sales reports. We want to track our sales team's performance more effectively and visualize trends that can inform our strategy. What specific customizations or features
    • your phone line in the uk doesnt work i need help now

      i need to speak with customer service urgently
    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
    • Next Page