Zoho Inventory Community Digest December 2021 - a monthly rundown

Zoho Inventory Community Digest December 2021 - a monthly rundown



 

Hello all!

We hope you are all having an amazing holiday season this year. We see the pressure you are under as your sales go up and your customer bases get bigger and better. We're thrilled to bring you the last edition of Community Digest for Zoho Inventory this year.
 
1. Spotlight

If you are an Amazon FBA seller and you use Zoho Inventory, you need a way to keep track of your inventory as it comes in from yours vendors and is moved to your Amazon FBA warehouses across the country.

With our latest update supporting inbound shipments from Amazon, this integration will now help you manage the complete movement of your inventory from the point at which the shipments are generated until delivery is completed at your FBA warehouses. Find out more about this integration.
 
2. Product updates
  • Zoho Inventory is now compatible with e-invoicing in Saudi Arabia, according to the latest taxation laws from ZATCA (Zakat Tax and Customs Authority).
  • Custom reports can now be created for your account transactions, receivable details, and receivable summary in the Zoho Inventory application.
  • We have added some holiday template elements to the transaction modules in the Zoho Inventory app to bring a little cheer to your communications. You can access the new elements by navigating to the particular template from Settings -> Templates, then selecting Edit Template -> Header / Footer -> Choose from Gallery -> Save. Your template is now ready to be used for your transactions.
For more detailed product updates, watch the Recent Updates section in your Zoho Inventory app dashboard.

3. Data and Compliance

Listen to Sridhar Vembu, founder & CEO of Zoho Corporation, speak on privacy and democratization of data at the Tech and Innovation Summit 2021, hosted by Entrepreneur.com.
4. Customer Corner

Managing a business and keeping accurate inventory may not be as tough as you think. Listen to Maxime Loiselle and his team talking about how they were able to manage a business and its transactions using Zoho Inventory. Read the complete case study or watch the video case study below.




We would love to hear your feedback on Zoho Inventory too. Check out our customer testimonial page and click Share your story on the right side of the page to let us know your thoughts and experience with Zoho Inventory.
 
5. Mobile App Updates
 
iOS updates
  • There is now an option to add taxes to shipping charges for the India, Australia, and Canada editions of Zoho Inventory
  • The app now supports tax rounding
  • You can now enter an attention field in the contact address
  • Payments can be auto-populated from invoices while recording a payment for an invoice in the IOS app
6. Ask The Experts - Zoho Inventory



Join us on the 28th episode of 'Ask the Experts - Zoho Inventory' next month, where our discussion topic is simply 'Anything about Zoho Inventory'. We will be live from 4 - 9pm IST | 9am to 3pm PST on January 5, 2022.


7. Hottest inventory management tips

Out of the many important tips and tricks we have discussed earlier, we would like to highlight one of the very underrated tips from our customization stash.

You can automate the updating of shipping charges from multiple shipment records to an associated sales order in your Zoho Inventory account.
This will help you associate the shipping charges associated with multiple partial shipments with a single order in Zoho Inventory. See the complete script and detailed usage scenarios for this customization.

As always, we encourage you to join our webinars and follow our community forums. Make sure to follow us on Instagram, YouTube, Twitter, Facebook and LinkedIn to keep up to date on our products and the most exciting inventory management tips.

If you need any additional assistance, feel free to send us an email at support@zohoinventory.com. We'll be happy to help you find all the answers you need. Wishing you all a wonderful holiday season and happy new year.

Cheers,
Salman Nazar
Community Manager | Zoho Inventory

    • Recent Topics

    • Autofill address using smart fields mapped over the pdf document

      Hi, I'm using mail merge to map smart fields onto PDF documents I plan to distribute for signing. I already have a Zoho Sign subscription. When mapping smart fields from the Employee form, I only see the permanent and current addresses which include the
    • Live Chat for user

      Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,
    • How do I cap employee leave accrual

      HI there, How do I cap an employee's leave accrual? The policy is that you accrue 15 days leave annually (1.25 days a month) and once you reach 15 days, you wont accrue more until you take leave. Thank you!
    • Open sub form from a button as a popup form

      Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popup
    • Dont have backup option in setting

      Hi guys. I started using zoho book a week ago. I bought premium package yet I don't have backup option in setting. I hope anyone can help me find a solution. Thanks in advance
    • Making Tags Mandatory

      When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin
    • Is there a plan to integrate zoho voice with zoho books?

      Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into
    • Pass variables to Zoho Desk via URL to create a fast new ticket landing page

      We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like
    • Zoho Books Extension: What Happens If Custom Fields Already Exist?

      When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,
    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
    • ¡Vuelven los Workshops Certificados de Zoho a España!

      ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría
    • Free Webinar on 21 January: Looking back at Zoho Mail in 2025

      Hello Zoho Community! Curious about how Zoho Mail evolved in 2025? Wondering how these updates can make your everyday email work simpler? We’ve got a session you won’t want to miss. In our Zoho Mail 2025 recap webinar, we’ll walk you through the key features
    • Cliq Networks users can see all other network users contact information

      Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default
    • Zoho Sheet - Printing - Page Breaks and Printing Customization

      I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
    • Missing the "Find & Merge Duplicates" choice

      Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!
    • OAuth integration issues

      I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'
    • Marketing Tip #16: Ideal sizes and formats for adding images to your online store

      Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes
    • Improve WhatsApp Module in Zoho CRM

      The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s
    • Blueprint transitions on locked records

      We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.
    • Enhance productivity with the revamped Zoho Sheet View

      Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet
    • No OR Filter for Views with a Related Modules Criteria

      We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between
    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
    • Chat to Lead

      Can I convert a Chat to a Lead?
    • Limit maximum entries for subform - depending on fields entry

      Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid
    • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

      Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case
    • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

      Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When
    • Cannot connect to imap.zoho.eu on iOS26

      Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't
    • Rebranding Options for Zoho One

      We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).
    • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

      Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based
    • To print Multiple delivery notes in batches

      In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes
    • UPLOAD A CREATED PDF AUTOMATICALLY

      Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  
    • Consolidated Department-wise Payroll Cost Summary Report

      Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,
    • Write-Off multiple invoices and tax calculation

      Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
    • How to remove chat icon from knowledge base?

      I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I
    • Missed chats on WhatsApp closing after one minute

      Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?
    • [ZohoDesk] Improve Status View with a new editeble kanban view

      A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
    • Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

      Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list
    • Show field in spreadsheet view depending on other field value

      Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C
    • Intergrating multi location Square account with Zoho Books

      Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.
    • Zoho Learn Zapier Integration

      Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.
    • Next Page