Les articles sont soit des articles que vous achetez à vos fournisseurs et que vous vendez à vos clients, soit des services que vous fournissez et pour lesquels vous êtes payé. Dans Zoho Inventory, vous pouvez ajouter ces articles facilement et gérer leur inventaire de sorte que, chaque fois que vous créez une demande d'achat à votre fournisseur, le stock augmente et lorsque vous vendez les articles, le stock diminue automatiquement.
Produits dans Zoho Inventory
Zoho Inventory vous permet d'ajouter trois types de produits
Les produits individuels
Comme son nom l'indique, vous pouvez ajouter un type de produit ou de service à l'inventaire. Par exemple, shampoing.
Les produits en groupe
Un groupe d'articles dans Zoho Inventory, contient des variations du même article de base. Ce sont des articles similaires, sauf qu'au moment de créer un article, vous pouvez facilement en créer plusieurs. Par exemple : un t-shirt de différentes tailles et couleurs.
Les produits composites
Un produit composite dans Zoho Inventory est un produit unique qui est composé de deux ou plusieurs articles et/ou services. En utilisant des articles composites, vous pouvez créer des collections et les vendre à des tarifs personnalisés, ainsi qu'effectuer des assemblages de base pour créer des produits finis. Par exemple : shampoing, savon, gel douche, nettoyant pour le visage, lotion pour le corps au parfum fraise.
Créer les produits individuels
- Dans le panneau à gauche, allez dans le module "Articles" sous "Inventaire".
- Ici vous pouvez ajouter les détails de produit comme le nom, SKU, l'image, la taille, le poids et la catégorie.
- Pour créer les catégories, accédez à Paramètres >> Préférences >> Articles >> Personnalisation de champs.
- Également, vous pouvez saisir les détails des ventes et des achats.
- Détails du suivi des stocks - l'activation de cette section dans Zoho Inventory vous permet de suivre un produit. Vous ne pouvez pas désactiver le suivi des stocks une fois que vous avez enregistré des transactions pour un article.
- Lorsque vous avez activé l'option "Suivi de stock avancé" pour votre organisation, choisissez si vous souhaitez suivre vos articles par numéro de série ou par numéro de lot. Si vous ne voulez suivre ni l'un ni l'autre, choisissez "Aucun".
- Définissez le point de re-commande et ajoutez un fournisseur privilégié de votre choix pour cet article.
- Saisissez les détails de l'entrepôt pour savoir où le produit doit être réapprovisionné.
Conseil : Le champ SKU est l'un des identifiants uniques d'un produit. Vous pouvez y stocker les informations relatives au code-barres de votre produit, afin de pouvoir le scanner et le récupérer lors de la création de transactions.
Créer les produits en groupe
- Depuis le panneau à gauche, allez dans le module "Groupes d'articles" sous "Inventaire".
- Comme indiqué ci-dessus, saisissez les détails comme le nom du groupe d'articles, l'unité, la taxe, la marque et la catégorie.
- Ajoutez les attributs et les options pour ce groupe d'articles. Sur la base du nom et des attributs du groupe d'articles, une combinaison de noms de variantes sera générée automatiquement.
- Les attributs sont des propriétés utilisées pour décrire un élément. Par exemple, un T-shirt peut être décrit par sa couleur, sa taille et sa marque. De même, il peut y avoir de nombreuses variantes de ce type. Zoho Inventory génère toutes les combinaisons de variantes basées sur les attributs et options donnés.
Génerer SKU pour un groupe d'articles
Certains groupes d'articles peuvent avoir de nombreuses variantes et la saisie de la SKU pour chacune d'entre elles risque de prendre beaucoup de temps. Vous pouvez plutôt créer un modèle de SKU avec les attributs de votre choix et l'appliquer à toutes les variantes du groupe. Cela vous permettra de gagner du temps en évitant la saisie manuelle et de créer des SKU significatifs pour vos articles.
- Vous pouvez configurer le SKU selon les produits.
- Vous pouvez également ajouter des textes personnalisés à la SKU. Cliquez sur le menu déroulant "Valeur de l'échantillon" et sélectionnez l'option "Texte personnalisé". Saisissez le texte dans le champs ci-dessous. Visualisez les modifications que vous apportez à la structure de la SKU dans le champ "Aperçu de la SKU". Ce champs est en mode lecture seule. Vous ne pouvez pas modifier directement ce texte.
Créer les produits composites
- Pour activer cette fonctionnalité, allez à Paramètres >> Préférences >> Articles >> Articles composites.
- Depuis le panneau à gauche, allez dans le module "Articles composites" sous "Inventaire".
- Comme pour les articles individuels, saisissez le nom, le SKU, l'unité et la catégorie.
- Associez les produits ou services qui composent le produit composite et configurez sa quantité. Un produit d'un composite existant peut faire partie d'un nouveau produit composite.
- Saisissez les autres détails demandés tels que les informations sur les ventes et les achats.
- Activez "Suivi du stock avancé", saisissez les détails entrepôts et enregistrez.
Bon à savoir
- La définition d'un niveau de réapprovisionnement vous aide à réapprovisionner les articles avant qu'ils ne soient épuisés.
- Le stock d'ouverture désigne la quantité que vous avez en main avant de commencer à suivre l'inventaire de l'article.
- Vous pouvez également ajouter des numéros de série aux articles composites.
- Le champ SKU servira d'identifiant unique pour un article. Vous pouvez y stocker les informations relatives au code-barres de votre article, afin de pouvoir le scanner et le récupérer lors de la création de transactions.
Merci
L'équipe Zoho France
Recent Topics
We've revised the pricing model of CRM portal user licenses
Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. As
Zoho and Hostaway webhok integration.
I want to receive data coming from hostaway webhook and receive it in zoho crm to create or update record in a module based on conditions. The hostaway webhook sends data every time a reservation is created or modified or cancelled. The hostaway sends
Layout Prompt when creating an oportunity
Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advance
A recap of Zoho Sprints 2024
Unable to create custom fields for shipment order
I'm unable to create custom fields for shipment orders, even though the custom fields are set up correctly. A request to the following endpoint: https://www.zohoapis.com/inventory/v1/settings/preferences/customfields?organization_id=${ZOHO_ORGANIZATION_ID}&entity=shipment_order
Records per page in New UI
It seems the new UI lack of "Records per page" function, it is very handy if you are looking for a data that you don't know the exact search term, but you know it may "between" few entries. without a "page" function, we kind of have to keep page down and page, the autoload is not that fast, and you are dealing with thousands of entries. Could we please have the "records per page" function back to New UI (also it shows total counts of the record) Looking forward to hear from you.
zet pack not working
We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this
CSV File Added to Form - Parse and Map to Fields
Hi, I apologize, I can't seem to find a clear explanation or help article on how to parse a CSV file. On validate, I process this deluge script. fileContent = Collection(input.File_upload.content); result = fileContent.values(); info result; What I want to do is create a record (in another form), and map certain fields to fields in the form. I can get values, which is the whole file but no keys. If I use result = fileContent.keys(); I get "0" As you can see from CSV, my first line is my map and
Encountered an error while creating a bill in Zoho Inventory: {"code":6,"message":"Invalid data provided"}
I attempted to create a bill using the Zoho Inventory API, but I received an error: {"code":6,"message":"Invalid data provided"}. However, when I made the same request again, it was successful. Does anyone have insights on why this happened?
Free user licenses across all Portal user types
Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore
Custom "Filter By" in Client Portal
Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices for
Why do I need to send the Customer ID in the Create Purchase Order Request?
I'm trying to create a purchase order using this endpoint https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchase-order Unfortunately, I'm getting this error { "code": 4, "message": "Invalid value passed for Customer ID" } The doc doesn't
How to Retrieve Serial Numbers of Items in Zoho Inventory via API?
Hello, I am currently working with the Zoho Inventory API and need to retrieve the serial numbers associated with specific items in our inventory. After reviewing the documentation, I couldn’t find an endpoint dedicated to fetching serial numbers for
merging email accounts
previously I was using 5 mail pop mailboxes within VO , 2 of them are becoming obsolete so I was thinking about deleting the obsolete ones and merge the remainders into my main account mailbox within VO , is this possible ? thnx in advance.
Queries filtered by current page/record
I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records
ZohoPeople API - Retrieve leave type IDs
Hi All, I have created a leave type in Zoho People UI. Now I need to fetch the Leave Type ID of it. As per the documentation[1] I used the curl request [2]. But I ended up with the error response from the API. {"response":{"message":"Error occurred","errors":{"message":"Server Error Occured","code":7031},"status":1,"uri":"/api/leave/getLeaveTypes"}} The new API[3] does not tell anything on how to retrieve the Leave Type ID. Have you done any changes to the API recently. If so please let me know
Inadequate Customer Support
Hello & Greetings! I have been a pro Zoho user since the last 2 years and I would admit that the apps that are being offered are good, however the support we receive has a lot more to achieve. This being a design issue rather than a staff issue. Being
Incorrect Closing Stock Amount value
Act as Zoho Inventory Expert. We are a construction company, OVAL Projects Engineering Limited. We started using Zoho Inventory for Stock Management.I have multiple warehouses. I have encountered a problem while generating custom warehouse wise inventory
The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers
#CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce
Zoho vault uses only password to unlock not a TouchID
TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS
Unable to add Guest Members
We are having issues adding Guest Members to our Cliq account. We have sent out a number of request but it seems that only some people are able to access the platform. Others have received a message stating that they need to be granted access from an
Webhook when estimate is refused is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
New Leave Type: Compensatory off
Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas
Invoice status on write-off is "Paid" - how do I change this to "Written off"
HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
Create a custom button to modify custom fields in zoho Inventory
I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere
How to add a record for a different report
I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
Webhook 'when estimate is refused' is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
Amazon Integration
Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.
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
Zoho CRM API Credits & Limits for Workflow
Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,
Count the NUMBER of Contacts for an Account automatically
Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,
How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings
Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called
geographic search filter in map view
Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the
Announcement: Upcoming changes to the permission grant flow for OAuth apps
This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant
Add Google Workspace Module to Zoho Flow
Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and
How do i remove the Powered by Zoho logo from my careers page
Can I remove this?
Totals on Pivot Table
Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@
Team Inbox is not working AGAIN
I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable
Next Page