Zoho Inventory
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93 results found
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Credit Limit Restriction
My business is mainly run on credit sales. In order to hit the sales target, my salespersons try to sell products without knowing customer credit limit. After having order agreement with customer, he creates sales order to get approval from manager. In this time, manager rejects the sales order because it is exceeded credit limit. Salesperson gets a problem with customer for breaking up the agreement. As a result, I am losing my valuable customers day by day in this way. I hope to have a setting to restrict for credit limit on sales order level.
45 votesHi all,
We have added the customer credit limit preference to effect the Sales order. You can enable this option under Settings > Preferences > Customers and Vendors > Enable Credit Limit > select Include sales orders’ amount in limiting the credit given to customers > Save
Best regards,
Zoho Books Team -
Add an option to create packages by scanning a barcode
We would like to be able to create packages using a bulk input option (similar to Sales Orders) so that we can scan each product to add to the package at the same time as packing the physical box.
10 votes -
Transfer Orders - Auto generate numbers
Hello.
I'd like request add the option to auto generate numbers of Transfer Orders. We are making TO daily and it's a bit frustrating don't have this function already available.
Thank you in advance.
6 votesIt is now possible to auto generate Transfer order numbers
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change stock level with app
please update the inventory app to easily update the stock level. Scan item and press "+1" or "+8" or update your warehouse with stock level check and put "+" or "-" for a specific item.
29 votes -
Returns and Exchanges
Returns and Exchanges are essential part of now days online retail .All systems out there provide this basic functionality
1)Create Return ->On Sales order ,provide additional action under more to create a Return ,which will copy all data from Sales order either with Warehouse (selction for inspection ,damaged etc)at header or line item level),post the return with correct Financial documents
2)Exchange ->On Sales order ,provide additional action under more to create a Exchange ,should allow to receive the old item back in warehouse and add new one to go out to customer, considering any prices differences between original sent and…31 votesThe sales return has been released in Zoho Inventory. Please follow the link below for more details.
https://www.zoho.com/in/inventory/help/sales-returns/sales-returns-overview.html
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Item category or Class
You should allow inventory to be assigned to a class or category - and then allow reporting based on that class or category.
Example - we have some products which are on "close out" - we may be selling at cost or below cost. In our business reporting today, we need to break-out our COGS between our regular items and close-out - to see what the contribution margin is. We are having to do this by hand.35 votes -
Allow Dropship with multiple vendors
Sales order has an 2 line items. One from Supplier A and another item from Supplier B. We need the ability to do a drophipment for both lines. Currently we cannot remove one of the lines from the dropship PO
12 votesThis idea has been moved to completed status.
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Customizable Packing Slips
Hello. We are in great need of customization on the Packing Slips. We have customers that require a whole slew of different combinations of the following added to a Packing Slip/List: PO#, number of cartons, carton weights, quantity of each carton, and several more...
As of now I have to save a PDF of the packing slip and edit the PDF in other software to add the required information. Sometimes, I forget which customer needs what and send out a packing slip with incomplete information. This makes my boss angry. He hits me. Just kidding, he doesn't hit me, but…
20 votesThe customizable packing slips have been rolled out. Thanks for the idea.
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Create a Grouping System By Category
Create a grouping system by category.
Example: Books, Electronics, Beauty, etc...13 votesWe have released categories in Zoho Inventory. Please use the link for more details.
https://www.zoho.com/in/inventory/help/items/item-categories.html
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140 votes
We have integrated with USPS via Pitney Bowes.
Please click here for more details.
https://www.zoho.com/in/inventory/help/shipping-carriers/shipping-us.html#usps -
add mpn to purchase orders
I would like to see the ability to use the "MPN" field in purchase orders
17 votesYou can now make it available in Purchase orders through templates.
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Shopify multiple accounts for one Zoho Inventory account
Allow integration of multiple shopify accounts for single zoho inventory account.
We are operating in different countries and have a shopify ecommerce for each country
One shopify integration is not enough20 votesPlease click the link below for more details.
https://www.zoho.com/in/inventory/help/marketplaces/shopify.html#multi-store-integration
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ZOHO should create product like DocuSign/Eco Sign - digital signature
ZOHO Should create a product like DocuSign/Eco Sign - digital signature for business purpose, So, that Paper less office can make easier
53 votesWe have released a document signature application named ‘Zoho Sign’.
Please follow the link below for more details
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Consolidate Inventory & Books
Completed ???????
A half arsed attempt to sync 2 sources of income for Zoho!
Vendors - Reorder items - In Books we have this list choice, why not in Inventory, it's actually more relevant here don't you think?
Purchase orders - no item receives in Books ?I have recently paid for Inventory (Books a year ago ) hoping it would improve my Zoho experience but in fact it makes it more difficult because we have to keep switching back & forth.
My biggest concern is the lack of user roles that stop certain staff seeing all the monetary details…1 voteWe have the item receive option. It will be available when add-on feature is enabled in Zoho Books. We are working on the user role feature.
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Please Add Option in the Zoho Books Or Zoho Inventory in CREDIT NOTE Option for the Wharehouse to can select each Wharehouse i want it
Please Add Option in the Zoho Inventory in CREDIT NOTE
Option for the Wharehouse
to can select each Wharehouse
i want1 voteThis option has been added.
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item thumbnail view
We have a lot of customers that try to order from a visual description of their product. It would be nice to have a thumbnail view of items so we can help determine the correct item for them while we are on the phone.
7 votesThe idea has been completed.
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Return Management
Need to be able to generate RMA numbers and return labels like shipstation and send to customers through Zoho.
17 votesThe return management has been released. Please follow the link below for more details.
https://www.zoho.com/in/inventory/help/sales-returns/sales-returns-overview.html
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ITEMS -- ABILITY TO CLONE OR DUPLICATE ITEMs
There should be an easy clone function within ITEMS so that new items entered can easily be cloned without the need to retype mostly the same info.
25 votes -
Composite Edit
Allow users to edit the pieces/parts of a composite item. Today I get an error message that composite items can't be modified if they're in other invoices, etc. Well - as the Admin - I want the ability to override. Sometimes 1 part may change, but the overall composite is the same (same SKU, UPC, etc) so we can't create a brand new composite to handle a sub-part changing.
25 votesThe idea has been completed.
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Owner has the ability to not show purchase cost to employees. Have a switch in roles to turn off purchase cost information.
Admin can turn off purchase cost of item so other rolls don't see what item cost is.
29 votesThe idea has been completed.
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