Inventory Management
How can I see additional information about a product, while adding it to an inventory line item?
When you add line items in the Choose Products window, you have to type in at least one character of the product name or product code to search for the desired product. As you search for it, point your mouse to the Info icon next to the product. You ...
How do I make negative adjustments to the total?
To make negative adjustments to the total, simply type the value preceded by a minus sign (-). For example (-1500)
Can I edit the tax or discount values for an item added to a product line?
Yes, you can. To edit tax or discount, point the mouse to the value and click on the Edit icon that appears on mouse over and change the values. Changing a product's value automatically results in the change of related values accordingly.
Why am I unable to delete a Product?
You cannot delete a product if it is linked to an Invoice or Quote record. To delete products, you must disassociate products from the existing quote or invoice.
I have other fields added to the Product details section. Will the new updates in the inventory module affect this data?
No. The updates in the inventory modules will not affect any of your existing data. But note that you will not be able to add further sections to the Product Details section in the future.
Can I change the order of the line items in a quote or a purchase order?
Yes, you can reorder the line items in an inventory module at any time. To reorder the line items, simply drag and drop the items where required.
I want to include a price book's list price for a product in a quote. How can I do this?
To include a price book's list price for a product in a quote, follow these steps: Point your mouse to the List Price value and click the Price-book look-up icon. Choose the price book required and click Add. The discounts and corresponding list ...
How many line items can be added to a quote or any other inventory module?
You can add a maximum of 200 line items to a quote, purchase order, sales order or an invoice.
How do I edit the discount value or percentage?
To edit a discount, point your mouse to the discount value and click on the Edit icon that appears on mouse-over. To edit a discount value in the grand total, click on the Discount text box rather than the label "Discount".
Where is the Products pick-list field in the Products Details section?
Inventory modules no longer have the Products pick list field. To add products to an inventory module, click Add Line Items in the Product Details section.
Can I edit the round-off decimal places that appear in any currency value?
Yes, you can edit the round off decimal places that appear in a currency value by changing the corresponding currency settings. Click Setup > General > Company Details > Currencies. Click Customize beside the Format textbox and change the decimal ...
How can we add our own invoice number in the Invoices?
You can add your invoice number by creating your own auto number field and hiding the existing Invoice Number field. You can then use this custom field in the invoice template to display the custom Invoice number. See Also Inventory Templates. To ...
How to customize the Terms & Conditions for Invoices, Quotes or Orders?
Terms & Conditions is a system defined field under the special fields category that is exclusively provided for the Inventory modules. It allows you to include the rules and guidelines followed by your organization in the Invoices, Quotes, Sales ...
What type of different templates I can create using Inventory Templates?
Using the Inventory template feature you can create personalized templates for quotes, sales order, invoices, and purchase orders. Read more about creating the templates from the below resources: Create Inventory templates Delete Inventory templates ...
Can I change the autonumber field for quotes and invoices?
No, you cannot change the auto number field for quotes and invoices. However, you can create your own auto number field and hide the Quote Number and Invoice Number fields. You can use the custom field that you create in the quotes or invoice email ...
How do I add common Terms and Conditions for the Inventory records?
Some orgs use common set of guidelines and terms of service for every service or product they sell. It will be logical to set a common value in the Terms and Conditions field that applies across the organization. To set common value for the terms and ...
Where can I find the Unit Price, Quantity in Stock, and Total After Discount details in the line item?
Once a line item is added to the Quotes, Invoices, and Orders, the Quantity in Stock and Unit Price of the product can be seen by hovering over the Product Name/ Product Code in the line item. To view the Total amount after Discount in the line item, ...
How does the Stock Information of a product get updated automatically?
The sales reps need to be cogniance of the available stock in the inventory before confirming a booking with the customer. When a booking is done manually they can check and update the customer and the inventory management team if the stock is ...
How do I search for products while adding line items?
To create an order, invoice or quote for a product, you add them to the Line items. While adding a product you can easily find the desired product from the huge list by entering at least 1 character of the Product Name or Product Code in Choose ...
How do I add products to a quote, invoice, or order?
You can add Product details to a quote, invoice and order by adding line items to the records in these modules respectively. The products that are listed in the Products module will be displayed from where you can select the right product. You can ...
How can I create and send invoices?
An invoice is a bill issued by a vendor to a customer with the goods or services they ordered. It usually contains the purchase order reference number, date, billing address, shipping address, terms of payment, and line items (products or services) ...
Can I create a pro forma invoice from Zoho CRM?
A pro forma invoice, also known as a sales quote, can be sent from Zoho CRM's Quotes module. A pro forma invoice or sales quote is a legally binding agreement between the customer and the company to deliver the requested products within the ...
How can I create inventory templates?
Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed. Follow the steps below to create a template: ...
Can I convert a Sales Order to a Purchase Order?
No, you cannot convert a sales order to purchase order. You are allowed to convert a sales order to Invoice. Read more about how to convert a sales order to invoice.
How can I create quotes in different currencies?
You can create quotes in different currencies only if you have the multi-currency feature activated in your account. See Also Multi-Currency. To add currencies : Log in to Zoho CRM with Administrator privilege. Go to Setup > General > Company ...