Inventory Templates

Purpose

To fetch the details of inventory templates.

Request Details

Request URL

{api-domain}/crm/{version}/settings/inventory_templates

To fetch details of a specific template
{api-domain}/crm/{version}/settings/inventory_templates/{id}

Supported modules

Quotes, Invoices, Purchase Orders, and Sales Orders.

All modules whose value for the key "inventory_template_supported" is true in the Modules API are supported here.

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.templates.inventory.READ

Endpoints

GET /settings/inventory_templates
GET /settings/inventory_templates/{template_id}

Parameters

modulestring, optional
Specify the API name of the module you want to fetch the inventory templates from. Refer to the Supported modules section above.
categorystring, optional
To filter the inventory templates based on their type. The possible values are favorite: templates marked as your favorite, created_by_me: templates that you created, shared_with_me: templates that other users shared with you, and draft: templates in your draft.
sort_bystring, optional
Specify based on what you want to sort your templates. The possible values are modified_time: to sort based on the modified time, last_usage_time: to sort based on the latest time a template was used, and name: to sort based on the template's name. The default value is modified_time.
sort_orderstring, optional
The order you want to sort the templates in. The possible values are asc: to sort in ascending order and desc: to sort in descending order, this is the default value.

Note

The sort_order parameter applies to given sort_by parameter value.
The content key contains the HTML of the email template and is rendered in the response only when you fetch a specific email template.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v8/settings/inventory_templates"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Response JSON Keys

created_timestring
Represents the date and time at which the inventory template was created.
modified_timestring
Represents the date and time at which the inventory template was last modified.
folderJSON object
Represents the name and unique ID of the template folder.
last_usage_timestring
Represents the date and time at which the inventory template was last used.
moduleJSON object
Represents the API name and unique ID of the module with which the inventory template is associated.
namestring
Represents the name of the template.
modified_byJSON object
Represents the name and ID of the user who last modified the inventory template.
idstring
Represents the unique ID of the inventory template.
editor_modestring
Represents the mode in which the inventory template is created. The possible values are gallery: the template is chosen from the template gallery and is customized, rich_text: a pre-designed custom template, plain_text: the template is built from scratch.
To know more about the editor modes, refer to Creating Inventory Templates.
favoriteboolean
Represents if the inventory template is marked as favorite.
categorystring
Represents the category of the template. The possible values are custom_templates: the templates created by a user, system_templates: the templates present in the system by default, plugin_templates: the templates that are created and installed from the Zoho CRM extension, marketplace_templates: the templates that are created and installed from the published plugins.
created_byJSON object
Represents the name and ID of the user who created the inventory template.

Possible Errors

INVALID_MODULEHTTP 400
The module name specified is invalid.
Resolution: Specify the valid module API name. Refer to the Supported modules section above.
PATTERN_NOT_MATCHEDHTTP 400
You have specified incorrect values for the key specified in "api_name" of the response.
Resolution: Input correct values.
FEATURE_NOT_SUPPORTEDHTTP 403
This feature is not supported for your edition.
Resolution: Contact your administrator.
NO_PERMISSIONHTTP 403
You do not have permission to view the templates of this module.
Resolution: Contact your administrator.
INVALID_URL_PATTERNHTTP 404
Please check if the URL trying to access is a correct one.
Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to the Request URL section above.
OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have ZohoCRM.templates.inventory.READ scope. Create a new client with valid scope. Refer to the Scope section above.
INTERNAL_ERRORHTTP 500
Internal Server Error
Resolution: Unexpected and unhandled exception in Server. Contact support team.
INVALID_REQUEST_METHODHTTP 400
The http request method type is not a valid one
Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to the Endpoints section above.
AUTHORIZATION_FAILEDHTTP 400
User does not have sufficient privilege to read records data
Resolution: The user does not have the permission to retrieve records data. Contact your system administrator.

Sample Response

Copied{
    "inventory_templates": [
        {
            "created_time": "2021-08-09T09:52:11+05:30",
            "modified_time": "2021-08-09T09:52:11+05:30",
            "folder": {
                "name": "Public Templates",
                "id": "4876876000000329734"
            },
            "last_usage_time": null,
            "module": {
                "api_name": "Purchase_Orders",
                "id": "4876876000000002223"
            },
            "name": "Purchase Order Template",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001"
            },
            "id": "4876876000000329743",
            "editor_mode": "rich_text",
            "category": "system_templates",
            "favorite": false,
            "created_by": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001"
            }
        },
        {
            "created_time": "2021-08-09T09:52:11+05:30",
            "modified_time": "2021-08-09T09:52:11+05:30",
            "folder": {
                "name": "Public Templates",
                "id": "4876876000000329734"
            },
            "last_usage_time": null,
            "module": {
                "api_name": "Sales_Orders",
                "id": "4876876000000002221"
            },
            "name": "Sales Order Template",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001"
            },
            "id": "4876876000000329741",
            "editor_mode": "rich_text",
            "category": "system_templates",
            "favorite": false,
            "created_by": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001"
            }
        },
        {
            "created_time": "2021-08-09T09:52:11+05:30",
            "modified_time": "2021-08-09T09:52:11+05:30",
            "folder": {
                "name": "Public Templates",
                "id": "4876876000000329734"
            },
            "last_usage_time": null,
            "module": {
                "api_name": "Invoices",
                "id": "4876876000000002225"
            },
            "name": "Invoice Template",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001"
            },
            "id": "4876876000000329739",
            "editor_mode": "rich_text",
            "category": "system_templates",
            "favorite": false,
            "created_by": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001"
            }
        },
        {
            "created_time": "2021-08-09T09:52:10+05:30",
            "modified_time": "2021-08-09T09:52:10+05:30",
            "folder": {
                "name": "Public Templates",
                "id": "4876876000000329734"
            },
            "last_usage_time": null,
            "module": {
                "api_name": "Quotes",
                "id": "4876876000000002219"
            },
            "name": "Quote Template",
            "modified_by": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001"
            },
            "id": "4876876000000329737",
            "editor_mode": "rich_text",
            "category": "system_templates",
            "favorite": false,
            "created_by": {
                "name": "Patricia Boyle",
                "id": "4876876000000327001"
            }
        }
    ],
    "info": {
        "per_page": 200,
        "count": 4,
        "page": 1,
        "more_records": false
    }
}