Other Actions in Addons

Exporting Addons

Exporting addons allows you to download addon details for reporting, analysis, or record keeping purposes. This helps you manage and review addon data outside the application when needed.

Here’s how to export addons:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Click the More Actions icon and select Export Addons.
• Enter the required details and click Export.

Once exported, the addon details will be available in the selected format for your use. This makes it easy to maintain records, share information, or perform further analysis while ensuring your addon data remains intact within Zoho ERP.

Statues of Addons

Addons in Zoho ERP can have different statuses to indicate whether they are currently available for customer subscriptions or not. Understanding these statuses helps you manage which addons can be used actively and which are temporarily disabled. These are the various statuses of addons.

View Addons

You can view and manage addons based on their status using predefined views. This helps you quickly access specific sets of addons and focus on the ones relevant to your current workflow. Here’s how to view addons:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Click the All Addons dropdown at the top.
• Select the type of addon you want to view from the dropdown.

Custom Views

Custom Views allow you to filter and display addons based on criteria that you define. This helps you quickly access relevant addons without manually sorting through the entire list. To create a custom view for the addons:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Click the All Addons dropdown at the top.
• Select + New Custom View.
• Enter a name for the custom view. Check Mark as Favorite if you want to display the custom view at the top of the filter list.
• Add criteria for the custom view based on the fields in the addon. You can add multiple criteria by clicking + Add Criteria.
• Choose the fields to be displayed in the custom view that you are creating. You can move fields in the Available Columns to the Selected Columns by clicking the + icon next to them.
• Under Visibility Preference, choose who can access this filter:
  • Only Me: Only you can access this filter.
  • Everyone: All the users in the organization can access this filter.
  • Only Selected Users & Roles: You can select the users and roles that can access this filter.
• Click Save.

Once created, custom views will appear in the All Addons dropdown for easy access. You can manage the visibility of these views to control who can see them, and edit or delete them as needed to keep your addon list organized and relevant. You can edit any custom view by clicking the Edit icon next to it.

To delete the custom view:

• Go to the custom view that you want to delete.
• Hover over the name of the custom view and click the Edit icon next to it.
• Click Delete in the bottom-right corner of the page next to Cancel.
• In the popup that appears, click Yes to confirm.

Customize Columns

Customizing columns allows you to control which addon details are displayed on the Addons list page. This helps you focus on the most relevant information and organize the layout to suit your workflow. Here’s how to customize columns:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Click the Customize icon next to Name.
• Select Customize Columns.
• Mark the columns that you want to display in the list page and unmark the columns that you don’t want to display.
• Rearrange the order of the columns by dragging and dropping the icons next to them.
• Click the Pin Column icon next to columns that you want to pin in the list page.
• Click Save.

Once saved, the selected columns and their order will be applied to the Addons list page. Pinned columns remain visible as you scroll, allowing for easier navigation and better visibility of key addon details.

Clip or Wrap Text

Zoho ERP allows you to choose how text is displayed in fields with long content, such as Name and Description. By default, text is wrapped, but you can clip it to fit the column size for a cleaner view on the Addons list page.

To clip text:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Click the Customize icon next to Name.
• Select Clip Text. The text will be clipped to fit the column size.
• To wrap text inside the column, click Wrap Text.

Once configured, the selected display option will be applied to the columns. Clipping text keeps the list compact, while wrapping ensures all information is visible within the column without resizing.

Sort Products

Sorting products allows you to organize the Addons list page based on the values in specific columns or fields. This helps you quickly locate addons and analyze data in ascending or descending order. Here’s how:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Click the More Actions icon and hover over Sort by.
• Select the field based on which you want to sort the addons.

The columns will be sorted based on the selected field. You can also sort the addons by following the steps below:

• Click the column which you want to sort.
• The sorting will be done based on ascending or descending order (indicated by the arrow).
• Click the field again to change the sorting order.

Once sorted, the Addons list will display entries in the selected order.

Update GST Rates

Updating GST rates allows you to revise the tax rates applied to existing addons based on the latest HSN or SAC codes. This ensures that your addons remain compliant with current tax regulations. Here’s how to update GST rates:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Click the More Actions icon and select Update New GST Rates.
• In the pop-up that appears, review the new rates of addons based on HSN/SAC codes.
• Click Schedule Update Now.

Once scheduled, the updated GST rates will be applied automatically, and you will be notified in-app after the update is completed.

Validate HSN/SAC Codes

Validating HSN or SAC codes allows you to review and correct invalid tax classification codes associated with your addons. This helps ensure accurate tax calculations and compliance with applicable regulations. Here’s how to validate HSN/SAC codes:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Click the More Actions icon and select Validate HSN/SAC.
• Select a valid HSN/SAC next to each addon.
• Click Save.

Once validated, the updated HSN or SAC codes are applied to the selected addons, and you can review the changes later using the HSN/SAC update history for reference and auditing purposes. Here’s how view the list of HSN/SAC updated addons and their details:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Click the More Actions icon and select HSN/SAC Update History.

Add Comments

Adding comments to an addon allows you to record notes, clarifications, or internal context related to the addon. This helps teams maintain better communication and reference information when managing addons. Here’s how to add comments to a addon:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Select the addon to which you want to add a comment.
• Click the Comments icon at the top.
• Enter your comment and click Add Comment.

Once added, comments are saved with the addon and can be viewed later by authorized users, ensuring important context is always available when needed.

Bulk Update

Bulk Update allows you to update specific fields for multiple addons at once. Here’s how can update fields for multiple addons with similar values:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Select the plans that you want to update.
• Click Bulk Update.
• Select the field you want to update and its corresponding value.
• Click Update.

Once updated, the selected changes are applied to all chosen addons.

Bulk Actions

Bulk Actions allow you to perform common actions on multiple addons simultaneously.

• Mark as Active
• Mark as Inactive
• Delete

To perform bulk actions:

• Click Items on the left sidebar.
• Navigate to the Addons module at the top.
• Select the addons that you want to update.
• Click the desired action on top of the page.

Using bulk actions simplifies addon management by enabling quick updates across multiple addons, especially when handling large volumes of data.