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    Topics

  • Getting Started
    • About This Guide
    • Access Zoho ERP
    • Navigating Zoho ERP
    • Quick Create
  • Set Up ERP
    • Customise Organisation
    • Configure Settings and Preferences
    • Enable Modules
  • Managing Organization & Account
    • Manage Zoho Account
    • Manage Your Organization
    • Plans and Pricing
  • Settings & Configurations
    • Organization
      • Profile
      • Work Locations
      • Branding
      • Designations
      • Custom Domain
      • Departments
      • Locations
        • Overview - Locations
        • Basic Functions in Locations
        • Functions in Locations
        • Other Actions in Locations
    • Users & Roles
      • Users
      • Roles
      • User Preferences
      • Manage Policies
        • Policies
        • Policy Settings
        • Category Limits
        • Mileage
        • Per Diem
        • Rules
        • Audit
    • Taxes & Compliance
      • MSME Settings
      • GST TDS
      • Income TDS
      • e-Invoicing
        • e-Invoicing - Overview
        • e-Invoice Sandbox System
        • Register on the IRP
        • Set up e-Invoicing
        • Functions in e-Invoicing
      • Non Profit Registration
    • Setup & Configurations
      • General
      • Configure Modules
      • Opening Balances
      • Reminders
      • Vendor Portal - Preferences
      • Claims and Declarations
      • Loyalty Program
      • Pay Schedule
      • Statutory Components
      • Salary Components
    • Customization
      • Hosted Payment Pages
      • Record Locking
      • PDF Templates
        • Overview & Categories
        • Template Styles
        • Edit Template
        • Other Actions
      • Email Notifications
      • SMS Notifications
      • Transaction Number Series
      • Web Tabs
      • Reporting Tags
      • Salary Templates
      • Digital Signature
      • Custom Fields
      • Custom Buttons
      • Validation Rules
      • Page Layouts
      • Related Lists
      • Common Module Actions
    • General
      • Employees & Contractors
      • Item Preferences
      • Customers and Vendors
      • Timesheet
    • Inventory
      • Units of Measurements
      • Transfer Order Preferences
      • Stock Counts
      • Packages
      • Shipments
    • Sales
      • Invoices
      • Packing Slips
      • Payments Received
      • Retainer Invoices
      • Delivery Notes
      • Quotes
      • Sales Orders
      • Credit Notes
      • Delivery Challans
      • Sales Receipts
      • Donations
    • Subscriptions
      • General - Subscriptions
      • Billing Preferences
        • Billing Preferences - Overview
        • Metered Billing
        • Usage Billing
        • Prepaid Billing With Drawdown
        • Unbilled Charges
      • Dunning Management
        • Dunning Management - Overview
        • Dunning Rules
      • Cancellation Preferences
    • Purchases
      • Purchase Requests
      • Request for Quotes
      • Purchase Orders
      • Purchase Receives
      • Bills
      • Recurring Bills
      • Payments Made
      • Batch Payments (Vendors)
      • Vendor Credits
    • Customer Portal
      • Portal Preferences
      • MFA in Customer Portal
        • Set Up MFA
      • SSO - Customer Portal
        • Overview & set up
        • SSO with Okta as IdP
        • SSO with OneLogin as IdP
        • SSO with Google as IdP
        • SSO with Microsoft Azure as IdP
        • SSO with Custom Application
        • Troubleshooting
      • Federated Login - Customer Portal
        • Overview & Set Up
        • Set Up Zoho as IdP
        • Set Up Microsoft as IdP
        • Set Up LinkedIn as IdP
        • Set Up Google as IdP
        • Set Up Facebook as IdP
    • Payroll
      • Pay Runs
      • Salary Revisions
      • Payroll Tax Details
      • Configure Accounts
    • Travel & Expense
      • Categories
      • Merchants
      • Expense Reports
      • Expense Types
      • Report Types
      • Advances
      • Petty Cash Accounts
      • Pine Labs Cards
    • Manufacturing
      • Cost Templates
      • Work Center Types
      • Work Center Timings
      • Work Centers
      • Operations
    • Quality
      • Quality Preferences
    • Approvals
      • Approvals-Overview
      • Simple Approval
      • Multi-Level Approval
      • Hierarchical Approval
      • Custom Approval
      • No Approval
  • Home
    • Overview - Home
    • Widgets Pane
      • Overview - Widgets Pane
      • Contextual Chat
      • Tasks
  • Dashboard
    • Overview - Dashboard
    • Contributions Dashboard
    • Receivables Dashboard
    • Procurement & Payables Dashboard
    • Quality Dashboard
    • Distribution Dashboard
    • Travel Dashboard
    • Expense Dashboard
    • Custom Dashboard
  • AI Driven Features
    • AI Features - Overview
    • Ask Zia
    • CoCreate Agent
  • People
    • Employees
      • Employees (Overview)
      • Add Employees
      • Manage Employee Profiles
      • Other Actions in Employees
      • Manage Employee Exits
    • Contractors
      • Contractors (Overview)
      • Other Actions in Contractors
      • Manage Contractor Exits
    • Quality Inspector
    • Shopfloor Staff
      • Create Shopfloor Staff
  • Items
    • Items Overview
    • Items
      • Create Items
      • Import Items
      • Add Opening Stock
      • Advance Inventory Tracking
      • Validate HSN/SAC for Item
      • Items in Transaction
      • Other Actions
    • Bill of Materials
    • Composite Items
    • Plans and Addons
      • Products
        • Products - Overview
        • Understanding Products
        • Creating Products
        • Product Operations
        • Other Actions in Products
      • Plans
        • Plans - Overview
        • Understanding Plans
        • Creating Plans
        • Free Plans
        • Pricing Models
        • Plan Operations
        • Other Actions in Plans
      • Addons
        • Addons - Overview
        • Understanding Addons
        • Creating Addons
        • Advanced Addon Associations
        • Addon Operations
        • Other Actions in Addons
    • Sales Channel Items
    • Coupons
      • Coupons - Overview
      • Understanding Coupons
      • Coupon Operations
      • Coupon Reports
    • Item Categories
    • Price Lists
    • Pricing Widgets
    • QR Code and Barcode Generation
    • Reports
  • Inventory
    • Assemblies
    • Packages
      • Packages Overview
      • Understanding Packages
      • Create Packages
      • Package Geometry
      • Packages - Actions
      • Packages Report
    • Shipments
      • Shipments - Overview
      • Understanding Shipments
      • Create Shipments
      • Shipments - Operations
      • Shipments Report
    • Inventory Adjustments
    • Inventory Adjustments
      • Add Reasons in Inventory Adjustment
      • Adjust Stock For Item
      • Download Adjustment in Inventory Adjustment
      • Types of Adjustments in Zoho ERP
      • Value Adjustment in Zoho ERP
    • Stock Counts
      • Stock Counts - Overview
      • Understanding Stock Counts
      • Create Stock Counts
      • Stock Counts Operations
      • Stock Counts - Report
    • Transfer Orders
    • Picklists
    • Move Orders
    • Putaways
    • Replenishments
  • Customers & Vendors
    • Introduction - Customers and Vendors
    • Create Customers and Vendors
    • Create Transactions
    • Record Payment
    • Customers and Vendors - Functions
    • Customers and Vendors - Operations
    • Customer Hierarchy
  • Manufacturing
    • Manufacturing Order - Overview
    • Understanding Manufacturing Order
    • Create Manufacture Order
    • Job Cards
    • Shopfloor
    • Manufacturing Order Operations
    • Manufacturing Order Dashboard
  • Quality
    • Quality - Overview
    • Understanding Quality Module
    • Quality Templates
    • Quality Rules
    • Quality Inspections
    • Inspection Worklists
    • Quality Module Operations
    • Quality Module - Reports
  • Distribution
    • Distribution - Overview
    • Sales Regions
    • Routes
    • Journey Plans
    • Beats
  • Sales
    • Quotes
      • Quotes - Overview
      • Subscription Quotes
      • Quote Operations
      • Other Actions in Quotes
      • Progress Invoice
    • Retainer Invoices
      • Retainer Invoices - Overview
      • Functions in Retainer Invoices
      • Retainer Invoice Operations
      • Other Actions in Retainer Invoices
    • Sales Orders
      • Sales Orders - Overview
      • Understanding Sales Orders
      • Create Sales Orders
      • Approvals for Sales Orders
      • Sales Order Operations
      • Sales Orders Analytic Reports
      • Sales Order Cycle
    • Dropshipments
    • Backorders
    • Invoices
      • Invoices - Overview
      • Understanding Invoices
      • Create Invoices
      • Sharing Invoices
      • Invoice Payments
      • Invoice Operations
      • Bill Of Supply
      • Invoice Reports
    • Subscriptions
      • Subscriptions - Overview
      • Understanding Subscriptions
      • Create Subscriptions
      • Subscription Operations
      • Advance Billing
      • Proration
      • Renewal Pricing
    • Sales Receipts
      • Sales Receipts - Overview
      • Understanding Sales Receipts
      • Sales Receipt Operations
      • Sales Receipts Reports
    • Delivery Challans
      • Overview - Delivery Challans
      • Understanding Delivery Challans
      • Basic Functions in Delivery Challans
      • Functions in Delivery Challans
      • Delivery Challan Operations
    • Payment Links
      • Payment Links - Overview
    • Payments Recieved
      • Overview - Payments Received
      • Understanding Payments Received
      • Basic Functions in Payments Received
      • Functions in Payments Received
      • Payment Received Operations
      • Payments Received Analytic Reports
    • Sales Returns
      • Sales Returns - Overview
      • Understanding Sales Returns
      • Functions in Sales Returns
      • Sales Returns Operations
    • Credit Notes
      • Introduction - Credit Notes
      • Create Credit Notes
      • Credit Notes - Functions
      • Credit Notes - Operations
    • e-Way Bills
      • Overview - e-Way Bills
      • Generate e-Way Bills
        • Generate e-Way Bills from Zoho ERP
        • Generate e-Way Bills for Gold from Zoho ERP
      • Functions in e-Way Bills
      • Other Actions in e-Way Bills
  • Contributions
    • Funds
    • Donors
    • Donations
      • Donations Overview
      • Understanding Donations
      • Create Donations
      • Donation Operations
  • Sales Channels
    • Retail Store
      • Retail Store - Overview
      • Understanding Retail Store
      • Registers
        • Registers - Overview
        • Configure Registers
      • Payment Methods
        • Payment Methods - Overview
        • Configure Payment Methods
      • Sessions
        • Sessions - Overview
        • Manage Sessions
        • Session Approvals
      • Sales
        • Retail Sales - Overview
        • Process Sales
      • Cash Management
        • Cash Management - Overview
        • Record Cash Transactions
        • Cash Transaction Approvals
  • Purchases
    • Recurring Expenses
      • Overview & Preferences
      • Create Recurring Expenses
      • Other Actions
    • Purchase Requests
      • Purchase Requests - Overview
      • Understanding Purchase Requests
      • Purchase Requests Operations
      • Purchase Requests Analytic Reports
    • Request for Quotes
      • Request for Quotes - Overview
      • Understanding Request for Quotes
      • Create Request for Quotes
      • Approvals for Request for Quotes
      • Publish Request for Quotes
      • Offline Bids
      • Award Request for Quotes
      • Request for Quotes Operations
    • Purchase Orders
      • Purchase Orders - Overview
      • Understanding Purchase Orders
      • Create Purchase Orders
      • Approvals for Purchase Orders
      • Purchase Order Operations
      • Purchase Orders Analytic Reports
    • Purchase Receives
      • Purchase Receives - Overview
      • Understanding Purchase Receives
      • Create Purchase Receives
      • Approvals for Purchase Receives
      • Purchase Receives Operations
      • Purchase Receives Reports
    • Purchase Returns
      • Purchase Returns - Overview
      • Understanding Purchase Returns
      • Create Purchase Returns
      • Purchase Returns Operations
    • Bills
      • Bills - Overview
      • Understanding Bills
      • Create Bills
      • Approvals for Bills
      • Validate Bills
      • Record Payment for Bills
      • Bill Operations
      • Bills Analytic Reports
    • Recurring Bills
      • Recurring Bills - Overview
      • Understanding Recurring Bills
      • Create Recurring Bills
      • Record Payment for Child Bills
      • Recurring Bill Operations
    • Payments Made
      • Payments Made - Overview
      • Understanding Payments Made
      • Record Payments Made
      • Vendor Advances
      • Approvals for Payments Made
      • Payments Made Operations
      • Payments Made Analytic Reports
    • Batch Payments (Vendors)
      • Batch Payments (Vendors) - Overview
      • Understanding Batch Payments
      • Create Batch Payments
      • Record Payments for Batch Payments
      • Batch Payments Operations
    • Vendor Credits
      • Vendor Credits - Overview
      • Understanding Vendor Credits
      • Create Vendor Credits
      • Approvals for Vendor Credits
      • Refunds for Vendor Credits
      • Vendor Credit Operations
      • Vendor Credits Analytic Reports
  • Travel & Expense
    • Trips
      • Trips - 0verview
      • Understanding Trips
      • Manage Booking Process
      • Trips Operations
      • Trips Analytic Reports
    • Expense Reports
      • Expense Reports - Overview
      • Reimburse Expense Reports
      • Expense Report Operations
      • Expense Reports Analytics
    • Advances
      • Advances - Overview
      • Understanding Advances
      • Record Advances for Employees
      • Advances Operations
    • Batch Payments (Expense Reports)
      • Batch Payments (Reimbursements) - 0verview
      • Creating Batch Payments
      • Record Reimbursement for Batch Payments
      • Batch Payment Operations
    • Corporate Cards
      • Corporate Cards - Overview
      • Connect and Assign Corporate Cards
      • Corporate Cards Operations
      • Corporate Cards Analytic Reports
    • Petty Cash Accounts
      • Petty Cash Accounts - Overview
      • Manage Petty Cash Accounts
      • Top-ups
    • Pine Labs Cards
      • Pine Labs Cards - Overview
      • Apply for Pine Labs Cards
      • Pine Labs Cards Tab
      • Manage Top-Up
  • Payroll
    • Pay Runs
      • Pay Runs (Overview)
      • Types of Pay Runs
      • Pay Run Actions
    • Review Salary Revisions
    • Manage Reimbursements
    • Review Proof of Investments
    • Loans
    • Payroll Documents
  • Time Tracking
    • Projects
      • Projects - Overview
      • Functions in Projects
      • Project Operations
      • Other Actions in Projects
    • Timesheet
      • Timesheet - Overview
      • Basic Functions in Timesheet
      • Other Actions for Timesheet
      • Timesheet Operations
    • Timesheet Approvals
      • Internal Approval
      • Customer Approval
  • Filing & Compliance
    • Employee & Contractor TDS
      • Form 24Q
      • Form 16
      • TDS Liabilities
      • TDS Challans
    • GST Filing
    • GSTR-1 Filing
    • Input Service Distributor
    • Invoice Management System
    • GSTR-2A Reconciliation
    • GSTR-2B Reconciliation
    • GSTR-9 Filing
    • Form DRC-01B
    • Form DRC-01C
    • GST Filing Approval
    • GSTR-3B Filing
    • Vendor TDS
  • Accounting
    • Overview
    • Manual Journals
      • Manual Journals
      • Journal Templates
      • Journal Credits
      • 13th Month Adjustment Journals
    • Budgets
      • Employee Expense Budgets
        • Budgets - Overview
        • Understanding Budgets
        • Create Budgets
        • Budgets Operations
        • Budgets Vs Actuals Analytics Report
      • Company Budgets
    • Banking
      • Banking - Overview
      • Add Accounts
      • Add Transactions
      • Bank Feeds
      • Match and Categorise Transactions
      • Transaction Rules
      • Reconciliation
      • Dashboard
      • Banking - Operations
    • Recurring Journals
    • Fixed Assets
      • Introduction - Fixed Assets
      • Fixed Asset Types
      • Create Fixed Assets
      • Fixed Assets - Operations
      • Fixed Assets - Reports
    • Bulk Update
    • Base Currency Adjustment
    • Chart of Accounts
    • Sub-Accounts
    • Transaction Locking
    • Manage Clients Using Zoho Practice
  • Analytic Reports
    • Introduction - Analytic Reports
    • Manage Analytic Reports
    • Business Overview
    • Sales
    • Inventory
    • Advanced Inventory
    • Inventory Valuation
    • Manufacturing
      • Bill of Materials Efficiency
      • Component Requirements Summary Report
      • Item Cost Analysis
      • Manufacturing Order Summary
      • Delayed Job Cards
      • Daily Production Summary
    • Quality Reports
    • Receivables
    • Acquisition Insights
    • Signup & Activation
    • Subscriptions
    • Revenue
    • Retention
    • MRR & ARR
    • Churn
    • Churn Insights
    • Donations Reports
    • Payments Received
    • Payables
    • Purchases and Expenses
    • Taxes
    • Projects
    • Timesheets
    • Accounting
    • Budgets
    • Currency
    • Activity
    • Automation
    • Payroll Overview
      • Payroll Summary
      • Salary Register
      • Salary Statement
      • Pay Summary
      • Payroll Liability Summary
      • Leave Encashment Summary
      • Loss Of Pay Summary
      • Variable Pay Earnings Report
      • Scheduled Earnings Report
    • Statutory Reports
      • EPF Summary
      • ESI Summary
      • ESIC Return Report
      • Professional Tax Summary
      • Employee-wise Professional Tax Report
      • Labour Welfare Fund Summary
    • Employee/Contractor Reports
      • Compensation Details
      • Reimbursement Summary
      • Perquisite Summary
      • Full and Final Settlement Report
      • Salary Revision Report
      • Salary Revision History
    • Declarations and Investments
      • Salary Withhold Report
      • Investment Declaration Report
      • Proof of Investment Report
    • Deduction Reports
      • Deductions Summary
      • Employee Deductions
      • Employee Benefits
      • Employee Donations
    • Payroll Taxes and Forms
      • TDS Deductions Summary
      • Form 24Q
    • Loan Reports
      • Loan Outstanding Summary
      • Loan Perquisite Summary
      • Loan Overall Summary
      • Loan Perquisite Projection
    • Payroll Journal
      • Payroll Journal Summary
    • Expense Claims
    • Reimbursements
    • Purchase Requests
    • Corporate Cards
    • Trips
    • Expense Reports
    • Travel Agents
  • Documents
    • Documents - Overview
    • Basic Functions in Documents
    • Functions in Documents
    • Other Actions in Documents
  • Custom Modules
    • Custom Modules - Overview
    • Custom Module Preferences
    • Create Custom Modules
    • Custom Module Operations
    • Custom Module Record Operations
    • Custom Module Field Operations
    • Blueprints
    • Custom Modules in Customer and Vendor Portals
  • Automation
    • Expense Report Automation
      • Report Automation Overview
      • General Expenses
      • Corporate Card Expenses
      • Trip Expenses
    • Workflow Rules
    • Workflow Actions
      • Email Alerts
      • In-app Notifications
      • Field Updates
      • Webhooks
      • Custom Functions
    • Schedules
  • Integrations & Marketplace
    • Zoho Apps
      • Zoho Analytics
      • Zoho Cliq
      • Zoho Mail
    • WhatsApp
      • Integrate with Whatsapp
      • How Credits Work
      • Troubleshooting Guide
    • Bharat Connect
    • Shipping
      • AfterShip Integration
      • UPS Integration
      • USPS Integration
      • Easyship Integration
      • Envia Integration
      • Shiprocket Integration
      • Delhivery Integration
      • XpressBees Integration
      • EasyPost Integration
    • Shopping Cart
      • WooCommerce Integration
    • Twilio Integration
    • eCommerce
      • Etsy
  • Online Payments
    • Online Payments - Overview
    • Customer Payments
      • Zoho Payments
      • Razorpay
      • Paytm
      • Stripe
      • PayPal
      • Verifone (2Checkout)
    • Vendor Payments
      • Kotak Mahindra Bank
      • Zoho Payments - Payouts
      • Standard Chartered Bank
      • Yes Bank
      • Axis Bank
      • HSBC
      • SBI
      • ICICI
  • Developer Data
    • Incoming Webhooks
    • Connections
    • API Usage
    • Signals
    • Data Management
    • Web Forms
  • Employee Portal
    • Home
      • Employee Dashboard
    • Set Up Your Profile
      • Overview
      • Travel Details
      • Preferences and Budgets
    • Travel & Expense
      • Trips
        • Overview Trips
        • Create Trips
        • Submit Trips
        • Approval for Trips
        • Booking Options
        • Manage Trip Reports and Advances
        • Trip Actions
      • Expense Claims
        • Overview Expenses
        • Autoscan Receipts
        • Create Expenses
        • Submit Expenses
        • Expenses Actions
      • Expense Reports
        • Overview Expense Reports
        • Create Expense Reports
        • Submit Expense Reports
        • Approval for Expense Reports
        • Expense Reports Actions
      • Advances
        • Overview Advances
        • Create Advances
        • Approval for Advances
        • Advances Actions
      • Cards
        • Overview Cards
        • Connect Cards
        • Cards Actions
      • Petty Cash Accounts
        • Petty Cash Account - Overview
        • Top-ups & Petty Cash Expenses
        • Approve Petty Cash Top-ups
      • Pine Labs Cards
        • Pine Labs Cards Overview
        • Access Pine Labs Cards
        • Top-Ups
    • Purchase Requests
      • Purchase Requests - Overview
      • Create Purchase Requests
      • Approvals for Purchase Requests
      • Submit Purchase Requests
      • Purchase Requests Actions
    • Payroll
      • Salary Details
      • Investments
      • Documents
      • Giving
      • Reimbursement Claims
  • Customer Portal
    • Overview & Setup
    • Customer Portal Operations
  • Vendor Portal
    • Vendor Portal - Overview
    • Sign Up For Vendor Portal
    • Home
    • Request For Quotes
    • Statements
    • Vendor Portal - Operations
  • Migrate to Zoho ERP
    • From Other Systems

Addons - Overview

An Addon represents an additional feature or service that can be purchased along with a plan. Addons allow you to offer optional enhancements without modifying the core pricing or structure of a plan, giving customers the flexibility to customize their subscriptions based on their needs.

  • Understanding Addons

    • Why Use Addons?
    • How Addons Work in Zoho ERP
    • Key Points to Note
  • Creating Addons

    • Creating Addons Manually
    • Understanding Addon Fields
      • Types of addons
      • Renewing Recurring Addons
      • Pricing Models
      • Account
      • Tax
    • Import Addons
  • Advanced Addon Associations

    • Association Type
    • Applicable Events
    • Event Frequency
  • Managing Addons

    • Editing Addons
    • Marking an Addon as Inactive or Active
    • Cloning Addons
    • Related Reports
    • Deleting Addons
  • Other Actions in Addons

    • Exporting Addons
    • Statues of Addons
    • View Addons
    • Custom Views
    • Customize Columns
    • Clip or Wrap Text
    • Sort Products
    • Update GST Rates
    • Validate HSN/SAC Codes
    • Add Comments
    • Bulk Update
    • Bulk Actions
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