General
Configure items in your organization according to your requirements.
- Click the Gear icon in the top right corner.
- Scroll down to Module Settings.
- Click Items under General.
- Configure items in your organization as per your requirements.
Set Measurement Units
Choose the measurement units with which you’d like to record the decimal rate, dimensions and weight of your items.
| Options | Description |
|---|---|
| Set a decimal rate for your item quantity | Select the number of decimal places allowed when entering item quantities. |
| Item Dimensions | Choose the default dimension unit (cm, in) that will be displayed during item creation. |
| Item Weights | Choose the default weight unit (lb, kg, g, oz) that will be displayed during item creation. |
| Barcode Selection | Decide how items are identified when scanned, such as SKU, ISBN, UPC, or EAN. |
Duplicate Item Name
Prerequisite: Before you can enable duplicate item name, you will have to mark the Stock Keeping Unit (SKU) field as active and mandatory. Here’s how:
- Click the Gear icon in the top right corner.
- Scroll down to Module Settings.
- Click Items under General.
- Switch to the Field Customization tab.
- Hover over the SKU field and click the dropdown at the right end of the field.
- Select Mark as Mandatory.
Allow duplicate item names
Enable this to create or import multiple items with the same name, that may have varied specifications like size and colour. Let’s look at a scenario to understand how this feature will help you.
Scenario: Let’s say Zylker sells a laptop with the item name Dell Precision 360, and the laptop models are in two colours Silver and Metallic Blue. While the item name is the same for both items, the colour differs. Now, each laptop model can be allotted a unique SKU to easily track each item’s movement.
Once you enable this option, you will have to enter the SKU in the SKU field to create an item which will enable you to identify each item with a unique SKU. Also, when you import items, SKU will be used as the primary field for mapping items.
If you had previously added items to Zoho ERP without SKU, you can export the items, add the SKUs to the file, import the item, back and overwrite the existing items.
Enhanced Item Search
Enable this to quickly search items in transactions using any word of the item name.
HSN Code or SAC
Enable this option to display the HSN Code or SAC field for items, which helps classify goods or services for GST compliance.
Select any one of the following options,
| Option | Description |
|---|---|
| 4-digit HSN Code or SAC | Choose this option if your business’s annual turnover in the previous financial year was less than ₹5 crores. The 4-digit HSN Code or SAC is mandatory for B2B, SEZ, Export, and Deemed Export tax invoices, and optional for B2C tax invoices. |
| 6-digit HSN Code or SAC | Choose this option if your business’s annual turnover in the previous financial year was more than ₹5 crores. The 6-digit HSN Code or SAC is mandatory for all tax invoices. |
Composite Items & Price Lists
- Enable the Composite Items module to create customised kits.
- Enable Price Lists to provide customised item rates for your customers.
Inventory Start Date
Select the date on which you migrated to Zoho ERP or started using it.
Advanced Inventory Tracking
You can configure advanced inventory tracking methods for your items.
Enable Serial Number Tracking
By enabling this, you can assign a unique serial number to each item and track it individually across transactions.
Enable Batch Tracking
By enabling this, you can group items into batches and track them based on batch details such as manufacturing and expiry dates.
- Allow Duplicate Batch Numbers
By enabling this, you can create multiple batches with the same batch number when required. - Allow Quantity to Be Added Only to the Sold Batch When Returned
By enabling this, returned item quantities will be added back only to the specific batch from which they were originally sold.
In the section below, click Configure to manage how your inventory is tracked.
In the configuration popup, you can choose the transactions for which serial numbers and batches can be tracked. The options are:
- Invoices, Sales Receipts, Bills, and Credit Notes. (Sales & billing related transactions)
- Packages, Purchase Receives, Return Receives. (Stock movement transactions) Based on your choice, serial numbers and batch details will be recorded when you create the transactions in the list.
Mark the Mandate serial number or batch tracking in transactions checkbox if you want to make serial or batch details mandatory while creating items or transactions. This ensures that the details cannot be skipped.
Click Update.
Insight: If you’ve not checked this option, transactions or items with missing tracking details will have a banner on their details page where you can update the serial number or batch tracking details.
Pro Tip: If you have not mandated serial number or batch tracking in transactions, the Missing Advanced Inventory Tracking Details report will help you identify transactions that do not have serial number and batch tracking details.
Low Stock Settings
Select one or more of the following low stock settings you want to apply to your organisation:
| Options | Description |
|---|---|
| Prevent stock from going below zero | Prevents an item from going out of stock. This applies only to accounting stock. You can still create shipments with low stock items since this does not affect physical stock. This setting can be applied at the Organization level or Location level. |
| Show an ‘Out of Stock’ warning | Displays a warning before committing a sale when an item’s stock drops below zero. You can choose to proceed despite the warning. |
| Notify me when an item quantity drops below reorder point | Sends a notification when an item reaches its reorder point. |
| Email for low stock notifications | Select an Email from the dropdown to receive the list of low stock items. |
| Track landed cost on items | Enable this option to track the landed cost associated with items. |
Replenishments
By enabling Replenishments, you can set the frequency to replenish your stock in days, weeks, or months and Scheduling Time using the dropdown below.
If you wish to add replenishment tasks to include Yet to Receive and In Transit Stock along with available for sale, enable Include Yet to Receive and In Transit stock along with available for sale to generate replenishment tasks