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Can I export assembly item details in Zoho ERP?

You can export assembly details from Zoho ERP in supported file formats so you can back them up, analyze them offline, or share them with others.

To export Assemblies from your Zoho ERP account:

  • Go to the Assemblies module under Inventory from the left sidebar.
  • Click the More icon in the top right corner.
  • Select the Export Assemblies option in the dropdown.
  • Choose one of the following options:
    • All Assemblies: Export all assembly items from your organization.
    • Specific Period: Select a custom date range and export the items created within this date range.
  • Select the format(CSV, XLS, XLSX) in which you want to download your export file.
  • Choose the Export Template from the drop-down.
  • If the export contains personal information, enable Include Sensitive Personally Identifiable Information (PII) while exporting.
  • Enter a password to secure your export file if needed.
  • Enable any additional fields, such as Batch Numbers and Serial Numbers, that you want to include in the export
  • Click Export at the bottom. The file will be downloaded to your device.