Creation of Items & Item Groups

Here is an overview of managing Items


Creating a New Item Group with multiple items

You can create a new item group using different methods.

The buttons to create a new item group

On using any one of the above mentioned methods, a new item group page opens up.

Adopt these steps to create an Item Group with multiple items.

New item group page

Recording primary information

Adding attributes & options

choice pop-up

Important Note: You can add up to 3 attributes to classify your items in an item group.

Image of the multiple items section of the new item group page

Configuring items of the group

Note: The opening stock of an item refers to the stock you have on hand at the moment of creating that item. The opening stock value refers to the average purchase price of your opening stock. This will be used for FIFO Cost Lot Tracking.

Configuring the accounts associated with item groups

Accounts of an item group

When you are ready, hit the Save button to create an item group with multiple inventory tracked items.


Removing items from the group

You can remove items from Item Groups. To do so,

Remove item from group

Note: You can also do the operation by selecting the item from your items list.


Moving items to another group

To move an item to another group,

Move item to another group

Move item to another group 2


Importing Item Groups

To import item groups into your Zoho Inventory account:

screen shot of the menu icon and drop down highlighting import variants option

Import phase-1 : Uploading the file

import items page

Import phase-2 : Mapping import fields

mapping fields image

Note: The variant names in the item group will be formed as a combination of the Product Name and Attribute Options. For example, as given in the sample downloadable file, if your product name is iPhone and its variants are 6S and 6SPlus, then the variants will be created as iPhone-6S and iPhone-6SPlus.

Import phase-3 : Preview & Import

Preview page

Please Note: You can find the sample downloadable file in the import page which can be used as a reference to create the files you need to import.


Creating a New Item

In Zoho Inventory, you will be able to create a new item using different methods. Let’s see how…

Creating a non-inventory item

To create a new non-inventory item in Zoho Inventory,

Item creation buttons

New Item page

Primary Information
Product Codes
Selecting the item type
Sales Information

Under Sales Information,

Purchase Information

Under Purchase Information,

Finalizing item creation

Creating an inventory tracked item

To create a new inventory tracked item in Zoho Inventory,

Item creation buttons

New Item page top

Primary Information
Product Codes
Selecting the item type
Sales Information

Under Sales Information,

Purchase Information

Under Purchase Information,

New Item page bottom

Inventory Tracking Information

Under the Track inventory for this item option,

Finalizing item creation
Bonus

Creating a Service Item

You can also create Service Items or Service Goods in Zoho Inventory. To do so:

Item creation buttons

Service Item Creation

NOTE: Service items can be used for adding your labor costs and other services. These items will not be displayed in Packages and Shipments.

Creating an item with serial numbers

You can also create new items with serial numbers in Zoho Inventory. To do so:

Item creation buttons

Serial number item creation

Note:

  • You need to subscribe to Standard Plan or above to be able to access serial number feature in Zoho Inventory.
  • You will be able to create items with serial numbers only if you enable them first in the settings. To do so, follow the steps given here
  • Serial number tracking is available only for items that have inventory tracking enabled.
  • You cannot create composite items with serial numbers as of now in Zoho Inventory.

Creating a batch tracked item

Prerequisite: You will be able to create batch tracked items only if you enable it first in the settings. To do so, follow the steps given here.

Batch tracked item creation

Note:

  • Batch Tracking can be done only for those items that have inventory tracking enabled.
  • You cannot add batches for composite items as of now in Zoho Inventory.

Creating an item from transactions

You can also create a new item while creating an order or an invoice. To do so:

Item creation from an order

New Item pop-up


Adding items to an existing item group

You can add more variants later by following these steps:

Screen shot of add variant button highlighted

image of the new variant creation page


Importing items

To import items into your Zoho Inventory account:

screen shot of the menu icon and drop down highlighting import variants option

Import phase-1 : Uploading the file

import items page

Import phase-2 : Mapping import fields

mapping fields image

Import phase-3 : Preview & Import

Preview page

Please Note: You can download the sample file in the import page, to get an idea on how to create the files you need to import.


Adding your items from Zoho Books to Zoho Inventory

Through the seamless integration between Zoho Books and Zoho Inventory, all your items are automatically reflected in both the apps.

In this section, we are going to understand the prerequisites and the preparation needed to make it a success.

Prerequisites
Enabling inventory tracking for your untracked items

In order to enable inventory for your untracked items in Zoho Inventory, please make sure that all these items have both sales and purchase information inside Zoho Books.

Enabling Inventory for items without transactions

Henceforth inventory will be tracked for this item.

Enabling Inventory for items that have transactions

Henceforth inventory will be tracked for all these items and this change will also be reflected inside Zoho Inventory.

Ease of access

All your items from Zoho Books can be accessed from the Items module of Zoho Inventory. You can also apply the ungrouped items filter and create item groups inside Zoho Inventory for your inventory tracked items from Zoho Books.


Adding your products in Zoho CRM to Zoho Inventory

Upon integrating with Zoho CRM, you have the option of obtaining your items by syncing the Products from Zoho CRM. To learn more about Zoho CRM Integration, click here.

To learn how to configure your product sync, click here.

To learn how to perform an instant sync between Zoho Inventory and Zoho CRM, click here

Important Note: The items brought in from Zoho CRM will contain only sales information. To enable inventory tracking for these items inside Zoho Inventory, kindly edit the them here.


Grouping of ungrouped Items

Why grouping?

In Zoho Inventory, we normally have all our items neatly classified under different item groups. But in some cases, we also have deal with items that are not a part of any item group.

The most common case of ungrouped items is because of the integration between Zoho Books and Zoho Inventory where, the items(Zoho Books does not support Item groups) created in Zoho Books are reflected in Zoho Inventory.

This may add clutter to your inventory. Hence to resolve this case, we have introduced a feature that allows you to group all the ungrouped items in your inventory by defining new item groups or adding them to the existing ones.

Creating a new item group for your ungrouped items

Before we begin please note that only your inventory tracked items can be grouped together.

grouping step 1

grouping step 2

grouping step 3

grouping step 4

Grouped items

Adding ungrouped items to an existing group

grouping step 1

grouping step 2

grouping step 3

grouping step 4

option 2


Multi-warehouse Operations related to items

If you’ve enabled multiple warehouse management for your organization, you’ll have additional capabilities related to Items in Zoho Inventory. To know more, click here.


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