Managing your tracked Items

Guide Layout:

Item Filters

Looking for an item? Apply filters to narrow down the record that you are looking for.

Available Item Groups filters: All Item groups, Active Item Groups and Inactive Item Groups

Avaliable Items filters: Active Items, Inactive Items, Low Stock Items, Ungrouped Items, Sales, Purchases and Zoho CRM filter.

screen shot of the top band of items page with all 4 buttons

Available Composite Items filters: Active, Low Stock and Inactive.

To apply a filter:


Items Summary

The Item Groups Module:

The Items feature of Zoho Inventory allows you to view, operate and analyze all the items and item groups in your inventory.

Note to the reader: To help you understand every section of this module, we are taking an inventory tracked item that is a part of an item group as a reference.

Accessing the Item Groups module:

screen shot of Items main page

Options in the Item Groups main page:

On top of the items page, you have few buttons, with which you can choose and configure how you wish to view and operate your items. Lets begin from the left.

screen shot of the top band of items page with all 4 buttons

Accessing Items from an Item group

On selecting an Item, a page containing all its details and advanced options opens up.

In this module, we are simply looking at an overview of the sections of this page, what kind of data is available to you and where you can find further options to manage that item.

Screen shot of Item page after selecting an Item

Accessing Items directly

You can directly access your items by clicking on the Items module on the left hand sidebar.

Items-both grouped and ungrouped

On selecting an item either from an Item group or directly from the Items module, a page with all information and options opens up. The page has four sections -

Items Overview

Overview

Item Transactions

Transactions

Note: This section will not be visible for items without purchase information.

Item Adjustments

Adjustments

Note: This section will not be visible for items without inventory tracking.

Item History

History


Exporting items

To export items from your Zoho Inventory account:

image of menu icon dropdown highlighting export variants option

Image of export page


Editing an item

To edit an Item:

Case 1: If it is an item belonging to a group,

Case 2: If it is an item without a group or if you just want to edit an item directly,

Image of edit icon

image of editing an item page


Making Bulk Adjustments

Quantity Adjustments

You can make stock adjustments for multiple items at the same time in Zoho Inventory. To do so,

Bulk adjustments step 1

Bulk adjustments step 2

Bulk adjustments step 3

Quantity adjustments for items with serial numbers:

If you try to do an adjustment for items with serial numbers, you’ll be prompted to enter new/select existing serial numbers depending on whether you increase or decrease the quantity.

Quantity adjustment for serial number items

Clicking on the prompt will open a dialog box where you can enter/select the serial numbers required for the transaction.

Quantity adjustment for serial number items

Value Adjustments

You can make value adjustments for multiple items at the same time in Zoho Inventory. To do so,

Value adjustments step 1

Value adjustments step 2

Value adjustments step 3

Importing Adjustments

You can import your stock adjustments from a CSV or a TSV file in Zoho Inventory. To do so,

Importing Adjustments 1

Importing Adjustments 2

Importing Adjustments 3

Exporting Inventory Adjustments

You can export you inventory adjustments in Zoho Inventory,

Exporting Adjustments


Deleting an item

Very Important Note: You can delete an unwanted item or item group in Zoho Inventory. But please note that before you delete an item you have to ensure that it has no transactions associated to it. If there are some transactions, then you have to delete them before you delete an item. Even opening stock and stock adjustments are considered as transactions.

To delete an Item, follow this route map:

Case 1: If it is an item belonging to a group,

Case 2: If it is an item without a group or if you just want to delete an item directly,

image of more drop down

Image of the delete pop up


Deleting items in bulk

You can also delete multiple / all items at once in Zoho Inventory. To do so,

Bulk Delete Step 1

Bulk Delete Step 2


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