Managing your tracked Items

Guide Layout:

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 Purchases

Purchases

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


Deleting an item

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

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