Items in Zoho Inventory

Items are the products that you sell or services that you render to various clients and that can be purchased from various vendors in a business.

Let’s see how you can utilize the items module in Zoho Inventory,

Creation of Items & Item Groups – Managing your tracked items – Composite Items – Sales Channel Items – Item Categories – Additional features that aid Item management – Item Reports & Takeaways – Multiwarehouse operations for items

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Creation of Items & Item Groups

Item groups

• Creating a New Item Group with multiple items

  • Recording primary information
  • Adding attributes & options
  • Configuring items of the group
  • Configuring the accounts associated with item groups

• Grouping of ungrouped Items

  • Why grouping?
  • Creating a new item group for your ungrouped items
  • Adding ungrouped items to an existing group

Items

• Creating a New Item
  • Creating a non inventory item
  • Creating an inventory tracked item without an item group
  • Creating an item from transactions
  • Adding new items to an existing item group

Importing items in different ways

• Importing items

  • Import phase-1 : Uploading the file
  • Import phase-2 : Mapping import fields
  • Import phase-3 : Preview & Import

• Adding your items from Zoho Books to Zoho Inventory

  • Prerequisites
  • Enabling inventory tracking for your untracked items
  • Ease of access

• Adding your products in Zoho CRM to Zoho Inventory

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Managing your tracked items

Using Filters

• Item Filters

Item preferences

• Item Preferences

Understanding the items module

• Item Summary
  • Accessing Items from an Item group
  • Accessing Items directly
  • Items Overview
  • Item Purchases
  • Item Adjustments
  • Item History

Basic Operations

• Exporting items
• Editing an item
• Deleting an item

Bulk updation of item information

• Bulk updation of item information

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Composite Items

Prerequisites

• Prerequisites for Composite Items
  • Unlocking the composite items module

Scenarios

• The need for composite items
  • Build kits & sell items as a bundle
  • Buy kits and sell the items individually
  • Represent simple assemblies

Creation and management of composite items

• Management of Composite Items
  • Creating composite items
  • Editing composite items
  • Deleting composite items
  • De-activation & Re-activation of a composite item

Understanding the composite items module

• Composite Item summary
  • Overview
  • Purchases
  • Adjustments
  • Boxing/Unboxing details
  • History
• Filtering Composite Items

Operations

• Operation of Composite Items
  • Boxing & unboxing
  • Quick Boxing from sales transactions
  • Reselling Composite Items
  • Making stock adjustments for composite items
  • Managing low stock alerts and reorders

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Sales Channel Items

• Prerequisites
• Unconfirmed Items
• Importing sales channel items
• Mapping unconfirmed items
  • Method 1 - Update & confirm unconfirmed items
  • Method 2 - Confirm unconfirmed items directly
  • Method 3 - Linking a sales channel item to an existing item
• Mapping unconfirmed items from an online order
• Updating item stock levels to a sales channel
• Deleting a sales channel item

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Item Categories

• Enable item categories
• Create a category
• Edit a category
• Other operations
• Delete a category
• Sales by Category Report

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Additional features that aid Item management

Reorder management

• Setting Reorder levels
  • Reorder level for dummies
  • Configuring Reorder levels

Item Price Lists

• Associating Price lists
  • Why use a Price List
  • Enabling Price Lists
  • How to use price lists

Item Stock Adjustments

• Stock Adjustments
  • The need for stock adjustments
  • Configuring stock adjustments

Deactivation & Reactivation of items

• Other Actions
  • Deactivating items and item groups
  • Reactivating an inactive item or a group
  • Deleting items and item groups

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Item Reports & Takeaways

Reports related to the items module

• Inventory reports
• Sales by item report
• Purchases by item report

Multiwarehouse operations for Items

If you’ve enabled multiple warehouse management for your organization, you’ll have additional capabilities apart from the ones mentioned above. To know more, click here.

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