## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/us/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Enable Zoho Inventory Add-ons

The default inventory management feature in Zoho Books lets you track stock, set preferred vendors to items, set reorder points, and adjust inventory. With the Zoho Inventory add-on, you can perform advanced inventory management using modules like Composite Items, Packages, Shipments, and more, all within Zoho Books.

**Prerequisite:** You must have a paid Zoho Inventory organization to enable Zoho Inventory add-ons in Zoho Books.

**Note:** This feature is available only in certain plans of Zoho Books. Visit our [pricing page](https://www.zoho.com/books/pricing/) to check if it is included in your current plan.

To enable the Zoho Inventory add-on:

*   Go to **Settings**.
    
*   Select **General** under _Setup & Configurations_ in _Organisation Settings_.
    
*   Scroll down to the _Zoho Inventory Add-on_, and check **Enable Zoho Inventory modules in Zoho Books**.
    
    ![Enable Inventory Add-ons](/books/help/images/items/enable-addon.png)
*   In the _Enable Zoho Inventory Add-on_ pop-up, review the information and click **Enable**.
    
*   Click **Save** at the bottom of the page.
    

The Zoho Inventory add-on will be enabled for your organisation, and you will have access to the following modules:

## Composite Items

A composite item is a single product that you create by combining two or more items. There are two types of composite items:

*   **Assemblies**: Use this when you physically combine multiple items into one finished product. This works well for manufacturers and businesses that produce finished goods.
*   **Kits**: Use this when you group items together and sell them as a single unit without physically assembling them. This works well for gift sets, product combos, and more. You can also set custom prices for kits.

**Scenario:** Zylker Electronics manufactures laptop bundles. Each bundle includes a laptop, a laptop bag, and a wireless mouse. Instead of selling these items separately, they create a composite item called **Laptop Starter Kit** using the _Assembly_ type. When a customer purchases this kit, Zoho Books automatically tracks the stock of all three components, ensuring accurate inventory management.

To create a composite item:

*   Go to _Items_ on the left sidebar and select **Composite Items**.
    
*   Click **\+ New** in the top right corner.
    
*   In the _New Composite Item_ page, fill in the required details.
    
    ![Composite Items](/books/help/images/items/composite-items.png)
*   Click **Save**.
    

The composite item will be created. Learn more about [Composite Items](https://www.zoho.com/inventory/help/items/composite-items.html).

## Packages

A package lets you group items from a sales order and assign a package slip number to them. You can use it to track your consignments as you ship them to your customer.

**Prerequisites:**

*   The sales order must be confirmed.
*   You must have the package slip numbers for your physical packages.

The statuses of a package include:

**Status**

**Description**

**Not Shipped**

The package is created but has not been shipped yet.

**Shipped**

The package moves to this status when you create a shipment order for it.

**Delivered**

The package reaches this status when it is delivered to the customer. You can also manually mark a package as delivered for a manual shipment.

To create a package:

*   Go to _Inventory_ on the left sidebar and select **Packages**.
*   Click **\+ New** in the top right corner.
*   In the _New Package_ page, fill in the required details.
*   Click **Save**.

The package will be recorded. Learn more about [Packages](https://www.zoho.com/inventory/help/packages/packages.html).

![Packages](/books/help/images/items/package.png)

**Insight:** You can also create a package from the _Sales Orders_ module.

## Picklists

A picklist is a document assigned to a warehouse picker that lists the items and their quantities to be picked from a specific warehouse location to fulfil orders.

To create a picklist:

*   Go to _Inventory_ on the left sidebar and select **Picklists**.
*   Click **\+ New** in the top right corner.
*   In the _New Picklist_ page, fill in the required details.
*   Click **Generate Picklist**.

The picklist will be generated. Learn more about [Picklists](https://www.zoho.com/inventory/help/picklists/picklists.html).

![Picklists](/books/help/images/items/picklist.png)

## Shipments

Shipments lets you connect your Zoho Books organisation with multiple shipping service providers. You can use it to get shipping rates, ship packaged goods to your customers, track deliveries, and manage your shipments in one place.

To create a shipment:

*   Go to _Inventory_ on the left sidebar and select **Shipments**.
*   Click **\+ New** in the top right corner.
*   In the _New Shipment_ page, fill in the required details.
*   Click **Save**.

The shipment will be recorded. Learn more about [Shipments](https://www.zoho.com/inventory/help/shipments/shipments.html).

![Shipments](/books/help/images/items/shipment.png)

**Insight:** You can also create a shipment from the _Sales Orders_ module.

## Purchase Receives

A purchase receive is a document that records the items your vendor delivers to your warehouse location. You can use it to track full and partial deliveries against a purchase order.

To create a purchase receive:

*   Go to _Purchases_ on the left sidebar and select **Purchase Receives**.
*   Click **\+ New** in the top right corner.
*   In the _New Purchase Receive_ page, fill in the required details.
*   Click **Save as Draft** or **Save as Received**.

The purchase receive will be recorded. Learn more about [Purchase Receives](https://www.zoho.com/inventory/help/purchase-receives/purchase-receives.html).

![Purchase Receives](/books/help/images/items/purchase-receives.png)

## Sales Returns

A sales return is a process where a seller accepts a purchased item back from a customer. In return, the customer receives a credit, cash return, or a replacement. Common reasons for a sales return include damaged or expired product, incorrect delivery, and more.

To create a sales return:

*   Go to _Sales_ on the left sidebar and select **Sales Orders**.
*   Select the sales order for which you want to record a sales return.
*   Click the **Create** dropdown at the top of the page and select **Sales Return**.
*   Fill in the required details.
*   Click **Save**.

The sales return will be recorded. Learn more about [Sales Returns](https://www.zoho.com/inventory/help/sales-returns/sales-returns.html).

![Sales Returns](/books/help/images/items/sales-returns.png)

## Transfer Orders

A transfer order is a document that records all inventory transfers from one warehouse location to another. It helps you keep track of stock movements across your warehouse locations without manually updating stock levels. You can use transfer orders to ensure accurate stock counts at all times.

To create a transfer order:

*   Go to _Inventory_ on the left sidebar and select **Transfer Orders**.
    
*   Click **\+ New** in the top right corner.
    
*   In the _New Transfer Order_ page, fill in the required details.
    
*   Click **Save as Draft**.
    
    ![Transfer Orders](/books/help/images/items/transfer-order.png)

The transfer order will be recorded. Learn more about [Transfer Orders](https://www.zoho.com/inventory/help/transfer-orders/transfer-orders.html).

## Replenishments

Replenishments help your business maintain right stock levels by identifying items that needs to be reordered. When an item reaches it’s reorder level, it is listed under Pending Replenishments. From there, you can create purchase orders or transfer orders and replenish the stocks.

To enable Replenishments in Zoho Books:

*   Go to **Settings**.
    
*   Under _Module Settings_, select **Items** under _General_.
    
*   In the next page, scroll down and enable the toggle next to _Replenishments_.
    
    *   **Select how you would like to replenish the stock:** Choose the frequency to replenish the stocks in your organization. The available options are **Days**, **Weeks**, and **Months**.
    *   **Schedule at:** Choose the time you want to replenish the stocks.
    *   **Include Yet to Receive and In Transit stock along with available for sale to generate replenishment tasks:** Enable this option if you want to include these stocks for replenishment tasks.
*   Click **Save**.
    
    ![Replenishments](/books/help/images/items/replenishment.png)