Zoho Inventory

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In this page, you’ll learn about some of the nifty hidden functions that you can perform from the contacts module.


Customize Product Rates for Each Contact

The price list feature allows you to apply customized product rates for each contact. Using price lists you can create independent lists with customized item prices by either marking up or marking down the selling prices of selected items or your entire inventory. You can then associate a price list to a contact so that every time you create a transaction for the particular contact, the customized items rates are applied.

Insight: Learn how to create price lists in Zoho Inventory.

To associate price list to a contact:

Contact payment details section

Automate ‘Thank You’ Note on Payment

When you receive payment from your customer, you can automate a thank you note to indicate the payment receipt. This especially comes in handy when your customer pays you online.

You can automate thank you note to your customers in the following ways:

  1. Enable this option within the Invoice Preferences under Settings. Learn more.

  2. Select the ‘Send a “thank you” note for this payment’ option while recording payment manually. Learn more.

You can also customize your ‘thank you’ note content by from the Email Templates module. Learn more.


Create Transactions for Your Contact

Depending on the type of contact, you can create sales or purchase transactions from the contact page directly.

To create a transaction for a contact:

Contacts - Create Transaction

Set Preferred Vendor to Reorder Items

While creating or editing an item, you can set a reorder point and tag a preferred vendor from whom you’d like to re-purchase them. When for an item, the stock drops below the reorder point, you will receive a notification.

Insight: Learn how you can enable reorder alerts when an item is low in stock.

You can then view the vendors who currently have at least one item associated with them that is in the low stock zone. To do so:

Filter Contacts - Vendor Reorder Preferred vendor
Fields Description
Name Name of the low stock item. Select the items that you want to reorder.
Reorder Level The reorder point that is set for the respective items.
Stock on Hand Total available stock for the item from all your warehouses.
Unreceived Stock Stock that you have ordered and are yet to receive from your vendor. Tip: Go to purchase orders and create Purchase Receives to increase the available stock for those items.
Order Quantity Enter the quantity to reorder for the respective items.

Pro Tip: The Calculate link under the Quantity to Order field will calculate the minimum stock required to bring the items out of the low stock zone automatically. If the calculated value is zero, it means that you have already purchased enough stock and are yet to receive them in Zoho Inventory. Go to purchase orders and create Purchase Receives to increase the available stock for those items.

Reorder PO

Send Email to Your Contacts

To send an email to a contact:

Email Contact Sending an email to a contact
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