Zoho Inventory

Help Docs

Additional features that aid in Item Management


Setting Reorder Levels

Reorder level for dummies

Reorder level is the inventory level, at which a company makes a new order or starts a manufacturing run to prevent shortages, while also avoiding overstocking.

In Zoho Inventory, you can set the reorder level and preferred vendor for every item and the system will keep you informed when the stock reaches equal to or below the reorder point.

Configuring Reorder levels

Reorder levels can be set in two ways, either during Item creation which is done by clicking the Add Item button or you can configure them individually later by selecting items and add reorder levels by clicking on the Reorder level option inside the Item overview.

image highlighting the add reorder level option

Updating reorder levels

Associating Price Lists

A price list is a list of customized prices that you can map to a particular item when creating an invoice, estimate, sales order, credit notes or recurring invoices.

A price list allows you to customize the standard rate and offer the products or services at a higher or lower rate for any specific customer when needed.

Why use a Price List?

A price list can be used to:

To know about creating and managing Price Lists Click on this link.

Enabling Price Lists

Screen shot of Items in preferences

You can now start creating customized price lists for your customers.

How to use price lists?

Price lists can be associated with the contacts and sales/purchase transactions you prefer, and it will be reflected on the business carried out with those contacts and those particular transactions.

Other Actions

You can also mark your item groups as Active, Inactive and Delete your item groups.

Deactivating items and item groups

To mark an item group as Inactive:

Method 1:
Method 2:

Deactivating an item inside an item group is also very similar to the above mentioned procedure. You can do that by opening that item inside its item group and choosing the Mark as Inactive option from the dropdown after you click on the More button.

Note: Only an active item group can be marked inactive. This action can be reverted in the future if you wish. The method also applies to individual items in a group.

Screen shot of marking an item group inactive

Reactivating an inactive item or a group

To revert an item group from an inactive state to active state:

Screen shot of activating an item group

Deleting items and item groups

To delete an Item Group:

Important Note:

Items that are associated with any transaction, cannot be deleted. To delete it, you are required to delete all transactions associated with it.

Instead of doing this, you can simply mark the Item as inactive for the Items that have some transactions associated.