Inventory

Settings

The Settings page is where you customize Zoho Inventory to match your business requirements. Here, you can add more information or update the existing information of your organization. To access Settings, click the icon on the top-right corner of the app.

Organization Profile

Maintain the information related to your organization in Zoho Inventory.

• Organization Profile
• Configuring Organization Contacts

Warehouses

In Zoho Inventory, you can create warehouses to represent the physical storage locations where you keep stock. While creating orders, you can choose the warehouse from/to which you want to dispatch (sales) or receive (purchase) stock. You can also issue transfer orders to transfer inventory transfers.

• Add warehouses
• Create transfer orders

Users & Roles

Add users to your organization, assign different roles and collaborate with them in Zoho Inventory.

• Custom Roles
• Adding Users
• Editing Users
• Deleting Users
• Changing User’s Status

Preferences

Have your organization tailor-made to your needs by configuring the preferences for each module.

• General
• Branding
• Customers and Vendors
• Approvals
• Items
• Sales Orders
• Shipments
• Invoices
• Purchase Orders

Currencies

Manage several currencies in Zoho Inventory to transact with global customers & vendors.

• Base currency
• Adding new currencies
• Enabling exchange rate feeds
• Manually adding exchange rates
• Importing exchange rates
• Exporting exchange rates

Taxes

Manage the taxes applicable for your business in Zoho Inventory. The tax options would differ for the country-specific editions of Zoho Inventory.

• Global edition tax
• US Sales Tax
• UK VAT
• Canada GST, PST & HST
• Australia GST
• India GST
• UAE & KSA VAT

Templates

Customize your transaction documents using our variety of templates to leave behind a really good impression.

• Templates

Emails

Create email templates to suit the tone of your messages to different situations and target audiences.

• Customizing Email Templates

Automation

Create a workflow that automatically triggers a function upon fulfilling certain criteria. For example, alerting the admin when a purchase order value is more than $10000.

• Email Alert
• Field Update
• Webhooks
• Custom Functions

Online Payments

Integrate with some of the major payment gateways to receive payments for your invoices online. This ensures faster, secure and hassle-free receipt of payments and further automates your cash flow.

• Payment Gateways

Web Tabs

Access web pages of third-party sites within Zoho Inventory at anytime without having to switch tabs on your browser.

• Add web tabs

Integrations

Connecting Zoho Inventory with a plethora of in-house and third-party services to fuel your business process. From bookkeeping to shipment tracking, we’ve got you covered.

• Shipment Tracking
• Accounting - Zoho Books, QuickBooks Online
• CRM
• Shipping Carriers
• Marketplaces & Shopping Carts
• Advanced Analytics
• E-signature
• Collaboration - Zoho Cliq, Slack

Subscription Plans

We have curated plans for businesses of all sizes. Choose the plan that’s right for you without worrying about making a dent in your company’s expenses.

• Available pricing plans
• Knowing your current plan
• Managing your subscription
  • Choosing a plan
  • Changing your plan
  • Cancelling your subscription
• Updating card and address details
• Payment history