Zoho Inventory


A customer has requested a replacement for a defective product. How do I handle this in Zoho Inventory?

Assumption: The shipment has been delivered and the invoice has been paid.

To handle an exchange for this order in Zoho Inventory:

Step 1: Create a sales return

Step 2: Create a credit note

Step 3: Create a new sales order

Step 4: Create an invoice for the new order

Keep this invoice unpaid.

Step 5: Apply credits to the invoice