Create and Manage Your Zoho Invoice Template for Inventory Effortlessly

Zoho invoice template for Inventory

hello and welcome everyone I am Sofa Selig's and of Zoho and today we will be taking an insightful look at the online order management solution from Soho known as there's the whole inventory know before we begin the term it is important to first understand a little about why zero inventory can help micro small and medium businesses with their inventory management needs well for starters zero inventory will allow all your team members be its sales persons warehouse managers stock takers or business heads to record transactions make inventory adjustments transfers talk between warehouses create shipment labels for orders from your online store and generate reports all in real time just from anywhere in the world as long as you have a computer or a phone a tablet with an internet connection next zero inventory can also be integrated with online sales channels shipping carriers payment gateways and other server products to expand its capabilities and to cover other facets of your business if that is not enough we've got various subscription plans to suit different businesses including a completely free basic version for micro businesses that do less than 20 sales orders a month plus our friendly neighborhood support is completely free for everyone working around the clock on all the days now you can try this app by visiting our website .engvid.com and functionalities you will be greeted by a dashboard every time you log in to Soho inventory the dashboard is more than just a quick summary of your product inflow and outflow it allows you a consolidated view of products moving across different channels and it also has a few hot links that can take you directly to the relevant models to the left we have a retractable sidebar with a bunch of icons you can also access your customer and vendor the host of items and services you buy and sell the sales transactions the purchase transactions and all your reports from this particular section on top of that you can also access some powerful integrations to expand the capabilities of certain inbuilt modules up top you have a navigation bar where you can do a few things from the left we have the application button that contains the name and logo of Zoho inventory if you are using multiple Zohar applications for your business then you can quickly switch between them using this particular switch next you have a quick create button that will allow you to create almost all sorts of records and transactions without having to navigate to their respective modules slightly to its right you have a history icon that will track all your recent moves and a search bar that can be used to find the things you need within soho inventory you can also use advanced filters to refine your search to the right the organizational button will allow you to manage and switch between multiple companies that you may manage or own further right we have a bell that gives you notifications of important things like orders and stuff a gear icon that will let you access the settings window the help icon that will help you find resources or contact us as soon as possible and finally your profile let us click on the gear icon and open settings now here's where the magic happens as you being the administrator you get to modify and customize your Zoho inventory account to suit your business needs and tasks that is awesome right now let us see what each one of these modules can do let us start with the organization profile here you will find all your company details that you had added earlier during the signup process as your company grows you can add more information or modify the existing information at any point one nifty thing you can do here is to specify which email address would become the point of contact or in other words primary email address that would represent all system emails that are generated within Zoho inventory and sent to your contacts next we have users and roles where you can add people who with you create and assign different permissions and roles for them you can even limit what they can see create or modify using custom roles and permissions of your organization's to sum it up an admin and zero inventory is like an all-powerful god that has to say in what other team members can or cannot see or do thus your establishment have more than one store or business locations that need inventory management then the VAR houses tab is where you can set up multiple warehouses to add a new location click on the place new button enter the locations name address the contact details and hit save after recording all your warehouse information you can also designate one of them as primary warehouse by clicking on the Settings icon near the warehouse title and selecting Markus primary in the Preferences section you can customize certain functions of Zoho inventory this is the module which will help you fine-tune the way you want Soho inventory to work for you while you can configure so many things here from enabling new modules approvals and more one of the most important things you must do is select a mode of stock tracking for your company now there are two modes a physical mode that increases or decreases your inventory based on your receives and shipments and an accounting mode of stock tracking that villages inventory based on your invoices and pulse select the most preferred mode of stock tracking of your business and the next step enable or disable the things you need for example you can have a dedicated salesperson field within your transactions that will later allow you to generate a sales by salesperson report here you can change the way a customers address appears on an order or invoice you can also use this place to add custom fields to the contacts module to collect additional information do you need more fields to store item information worry not we've got you covered with the help of custom fields within item preferences to do so click on the place new custom field and then assign a particular label name followed by its data type you can either make this custom feel mandatory or optional making in Meritor ii will mean that one cannot save a particular item record without feeding some value into that particular field v @ 0 all this belief that businesses are unique and some of you need more than the standard set to creatively express yourself while you buy and sell in zero inventory you can do it in a number of ways from custom fields the multilingual PDF templates - customizable email templates under sales order preferences let us see how you can add a custom field to sales orders you can also enable custom statuses for your orders in Xero inventory for those who transact with clients and vendors from different countries we have a multi currency module with an automatic currency conversion mechanism here you can add a currency of your preference by specifying a currency code and a symbol enabling exchange rate feeds will allow you to create transactions involving foreign currencies smoothly now for those who are new here zero inventory is split into several editions and these editions are mainly based on few things your country taxes currencies and rules so the tax module can potentially be very different for you based on your choices in a generic tax model you can define taxes and tax groups priceless will help you sell products at a highly customized price either at an inflated or at a discounted price you can define or import a price list here and this can later be applied to a transaction or to a particular contact based on which the pricing present in your transaction would get fluctuated now that we have made all the basic weeks necessary to start your operations we will now show you a typical purchase transaction within Xero inventory so what is a purchase order purchase order is basically a statement issued to your vendors with information such as the product or the services that you want to purchase alongside the quantity the price and other agreed conditions creating a purchase order is much simpler all you will need to do is click on the quick create icon or the place new icon that is placed on top under the vendor name drop down field choose the desired vendor from the listing created already or add a new vendor on the go by clicking on the place new vendor option fill out the other details like purchase order number expected delivery date followed by the items and their corresponding quantity that you're purchasing if you want the goods to be directly shipped to your customer in other words if you would like to create a drop shipment enable the radio button which says customer under the deliver to and select the desired name of your customer when the vendor has shipped you the ordered items you can create a purchase receive through the receives tab this activity will make sure the physical stock of a particular item goes up partial receives can also be created when the vendor provides you with only a part of the order and now the entire stock the pending items can be received afterwards and the status gets changed to receive from partially received please keep in mind the fact that creating a purchase receive will increase only the physical stock of your item while a bill has to be created to increase the accounting stock the protests receive can instantly be converted into a bill by clicking on the convertible displayed alongside the purchase rusev doing this will make sure that the accounting stock also rises up we kick-started the purchase process by creating a purchase order then gave the creation of a purchase receipt followed by its conversion into a bill to seal the deal since you're already aware of the methodology to create a bill from a purchase receive I will now walk you through the elaborate steps to create a standalone bill click on the quick create icon or the place new button and enter the required information such as the bill number the name item name quantity and then hit save strap or save as open but a bill can also be created from a purchase order open a particular purchase order and then click on the convertible option to obtain the bill instantly you can find this under the bills tab on the top of a purchase order you can also click the more button which is on the top right corner and then select convertible if you have multiple open purchase orders issued to the same vendor you can club them all into a single bill and record the payment through it and you should be seeing a pop-up containing all the issued purchase orders to that particular vendor select the purchase orders that you wish to bill together and then click on the Add button fill up any additional details if you wish to and then hit on the Save button now to record a payment towards a bill open the bill select the option record payment fill in details such as the amount date etc and click on the Save button once you save the payment the status of the bill changes to paid or partially paid depending on the amount which was entered you can see this payment detail under the payments tab and clicking on the payment number directly opens up the receive in the payments made tab we will now show you a typical sales transaction within Xero inventory a sales order is a financial document denoting an upcoming sale that contains the quantity price the delivery details of the products or services that are being sold whenever you create a sales order the quantity of items mentioned in it will be reserved are committed for fulfilling that particular order in other words this quantity will be taken off the available stock now let us quickly create a sales order to begin a sales for flow to create a sales order click on the quick create icon next to the sales order tab or the plus new icon that is placed on the top of the sales order window under the customer name field you can either pick a customer from the existing list of customers or like me you can add a new customer by clicking on the place new customer found at the bottom of the drop down in the contact creation window that follows fill up the customers name and their details such as tax preferences currency etc and then click on save the customer is now added to the Zoho inventory database forever and also to your same solar priceless can be associated with your contacts so that the prices get adjusted automatically at the time of creation of a transaction if a particular contact is stationed in another foreign territory with a different base currency crisis in the currency with which you would be doing business with in this will make sure that the transactions you create get converted based on the automated exchange rate feeds in the sales or the number field a sales order number a system generated by default but it can also be entered manually should the need arise now if you are in the middle of a season sale or a holiday offer Bonanza then you can apply a special price list that will affect the prices of all items added to that particular sales order using the priceless drop-down box in the salesperson field you can add a new salesperson or choose an already existing salesperson from the drop-down next up we have the item table where you can add items if you already have a list of items present inside the inventory database then you can either search and select the item or use a barcode scanner to add the items to a sales order I'm going to add a brand new item without exiting the sales order creation page by clicking on the plus new item option which is found at the bottom of the item drop-down box in the item creation window mention its name SKU and the other details such as selling price purchase price and then hit save now the created item gets added to the sales transaction a barcode scanner can also be employed to add the item to a transaction swiftly enter the quantity rate and tax if applicable from the drop-down enter the discount rate shipping charges and adjustments if any now click on save as draft save the new sales order in the drop state or you can save and send it to your customer directly you can send a copy of the sales order through an email or you can download the PDF version to print that particular sales order directly from Zoho inventory by clicking on the respective icons here we have a complete sales order and you will see a few buttons in options around it including the mail create and edit buttons out of all these buttons the more button has the most number of options options like converting the sales order into an instant purchase order canceling items that are present in a sales order cloning sales order etc to convert the sales order into an invoice you can click on the invoice tab found at the top of a sales order and then select new invoice or instant invoice to convert the sales order into an invoice now the invoice creation page pops up with the necessary information populated directly from your previously created sales order inside the invoice there's something called payment options where you can choose how you want to be paid by the customer you can even get paid online by integrating with payment gateways if you wish to set up an integration then choose the preferred payment gateway and enter the credentials to set up the account once everything is ready just click on save and send to complete the invoice creation process an email will be sent to your customers within URL to complete the payment clicking on that particular link will take him or her to the payment gateway page where he or she can complete the payment process the invoice status is now updated from sent to paid as soon as the payment information gets updated into the system you can track all customer payments against this particular invoice under a dedicated section for payments now hello me to demonstrate how you can record a manual payment for an invoice navigate to the preferred invoice and click on the record payment button select the record payment option in the drop-down fill up all the details and click Save to record it if you want to save time and convert the sales order to an invoice you can click the instant invoice option under the invoice tab of the sales order page this will skip the edit page and create the invoice instantly in a jiffy similar to the creation of invoices packages and shipments can also be created with ease from a sales order click on the create package text under the packages tab select the number of items that are to be packed and then click on save it is time for us to ship the package so that the particular order can be fulfilled open the particular package by clicking on its name and then click on the ship button found at the top right corner and select ship manually select or type in the shipping carriers name and if you would like to track the whereabouts of your shipment through Soho inventory feed in the tracking ID into the tracking ID field and then click on save after ship a third-party service provider connects with zero inventory to automate the tracking process for manual shipments and keeps you as well as your customer informed on the journey of the shipment the status of the package changes to delivered automatically the moment the shipment reaches the customer thus marking the sales order to be fulfilled one now let us consider a business scenario where you initiate a sale with one of your customers ship the products and receive the payment after receiving the product the customer might return it due to reasons like receiving damaged or an expired product or wrong delivery or maybe a fraudulent order etc to handle the RMA process in a scenario like this please open the particular sales order and then select the option to create a sales return from the top right corner select the warehouse to which the returned product has to be sent back you can also type the reason for future reference under returned quantity mentioned the quantity of items that is being returned to your inventory enabling the credit only checkbox will make sure that these returned items are not added back to the inventory and this comes in handy when the items being returned are either damaged or expired and you need to provide the customer with credits but do not want them to be sent back your original inventory this sales return which we just created acts only as a proof for the items being returned the physical stock of the returned item increases only when you receive it in your warehouse so to create a return receive go to the particular sales return and create an item receive and hit save now create a credit note to provide a refund for the returned items which in turn increases the accounting stock issuing a refund to the customer will be the ultimate phase of the return processing enter the refund amount and save it to record the refund if the customer is a regular buyer then instead of giving cash refunds you can also provide credits which can be applied to their pending or future invoices now I shall walk you through certain features and functionalities which will help you enhance the workflow of your business process one of the striking features of zero inventory is the ability to create back orders and Rob shipment to begin with I'll show you how you can create a back order in SoHo inventory with ease a back order is nothing but a purchase order which is raised from a sales order whenever the items are out of stock are committed to other transactions the percentage of items recorded and the number of backorder days are important measures of the quality of a company's customer service and the effectiveness of its inventory management navigate to the sales order page and create a new sales order into the details as required please note that the back orders can be created only if the items in the sales order are out of stock send the sales order to the customer or market as confirmed once it is created if the order contains items that are out of stock you'll be able to see a banner alerting you that backordering is required click on back order now button to create a back order alternatively you can also select the more button and then click on the backorder option to create a backorder for the items a dialog box now appears and it allows you to choose the items for back ordering select the items that you wish to place a back order and click on back order button the sales order will now be moved on to an on hold status a purchase order will now appear automatically with the items already filled in enter the other values like vendor name and then click on save send the purchase order or marketers confirm and now to complete the backorder process please raise a bill from the particular purchase order the status of the sales order will now be changed to confirm from here you can pick and pack and ship it to your customers when you open a barcode at sales order you will also be able to see the purchase order associated with it in a tab back order purchase orders present at the top of the particular sales order you can also create a single back order for multiple sales orders at once to do so select the sales orders that are needed to be back ordered click on more actions and select bulk back order in the dialog box that pops up select the items that you wish to back order and then click on the back order button to proceed with the forementioned process now you have successfully created your very first back order in the Holman Tori drop shipments are another important aspect to your supply chain management this involves a process in which the seller will not keep any good since talk while he would transfer the customer order and the shipment details directly to the manufacturer or a wholesaler who then ships the goods directly to the customer on behalf of the seller to create a drop shipped sales order in zou inventory navigate to the sales order module and then open a sales order that you wish to dropship click on the more' button found on the top right corner and then select dropship in the pop-up menu choose whether you want to partially or completely dropship the current sales order partial drop shipment will allow you to drop ship the items selectively from your sales order while complete drop shipment would place a drop shipment order for all the items involved in that particular sales order select partial drop shipment tick mark the items that you wish to drop ship and then click onto the drop ship button a new purchase order page opens up select a vendor or add a new one the item details and Rob ship to details are fetched from the sales order and populated automatically click on save to successfully create a drop shipment to create a drop ship for items from several sales orders go to the sales order module tick mark the sales orders that are meant for the same customer with the same delivery address click on the more actions drop-down button and select dropship the item details and dropship details are fetched from the sales orders and populated in the new purchase order page automatically select the vendor and then proceed to click Save to successfully create a bulk drop shipment you can now access the purchase order under the drop shipments tab in the associated sales order page and mail them to your vendor to invoice a dropship sales order open the dropship sales order go to the invoices tab click new invoice a new invoice page bearing all the details from the same sorter will open up make all the necessary changes and click Save now you can email this invoice to your customer and get paid to fulfill a dropship sales order in Zoho inventory raise a bill for the dropship purchase order doing this will move the status of the dropship sales order from confirmed to fulfilled I hope you might have received a very good insight on creating and fulfilling your sales buy right now if you have noticed there will be few standalone functions present on the Left panel and each one of these houses its own functionalities that will be a very great help to you as a business owner you'll have lot of customers to buy products or services from you hence it is very essential to save their contact information to create transactions quickly and do businesses efficiently in the long term we have already seen the creation of contacts while a transaction was being created now it is time for us to learn how tasks can be created through these standalone modules the customer or vendor module in Soho inventory is where you save all the details of your customers and vendors this will make sure that these contacts become available during the time of creation of a transaction hence saving you a lot of time there are multiple ways in which you can add new customers or vendors in Xero inventory to add a new customer in Soho inventory go to the customers module in the left sidebar click the place new button in the top right corner of the page now enter all the basic information such as the name of the customer primary contact company name customer display name customer email address customer phone website information etc in the other details section below you can either enter customer currency and payment terms this section also includes provisions to enter the tax details of your customer if needed you can also provide your customers official social media links here go to the address tab to enter your contacts billing and shipping addresses if the shipping address is the same as the billing address then click on the copy billing address option to avoid reentering the address go to the custom fields tab here you can view the custom fields you have added in your contact reference now click Save to create the new contact to add a new vendor in Xero inventory go to the vendors module in the Left sidebar click the place new icon on the top right corner enter all the basic information and then hit save you can import your contacts and contact persons into Xero inventory in the form of a CSV file or a TSV file the file size can be up to a maximum of one megabyte now to import the CSV file go to the customers or vendors tab click the hamburger icon or the icon with three lines on the top right corner and select the import customers or import vendors option from the drop-down box choose whether you are importing the customer or vendor or their contact persons download the sample file and compare it with your file to make sure it matches the right format click the choose file button and select the file to be imported from your device and choose whether to skip or overwrite duplicate contacts select the appropriate character encoding and file delimiter and click Next match the fields from 0 inventory with the appropriate field names in your import file now click on the check save these selections for use during future imports option if you wish to use the same mapping of fields in future inputs and click Next you can see the status of all the contacts that are ready to be imported that are skipped if any contact is skipped check the file again and click import since Zoho inventory and Zoho books are seamlessly integrated the moment you create a contact in Xero books the same contact will be available in Soho inventory and vice versa items are the products that you sell or services that you render to various clients and that can be purchased from various vendors in a business you can either create an item through the CSV file similar to that of the contact import process or through the user interface click on plus new on the top right corner and ensure that you feed in details of the particular item in the resulting screen categorize your items through the category drop-down box you can associate up to 15 item images to a single item listing setting up of a reorder point comes in handy when you want to receive an email alert whenever the stock gets depleted to a value below a set point if you would like to track the inventory for your items then enable the check box that says track inventory for this item scrolling down you should be able to see to advanced inventory tracking functionalities by the name serial numbers and batch numbers serial number tracking is a system with which you can track individual units of an item right from its creation throughout to its sale each unit will possess an unique identification code with which you can find out which unit was sold to which customer this feature highly benefits the electronics and automobile industry for warranty and repair purposes for instance the IMEI number on your mobile phones help the service center keep a very good track of all the after-sale services provided and replacements made for that particular mobile phone in Soho inventory you will be able to store these serial numbers as and when you create purchase bills for the items received from your vendor you will also be able to handpick and specify the serial numbers of the items that should be sold thus giving you a transparent view of the transacted items you will be able to create serial number tracked items only if you enable it to do so navigate to the settings under preferences click items and then select serial number tracking as your method of stop tracking now click Save at the bottom of your page to save the settings you can also create new items with serial numbers in Soho inventory to do so navigate to the items module and start the creation process by either clicking on the quick create button or the place new button on the top right corner fill up the item details like I told earlier and this time select track serial number option under advanced inventory tracking if you have entered an opening stock you will be able to add serial numbers for the item in the text box provided beneath if you have enabled warehouses in Soho inventory then select a warehouse and enter the opening stock to be added to that particular warehouse you can either manually enter the serial number or scan it using a barcode scanner for all the units and then click Save the serial numbers will now be available for your transactions click open a particular item from the list view and you can see all the information related to an item stock on the right hand side accounting stock will be based on sales invoices and purchase bills while the physical stock is based on the shipments created and the purchase receives you can also see the name of the warehouses in which the particular item is stationed at the terminal end of the screen and the transaction tab helps you find the transactions in which the particular item was involved history of updates done to the item will be found under the history tab to talk about batch tracking batch starting is a system that allows you to group and monitor a set of stock that share similar properties with batch tracking you can track the expiry date of your items trace defective items back to the batch that it belonged to in SoHo inventory you will be able to record the items you receive as batches along with its manufactured date and expiry date and later when you are looking to make a sale you can safely pick items from those batches that are well within its usage period you will be able to create batch tracked items only if you enable it to do so please follow the similar procedure that we did for enabling the sales orders under the settings menu if you are raising an invoice for items which have serial numbers there are few additional steps that are needed to be done the moment you add a line item with serial numbers enabled you'll be getting an option to select the new serial number for the units that are being added to your inventory selecting the option will open up a dialog box where you can either manually select the serial number or place the cursor on the empty field and scan the serial number of the item using a barcode scanner for the quantity specified you will see that the serial numbers will be automatically added to your transaction and after the creation of the invoice you will be able to see the serial numbers associated with it at the bottom of the invoice details page raising an invoice for a batch tracked item is just a few additional steps away the moment you add a line item with batch tracking enabled you'll be getting an option to select the batches for the units that are leaving your inventory in the following dialogue box you will be able to select the batch number from the drop-down and enter the quantity that goes out the aggregate of the quantity taken from each of those batches has to match with the invoice quantity of that line item after creating the invoice you will be able to view the selected batches and the quantity taken from each of those batches at the bottom of the invoice details page now that we have a very good insight on creating transactions involving serial numbers and batch numbers let us take into account another scenario wherein you have to move items from one warehouse to another due to a particular reason transfer order is the module that is going to save your day a transfer order is nothing but a document that keeps record of all the inventory transfers performed from one warehouse to another thereby greatly reducing the hassle of manually updating the stock levels to create a transfer order expand the items drop-down menu in the sidebar and go to transfer orders and click on place new button on the top right corner enter the transfer order number and select source and destination warehouse select the items and enter the quantity to be transferred alternatively you can click the add items in bulk option to add several items at once to a transfer order if you wish to start a transfer and receive it later click on initiate transfer button thus transfer order status will be set as in transit and the stock received has to be done manually if you wish to complete the transfer instantly click transfer and receive in this case the stock will be transferred right away this option can be used to record a stock transfer that already took place the list of all transfer orders done and the details can be found in the transfer orders section to receive items in a transfer order which is in transit expand the items drop down menu go to the transfer orders select the transfer order which you wish to receive click the Markus receive button on the top of the transfer order page and then select the receive date and click on save that is it the stock will now be received in the destination warehouse by integrating with after ship you can receive real-time updates on the whereabouts of your stock to activate tracking on your transfer order visit the transfer order module open the transfer order that you wish to track click the track stop transfer button on the transfer order details page into the tracking details provided by your shipment carrier service enable the option send status notification to receive timely updates on the transfer status to view your transfer status open a track transfer order click on transfer timeline option at the top a pop up slides from the right value can view the current location and the complete history of your stock transfer in a timeline fashion click the Marcus receive button on the top of the transfer order page and then select the receive date and click on save that is it the stock will now be received in the destination warehouse you can print a transfer order by clicking on the print icon found on the top you can also download a PDF by clicking on the PDF download icon or even delete it by clicking on the trash icon the next functionality item adjustments allows you to manually change your stock levels without the need of supporting transactional documents in Zoho inventory accounting stock increases whenever a purchase bill is created while it decreases in the case of creating a sales invoice there might be scenarios in which the stock level has to be adjusted due to certain conditions and there might be no transactions to support this stock fraction to facilitate this manual adjustment choose inventory adjustments from the left pane under the items module and select the reason for adjustment followed by the items name mentioned the quantity and save the adjustment now the stock level of that particular item would have come down by the mentioned quantity next up will be item groups item groups will be of immense help to people in creating items with multiple variants or attributes listing out the attributes will result in the instant creation of items thereby saving a huge chunk of time item groups can also be uploaded through a CSV file via the import provision and ungrouped items can also be added to an existing item group or any item group at a later point of time composite items in Zoho inventory is a single commodity that is composed of two or more items and our services with composite items you can create kids and sell them for customized rates and perform assemblies to create finished goods creating a composite item is similar to that of the creation of an individual item where you will be adding the items and the quantities of these items that would constitute the composite item this should be done under the associate item fields and then proceed to click on save creating a composite item will not have any effect on the stock level of your composite item so to increase the stock level of a composite item you can either create a bundle or adjust the stock of the composite item or purchase the composite item directly from your vendor bundling is clubbing together different components in desired quantities to produce a single commodity these components could be goods services or other non inventory items of your choice to create bundles open the preferred composite item and click the Create bundle button and enter all the mandatory details and choose the warehouse within which you would like to create these bundles you can add items and services of your choice and then click Save bundle button you can view the bundling details by clicking on the bundle number under the bundling history section the bundling process will increase the stock of the composite item while the stock of the individual item will drop as per the quantity used by this process next up will be the sales of the module since we have already seen the quickest way to create a sales order I shall now walk you through provisions that can help you with other aspects of a sales order in Zoho inventory historical sales orders or sales orders from another application can also be imported bulk into Zoho inventory with the help of CSV files click on the import sales orders from the three land icon and make use of the sample file provided through that you can also send a copy of this particular sales order through an email or you can download the PDF version or print in the particular sales order directly from Zoho inventory by clicking on their respective icons clicking on the more button will reveal your functions such as converting the sales order to a purchase order directly canceling items in a sales order cloning a sales order etc bulk updation of sales orders can be carried out through the bulk update button you can bulk confirm sales orders mark multiple orders to be fulfilled bulk print bulk delete etc next up is the integrations module the integration module bridges and integrates you to a host of shipping service providers payment gateways and other applications this gives you a better reach to customers and new markets and completing you as the perfect vendor to your customers there are a lot of benefits that are hidden under this particular integrations module which will give you access to new markets with marketplaces and shopping carts major shipping service providers at your disposal popular payment gateways for secure and instant transactions working together with a robust accounting platform AHA ebooks access to a highly customizable CRM platform 0 CRM and an automated tax calculation with the help of Avalara the integration with after ship is a value-added service that will help you in automating the tracking process of your manual shipments this also helps you in providing timely updates to both your customer and yourself Zoho inventory has direct integrations with UPS and USPS while we also have integrations with multiple shipping providers spread across the world and this is done with the help of EC post a third-party service provider now through this integration you will be able to achieve the printing up of a shipping label and hence you can save a lot of time all you will need is a label printer connected to your computer and with the help of Zoho inventory you can instantly print the label and send it to your shipping provider I shall now show you the quickest and easiest way to generate a shipping label for that go to the sales order module and pick out a particular sales order create a package for it and save it now click on the ship button found on the top right corner and select ship via carrier in the resulting screen select the carrier drop-down box and select the shipment provider through whom you are sending out your package make sure the despatch address and the destination address is authentic and click on save and continue in the resulting screen the shipment order number is automatically generated while you can choose to generate the shipment order number manually - under the parcel type drop-down box select one of the predefined parcel types or select specify custom dimensions now you will have to measure the package dimensions and feed in the values into the appropriate columns as shown below now click on the get rates button Zoho inventory would automatically communicate with your shipment provider and which would show you a list of options from which you can choose the most preferred one go to the next step where you can generate the label you can even download a PNG format of that particular label which can eventually be printed moving back to the integrations module you should be able to see some more options such as integration with Xero commerce and then integration with market places such as Etsy and Amazon and then the shopping cart video support almost all the major providers such as Shopify Magento WooCommerce the commerce etc the main advantage of integrating your online marketplace and shopping cart that is ahoy inventory is your stock on hand will automatically be updated across all the sales channels that you are integrated with so whenever there is a change in stock level inside Soho inventory it will immediately be reflected across all the online marketplace that you are integrated with a sales order will be automatically generated for an unfulfilled sale made in any one of these channels and you can easily automate your customer base as every new contact gets automatically as when the new sale is made in any of the channels when you sing with them shipment information is also automatically updated to your marketplace when you create a shipment order for an online sale you can also expect a butter smooth integration with the other Zoho applications for example Zoho CRM the flagship product of Zoho has a very good rapport with Zoho inventory you can also integrate with the whole sign for which you can easily make digital signatures Zoho books which is a simple to setup and simple to use robust accounting platform on the cloud and this will make sure a centralized data exists between your books and zero inventory then by you can eliminate double entries you can also have access to additional modules inside Soho books for your inventory and customer management like recurring invoices recurring bills accounts client portal credit notes timesheets more reports and more in-house integrations Zoho analytics will help you create custom and complex reports so if you would like to generate a very complex report based on your inventory data you can push all your data into Xero analytics platform Soho click is a messaging platform which will help you get all in a pan ounce mints and notifications we can also integrate Soho desk with Zoho inventory to create a ticket based invoice and you can even charge your clients for the tickets that you are handled using Soho desk customer service tools integration with your slack Channel Yoji suite account office 365 and crossfire cloud EDI or some of the purposes of using Xero inventory if you would like to take a complete backup of all the data that is present inside Soho inventory you can instantly click on the data backup option as shown here this will also be available under the settings menu click on the backup your data button so all your data ranging from your transactions items would be compressed into a zip file and you will be receiving an email with a link to download the data after few minutes and if you would like to change the templates of your transactional documents please visit the templates option here you can completely change the look and feel of your transactional documents so that they can look professional and intricate with all the necessary details printed on it the automation model houses a huge pool of options which will allow you to create a set of rules for modules of server inventory based on which appropriate actions would be performed a good example would be a case where a congratulatory email is sent automatically to the team members when a sales order is made for over $1000 this is just the tip of the iceberg and there is still a lot more options to be discovered and explode with the help of this automation module apart from the integration with Xero analytics zero inventory also possesses certain systematic reports by default and these reports can help you in keeping a very good track of your business your products and all financial information related to your contacts the inventory sales and purchase reports gives you an insight on ongoing and prior transactions with stock reports that can be customized as per your requirements open the reports module from the left pane and select the preferred report click on customize report at the top of the report to specify a date range and click on the run report button to generate the report you can also click on the print button available on the top to print the generated report and clicking on export as button will download the same in the desired format I would like to thank you for spending your time and looking through this video for further assistance please do not hesitate to reach out to us we can either reach us through our toll-free lines or you can always send us an email thank you and see you soon