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Zoho invoice product limit8/24/2023 Zoho(CRM, Books, Inventory, Invoice) Logs If there is an error while sending data to Zoho, an email containing the error details will be sent to the specified email address. Instead of creating new Object(Contact, Account, Lead, Deal, custom module etc) in zoho(CRM, Books, Inventory, Invoice), you can update old object by setting Primary Key field. For example, send WooCommerce Order to Zoho on Order Completion. Simply Select Zoho(CRM, Books, Inventory, Invoice) Object then map WooCommerce Order fields to Zoho Object(Contact, Account, Lead, Deal, custom module etc) fields.Ĭhoose event, when WooCommerce Order data should be sent to Zoho(CRM, Books, Inventory, Invoice). Assigning Contact to SalesOrder is available in pro version only.Ĭonnect Zoho (CRM, Books, Inventory, Invoice) Account to WooCommerce store by simply oauth 2.0 authentication. Also you can connect multiple Zoho accounts. View screenshots for creating Contact/Account and assign it to SalesOrder.Go to WooCommerce -> Zoho Logs and verify, if entry was sent to Zoho(CRM, Books, Inventory, Invoice).Send your test entry to Zoho(CRM, Books, Inventory, Invoice).Map required Zoho fields to WooCommerce Order fields.Go to WooCommerce -> Zoho Feeds tab then create new feed. Go to WooCommerce -> Settings -> Zoho tab then add new account.Free version supports Contacts in Zoho Books, Zoho Inventory and Zoho Invoice, all other features are available in Premium version. Learn more about Custom Buttons & Links.Easily create leads, contacts, accounts, deals or any object in Zoho (CRM, Books, Inventory, Invoice) when an order is placed via WooCommerce. You can create them using deluge script and execute actions based on the functions you add. You can create new buttons in the Items module to perform specific actions for your transactions, or to open external links. Select the desired action to be performed.To perform actions on default custom fields: The field is displayed in the transaction PDF You can mark a field you have marked inactive as active If you want to disable the field temporarily, you can mark it as inactive. You can perform various actions on the default fields in Items such as: Set the desired level of user permissions.Hover over the field for which you can configure access and click the Dropdown icon.You can configure different levels of user access for the certain default custom fields. To add extra fields, click the + New Custom Field in the top right corner of the page. Select the Field Customization tab on the top of the page.You can configure user level access for these fields or perform various actions on them. For example, the Selling Price, Purchase Price, Item Image and SKU. In Zoho Books, the Items module has default fields which can be configured. Click Save if you’ve made changes to any of the item preferences.This will help you from running out of stock. If you have set a reorder point while creating an item, you can enable the notification option to send you a reminder when your stock drops below it. You can view this by clicking the Bell icon on top of the page. Out of Stock WarningĮvery time your stock falls below zero or runs in negative, you will be sent a notification. By enabling this option, a unique 4-digit/6-digit HSN code or SAC can be associated with an item based on your business’s annual turnover. The Central Board of Indirect Taxes and Customs (CBIC) has mandated HSN Code or SAC for items effective from 1 April 2021. If you had previously added items to Zoho Books without SKU, you can export the items, add the SKUs to the file, import the items back into Zoho Books and overwrite the existing items. Also, when you import items, SKU will be used as the primary field for mapping items. Once you enable this option, you will have to enter the SKU in the SKU field to create an item which will enable you to identify each item with a unique SKU. Now, each laptop model can be allotted a unique SKU to easily track each item’s movement. While the item name is the same for both items, the colour differs. Scenario: Let’s say Zylker sells a laptop with the item name Dell Precision 360, and the laptop models are in two colours Silver and Metallic Blue.
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