You may have noticed that on reloading your screen, Zoho Inventory had also refreshed itself with a new look and feel.
The following are the most prominent changes that could be found at first glance:
1. Separate modules for Customers and Vendors
During the initial instalment, we had split the Contacts module into Customers and Vendors for easy accessibility of the desired contact without confusion. Take a look at the related forum post to learn more.
2. Price List moved to the sidebar
The price list module has been moved from settings to the sidebar under Items.
3. Separate payments integration for customers and vendors
The Online Payments tab has been split into Customer and Vendor Payments . You can now integrate your preferred payment gateway separately to receive and make payments.
Enhancements on Reports
1. Bookmark your favorite reports
Not only have we changed the aesthetics but we have also brought in some particularly handy features to save you some good amount of time.
You can now mark the most preferred reports as favorites by clicking the star icon next to it.
These reports will be available under the My Favorites section for easy access.
2. Show/Hide columns in reports
We have added a show/hide columns section where you can add the columns you want to see and remove the columns that you don’t need in your report. This section is available in selective reports only.
To do so: Go to Reports > Open a report > Click Customize Report > Go to Show/Hide Columns > Click the ‘+’ button next to the column name to display the column in your report.
3. Inventory Details to Inventory Summary
The Inventory Details report has been renamed as Inventory Summary report under the Inventory Reports section.
4. Delivery Challan report (Indian and GCC editions)
We have also introduced the Delivery Challan Details report under the Receivables section.
Here, you can view the delivery challans issued to customers for a selected period.
5. Advanced filters in reports
We have added an Advanced Filter section where you refine your reports further based on specific criteria. This is available only for selective reports.
To do so: Go to Reports > Open a report > Click Customize Report > Go to General > Under Advanced Filters section choose a criteria based on which you want to filter your report.
We hope you found this guide helpful to keep up with the new changes. If you need further assistance, please feel free to contact support. More updates are on the pipeline which you can watch out for in our monthly What’s New posts. Stay tuned!