Inventory

Bin Locations

Bin locations are the smallest space in which goods are stored within a warehouse. This feature helps optimize warehouse operations by creating an effective tracking and labelling system. Bin locations make it easier to locate items quickly and efficiently within a warehouse. With the Bin Locations feature in Zoho Inventory, you can create multiple levels of storages and track the items to the smallest unit space of the storage.

Enable Bin Locations

Let’s take a look at how you can enable bin locations in Zoho Inventory, so you never miss out on where to find goods in your warehouse.

• Click the Gear icon in the top right corner.
• Navigate to Warehouses under Organizations in Settings.
• Click the Gear icon in the warehouse that you’d like to enable bin locations.
• Click Enable Bin Locations.

• Click Enable in the pop up that appears.

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Zones

Zone location is an area or a room within a warehouse that contains multiple bins. For example, in a warehouse with a designated area for heavy machinery parts, the zone for these items might be “Machinery Parts Area,” and within that area, each bin might represent a specific type of machinery part.

Create Bin Locations

Once you have enabled bin locations, you can start creating bins in your warehouse and start storing your goods in its designated bin locations. Here’s how you can create bin locations:

• Click the Gear icon in the top right corner.
• Navigate to Warehouses under Organizations in Settings.
• Click Total Zones in the warehouse you’d like to create bins.

• Click + New in the top right corner.

Field	Description
Level	This specifies the levels within the storage area. For example: “Level 1” might represent a shelf in the bin location.
Location	It is the area within the warehouse where the bin location is placed. For example: Aisle, section, bay, etc.
Delimeter	This defines the character or symbol that separates components of the bin location code, such as the hyphen (-) in A-01.
Alias Name	This field lets you assign an alternative, user-friendly name to the bin location for easier reference.
Total	This field indicates the bin location’s total capacity.

• Click Save after filling all the necessary details.

Disable Bin Locations

• Click the Gear icon in the top right corner.
• Navigate to Warehouses under Organizations in Settings.
• Click the Gear icon right next to Edit.
• Click Disable Bin Locations.

Edit Bin Locations

This function allows you to update and manage the specific zones within a warehouse where bins are located. Here’s how you can do it:

• Click the Gear icon in the top right corner.
• Navigate to Warehouses under Organizations*.*
• Click Total Zones on the warehouse.

• Hover over the Zone you would like to edit, click the Edit icon in the right corner.

• Click Save once you’ve made the necessary changes.

Delete Bin Locations

You can remove specific bins within a warehouse that are no longer needed, ensuring the inventory system remains up-to-date. Here’s how you can delete bin locations:

• Click the Gear icon in the top right corner.
• Navigate to Warehouses under Organizations.
• Click Total Zone on the warehouse.
• Hover over the Zone you would like to delete.
• Click the Trash icon on the right corner.

• Click Delete on the pop-up to confirm.

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Bin Locations Inventory

Including bin locations in inventory transactions like picklists, move orders and transfer orders helps improve inventory accuracy, streamline the movement of goods, make tracking and retrieving items easier, optimising warehouse space.

Enable Bin Location For Opening Stocks(Items, Compostite Items)

Here’s how you can enable bin location to an item:

• Go to the Items/Composite Items module in the left sidebar under Inventory.
• Click the + New on the top right corner of the page.
• Enter the necessary details.
• Select the box Track Inventory for this item.
• Select Enable bin location for this item option to start tracking bin locations for this item.

• Choose a method for Advanced Inventory Tracking. You can select Track Serial Number or Track Batches. If you don’t want to track, you can select None.
• Select an account to track the inventory for your item.
• Click Save to confirm.

Inventory Adjustments

Quantity Adjustments

A quantity adjustment fixes differences between recorded and actual stock caused by issues like theft, damage, errors, write-offs, or donations. In Zoho Inventory, you can record these adjustments for all types of tracked items.

• Go to the Inventory Adjustments module under Inventory from the left sidebar.

• Click the + New button on the top right corner of the page.

• In the New Adjustment page, select Quantity Adjustment as your mode of adjustment.

• Enter the necessary details.

• If you have enabled batch number tracking for the item, follow these steps:

  • Click Add Batches & Bins in the line item level.
  • Select Manufactured Date and Expiry Date.
  • Select the Bins and Quantity IN, you can add multiple by clicking + New Row.
  • You can add another batch by clicking + Select another batch.
  • Click Save.

• If you select items that have enabled serial number tracking for this item, follow these steps:

  • Click Add Serial Numbers
  • Select the Bins from the dropdown, you can add multiple bins by clicking + New Row.
  • Enter the Serial Numbers of all the items you want to add.
  • Click Save.

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Bins
  • Select the Bin Location, you can add multiple by clicking + New Row.
  • Enter the Quantity you’d like to add.
  • Click Save

• Click Save as Draft or Save as Open.

Transfer Orders

You can transfer items between bin locations to a different warehouse or a location that uses a designated bin location. Here’s how to do it:

• Go to the Transfer Orders module in the left sidebar under Inventory.
• Click + New in the top right corner.
• Your Transfer Order# will be auto-generated, you can click the Gear icon to change the preference.
• Enter the Date of the transfer order.
• Choose a Source Warehouse and Destination Warehouse from the dropdown.

• Select the items you want to transfer from the bin location.

• If you have enabled batch number tracking for the item, follow these steps:

  • Click Select Batches & Bins in the line item level.
  
  • Enter the Source Batch Reference number from the dropdown and enter the Destination Batch Reference number.
  
  • Enter the Quantity Out.
  • Select the Destination Bins from the drop-down menu and enter the Quantity IN, you can add more bins by clicking + New Row.
  • Click + Select Another Batch to add more batches.
  • Click Save.

• If you have enabled serial number tracking for the item, follow these steps:

  • Click Select Source Serial Numbers and Bins in the line item level.
  
  • In the pop-up that appears, Click or Type to select the items from the drop-down and select the Bins.
  • Click Save.

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Destination Bins in the line item level.
  
  • Select the Bin Location from the drop-down and enter the Quantity.
  
  • You can also add more bins by clicking + New Row.
  • Click Save.

• Click Initiate Transfer to finish. You can also click the arrow to Save and Submit or Mark as Transferred.

  

Move Orders

Move Orders are created to transfer inventory within or between facilities. They optimize stock levels, prevent stock outs, and reduce excess inventory, ensuring efficient operations. Understanding Move Orders is key to effective inventory management. Here’s how you can create a move order:

• Navigate to the Move Orders module in the left sidebar under Inventory.

• Click + New in the top right corner

• Your Move Order# is auto-generated, you can click the Gear icon and enter it manually

• Enter the Date when you want the move order to take place.

• Choose the Warehouse Name from the drop-down

• Select the items you wish to move within your organisation

• If you have enabled batch number tracking for the item, follow these steps:

  • Click Select Source Batches & Bins in the line item level.
  
  • Select the source batch reference number from the drop-down.
  • Select Source Bins and Enter the Quantity Out, you can add more bins by clicking + New Row.
  • You can add another batch by clicking + Select another batch.
  • Click Save.
  • Click Add destination batches & bins,
  
  • Select the Destination Bins from the drop-down, you can add more bins by clicking + New Row.
  • Enter the Quantity In.
  • Click Save.

• If you have enabled serial number tracking for the item, follow these steps:

  • Click Select source serial numbers and bins in the line item level.
  
  • In the pop-up that appears, Click or Type to select the items from the drop-down and select the Bins.
  • Click Save.

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Source Bins in the line item level.
  • Enter the Quantity you can add more bins by clicking + New Row.
  • Click Save.
  • Click Select Destination Bins
  • Enter the Quantity you can add more bins by clicking + New Row.
  • Click Save.

• Click Generate Move Order to finish.

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Bin Locations Transactions

The primary purpose of including bin locations in transactions is to enhance inventory accuracy, streamline picking and packing processes, facilitate easy tracking and retrieval of items. Let’s dive into how bin locations can be associated in transactions.

Picklists

A pick list is a document assigned to a warehouse picker, communicating the list of items and their quantities to pick from a specific warehouse to fulfil orders.

To create a picklist for bin location enabled item:

• Go to the Picklists module under Sales in the left sidebar.

• Click + New in the top right corner.

• Enter the necessary details.

• If you select items that have enabled batch tracking for this item, follow these steps:

  • Click Select Batches & Bins in the line item level.
  
  • Enter Batch Reference number.
  
  • Select the Bin Location, you can add multiple bin locations by clicking + New Row.
  • Enter the Quantity Out.
  • You can add another batch by clicking + Select another batch.
  • Click Save.

• If you select items that have enabled serial number tracking for this item, follow these steps:

  • Click Select Serial Numbers in the line item level.
  
  • Enable Barcode Scanning if you want to scan the serial numbers.
  
  • Click the dropdown and select or type the items.
  • Click Save.

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Bins in the line item level.
  
  • Select the Bin Location and enter the Quantity you can add multiple items by clicking + New Row
  
  • Click Save.

• Click Generate Picklist.

Packages

The Packages module allows you to create and assign package slip numbers to the items in your sales orders and keep track of your consignments when they are shipped.

• Go to the Packages module under Sales in the left sidebar.

• Click + New in the top right corner.

• Fill in the necessary details.

• If you select items that have enabled batch tracking for this item, follow these steps:

  • Click Select Batches & Bins in the line item level.
  
  • Enter Batch Reference number.
  
  • Select the Bin Location, you can add multiple bin locarions by clicking + New Row.
  • Enter the Quantity Out.
  • You can add another batch by clicking + Select another batch.
  • Click Save.

• If you select items that have enabled serial number tracking for this item, follow these steps:

  • Click Select Serial Numbers in the line item level.
  
  • Enable Barcode Scanning if you want to scan the serial numbers.
  
  • Click the dropdown and select or type the items.
  • Click Save.

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Bins in the line item level.
  
  • Select the Bin Location and enter the Quantity you can add multiple items by clicking + New Row.
  
  • Click Save.
  • Enter the Quantity of items you want to pack
  • Click Save in the pop up.

• Click Save to finish.

Invoices

An Invoice is a document sent to your client that indicates the products/services sold by you and the payment information that the client has to make. Learn more about creating an Invoice in Zoho Inventory.

• Go to the Invoices module under Sales in the left sidebar.

• Click + New in the top right corner.

• Enter the necessary details.

• If you select items that have enabled batch tracking for this item, follow these steps:

  • Click Select Batches & Bins in the line item level.
  
  • Enter Batch Reference number.
  
  • Select the Bin Location, you can add multiple by clicking + New Row.
  • Enter the Quantity Out.
  • You can add another batch by clicking + Select another batch
  • Click Save.

• If you select items that have enabled serial number tracking for this item, follow these steps:

  • Click Select Serial Numbers in the line item level.
  
  • Enable Barcode Scanning if you want to scan the serial numbers.
  
  • Click the dropdown and select or type the items.
  • Click Save.

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Bins in the line item level.
  
  • Select the Bin Location and enter the Quantity you can add multiple items by clicking + New Row.
  
  • Click Save.

• Enter the necessary details.

• Click Save 

Sales Receipts

A sales receipt is a document sent to customers when you sell them goods or services and record payment for them simultaneously. In a retail environment, this means that you only need to create one single transaction to record sales and collect payment. Sales receipts are commonly used in places where cash and sale is recorded instantly, such as e-commerce websites and POS.

• Go to the Sales Receipts module under Sales in the left sidebar
• Click + New in the top right corner

Field	Description
Customer Name	Select the customer for whom the invoice is created
Receipt Date	Select the date on which the sales receipt is generated.
Branch	Select the branch for which the sales receipt is created
Sales Receipt	The sales receipt number will be auto-generated. However, you can change the auto-generation series or enter a unique number by clicking the Gear icon.
Place of Supply	Select the state where the items are delivered.

• Select the Warehouse and Selection type

• If you select items that have enabled batch tracking for this item, follow these steps:

  • Click Select Batches & Bins in the line item level.
  
  • Enter Batch Reference number.
  
  • Select the Bin Location, you can add multiple by clicking + New Row.
  • Enter the Quantity Out.
  • You can add another batch by clicking + Select another batch.
  • Click Save.

• If you select items that have enabled serial number tracking for this item, follow these steps:

  • Click Select Serial Numbers in the line item level.
  
  • Enable Barcode Scanning if you want to scan the serial numbers.
  
  • Click the dropdown and select or type the items.
  • Click Save.

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Bins in the line item level.
  
  • Select the Bin Location and enter the Quantity you can add multiple items by clicking + New Row.
  
  • Click Save.

• Write Customer Notes and Terms and Conditions if any.

• Click Save and Send, or you can click the arrow and select Save and Print.

Credit notes

A Credit Note is a document issued by a vendor to a customer when goods are returned to the vendor after a sale. This can happen due to reasons like the goods being damaged or not satisfactory. The credit note is created for the value of the goods returned. Here’s how you can create credit notes for bin locations items:

• Go to the Credit Notes module under Sales in the left sidebar.

• Click the + New button in the top right corner.

• Enter the customer and item details for which you want to create a credit note.

• If you select items that have enabled batch tracking, follow these steps:

  • Click Add Batches & Bins in the line item level.
  
  • Enter Batch Reference and Manufacturer.
  
  • Select Manufactured Date and Expiry Date from the calendar.
  • Select the Bins and Quantity IN, you can add multiple by clicking + New Row.
  • You can add another batch by clicking + Select another batch.
  • Click Save.

• If you select items that have enabled serial number tracking for this item, follow these steps:

  • Click Add Serial Numbers
  
  • Select the Bins from the dropdown, you can add multiple bins by clicking + New Row.
  
  • Enter the Serial Numbers of all the items you want to add.
  • Click Save.

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Bins
  
  • Select the Bin Location, you can add multiple by clicking + New Row.
  
  • Enter the Quantity you’d like to add.
  • Click Save

• Click Save as Draft or Save as Open.

Purchase Receives

• Go to the Purchase Orders module under Purchases from the left sidebar

• Select a purchase order for which you want to create a purchase receive

• In the purchase order’s details page, click Receive

  

• In the purchase receive creation screen, fill in the necessary details like the Purchase Receive# and the Receive Date.

• Enter the quantity of items you want to receive.

• If you select items that have enabled batch tracking, follow these steps:

  • Click Add Batches & Bins in the line item level
  
  • Enter Batch Reference and Manufacturer 
  
  • Select Manufactured Date and Expiry Date.
  • Select the Bins and Quantity IN, you can add multiple by clicking + New Row.
  • You can add another batch by clicking + Select another batch.
  • Click Save.

• If you select items that have enabled serial number tracking for this item, follow these steps:

  • Click Add Serial Numbers
  
  • Select the Bin from the dropdown, you can add multiple bins by clicking + New Row.
  
  • Enter the Serial Numbers of all the items you want to add
  • Click Save

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Bins
  
  • Select the Bin Location, you can add multiple by clicking + New Row.
  
  • Enter the Quantity
  • Click Save

• If you’ve already received the items, click the arrow next to Save as In Transit, or select Save as Received.

Putaways

• Go to the Putaways module under purchases in the left sidebar.

• The Putaways number are automatically generated, you can enter manually this by clicking the gear icon

• Select a Date when you want the putaways to take place

• Select the Warehouse 

• Select the Items Details and the Quantity Transferred

• If you have enabled batch number tracking for the item:

  • Click Select Batches & Bins
  
  • Enter Batch Reference Number
  • Click Select Bins, you can add multiple by clicking + New Row 
  • Enter the Quantity Out.
  • You can add another batch by clicking + Select another batch
  • Click Save

• If you have enabled serial number tracking for the item, follow these steps:

  • Click Select Serial Numbers.
  
  • Select the Bins from the dropdown, you can add multiple by clicking + New Row
  
  • Select or type the Serial Numbers.
  • Click Save.

• If you have selected none in the advanced inventory tracking, follow these steps:

  • Click Select Bins
  
  • Select the Bin Location, you can add multiple by clicking + New Row.
  
  • Enter the Quantity you’d like to add.
  • Click Save.

• Click Generate Putaway to finish.

Bills

• Go to Bills module under Purchases in the left sidebar.

• Click the + New in the top right corner.

• Enter the necessary details.

• Select the items you would like to bill from bin locations in the line item level

• If you have enabled batch number tracking for the item, follow these steps:

  • Click Add Batches & Bins
  
  • Enter Batch Reference and Manufacturer 
  
  • Select Manufactured Date and Expiry Date
  • Select the Bins and Quantity In, you can add multiple by clicking + New Row.
  • You can add another batch by clicking + Select another batch.
  • Click Save.

• If you have enabled serial number tracking for the item, follow these steps:

  • Click Add Serial Numbers.
  
  • Select a Storage Name, you can add multiple by clicking + New Row.
  
  • Enter the Serial Numbers that you’d like to add.
  • Click Save.

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Bins.
  
  • Select the Bin Location, you can add multiple by clicking + New Row
  
  • Enter the Quantity you’d like to add.
  • Click Save

• Enter the necessary details.

• Click Save as Open to finish.

Vendor Credits

Vendor Credits are a crucial aspect of accounts payable, allowing businesses to manage returns, refunds, or adjustments with their suppliers. These credits help reconcile discrepancies, correct billing errors, and streamline financial transactions. Here’s how you can create vendor credits in Zoho Inventory:

• Go to the Vendor Credits module under Purchases in the left sidebar.

• Click the + New in the top right corner.

• Enter the necessary details.

• Select the items for which you would like to create a vendor credit in the line item level.

• If you have enabled batch number tracking for the item, follow these steps:

  • Click Add Batches & Storages 
  
  • Enter Batch Reference Number.
  
  • Select the Bin Location, you can add multiple by clicking + New Row
  • Enter the Quantity Out
  • You can add another batch by clicking + Select another batch
  • Click Save

• If you have enabled serial number tracking for the item, follow these steps:

  • Click Select Serial Numbers
  
  • Enable Barcode Scanning if you want to scan the serial numbers.
  
  • Click the dropdown and select the items
  • Click Save

• If you have selected none in the advanced inventory tracking for the item, follow these steps:

  • Click Select Bins
  
  • Select the Bin Location,you can add multiple by clicking + New Row.
  
  • Enter the Quantity.
  • Click Save.

• Enter the necessary details.

• Click Save As Open.

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